User Guide

Managing your Catalogue

How to create and edit your product catalogue.

1. How do I download and install the app? Read More >>
2. How to download a large product catalogue to the app Read More >>
3. How do I create a sales order in the app? Read More >>
4. How do I modify a sales order in the app? Read More >>
5. How do I reorder the same products? Read More >>
6. How do I create BOGO promotions? Read More >>
7. How do I share a PDF order/quote from within the app? Read More >>
8. How do I cancel a sales order in the app? Read More >>
9. How do I view a customer’s product order history in the app and reorder based on past purchases? Read More >>
10. How to create multiple draft orders and quotes in the app Read More >>
11. How do I create a sales quote in the app? Read More >>
12. How do I modify a sales quote in the app? Read More >>
13. How do I cancel a sales quote in the app? Read More >>
14. How to convert a sales quote into a sales order in the app Read More >>
15. How do I give a line item discount in the app? Read More >>
16. How to change the customer for a draft order or quote in the app Read More >>
17. How to change the customer for a submitted order or quote in the app Read More >>
18. How do I present a confirmation screen to the user prior to creating an order or quote in the app? Read More >>
19. How do I view the custom status for an order or quote in the app? Read More >>
20. How do I change the custom status for an order or quote in the app? Read More >>
21. How can I change the sort order of products in the app? Read More >>
22. How do I search for products and filter products in the app? Read More >>
23. How can I change the way products are listed in the app? Read More >>
24. How to hide product categories and show a listing of all products in the app Read More >>
25. How to display important product-related information in the product list views in the app Read More >>
26. How do I search for products in the app using the in-app barcode scanner? Read More >>
27. How do I search for products in the app using a Bluetooth barcode scanner? Read More >>
28. How do I view a product image in full-screen mode in the app? Read More >>
29. How do I manage customers in the app? Read More >>
30. How do I search for customers in the app? Read More >>
31. How do I check in and check out at a customer location? Read More >>
32. How do I enable location services for the Onsight app? Read More >>
33. How does my data sync in the app? Read More >>
34. What are the different types of users in Onsight? Read More >>
35. What can Onsight do for me? Read More >>
36. How do I sign up for an Onsight account? Read More >>
37. What is the Onsight web console? Read More >>
38. How do I download the Onsight app to my mobile device? Read More >>
39. How much mobile data does the app use? Read More >>
40. How do I leave a review for the Onsight app? Read More >>
41. How do I add and update users? Read More >>
42. How to control the discounts that sales reps can offer Read More >>
43. How do I reset my password? Read More >>
44. How do I view my current subscription details? Read More >>
45. How do I upgrade or renew my subscription? Read More >>
46. How do I cancel my subscription? Read More >>
47. What to do when your subscription has expired Read More >>
48. What are the payment options for your Onsight subscription? Read More >>
49. How do I cancel my Onsight account? Read More >>
50. How do I delete my data? Read More >>
51. How do I change my configuration settings? Read More >>
52. How do I change my company details? Read More >>
53. How do I change my billing details? Read More >>
54. How do I set my default time zone? Read More >>
55. How do I set my country? Read More >>
56. How do I set my currency? Read More >>
57. How do I upload my company logo? Read More >>
58. How do I send my customers copies of their orders? Read More >>
59. How to configure how much order history is downloaded to your devices Read More >>
60. How do I set my payment types? Read More >>
61. How do I view my import jobs? Read More >>
62. How do I search for a specific import job? Read More >>
63. How do I manage my tax types? Read More >>
64. How do I add a new tax type? Read More >>
65. How do I show prices including or excluding taxes? Read More >>
66. How do I set up product taxes? Read More >>
67. How do I set up customer taxes? Read More >>
68. How do I configure the From: and Reply-To address for my emails? Read More >>
69. Why do I need to validate my domain for email sending? Read More >>
70. How can I have multiple web console screens open at the same time? Read More >>
71. Is there an Onsight API? Read More >>
72. What do the External ID and External Key fields refer to? Read More >>
73. How do I view reports on sales performance? Read More >>
74. How do I view reports on sales activities? Read More >>
75. How do I view reports on average sales values? Read More >>
76. How do I view reports on gross profits / margins? Read More >>
77. How do I view reports on sales by product? Read More >>
78. How do I view reports on products with no sales? Read More >>
79. How do I view reports on sales by product category? Read More >>
80. How do I view reports on sales by sales rep? Read More >>
81. How do I view reports on sales reps with no sales? Read More >>
82. How do I view a sales report by account owner? Read More >>
83. How do I view reports on products sold by sales reps? Read More >>
84. How do I view reports on sales by customer? Read More >>
85. How do I view reports on customers with no sales? Read More >>
86. How do I view reports on customers logging in? Read More >>
87. How do I view reports on customer self-ordering? Read More >>
88. How do I view reports on products sold to customers? Read More >>
89. How do I view reports on customer groups? Read More >>
90. How do I change my reports to show totals with / without taxes? Read More >>
91. How do I upload my product catalogue? Read More >>
92. How do I add and update products? Read More >>
93. How do I add an image for a product? Read More >>
94. How do I delete a product? Read More >>
95. How can I remove the sample catalogue? Read More >>
96. How do I link products together? Read More >>
97. How do I link associated products in my catalogue? Read More >>
98. How do I link alternative products in my catalogue? Read More >>
99. How do I manage the sort order of products? Read More >>
100. How do I bulk upload my products? Read More >>