{"id":2,"date":"2013-03-05T19:42:59","date_gmt":"2013-03-05T19:42:59","guid":{"rendered":"https:\/\/www.onsightapp.com\/blog\/?page_id=2"},"modified":"2025-11-26T20:21:49","modified_gmt":"2025-11-26T20:21:49","slug":"latest-features","status":"publish","type":"page","link":"https:\/\/www.onsightapp.com\/blog\/latest-features","title":{"rendered":"Latest Onsight features and updates"},"content":{"rendered":"<h1>Onsight B2B sales app and web portal<\/h1>\n<h2>2025<\/h2>\n<ul>\n<li>New bulk upload process for volume pricing data. (<a href='\/user-guide\/how-do-i-bulk-upload-my-volume-pricing\/'>more info &#8230;<\/a>)<\/li>\n<li>Sales reps can view their own personal reports on their sales performance, product sales and customer sales. <\/li>\n<li>Allow for fine-grained control over who can create orders, create quotes, edit orders, edit quotes, and approve quotes.<\/li>\n<li>Improve how we show validation errors and other errors when managing data in the web console.<\/li>\n<li>Provide French, Spanish and German translations for the web console. <\/li>\n<li>Overselling prevention &#8211; prevent users from ordering items in quantities that exceed your present stock levels. <\/li>\n<li>New report to export detailed segmented sales data to analyse using Excel or other data analysis tools.  (<a href='\/user-guide\/how-do-i-export-and-analyse-all-my-sales-data\/'>more info &#8230;<\/a>) <\/li>\n<li>Show markup and margin statistics when entering order line items.<\/li>\n<li>New report that shows individual product sales for each customer group.<\/li>\n<li>Admins can manage product icons in the new web console.<\/li>\n<li>Show extra fields like barcode, SKU, stock and custom fields on the Quick Order page.<\/li>\n<li>Improve the customer data importer to better handle bad hyperlinks created by Excel.<\/li>\n<li>Remember search filters on all search screens in the web console.<\/li>\n<li>Admins can now view all sales reports and sales charts in the new web console.<\/li>\n<li>Add support for Onsight updates to existing customers to sync to the ERP \/ accounting system.<\/li>\n<li>Add a native customer code field for customer records and remove legacy custom field.<\/li>\n<li>Migrate the customer code from a custom field to the new native customer code field for SAP Business One, Sage 50 and Unleashed.<\/li>\n<li>Show customer signature on order details screen in the web console.<\/li>\n<li>Admins can now view and download sales rep check-in data in the new web console.<\/li>\n<li>View individual sales rep check-in locations on a map.<\/li>\n<li>View routes on a map based on sales rep check-in locations.<\/li>\n<li>Add support for volume pricing &#8211; configure and apply different prices for different order quantities. (<a href='\/user-guide\/how-do-i-add-volume-pricing-to-my-products\/'>more info &#8230;<\/a>)<\/li>\n<li>Admins can manage general settings, order emails settings, quote email settings, customer email settings and custom lists in the new web console.<\/li>\n<li>For the Customers Sales report allow filter \/ drill-down by product category.<\/li>\n<li>Make configurable the number of lines for product names on the product listing page in the web console product catalogue.<\/li>\n<li>Allow for flagging new customers in the sales order email subject line.<\/li>\n<li>New, improved global CDN for serving product images.<\/li>\n<li>Add support for TIFF, BMP, WEBP and HEIC image formats.<\/li>\n<li>Improved file validation for image uploads.<\/li>\n<li>Change order search from UTC to local time.<\/li>\n<\/ul>\n<h2>2024<\/h2>\n<ul>\n<li>Migrate all sales rep logins to the new web console.<\/li>\n<li>New connector for integrating with the Unleashed WMS (warehouse management system).<\/li>\n<li>For each user show a last login date and last order\/quote date.<\/li>\n<li>Show associated products and alternative products on the product details page in the new web console.<\/li>\n<li>Allow sorting and filtering users by user type.<\/li>\n<li>Allow products to appear in a custom sort order in the product catalogue.<\/li>\n<li>Admins can manage products, master products, variants, packs, stock levels, product images, product category hierarchy, group price lists, group discounts, and group product availability in the new web console.<\/li>\n<li>Upgrade all web services and all REST APIs to TLS 1.2.<\/li>\n<li>Migrate all customer logins to the new web console.<\/li>\n<li>Admins can manage users, product categories, tax types, customer groups and fees in the new web console.<\/li>\n<li>Admins can import and export customers in the new web console.<\/li>\n<li>Sales reps can view and update customer information in the new web console.<\/li>\n<li>Allow more decimal format options for calculated custom fields on order PDFs.<\/li>\n<li>Allow the product catalogue PDF page footers to be switched on or off per page.<\/li>\n<li>Sync Quantity On Order and Quantity Back Ordered from NetSuite<\/li>\n<li>On the product details page, show product custom fields in a specific sort order.<\/li>\n<li>Add the payment method field to the quotes screen in the web console.<\/li>\n<li>Increase the number of products that can be included in a single product catalogue PDF download.<\/li>\n<li>New sorting options to arrange the order history by order frequency, by volume, or alphabetically in the app.<\/li>\n<li>Added full &#8216;add to the cart&#8217; box to the list view in the app.<\/li>\n<li>Wrap longer product names up to 90 characters on tablets and iPads on the list view in the app.<\/li>\n<li>Improved check-in and check-out process (higher accuracy) in the app.<\/li>\n<li>Allow the app to have more than one year of order history.<\/li>\n<li>Add the Detailed Description field to the product details screen in the web console.<\/li>\n<li>New connector for integrating with SAP Business One.<\/li>\n<li>Allow for keyword search rather than phrase search in the Product Catalogue module for custom web consoles.<\/li>\n<li>Display the last price charged on the Previously Ordered screen and Create Order screen for custom web consoles.<\/li>\n<li>Display the last order quantity on the Previously Ordered screen for custom web consoles.<\/li>\n<li>Fix\u00a0order CSV downloads to show full contact person name.<\/li>\n<li>Enforce a maximum allowed discount per sales rep\u00a0in the web console.<\/li>\n<li>Display the total ordered quantity and number of times ordered\u00a0on the Previously Ordered screen for custom web consoles.<\/li>\n<li>Security improvements for web sessions in the web console.<\/li>\n<li>New connector for integrating with Sage 50.<\/li>\n<li>Allow customer logins to log in and place orders for multiple customer accounts in the web console.<\/li>\n<li>Add new fields: \u2018Customer External Id\u2019 and \u2018Product External Id&#8217; to the order CSV downloads.<\/li>\n<li>Enclose all text fields with quotation marks in order CSV downloads.<\/li>\n<li>Remember the sort order on the Manage Users screen.<\/li>\n<li>Allow multiple email addresses in the customer billing email address field.<\/li>\n<li>Reset data feature to safely clear the cache (stale data) in the app.<\/li>\n<li>Display product-related information in the list views by default in the app.<\/li>\n<li>Display product custom fields in the list view by default in the app.<\/li>\n<li>Display weblinks in the product list views in the app.<\/li>\n<li>&#8216;Buy One, Get One&#8217; (BOGO) promotions. (<a href='\/user-guide\/how-do-i-create-sales-promotions-using-product-discounts-and-quantity-discounts\/'>more info &#8230;<\/a>)<\/li>\n<li>Enforce scheduled deliveries with defined delivery days and same-day delivery cut-off times for orders.<\/li>\n<li>Set the cut-off time for same-day deliveries.<\/li>\n<li>Admins and reps can create orders,\u00a0create quotes and approve quotes in the new web console.<\/li>\n<li>Admins and reps can add fees to an order\u00a0in the new web console.<\/li>\n<li>Improved the formatting of all screens in the new web console to better handle large text values.<\/li>\n<li>Created an Add Item feature on the Create Order screen in the new web console.<\/li>\n<li>Customer mode in the new web console.<\/li>\n<li>Improved the speed and formatting of the Quick Order screen in the new web console.<\/li>\n<li>Admins can now download CSV files for their orders\u00a0in the new web console.<\/li>\n<li>Admins can now download PDFs for the entire catalogue or for specific product categories\u00a0in the new web console.\n<li>Allow for hiding discounts in Zoho sales orders and only showing post-discount prices.<\/li>\n<li>Send primary contact person and tax type to Zoho for customers created in Onsight.<\/li>\n<li>Allow customer names to be the Zoho Display Name instead of the Zoho Company Name.<\/li>\n<li>Cater for QuickBooks sending image files with no file extension.<\/li>\n<li>Users can view and update a custom status for orders and quotes.  (<a href='\/user-guide\/what-is-a-custom-status-for-orders-and-quotes\/'>more info &#8230;<\/a>)<\/li>\n<\/ul>\n<h2>2023<\/h2>\n<ul>\n<li>For Zoho, improve how the Ship Date is handled for different timezones.<\/li>\n<li>For MYOB, allow custom data mapping for the Onsight order number and Onsight order reference.<\/li>\n<li>For QuickBooks, explain the discount details in the line item description.<\/li>\n<li>Improve how zero-quantity line items are handled.<\/li>\n<li>For Zoho, allow custom data mapping for product name.<\/li>\n<li>Extend the product search into the detailed description field.<\/li>\n<li>For QuickBooks, Xero, Zoho, NetSuite and MYOB, option to auto-allocate all customers to all reps.<\/li>\n<li>Speed up downloading of order and quote PDFs.<\/li>\n<li>Allow for adding the same product multiple times to an order with different prices. (<a href='\/user-guide\/how-do-i-create-sales-promotions-using-product-discounts-and-quantity-discounts\/'>more info &#8230;<\/a>)<\/li>\n<li>Create customer-specific order templates for customers. (<a href='\/user-guide\/what-is-an-order-template\/'>more info &#8230;<\/a>)<\/li>\n<li>Improvements to the Add Item process on the Create Order screen on the web.<\/li>\n<li>Allow product increments with up to 5 decimal places.<\/li>\n<li>Improve fields available for line items in custom order CSV downloads.<\/li>\n<li>Add support for clickable web links in customer custom fields and other customer-related information.<\/li>\n<li>Allow original order creation date to appear on PDFs for modified orders.<\/li>\n<li>Allow for syncing of customer price lists from\u00a0Zoho.<\/li>\n<li>Improve how product and customer custom fields are handled in the Excel exporter and importer.<\/li>\n<li>Extra customisation feature: Customise the sync frequency per user type.<\/li>\n<li>Allow users to change the position of a product in the cart.<\/li>\n<li>Speed up the Previously Ordered page in the ordering website.<\/li>\n<li>Allow displaying of an effective tax rate on the order and quote PDF.<\/li>\n<li>Allow Zoho India users to create\u00a0Delivery Challans.<\/li>\n<li>Extra customisation feature: Remove currency symbols.<\/li>\n<li>Display alternative products.<\/li>\n<li>Increase the size of the barcode field.<\/li>\n<li>Improved product scanner capabilities for iPhone 14.<\/li>\n<li>Allow for Xero contact groups to be excluded from syncing.<\/li>\n<li>Improved and redesigned PDF templates for orders and quotes.<\/li>\n<li>New report on gross profit by product.<\/li>\n<li>Share and print orders and quotes from the app.<\/li>\n<li>Confirmation screen before creating an order \/ quote.<\/li>\n<\/ul>\n<h2>2022<\/h2>\n<ul>\n<li>Show extra product info on the product listing page.<\/li>\n<li>Add customer billing and shipping address fields into the customer search.<\/li>\n<li>Add QR code reader to product scanner.<\/li>\n<li>Hide or flag products that are out of stock. (<a href='\/user-guide\/how-to-handle-products-that-are-out-of-stock\/'>more info &#8230;<\/a>)<\/li>\n<li>Hide the stock on hand \/ stock availability fields from your customers who are self-ordering.<\/li>\n<li>Show the product code, SKU and barcode in the product tile and list views in the app.<\/li>\n<li>Store multiple shipping addresses for each customer.<\/li>\n<li>Search for products with the in-app barcode scanner.<\/li>\n<li>Display the sync status of orders and quotes when a connector is activated.<\/li>\n<li>Bulk-upload for images: allow multiple image URLs per product.<\/li>\n<li>Config setting to control which orders \/ quotes reps can see. (<a href='\/user-guide\/how-to-configure-order-visibility-for-sales-reps\/'>more info &#8230;<\/a>)<\/li>\n<\/ul>\n<h2>2021<\/h2>\n<ul>\n<li>New connector for integrating with Zoho Books and Zoho Inventory.<\/li>\n<li>New improved connector for integrating with QuickBooks Online.<\/li>\n<li>For sales emails, in addition to the PDF attachment, also show the order \/ quote details in the body of the email.<\/li>\n<li>For sales emails, in addition to the PDF attachment, also send a CSV file attachment with all the order \/ quote details.<\/li>\n<li>Incremental order\/quote quantities per product. (<a href='\/user-guide\/how-do-i-configure-incremental-order-quote-quantities-per-product\/'>more info &#8230;<\/a>)<\/li>\n<li>New sales reports showing customers with no sales, sales reps with no sales and products with no sales.<\/li>\n<li>White-label version of the Onsight web ordering portal.<\/li>\n<li>New connector for integrating with Alegra Accounting.<\/li>\n<li>New quick add to cart feature for the &#8216;Browse Product Catalogue&#8217; screen in the web portal.<\/li>\n<li>Allow administrators to specify a custom Reply To: address for all sales emails.<\/li>\n<li>Provide DKIM domain validation to improve the deliverability of all sales emails.\u00a0<\/li>\n<li>New config setting to prevent customer login users from modifying sales orders.<\/li>\n<li>New bulk upload process for uploading multiple images for a single product. (<a href='\/user-guide\/how-do-i-bulk-upload-my-images\/'>more info &#8230;<\/a>)<\/li>\n<li>Added the &#8216;Taxable&#8217; field and &#8216;Applied Taxes&#8217; field to the bulk update process for customers.<\/li>\n<li>Added the &#8216;Taxable&#8217; field and &#8216;Minimum Order Quantity&#8217; field to the bulk update process for products.<\/li>\n<li>Allow a customer login user to create their own sales quotes.<\/li>\n<li>Show detailed order history for each customer in the app.<\/a>\n<li>Add support for links to PDF documents, videos, podcasts and websites to be added to product descriptions and custom fields.<\/li>\n<li>Allow administrators to choose the number of previous orders and quotes to download to the app.\n<\/ul>\n<h2>2020<\/h2>\n<ul>\n<li>New improved connector for integrating with MYOB AccountRight.<\/li>\n<li>New connector for integrating with Netsuite.<\/li>\n<\/ul>\n<p>&nbsp;<br \/>\n&nbsp;<\/p>\n<h1>Onsight API<\/h1>\n<h2>2025<\/h2>\n<ul>\n<li>Add support for image URLs that are longer than 4,000 characters.<\/li>\n<li>Improve the speed of creating new orders for accounts with large numbers of products and product custom fields.<\/li>\n<\/ul>\n<h2>2024<\/h2>\n<ul>\n<li>Add the custom order status field to all order end points.<\/li>\n<li>Added an end point to approve a quote and convert it into an order.<\/li>\n<li>Make the payment method field optional for orders and quotes.<\/li>\n<li>Make the label field optional for shipping addresses.<\/li>\n<li>Add a new end point to update the external key for a shipping address.<\/li>\n<li>Change the customer end point so that new customers can be made inactive immediately.<\/li>\n<li>Fix a bug in the deletion end point for product custom fields.<\/li>\n<li>Updated our API documentation based on the Swagger (OpenAPI 3.0) specification. The new documentation provides a comprehensive and interactive overview of our API endpoints, parameters, and response formats.<\/li>\n<li>Added an end point to delete a Fee.<\/li>\n<li>Added an end point to remove a Tax Type from a Fee.<\/li>\n<li>Added extra fields to the Fees end points.<\/li>\n<li>Fix bug with Products end points and deleted products.<\/li>\n<li>Fix bug with Pack Categories end points and inactive categories.<\/li>\n<\/ul>\n<h2>2023<\/h2>\n<ul>\n<li>Fix bug with missing order totals for new orders.<\/li>\n<li>Fix bug in taxable field for new orders.<\/li>\n<li>Automatically create a Fee category when creating the first Fee.<\/li>\n<li>Extend the product search to include the SKU field.<\/li>\n<li>Fix bug with the Product Category end points and the status field.<\/li>\n<li>Allow Tax Types to be made inactive.<\/li>\n<li>Fix bug in customer GPS co-ordinates.<\/li>\n<\/ul>\n<h2>2022<\/h2>\n<ul>\n<li>Orders and Quotes end points: allow filtering out cancelled orders and quotes.<\/li>\n<\/ul>\n<h2>2021<\/h2>\n<ul>\n<li>Create \/ update multiple product custom fields simultaneously.<\/li>\n<li>Improved handling of customer group additions and deletions.<\/li>\n<li>Added the &#8216;Minimum Quantity Per Order\/Quote&#8217; and &#8216;Maximum Quantity Per Order\/Quote&#8217; field to all of the Product end points.<\/li>\n<li>Added the &#8216;Increments&#8217; field to all of the Product end points.<\/li>\n<li>Added an &#8216;External Key&#8217; field to all of the\u00a0Product Customer Group Pricing end points.<\/li>\n<li>Improved error reporting for token authorization failures.<\/li>\n<li>Send back all Tax Types information in the output when getting a single Product or all Products.<\/li>\n<li>Changed the end point for creating a new Product so that new Products can be marked an Inactive immediately.<\/li>\n<li>Changed the end point that returns all Products to optionally also include Inactive Products.<\/li>\n<li>Changed the\u00a0Product Customer Group Pricing API end point to speed up deletions and re-insertions of the same data.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Onsight B2B sales app and web portal 2025 New bulk upload process for volume pricing data. (more info &#8230;) Sales reps can view their own personal reports on their sales performance, product sales and customer sales. Allow for fine-grained control<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/pages\/2"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/comments?post=2"}],"version-history":[{"count":103,"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/pages\/2\/revisions"}],"predecessor-version":[{"id":8138,"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/pages\/2\/revisions\/8138"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/blog\/wp-json\/wp\/v2\/media?parent=2"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}