Onsight B2B sales app and web portal

2022

• Hide or flag products that are out of stock. (more info …)
• Hide the stock on hand / stock availability fields from your customers who are self-ordering.
• Show the product code, SKU and barcode in the product tile and list views in the app.
• Store multiple shipping addresses for each customer.
• Search for products with the in-app barcode scanner.
• Display the sync status of orders and quotes when a connector is activated.
• Bulk-upload for images: allow multiple image URLs per product.
• Config setting to control which orders / quotes reps can see. (more info …)

2021

• New connector for integrating with Zoho Books and Zoho Inventory.
• New improved connector for integrating with QuickBooks Online.
• For sales emails, in addition to the PDF attachment, also show the order / quote details in the body of the email.
• For sales emails, in addition to the PDF attachment, also send a CSV file attachment with all the order / quote details.
• Incremental order/quote quantities per product. (more info …)
• New sales reports showing customers with no sales, sales reps with no sales and products with no sales.
• White-label version of the Onsight web ordering portal.
• New connector for integrating with Alegra Accounting.
• New quick add to cart feature for the ‘Browse Product Catalogue’ screen in the web portal.
• Allow administrators to specify a custom Reply To: address for all sales emails.
• Provide DKIM domain validation to improve the deliverability of all sales emails. 
• New config setting to prevent customer login users from modifying sales orders.
• New bulk upload process for uploading multiple images for a single product. (more info …)
• Added the ‘Taxable’ field and ‘Applied Taxes’ field to the bulk update process for customers.
• Added the ‘Taxable’ field and ‘Minimum Order Quantity’ field to the bulk update process for products.
• Allow a customer login user to create their own sales quotes.
• Show detailed order history for each customer in the app.
• Add support for links to PDF documents, videos, podcasts and websites to be added to product descriptions and custom fields.
• Allow administrators to choose the number of previous orders and quotes to download to the app.

2020

• New improved connector for integrating with MYOB AccountRight.
• New connector for integrating with Netsuite.

Onsight API

2022

• Orders and Quotes end points: allow filtering out cancelled orders and quotes.

2021

• Create / update multiple product custom fields simultaneously.
• Improved handling of customer group additions and deletions.
• Added the ‘Minimum Quantity Per Order/Quote’ and ‘Maximum Quantity Per Order/Quote’ field to all of the Product end points.
• Added the ‘Increments’ field to all of the Product end points.
• Added an ‘External Key’ field to all of the ProductCustomerGroupPricing end points.
• Improved error reporting for token authorization failures.
• Send back all Tax Types information in the output when getting a single Product or all Products.
• Changed the end point for creating a new Product so that new Products can be marked an Inactive immediately.
• Changed the end point that returns all Products to optionally also include Inactive Products.
• Changed the ProductCustomerGroupPricing API end point to speed up deletions and re-insertions of the same data.