This page lists all of the many features that are available in the Onsight B2B sales system.

Product catalogue

• Let your sales reps show your product catalogue to customers using a tablet or mobile phone.
• Show multiple hi-resolution images for each product. Show me how.
• Show a detailed product description for each product.
• Show custom fields for products. Show me how.
• Customise which product fields are visible on the product listing page.
• Hide certain fields from the product details page.
• Show technical specs and info icons for each product.
• Add links to PDF documents, videos, podcasts and websites in your product descriptions. Show me how.
• Group products into packs so that they can be sold together. Show me how.
• Link products together as complementary products. Show me how.
• Link products together as alternative products. Show me how.
• Show descriptive icons for each product so that reps and customers can quickly see product characteristics.
  Show me how.

• Organise your products into categories. Show me how.
• Allocate products to multiple categories. Show me how.
• Allocate specific products to specific customers. Show me how.
• Let your reps choose a customer and then have the catalogue only display products allowed for that customer and have all pricing change to match that customer. Show me how.
• Generate a PDF catalogue or price list with images and product descriptions. Show me how.
• Generate a PDF catalogue or price list for a specific customer with that customer’s unique pricing. Show me how.
• Use your camera as a barcode scanner to search for products by barcode or QR code. Show me how.
• Hide or flag products that are out of stock. Show me how.
• Let your products appear in a custom sort order in the product catalogue. Show me how.
• Bulk upload your product data. Show me how.
• Bulk upload your product images. Show me how.
• Bulk upload your stock levels. Show me how.
• Bulk upload your volume pricing data. Show me how.

Order capture

• Let your sales reps capture orders on the road even then they are offline.
• Send an order PDF to the office so that it can be processed immediately.
• Send a copy of the order PDF to your customers for their records. Show me how.
• Customise the contents of the order PDF email. Show me how.
• Receive multiple versions of your order PDF, eg. you can include a picking list
• Specify minimum and maximum order quantities. Show me how.
• Add items to orders in specific increments. Show me how.
• Add fees lines items to your orders.
• Add notes to your orders.
• Make notes compulsory for specific products.
• Show markup and margin statistics when entering order line items.
• Overselling prevention – prevent users from ordering items in quantities that exceed your present stock levels.
• Calculate and show the total weight and volume of the order.
• Add the same item multiple times to an order with different prices. Show me how.
• Track a custom status for orders to make it easy for sales reps, warehouse staff and customers to see, at a glance, where each order stands in the order fulfillment process.
• Share and print orders from your mobile device. Show me how.
• For each customer, create a pre-selected list of products that can be converted into an order. Show me how.
• Enforce scheduled deliveries with defined delivery days and same-day delivery cut-off times. Show me how.
• Capture a customer’s signature as confirmation of the order.
• Prevent errors and pre-mature submissions by forcing users to confirm that they really want to finalise and submit an order or quote.
• Have fine-grained control over who can create orders, create quotes, edit orders, edit quotes, and approve quotes.

Quote generation

• Let your sales reps generate quotes on the road even then they are offline.
• Send a quote PDF to your customers via email.
• Send a copy of the quote PDF to your office for your records. Show me how.
• Approve a quote to automatically convert it into an order.
• Quotes have all the same features as orders that are listed in the previous section.

Pricing

• Apply different prices for different customers. Show me how.
• Give permanent discounts to specific customers. Show me how.
• Capture a cost price for products so that you can track costs of sales and gross profit.
• Hide prices so that reps and customers don’t see any pricing. Show me how.
• Apply volume pricing (quantity-based pricing) where the unit price decreases as your customer buys more of your product. Show me how.

Taxes

• Apply taxes at the line item level. Have different tax rates for different products. Show me how.
• Apply taxes at the customer level. Have different tax rates for different customers. Show me how.
• Have some customers be taxable and others not.
• Have some products be taxable and others not.
• Set up percentage taxes or flat rate taxes.

Customers

• Store full contact information on each customer.
• Store full contact information for each contact person at the customer.
• Store multiple shipping addresses for each customer. Show me how.
• Group your customers so that each group can get different pricing. Show me how.
• Import your customers using an Excel spreadsheet. Show me how.
• Show custom fields for customers. Show me how.
• Give each customer a unique catalogue that only contains products that they can purchase, and that contains their unique pricing.
• Create customer-specific order templates to provide a tailored product list for individual customers. Show me how.
• Allocate your customers to sales reps and enforce account ownership rules. Show me how.
• Bulk upload your customer data. Show me how.

Check-ins

• Store GPS co-ordinates for every customer.
• Let your sales reps check into a customer location.
• View reports on sales rep check-ins.
• Track sales rep check-ins on a map.

Customer self-ordering

• Let your customers log into the app themselves with no sales reps present so that they can browse your catalogue. Show me how.
• Let your customers submit orders themselves.
• Create a special type of customer login that can place orders for multiple customers (eg. a regional manager ordering for multiple locations). Show me how.

Branded app and branded website

• Get a B2B ecommerce app under your own name in the Google Play app store and Apple App Store. Your customers can find the app in the app store, install it and place orders.
• Get customised screens and flows in your B2B ecommerce app.
• Get a B2B ecommerce website under your own domain name for customers and reps to log into and use.
• Get customised screens and flows in your B2B ecommerce website.

Connecting to other systems

• Send orders directly into your accounting system so that it automatically creates a sales order or even an invoice.
• Send quotes directly into your accounting system so that it automatically creates an estimate or quote.
• Pull product info and pricing from your accounting system and use it to update your product catalogue.
• Pull customer info from your accounting system and show it to reps. Eg. AR balances
• Pull down your per-customer price lists from your accounting system
• Allow reps to create new customers or update customers and send this information to your accounting system.
• Supported accounting systems / ERP systems: NetSuite, SAP B1, Zoho, Xero, Quickbooks Online, MYOB, Unleashed, Sage 50, Alegra and others.
• If your system is not supported yet, build your own integration using our fully-featured REST API.

Reporting

• View reports on sales revenues. Drill down by sales rep and by customer. Show me how.
• View reports on sales activity (number of orders and quotes generated). Drill down by sales rep and by customer. Show me how.
• View reports on revenues, costs and gross profits. Drill down by sales rep, and by customer. Show me how.
• View reports on products and the value of orders and quotes generated for each product. Show me how.
• View reports on product categories and the value of orders and quotes generated for each product category. Show me how.
• View reports on products with no sales. Show me how.
• View reports on gross profit by product.
• View reports on sales reps and the value of orders and quotes generated by each sales rep. Show me how.
• View reports on sales reps with no sales. Show me how.
• View reports on customers and the value of orders and quotes generated for each customer. You can also track which products have been ordered by each customer. Show me how.
• View reports on customer groups and the value of orders and quotes generated for each customer group. You can also track which products have been ordered by each customer group. Show me how.
• View reports on customers with no sales. Show me how.
• Export detailed segmented sales data to analyse using Excel or other data analysis tools. Show me how.
• Sales reps can view their own personal reports on their sales performance, product sales and customer sales.