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