By default, products are displayed in alphabetical order in Onsight. You can change the product sort order to sort by product description, SKU, barcode, product code, price, cost price, and last modified date.
To choose how you want products to be sorted:
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. See How can I change the sort order of products in the app.
In the web console, products will always appear as per your setting above.
If none of the existing product sort options work for you, you can display your products in a custom sort order. This is more work but it gives you greater flexibility and control over your product display. To set up a custom product sort order, follow the steps below.
To get started, the first step is to enable the custom option for product sorting.
To access the bulk upload tool for custom sorting your products:
Click on ‘Download’. This step will download a list of existing products on your account with a column for ‘Position’ that you can use to force your custom product sort order. Once done, click on ‘Continue’.
Open the datasheet on your computer. Each row in your spreadsheet represents one of your products. In the ‘Position’ column, edit the cells with numbers (1, 2, 3, etc.) to specify the order in which you want your products to appear in the app. Save the datasheet on your computer. Once done, click on ‘Continue’.
Save your file. Click on the ‘+’ button and select your saved data sheet on your computer. Once done, click on ‘Continue’.
Click the ‘Import’ button to start the import process. Your data sheet will be analysed and validated. Once the import job progress is at 100%, click on either:
‘For review – view and approve this job’. If your data sheet passes validation, you will see a list of updates that will be applied once you approve the import job. If everything is correct, click ‘Approve Job’ and your data will be imported into the database.
or
‘Failed – view the job’. If the data sheet fails validation, a list of errors will appear, which you must correct before uploading it again. For example, if your position is not a valid number the import job will fail. Click on ‘Cancel Job’ and correct the data in your upload data sheet and then start at Step 3 again.
When you add new products to your catalogue, you can repeat the bulk update process listed above to allocate a position for each new product. Alternatively, you can just give each new product it’s own sort order number individually.
Product categories are displayed alphabetically. If you prefer to present them in a manner other than alphabetical, you can place ’01.’ , ’02.’ , etc. in front of the product category names to force a specific sort order.