How to convert an order template into an order

If you want to create an order or quote from an available order template, follow these steps:

  • Log in to the Onsight app
  • Select the customer for which you want to view the available order template
  • Tap on the three dots at the bottom left
  • Tap on ‘View Order Templates’
  • All available order templates will display for the selected customer
  • Tap on the order template that you want to use
  • Tap on ‘Select’
  • Before you create an order or quote, you can still add and remove products as you see fit.
  • Tap on ‘Create Quote’ or ‘Create Order’ to complete the process


Related articles:

What is an order template?
How to create an order template
How to create an order template with products with a quantity of zero
How to view the order templates available for a customer
How to edit an order template
How to delete an order template


Please note that the order template feature is only available to selected subscribers.