How to edit an order template

If you want to make changes to an existing order template you can follow these steps:

Log in to the Onsight app
Select the customer for which you want to edit the available order template
Tap on the three dots at the bottom left
Tap on ‘View Template’
All available order templates will display for the selected customer
Tap on the order template that you want to edit
Tap on ‘Select’
You can now remove and add products as required
Tap on the three dots on the top right
Tap on ‘Save as 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
You will now see your new template as well as the old template in the templates list view
You can delete the old template by swiping to the left

(Note: You can only delete a template if you are an admin user or you have created this template)

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

User Guide