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

 

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

 

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