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 Order 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.


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 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