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://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.
  • 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 ‘Save’.

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 admin console at http://web.onsightapp.com/.
  • Click ‘Customers’ from left-hand side menu.
  • Click on the ‘Manage Customers’ menu item.
  • Click on ‘Bulk update customers’.
  • Download the customer data sheet and save it to your computer.
  • In the ‘Allow Login’ column you need to 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 that will become the customer’s login email address. Without an email address, the login function will not work.
  • Save your sheet once all the changes are done.

Before you upload the new sheet, you need to decide if you want your customers to receive an automatic email from us informing them about the customer login access with a link to add their 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.

Once you are ready, upload your new customer data sheet by following these steps:

  • 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 ‘Bulk update customers’.
  • Click on ‘Select file’.
  • Import the datasheet and confirm the import job.

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 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’.

4. Configure your customer logins

As the admin user, you can decide if you want to allow your customer users to create quotes in Onsight:

  • Log in to the Onsight admin console at http://web.onsightapp.com/.
  • Click ‘Setup’ from left-hand side menu.
  • Click ‘Configuration’ from left-hand side menu.
  • Scroll all the way down the page.
  • You will see the option ‘Allow customer logins to create quotes’
  • Tick this option if you want to allow your customer users to create quotes
  • Click on ‘Save’

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

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