How do I view all orders and quotes for a customer?
- Log in to the Onsight admin console at http://web.onsightapp.com/.
- Click on ‘Orders’ from the left-hand side menu.
- The latest orders and quotes will be displayed.
- In the ‘Customer’ field type the name of the customer that you wish to see all orders and quotes for.
- You can also choose a start date, end date or even specific sales rep.
- Click ‘Search’.
- The matching orders and quotes will be displayed.
- to view a specific order or quote, click on the reference number for that sales order or quote.