How to create an order template with products with a quantity of zero

You can create an order template that lists all products with a quantity of zero. This is useful if your order template lists more products than what your customer would typically order from you.

  • Log into the Onsight app
  • Select the customer for which you want to create an order template
  • Add the specific products to the cart by increasing the quantity to ‘1’
  • Tap on the ‘cart’ symbol at the bottom right
  • Change the quantity of all products to zero
  • Tap the three dots on the top right
  • Tap on ‘Save as Order Template’
  • Enter a template name into the ‘Template Name’ field
  • Enter a description into the ‘Description’ field
  • Tap on ‘Done’ to save your new order template

 

Contact the Onsight support team at [email protected] to activate this feature on your account.

 

Related articles:

What is an order template?
How to create an order template
How to view the order templates available for a customer
How to convert an order template into an order
How to edit an order template
How to delete an order template