Packs are collections of products that are grouped and sold together. You can add a pack to a quote or order as a single line item. You can also add all the individual items inside that pack as individual line items on the quote or order. To add and update packs to your catalogue, follow the instructions below.
- Log in to the Onsight admin console at https://web.onsightapp.com
- Click on ‘Catalogue’ from the left-hand side menu.
- Click on the ‘Manage Packs’ menu item.
- To add a new product, click on the ‘Action’ button at the top of the screen and then click on “Add New Pack”.
- To update an existing pack, click on the name of the pack, make your changes and then click the ‘Save’ button.
- To delete an existing pack, tick the box that is to the left of the pack you would like to delete and then click the ‘Delete’ button at the top of the list.
For each pack you can specify a range of data fields and configuration options.
Full name of the pack.
Full description of the pack.
Place your packs into a specific product category. When you browse the pack catalogue you will be browsing the pack category hierarchy.
Upload a good quality image of your pack. You can upload multiple images if you want to show different angles.
The price of your pack excluding taxes.
Applied Taxes :
These are the taxes you want to apply to the price of your pack.
Stock on Hand :
Use this field to store the number of packs that are currently available and ready to sell to customers. This value will be displayed in the app. However, this value does not change as orders are sent out. Your stock levels must be (i) manually set or (ii) synced with your ERP / accounting system via an integration. It would not be appropriate for Onsight to do full stock management and update stock levels since orders might be generated from other systems (eg. an ecommerce website).
Pack Code / Barcode / SKU:
Everyone uses different combinations of codes to track their packs. You can use all three or none, it is up to you.
When packs are set to ‘Active’ they are visible and displayed in your pack catalogue. Mark an item as inactive if you do not want it to appear in your catalogue (out of stock or no longer available for sale).
A pack marked as ‘Featured’ will be given a more prominent display in your catalogue.
Use this tab to add the individual products that make up your pack.
- Under the ‘Product’ field, start entering the name of the product that needs to be added
- Select the product from the search results
- Click the ‘Add’ button
- On the ‘Verify Quantity’ pop-up enter the quantity of the selected product that you want available in the pack
- Click the ‘Confirm’ button
- Click the ‘Save’ button at the bottom of the screen to commit the changes
Custom Fields :
On this tab you can add extra fields for showing additional information for each pack.
Pack Specs :
Use this tab to specify physical or functional characteristics that define the pack. Pack specs are currently not shown in the Onsight app. These fields can currently only be displayed in the PDF catalogues that we generate for clients. See this article on How to add product specs .
Customer Settings :
The ‘Customer Settings’ tab allows you to choose the availability of a pack and to add an overriding price or discount. With this feature you can assign different pricing to different customers. See this article on How to set up per-customer pricing .
Associated Packs :
Associated products are complementary products to the product that you are working with. Use this tab to indicate these complementary products.
Alternative Packs :
Alternative products are replacement products for the product that you are working with. Use this tab to indicate these replacement products.
Pack icons are small images that you can show next to a pack to allow your sales reps to quickly see some characteristics of the pack. Use this tab to link icons to the pack that you are working with. To create new icons to use in the app read this guide.
Here are some examples of types of icons that you can load.
- Icons showing different country flags so that you can show where your packs are sourced from
- Icons showing different price grades (eg. Economy, Standard, Expensive)
- Icons showing composition (eg. Metal, Wood, Plastic, etc. )
- Icons showing food preferences (eg. Vegan, Vegetarian, Lactose-free, etc. )