This pages lists all of the myriad features that are available in the Onsight B2B sales system.

Product catalogue

• Replace your paper catalogues and let your sales reps show your product catalogue to customers using a tablet.
• Show multiple hi-resolution images for each product. Show me how.
• Show a detailed product description for each product.
• Show custom fields for products. Show me how.
• Show technical specs for each product.
• Add links to PDF documents, videos, podcasts and websites in your product descriptions. Show me how.
• Group products into packs so that they can be sold together. Show me how.
• Link products together as complementary products. Show me how.
• Link products together as alternative products. Show me how.
• Show descriptive icons for each product so that reps and customers can quickly see product characteristics.
  Show me how.

• Organise your products into categories. Show me how.
• Allocate products to multiple categories. Show me how.
• Allocate specific products to specific customers. Show me how.
• Let your reps choose a customer and then have the catalogue only display products allowed for that customer and have all pricing change to match that customer. Show me how.
• Generate a PDF catalogue or price list with images and product descriptions. Show me how.
• Generate a PDF catalogue or price list for a specific customer with that customer’s unique pricing. Show me how.
• Search for products by barcode or QR code. Show me how.
• Hide or flag products that are out of stock. Show me how.

Order capture

• Let your sales reps capture orders on the road even then they are offline.
• Send an order PDF to the office so that it can be processed immediately.
• Send a copy of the order PDF to your customers for their records. Show me how.
• Customise the contents of the order PDF email. Show me how.
• Specify minimum and maximum order quantities. Show me how.
• Add items to orders in specific increments. Show me how.
• Add fees lines items to your orders.
• Add notes to your orders.
• Make notes compulsory for specific products.
• Calculate and show the total weight and volume of the order.
• Add the same item multiple times to an order with different prices. Show me how.
• Track a custom status for orders.
• Share and print orders from your mobile device. Show me how.
• For each customer, create a pre-selected list of products that can be converted into an order. Show me how.

Quote generation

• Let your sales reps generate quotes on the road even then they are offline.
• Send a quote PDF to your customers via email.
• Send a copy of the quote PDF to your office for your records. Show me how.
• All the same features for orders that are listed in the previous section.

Pricing

• Apply different prices for different customers. Show me how.
• Give permanent discounts to specific customers. Show me how.
• Capture a cost price for products so that you can track costs of sales and gross profit.
• Hide prices so that reps and customers don’t see any pricing. Show me how.

Taxes

• Apply taxes at the line item level. Have different tax rates for different products. Show me how.
• Apply taxes at the customer level. Have different tax rates for different customers. Show me how.
• Have some customers be taxable and others not.
• Have some products be taxable and others not.
• Set up percentage taxes or flat rate taxes.

Customers

• Store full contact information on each customer.
• Store full contact information for each contact person at the customer.
• Store multiple shipping addresses for each customer. Show me how.
• Group your customers so that each group can get different pricing Show me how.
• Import your customers using an Excel spreadsheet. Show me how.
• Show custom fields for customers. Show me how.
• Give each customer a unique catalogue that only contains products that they can purchase and that contains their unique pricing.
• Allocate your customers to sales reps and enforce account ownership rules. Show me how.

Check-ins

• Store GPS co-ordinates for every customer.
• Let your sales reps check into a customer location.
• View reports on sales rep check-ins.

Customer self-ordering

• Let your customers log into the app themselves with no sales reps present so that they can browse your catalogue.
• Let your customers submit orders themselves.

Configure-Price-Quote

• Let your reps generate quotes and orders for complex products.
• Give your reps a product configurator wizard to build up the quote / order.
• Enforce rules about which products go together.
• Enforce compulsory fees and charges.
• Enforce multiple levels of manager approvals.

Branded app and branded website

• Get a product catalogue and ordering app under your own name in the Google Play app store and Apple App Store.
• Get a branded ordering website under your own domain name for customers and reps to log into and use.

Connecting to other systems

• Send orders directly into your accounting system so that it automatically creates a sales order or even an invoice.
• Send quotes directly into your accounting system so that it automatically creates an estimate or quote.
• Pull product info and pricing from your accounting system and use it to update your product catalogue.
• Pull customer info from your accounting system and show it to reps. Eg. AR balances
• Supported accounting systems / ERP systems: NetSuite, Zoho, Xero, Quickbooks Online, MYOB, Alegra and others.

Reporting

• View reports on sales revenues. Drill down by sales rep and by customer. Show me how.
• View reports on sales activity (number of orders and quotes generated). Drill down by sales rep and by customer. Show me how.
• View reports on revenues, costs and gross profits. Drill down by sales rep, and by customer. Show me how.
• View reports on products and the value of orders and quotes generated for each product. Show me how.
• View reports on product categories and the value of orders and quotes generated for each product category. Show me how.
• View reports on products with no sales. Show me how.
• View reports on gross profit by product.
• View reports on sales reps and the value of orders and quotes generated by each sales rep. Show me how.
• View reports on sales reps with no sales. Show me how.
• View reports on customers and the value of orders and quotes generated for each customer. You can also track which products have been ordered by each customer. Show me how.
• View reports on customer groups and the value of orders and quotes generated for each customer group. You can also track which products have been ordered by each customer group. Show me how.
• View reports on customers with no sales. Show me how.