How to set up and use the Onsight app

Our mobile apps and admin console are user-friendly and pretty easy to use. To help you even further we've provided a step-by-step user guide covering all the actions needed to get you up and running. If there's anything you can't find here, please send an email to [email protected]. If you would prefer that we set up your account for you, please contact us for a quote.

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Managing your Catalogue

How to create and edit your product catalogue.

  1. How do I upload my product catalogue? Read More >>
  2. How do I add and update products? Read More >>
  3. How do I delete a product? Read More >>
  4. How do I link products together? Read More >>
  5. How do I manage the order of products? Read More >>
  6. How do I bulk upload my products? Read More >>
  7. How do I bulk upload my images? Read More >>
  8. How do I bulk upload my prices? Read More >>
  9. How do I bulk upload my stock levels? Read More >>
  10. How to update and display stock levels in the app Read More >>
  11. How do I show product videos and brochures? Read More >>
  12. How do I store barcodes for my products? Read More >>
  13. How do I show icons for a product? Read More >>
  14. How do I save a copy of a product? Read More >>
  15. How do I make a product inactive? Read More >>
  16. How do I add and update product icons? Read More >>
  17. What are master products and variants? Read More >>
  18. How do I add and update master products? Read More >>
  19. How do I add and update product variants? Read More >>
  20. How do I search for products in the admin console? Read More >>
  21. How do I add and update product categories? Read More >>
  22. How do I add a product to multiple categories? Read More >>
  23. How do I delete a product category? Read More >>
  24. How do I add and update packs? Read More >>
  25. How do I link packs together? Read More >>
  26. How do I add and update pack categories? Read More >>
  27. How do I bulk upload packs? Read More >>
  28. What are product specs? Read More >>
  29. How do I create custom fields for products? Read More >>
  30. How do I set a minimum and maximum order quantity for a product? Read More >>
  31. How do I configure incremental order/quote quantities per product? Read More >>
  32. How do I hide prices inside the app? Read More >>
  33. How do I generate a PDF catalogue? Read More >>
  34. How do I download a PDF catalogue for a specific customer? Read More >>

Managing your Customers

How to manage your customer information.

  1. How do I manage customer information? Read More >>
  2. How do I manage customers in the admin console? Read More >>
  3. How account ownership works Read More >>
  4. How do I search for customers in the admin console? Read More >>
  5. How do I bulk upload my customer data? Read More >>
  6. How do I bulk allocate sales reps to customers? Read More >>
  7. How do I create custom fields for customers? Read More >>
  8. What are customer groups? Read More >>
  9. How do I add and update customer groups? Read More >>
  10. How do I set up customer pricing? Read More >>
  11. How do I set up customer discounts? Read More >>
  12. How do I remove customer discounts? Read More >>
  13. How do I configure discounts for sales promotions? Read More >>
  14. How do I set up customer product availability? Read More >>
  15. How do I bulk upload customer pricing? Read More >>
  16. How do I bulk upload customer discounts? Read More >>
  17. How do I bulk upload customer product availability? Read More >>
  18. How customer self-ordering works Read More >>
  19. How do I notify my customers about their logins? Read More >>
  20. What are customer notes? Read More >>
  21. How do I allow my sales reps to edit customer notes? Read More >>
  22. How do I manage customer notes in the admin console? Read More >>
  23. What is ‘customer mode’ and how do I change it? Read More >>
  24. How does GPS tracking and customer check-in work? Read More >>
  25. How do I manage customers’ GPS coordinates in the admin console? Read More >>
  26. How do I set the maximum distance for customer check-ins? Read More >>
  27. How do I view check-in and check-out data? Read More >>