{"id":3254,"date":"2023-05-05T16:07:19","date_gmt":"2023-05-05T16:07:19","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=3254"},"modified":"2023-10-23T11:40:46","modified_gmt":"2023-10-23T11:40:46","slug":"what-is-an-order-template","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/what-is-an-order-template\/","title":{"rendered":"What is an order template?"},"content":{"rendered":"<p>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. <\/p>\n<p>What are the key benefits of the Order Template feature?<\/p>\n<h2>1. Tailored product lists<\/h2>\n<ul>\n<li>Create templates for this month\u2019s Specials\n<li>Create templates for seasonal products\n<li>Create templates for new products\n<li>Create a customer-specific template of frequently purchased products\n<li>Create a customer-specific template for weekly or monthly recurring orders\n<li>Create a customer-specific template for products that you want to recommend to the customer\n<li>Let your customers create a \u2018My favorites\u2019 list\n<\/ul>\n<h2>2. Increased efficiency<\/h2>\n<ul>\n<li>Instead of adding each product to the cart one by one, you can open a template with pre-selected products, add or remove items, and then create an order\/quote within seconds.\n<li>By using an order template to create your orders, you will never forget important products that you know the customer wants to buy\n<\/ul>\n<h2>3. Error reduction<\/h2>\n<ul>\n<li>Minimize mistakes with pre-selected products and quantities\n<\/ul>\n<p>&nbsp;<\/p>\n<p>To utilize this feature, your device must meet the minimum requirements below:<\/p>\n<p>iOS 11 or later<br \/>\nAndroid 5.0 or later<\/p>\n<p>&nbsp;<\/p>\n<p>Contact the Onsight support team at <a href=\"mailto:support@onsightapp.com\">support@onsightapp.com<\/a> to activate this feature on your account. <\/p>\n<p>&nbsp;<\/p>\n<p><b>Related articles:<\/b><\/p>\n<p><a href='\/user-guide\/how-to-create-an-order-template\/'>How to create an order template<\/a><br \/>\n<a href='\/user-guide\/how-to-create-an-order-template-with-products-with-a-quantity-of-zero\/'>How to create an order template with products with a quantity of zero<\/a><br \/>\n<a href='\/user-guide\/how-to-view-the-order-templates-available-for-a-customer\/'>How to view the order templates available for a customer<\/a><br \/>\n<a href='\/user-guide\/how-to-convert-an-order-template-into-an-order\/'>How to convert an order template into an order<\/a><br \/>\n<a href='\/user-guide\/how-to-edit-an-order-template\/'>How to edit an order template<\/a><br \/>\n<a href='\/user-guide\/how-to-delete-an-order-template\/'>How to delete an order template<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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<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":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3254"}],"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=3254"}],"version-history":[{"count":13,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3254\/revisions"}],"predecessor-version":[{"id":3430,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/3254\/revisions\/3430"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=3254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=3254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=3254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}