- Log in to the Onsight app on your Windows device.
- Swipe down to reveal the top navigation bar and tap on ‘Customers’.
- To add a new customer in the Windows app, swipe up to reveal the bottom navigation bar and tap on ‘Add’. Fill in the customer’s information in the blank fields provided. When done, swipe up and tap on ‘Save’.
- To edit a customer in the Windows app, tap on an existing customer’s profile. Swipe up to reveal the bottom navigation bar and tap on ‘Edit’. When you’re done making your changes, swipe up and tap on ‘Save’.
You cannot delete a customer in the Windows app, only in the admin console. Here’s how you manage customers in the admin console. Please note that when you delete a customer, you also delete all associated orders and customer logins along with it.
Here are the fields that you have access to when creating a new customer in the Windows app:
- Name
- Allocated To
- Groups
- GPS Location
- Taxable
- Primary Contact (Name, Email & Phone)
- Billing Address (Address Line 1 & 2, City, State. Country, Zip/Postal Code, Email
Address) - Shipping Address (Address Line 1 & 2, City, State, Country, Zip/Postal Code)
- Notes
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