- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Manage your data’ from the left-hand side menu.
- Click on the ‘Products’ menu item.
- You will see a list of all of your existing products.
- To add a new product, click on ‘Add Product’.
- To update an existing product, click on the name of the product, click the ‘Edit’ button, make your changes and then click the ‘Save’ button.
- To delete an existing product, tick the box that is to the left of the product you would like to delete and then click the ‘Delete’ button at the top of the list.
For each product you can specify a range of data fields and configuration options.
Product Name :
Full name of the product.
Active :
When products are set to ‘Active’ they are visible and displayed in your catalogue. Mark an item as inactive if you do not want it to appear in your catalogue. This might apply if the item is out of stock or no longer available for sale.
Description :
A description of the product.
Detailed Description :
A lengthier description of the product.
Primary Category :
Select the category you want the product to appear in. If the category contains a subcategory or subcategories, you need to select a subcategory. This will place the product into that specific product category. When you browse the product catalogue you will be browsing the product category hierarchy.
Images:
Upload a good quality image of your product. You can upload multiple images if you want to show different angles.
Cost Price :
The cost price of the item. This is used for your gross profit reports.
Price :
The price of your product excluding taxes. Tax amounts will be calculated and automatically added.
Taxable :
Is the item taxable or not?
Applied Taxes :
These are the taxes you want to apply to the price of your product.
Stock :
Use this field to store the number of items that are currently available and ready to sell to customers. This value will be displayed in the app and web console. There are multiple ways to keep this value up-to-date. See this article: How can I update and display my stock levels?.
Product Code / Barcode / SKU:
Everyone uses different combinations of codes to track their products. You can use all three or none, it is up to you.
Featured :
A product marked as ‘Featured’ will be given a more prominent display in your catalogue.
Custom Fields :
On this tab you can add extra fields for showing additional information for each product.
Price List, Discounts, Availability
The Price Lists, Discounts and Availability tabs allow you use customer groups to assign discounts, overriding prices and restrict access to products. See this article on how to set up customer groups.
Associated :
Associated products are complementary products to the product that you are working with. Use this tab to indicate these complementary products.
Alternatives :
Alternative products are replacement products for the product that you are working with. Use this tab to indicate these replacement products.
Icons:
Product icons are small images that you can show next to a product to allow your sales reps to quickly see some characteristics of the product. Use this tab to link icons to the product that you are working with. See this article on how to create new icons to use.
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