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How do I view all orders and quotes for a customer?
Log in to the Onsight web console at
https://sales.onsightapp.com/
.
Click on ‘Orders’ from the left-hand side menu.
The latest orders and quotes will be displayed.
In the ‘Customer’ field type the name of the customer that you wish to see all orders and quotes for.
You can also choose a start date, end date or customer.
Click ‘Search’.
The matching orders and quotes will be displayed.
to view a specific order or quote, click on the document number for that sales order or quote.