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How to view the order templates available for a customer in the app

If you have created an order template for a specific customer, you can view this order template in the app by following these steps:

 

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
How to create an order template with products with a quantity of zero
How to convert an order template into an order
How to edit an order template
How to delete an order template