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)


Related articles:

What is an order template?
How to create 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 delete an order template


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