What is an order template?

Onsight offers a customer-specific order template feature, which presents a pre-selected list of products that can be conveniently converted into an order or quote.

This functionality is particularly beneficial for businesses that wish to provide a tailored product list for individual customers. It may consist of frequently ordered items or weekly/monthly specials.

By using an order template, errors can be minimized, efficiency can be increased, and time can be saved, as the applicable products and quantities are already presented, making it easier for the user to create an order or quote.

To utilize this feature, your device must meet the minimum requirements below:

iOS 11 or later
Android 5.0 or later


Related articles:

How to create an order template
How to create an order template with products with a quantity of zero
How to view the order templates available for a customer
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.