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

• Log in to the Onsight app
• Select the customer for which you want to view the available order template
• Tap on the three dots at the bottom left
• Tap on ‘View Order Templates’
• All available order templates will display for the selected customer

 

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