{"id":2088,"date":"2018-03-17T23:25:17","date_gmt":"2018-03-17T23:25:17","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=2088"},"modified":"2025-09-30T22:06:41","modified_gmt":"2025-09-30T22:06:41","slug":"how-do-i-view-all-orders-and-quotes-for-a-customer","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-all-orders-and-quotes-for-a-customer\/","title":{"rendered":"How do I view all orders and quotes for a customer?"},"content":{"rendered":"<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on \u2018Orders\u2019 from the left-hand side menu.<\/li>\n<li>The latest orders and quotes will be displayed.<\/li>\n<li>In the &#8216;Customer&#8217; field type the name of the customer that you wish to see all orders and quotes for.\n<li>You can also choose a start date, end date or customer.<\/li>\n<li>Click &#8216;Search&#8217;.<\/li>\n<li>The matching orders and quotes will be displayed.<\/li>\n<\/li>\n<li>to view a specific order or quote, click on the document number for that sales order or quote.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Log in to the Onsight web console at\u00a0https:\/\/sales.onsightapp.com\/. Click on \u2018Orders\u2019 from the left-hand side menu. The latest orders and quotes will be displayed. In the &#8216;Customer&#8217; field type the name of the customer that you wish to see all<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2088"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=2088"}],"version-history":[{"count":2,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2088\/revisions"}],"predecessor-version":[{"id":4585,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2088\/revisions\/4585"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=2088"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=2088"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=2088"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}