What can Onsight do for me?

This pages lists all of the myriad features that are available in the Onsight mobile sales app.

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 a detailed product description for each product.
  • Show custom fields for products. Show me how.
  • Show technical specs for each product.
  • 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 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.

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 fees lines items to your orders.
  • Add notes to your orders.
  • Make notes compulsory for specific products.

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.
  • Customise the contents of the quote PDF email. Show me how.
  • Add fees lines items to your quotes.
  • Add notes to your quotes.
  • Make notes compulsory for specific products.

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.
  • Group your customers so that each group can get different pricing and so that you can track sales for each group separately. 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.

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.

Connecting to other systems

  • Send orders directly into your Xero / Quickbooks Online / MYOB account so that it automatically creates an invoice.
  • Pull product info and pricing from your Xero / Quickbooks Online / MYOB account.

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 sales reps and the value of orders and quotes generated by each sales rep. 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.
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