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 just like sales reps but their login is restricted to their own information.

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

Follow these steps to create logins for your customers:

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click ‘Customers’ from left-hand side menu
  • Click on the ‘Manage Customers’ menu item
  • Click on the “Add Customer Login” button at the top of the screen
  • Choose the customer account that this login must be linked to.
  • You need to fill in a name and email address for the new user.
  • Optionally fill in a password for the user. If you leave the password blank a confirmation email will be sent to the user containing a link to activate the account and to choose a password. This is more secure. If you fill in a password you need to contact the user yourself with the login details.
  • Click ‘Save’.

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

You can manage your customer logins from the User module:

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click ‘Setup’ from left-hand side menu
  • Click on the ‘Manage 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
  • Change the details for this user.
  • Click ‘Save’.

Each customer can have multiple logins. This means each staff member at the customer can get a separate login.

Related articles:
How do I notify my customers about their logins?