How to view the order templates available for a customer

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 Template’
  • All available order templates will display for the selected customer


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


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