How to create an order template

Follow these steps to create an order template:

  • Log in to the Onsight app
  • Select the customer for whom you want to create the order template
  • Add the specific products you want to include to the cart (if required, select a specific quantity for each product)
  • Tap the cart symbol at the bottom right
  • Tap the three dots at the top right
  • Select “Save as Template”
  • Enter a name for the template in the “Template Name” field
  • Provide a description for the template in the “Description” field
  • Tap “Done” to save your new order template

You can create multiple order templates for a customer.


Related articles:

What is 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 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.