How do I change my configuration settings?

To change your configuration settings:

• 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.
• Edit the configuration setting that you want to change.
• Click the ‘Save’ button.

The video below demonstrates these same steps in the Onsight web console:

There are a range of configuration settings that you can change:

Tax settings

For more information about your tax settings, please read this user guide article: How do I change my configuration settings for taxes?

Price settings

For more information about your price settings, please read this user guide article: How do I change my configuration settings for prices?

Regional settings

• Time zone
  This determines what dates and times we show for orders and quotes.

• Country & currency
  This determines what currency is used when displaying your prices and totals for your orders and quotes.

• Currency formatting
  Choose the language formatting to use when showing prices and totals.

Product catalogue settings

• Photo caption
  What text to display when users hover over the product image on the product listing page.

• Product sort order
  The sort order for displaying products in the product catalogue. In the app, after the initial install, products will appear as you have chosen. After that, users are able to choose their own product sort order.

Order settings

• Automatically reduce stock when placing an order
  For more information please read this user guide article: https://www.onsightapp.com/user-guide/how-to-configure-orders-to-automatically-decrease-stock-levels/ Important: Do not enable this feature if you are connected to an external system like QuickBooks, Zoho, NetSuite, SAP B1, Xero or MYOB.

• App order history
  How many months or years of order history to download to the device when installing the app. Contact us at [email protected] if you want to see more orders and quotes on your device.

User permission settings

• Allow sales reps to add and update customers
• Allow customer logins to create quotes
• Allow customer logins to modify orders

Check-in settings

• Max check-in distance
  The maximum distance that your reps are allowed to be when they check in to a customer location.

 
Related articles:
How do I change my configuration settings for taxes?