In the Onsight web console you can view the product order history for all of your customers and conveniently create a new order based on past purchases that the customer has made. The product order history will show all the products ordered for a specific customer, regardless of who created the order. This feature makes it easy for you to see what a customer usually orders and helps you quickly find and add their regular products to the cart, saving you time on searching.
- Log in to the Onsight web console at https://sales.onsightapp.com/
- Click on ‘Quick Order’ from the left-hand side menu.
- You will see all your products listed.
- To view past orders for a customer, change the dropdown menu in the top right from ‘All products’ to ‘Ordered in the last 3 months’ or whatever other time period you want to search through.
- If you haven’t selected a customer yet, you will now be prompted to choose the customer whose past orders you want to view.
- The product order history will automatically display alphabetically by product name.
- To change how the list is sorted, click on the column heading that you want to sort by. You can sort by any of the columns: Category, Item code, SKU, Price and Previously ordered date.
- From here you can tap on the + sign to quickly add items to your cart.