How customer self-ordering works

The customer login feature allows you to create a special type of user login for your customers. This is different from the sales rep logins. When your customers log in they will only see their own data. They can browse your product catalogue and submit orders and quotes just like sales reps but their login is restricted to their own information and they cannot change any prices or discounts. Each customer can have multiple logins. This means each staff member at the customer can get a separate login.

The customer login and customer self-ordering features are available on our Business and Enterprise plans.

There are 2 ways to create customer logins for your customers; one by one or via the customer bulk upload tool.

1. Creating customer logins one by one

Follow these steps to create logins for your customers:

  • Log in to the Onsight web console at https://sales.onsightapp.com.
  • Click ‘Settings’ from the left-hand side menu.
  • Click on the ‘Users’ menu item.
  • Click on the ‘Add User’ button in the top right-hand corner of the screen.
  • Change ‘Is customer login’ to ‘Yes’.
  • Choose the customer account that this login must be linked to.
  • Fill in a name and email address for the new user.
  • You can leave the password blank if you have the automated email confirmation setting to your customers enabled. See this article: How do I notify my customers about their logins. A confirmation email will be sent to the user containing a link to activate the account and to choose a password.
  • Alternatively, fill in a password for the user. If you fill in a password, you need to contact the user yourself with the login details. Please note that this is less secure.
  • Click the ‘Save’ button.

Your customers can now log into the app and place orders which will get sent to you.

2. Creating customer logins via the customer bulk upload tool

Follow these steps to enable customer logins via the bulk upload tool:

  • Log in to the Onsight web console at https://sales.onsightapp.com.
  • Click on ‘Import & export data’ from the left-hand side menu.
  • Click on the ‘Customers’ menu item.
  • This will open up the 4-step customer import & export tool.
  • Click the “Download” button and save the spreadsheet somewhere you will find it easily. Once done, click on ‘Continue’.
  • Open the spreadsheet file. In the ‘Allow Login’ column you can activate customer logins by simply changing the ‘No’ to ‘Yes’.
  • Important: In the ‘Billing email address’ column you need to add your customer’s email address. This will become the customer’s login email address. Without an email address, the login function will not work.
  • Before you upload the new sheet, you need to allow your customers to receive an automatic account activation email from us informing them about the customer login access and containing a link for them to choose a password. See this article: How do I notify my customers about their logins. It might be a good idea to send your customers an email beforehand, informing them about their customer login access and telling them to watch out for the account activation email.
  • Save your file. Click on the ‘+’ button and select your saved data sheet on your computer. Once done, click on ‘Continue’.
  • Click the ‘Import’ button to start the import process. Your data sheet will be analysed and validated.
  • If your spreadsheet passes validation you will be shown a list of all the updates that will be made once you approve the import job. If the spreadsheet validation is unsuccessful, you will be shown a list of errors that you will need to rectify and then retry the upload process.

  • Once you are happy with all updates shown to you and no errors appear, click on “Approve job” and all of the new sales rep allocation information will be imported into Onsight.

Your customers can now log into the app and place orders which will get sent to you.

3. Manage your customer logins

You can manage your customer logins from the User module:

  • Log in to the Onsight web console at https://sales.onsightapp.com.
  • Click ‘Settings’ from the left-hand side menu.
  • Click on the ‘Users’ menu item.
  • To add a new customer login, click on the “Add User” button at the top of the screen
  • To update an existing customer user, click on the name of the user, click the ‘Edit’ button, make your changes and then click the ‘Save’ button.
  • To delete an existing customer user, click on the name of the user and then click the ‘Delete’ button.

4. Configure your customer logins

Customer logins users can create and submit orders. As the admin user, you can decide if you want to allow your customer users to also create quotes and if they should be allowed to modify orders in Onsight:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Settings’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • See your present configuration settings in the General tab.
  • Click the ‘Edit’ button.
  • Scroll down to the ‘User permission settings’ section.
  • You will see the option ‘Allow customer logins to create quotes’. Enable this option if you want to allow your customer users to create quotes.
  • You will also see the option ‘Allow customer logins to modify orders’. Enable this option if you want to allow your customer users to modify orders that have been submitted already.
  • Click the ‘Save’ button.

Related articles:
What is a customer login?
How do I notify my customers about their logins?

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