How do I upload my product catalogue?

Onsight gives you a glossy, visually-appealing electronic catalogue. You can upload your products with these easy steps:

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click on ‘Catalogue’ from the left-hand side menu
  • Click on the ‘Manage Products’ menu item
  • Click on the ‘Action’ button at the top of the screen and then click on ‘Add New Product’
  • Enter all relevant product information and once you are happy with all the information entered click on the ‘Save’ button at the bottom of the screen

Repeat this process until you have added all your products. You can also follow use our Bulk Uploading Tool to easily import multiple products at the same time.

Once you have uploaded all of your products, you can sign into Onsight on your mobile device and view your electronic catalogue on the ‘Catalogue’ screen.

For each product you can specify a range of data fields and configuration options.

Name :
Full name of the product.

Description :
Full description of the product.

Category :
Place your products into a 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.

Price :
The price of your product excluding taxes.

Applied Taxes :
These are the taxes you want to apply to the price of your product.

Stock on Hand :
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. 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).

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.

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 (out of stock or no longer available for sale).

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.

Specs :
Use this tab to specify physical or functional characteristics that define the product. Product specs are currently not shown in the app. These fields are used in the PDF catalogues we can generate for you.

Price Lists, 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.