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.