How do I view a customer’s product history in the legacy Windows app?

You can view a history of all the products previously ordered by a specific customer.

  • Log in to the Onsight app on your Windows device.
  • Swipe down to reveal the top navigation bar and tap on ‘Customers’.
  • Tap on the name of the customer whose previously ordered products you want to view.
  • Swipe up to reveal the bottom navigation bar and tap on ‘Order History’.
  • You should see a list of all products sold or quoted to this customer.
  • You can add products to the cart in order to create a new quote or order.