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.

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User Guide