Equip your outside sales team with a mobile app to browse your catalogue, check stock, and write orders anywhere - even completely offline. Orders your reps take in the field flow automatically into Zoho Inventory and Zoho Books - no re-keying, no delays.
Onsight helps outside sales teams capture orders quickly and accurately while visiting customers, attending trade shows, or working on the road. Sales reps can view customer information, browse a digital product catalogue, create quotes, and place sales orders directly from their mobile device.
The app works offline, so reps can keep selling even when there is no internet connection. Once they are back online, orders sync automatically to Zoho Inventory and Zoho Books, ready for invoicing. It is the most efficient sales order app for wholesale and distribution teams already running on Zoho.
When Onsight and Zoho are connected, your sales team can take orders in the field while those orders are automatically pushed into Zoho for processing. This eliminates manual re-entry and dramatically speeds up the time from order capture to invoice.
Create quotes and sales orders from a native mobile app on any iOS or Android device, whether you are at a customer's premises or on the trade show floor.
Work without a cellular signal or Wi-Fi. Orders are queued on the device and sync to Zoho automatically when connectivity returns.
Field orders flow into Zoho Inventory and Zoho Books automatically — your accounts team can process and invoice without touching the original order.
Keep Zoho Inventory as your single source of truth for products, pricing and stock. All changes in Zoho flow to Onsight automatically.
Product names, prices, customer details and live stock levels in Onsight stay in sync with Zoho so reps always have accurate information.
Removing the manual handoff between field sales and your accounts team means less re-keying, fewer mistakes, and faster order cycles.
Give reps a rich digital product catalogue with high-quality images and descriptions — far more compelling than a printed price list.
From setup to invoicing, the entire workflow runs in just four steps.
Step 1
Authorise the connection between your Onsight account and Zoho in just a few clicks.
Step 2
Your product catalogue, customer details, pricing and stock numbers automatically sync from Zoho to Onsight.
Step 3
Your sales reps use the Onsight mobile app to browse products and write orders anywhere — online or offline.
Step 4
Completed orders sync to Zoho Inventory and Zoho Books, ready for your team to process and send to customers.
Sales does not always happen in places with reliable internet. Whether your reps are visiting customers in remote areas, working inside a large warehouse, or exhibiting at a busy trade show, connectivity is never guaranteed. Onsight functions perfectly as an offline order taking app, letting reps carry on without interruption. They can access customer records, browse your product catalogue, add items and capture the full order on the spot.
Once the device reconnects, Onsight handles everything behind the scenes. Orders flow into the Onsight backend and then into Zoho, significantly shortening the time from order capture to processing. For a step-by-step walkthrough of this workflow, read our guide on how to send orders to Zoho while offline.
“Since Onsight is integrated with Zoho Inventory, it cuts down the amount of time it takes for our office to process orders.”
“We have been utilising Onsight… couldn’t imagine where we would be without it.”
See how real wholesale and distribution businesses use Onsight alongside Zoho Inventory to eliminate manual order entry and speed up their entire fulfilment process.
Supply Partners, a distributor based in St. Louis, Missouri, supplies pharmacy packaging and consumables to pharmacies across the US. Pharmacies log directly into the Onsight sales website to place their orders, which are sent immediately into Zoho Inventory — improving the order fulfilment process end to end.
Colossal Diamond Tools, headquartered in Dallas, Texas, is a leading supplier of diamond tools and related products for the stone fabrication, tile, terrazzo, concrete, and restoration industries. Onsight helped Colossal Diamond Tools migrate to Zoho Inventory and dramatically improve service delivery to their customers.
Already running your business on Zoho Inventory or Zoho Books? Start a free 30-day trial of Onsight and activate the Zoho connector immediately after signing up. Your existing products, customers and pricing will sync across automatically, giving your sales team a powerful mobile order entry tool from day one.
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Yes. Onsight has a native integration with both Zoho Inventory and Zoho Books. Products, customers and stock levels sync from Zoho into Onsight, and orders and quotes created by your reps are automatically pushed back into Zoho — no manual re-entry required.
Yes. Onsight is built with an offline-first architecture. Reps can access customer records, browse the full product catalogue and write complete orders without any internet connection. The app queues all orders securely and syncs them to Zoho the moment the device comes back online.
Yes. Sales orders from Onsight sync into Zoho Inventory as Sales Orders, ready for your team to review and process. Quotes created in Onsight are sent to Zoho Books as Estimates. Neither requires any manual re-entry.
Yes. Onsight is purpose-built for outside sales reps, field agents, trade show exhibitors, and route distributors who need reliable mobile access to customer accounts, a visual product catalogue, live quote building, and fast order entry.
Yes. Zoho remains the central source of truth for product codes, pricing, stock on hand and customer records. Any changes you make in Zoho sync automatically to Onsight — you only manage your core data in one place. Onsight-specific fields like catalogue categories and custom fields are managed in Onsight and are never overwritten by a Zoho sync.
Sign up for an Onsight account and email [email protected] to request activation of the Zoho connector. You will receive a link to authorise the connection between your Onsight account and your Zoho organisation. Once connected, your products, customers and pricing will begin syncing automatically.
Data flows in both directions. From Zoho into Onsight: products, pricing, stock levels, customer details, and tax codes. From Onsight back into Zoho: new customers created in the field, sales orders (to Zoho Inventory), and quotes (to Zoho Books).
By default, sales orders from Onsight arrive in Zoho Inventory as Draft Sales Orders, giving your team a chance to review before confirming. Once ready, they can be confirmed and processed through your normal Zoho workflow. Quotes from Onsight are sent to Zoho Books as Estimates. If you prefer orders to arrive as Confirmed rather than Draft — or need a different setup entirely — the integration can be reconfigured to match your workflow.
Yes. Stock on hand from Zoho Inventory syncs automatically to Onsight so reps can see current availability when placing orders. Zoho tracks several stock figures (accounting stock, physical stock, stock on hand, available for sale) and the integration can be configured to display whichever value suits your workflow. As orders are processed and invoiced in Zoho, updated stock numbers sync back into Onsight — completing the loop between your field team and your inventory system.
Yes. Accounts receivable outstanding balances can be pulled from Zoho and displayed in the Onsight app, so reps know what a customer owes before they write a new order. You can also have those balances printed on the order PDF that gets emailed to the customer.
Yes. When an item's stock drops to zero in Zoho, Onsight can automatically make it inactive so reps cannot order it. When stock is replenished in Zoho, the product reappears automatically. Alternatively, rather than hiding it completely, Onsight can add an 'Out of Stock' label to the product name so reps know not to promise it but can still see that it exists.
Yes. Zoho Inventory supports custom fields on both products and customers, and we can sync any of those fields into Onsight so they display in the mobile app for your reps to view. This is useful for showing additional product specifications or customer-specific notes that live in Zoho but need to be visible during a sales call.
Yes. Zoho price lists can be synced to Onsight so that each customer sees the correct pricing when a rep creates an order. This means per-customer pricing is configured and maintained in Zoho, while you still control product availability and catalogue organisation in Onsight.
Yes. Beyond the standard sync, a wide range of customisations are available: customer account balance display, automatic out-of-stock hiding, syncing Zoho price lists for per-customer pricing, syncing Zoho custom fields for products and customers, sales rep name on orders, and line item sort order for warehouse packing. Contact us to discuss your specific requirements.
Already using Zoho? Tell us about your business and we'll show you how Onsight connects to your Zoho account for seamless mobile order entry.