Help Centre

Onsight User Guide

Set up and manage your Onsight account with step-by-step help articles. Need help with something that is not covered here? Email [email protected] and our support team will assist you.

Getting started with Onsight

The basics of setting up an Onsight account.

  1. What can Onsight do for me?
  2. How do I sign up for an Onsight account?
  3. What is the Onsight web console?
  4. How do I download the Onsight app to my mobile device?
  5. How much mobile data does the app use?
  6. How do I leave a review for the Onsight app?

Setup and Configuration

How to configure your Onsight account and change your settings.

  1. What are the different types of users in Onsight?
  2. How do I add and update users?
  3. How to control the discounts that sales reps can offer
  4. How do I reset my password?
  5. How do I view my current subscription details?
  6. How do I upgrade or renew my subscription?
  7. How do I cancel my subscription?
  8. What to do when your subscription has expired
  9. What are the payment options for your Onsight subscription?
  10. How do I cancel my Onsight account?
  11. How do I delete my data?
  12. How do I change my configuration settings?
  13. How do I change my configuration settings for taxes?
  14. How do I change my configuration settings for prices?
  15. How do I change my company details?
  16. How do I change my billing details?
  17. How do I set my default time zone?
  18. How do I set my country?
  19. How do I set my currency?
  20. How do I upload my company logo?
  21. How do I send my customers copies of their orders?
  22. How to configure how much order history is downloaded to your devices
  23. How do I set my payment types?
  24. How do I view my import jobs?
  25. How do I search for a specific import job?
  26. How do I manage my taxes?
  27. How do I add a new tax?
  28. How do I show prices including or excluding taxes?
  29. How do I set up product taxes?
  30. How do I set up customer taxes?
  31. How do I configure the From: and Reply-To address for my emails?
  32. Why do I need to validate my domain for email sending?
  33. How to get access to the ‘Advanced selling tools’ bundle
  34. How can I have multiple web console screens open at the same time?
  35. Is there an Onsight API?
  36. What do the External ID and External Key fields refer to?

Managing your Catalogue

How to create and edit your product catalogue.

  1. How do I upload my product catalogue?
  2. How do I add and update products?
  3. How do I add an image for a product?
  4. How do I delete a product?
  5. How can I remove the sample catalogue?
  6. How do I link products together?
  7. How do I link associated products in my catalogue?
  8. How do I link alternative products in my catalogue?
  9. How do I manage the sort order of products?
  10. How do I bulk upload my products?
  11. How do I bulk upload my images?
  12. What image formats are supported?
  13. How can I fix the orientation of my product images?
  14. How do I bulk upload my prices?
  15. How do I copy products from one Onsight account to another?
  16. How do I bulk upload my stock levels?
  17. How can I update and display my stock levels?
  18. How to handle products that are out of stock
  19. How do I download my products to Excel?
  20. How do I download my product categories to Excel?
  21. How do I show videos, brochures, spec docs for my products?
  22. How do I store barcodes and QR codes for my products?
  23. How do I add and update product icons?
  24. How do I show icons for a product?
  25. How do I make a copy of a product?
  26. How do I make a product inactive?
  27. What are master products and variants?
  28. How do I create a product that has variants?
  29. How do I add and update master products?
  30. How do I add and update product variants?
  31. How do I search for products in the web console?
  32. How do I add and update product categories?
  33. How do I change the image for a product category?
  34. How do I allocate a product to a product category?
  35. How do I bulk allocate products to their product categories?
  36. How do I allocate a product to multiple categories?
  37. How do I bulk allocate products to multiple categories?
  38. How do I bulk remove products from multiple categories?
  39. How do I delete a product category?
  40. How do I make a product category inactive?
  41. How do I add volume pricing to my products?
  42. How do I bulk upload my volume pricing?
  43. How to set up a promotion or sale
  44. How do I add and update packs?
  45. How do I link packs together?
  46. How do I add and update pack categories?
  47. How do I bulk upload packs?
  48. How do I create custom fields for products?
  49. How can I hide product custom fields from users?
  50. How do I set a minimum and maximum order quantity for a product?
  51. How do I configure incremental order/quote quantities per product?
  52. How do I hide prices inside the app?
  53. How do I generate a PDF catalogue?
  54. How do I download a PDF catalogue for a specific customer?
  55. How do I set up product pricing per customer?
  56. How do I set up product discounts per customer?
  57. How do I remove per-customer product discounts?
  58. How do I set up product availability per customer?
  59. How do I bulk upload product pricing per customer?
  60. How do I bulk upload product discounts per customer?
  61. How do I bulk upload product availability per customer?
  62. How do I hide a product from a customer?
  63. How do I hide product categories from specific customer groups?

Managing your Customers

How to manage your customer information.

  1. How do I manage customer information?
  2. How do I add and update customers in the web console?
  3. How do I bulk upload my customer data?
  4. How do I search for customers in the web console?
  5. How account ownership works
  6. How do I allow sales reps to add and update customers?
  7. How do I allocate a sales rep to a customer?
  8. How do I bulk allocate sales reps to customers?
  9. How do I download my customers to Excel?
  10. How do I create custom fields for customers?
  11. What are customer groups?
  12. How do I add and update customer groups?
  13. How do I set up product pricing per customer?
  14. How do I set up product discounts per customer?
  15. How do I remove per-customer product discounts?
  16. How do I create sales promotions using customer discounts?
  17. How do I set up product availability per customer?
  18. How do I bulk upload product pricing per customer?
  19. How do I bulk upload product discounts per customer?
  20. How do I bulk upload product availability per customer?
  21. How do I hide a product from a customer?
  22. How do I hide product categories from specific customer groups?
  23. How do I prevent new customers from seeing all products?
  24. What is a customer login?
  25. What is a multi-customer user?
  26. How customer self-ordering works
  27. How to create a customer and give them a login
  28. How do I remove customer users who are no longer logging in?
  29. How do I configure the email settings for customer invites?
  30. How to create a multi-customer user
  31. How your multi-customer users can place orders
  32. How do I notify my customers about their logins?
  33. What are customer notes?
  34. How do I allow my sales reps to edit customer notes?
  35. How do I manage customer notes in the web console?
  36. What is ‘customer mode’ and how do I change it?
  37. How does GPS tracking and customer check-in work?
  38. How do I manage customers’ GPS coordinates in the web console?
  39. How do I set the maximum distance for customer check-ins?
  40. How do I view check-in and check-out data?
  41. How to use check-in data to calculate how long sales reps visit customers
  42. How do I add multiple shipping addresses for a customer in the web console?
  43. How do I edit a shipping address for a customer in the web console?
  44. How do I delete a shipping address in the web console?

Managing your Orders and Quotes

How to create and modify orders and quotes.

  1. How do I create orders and quotes?
  2. How do I create an order or quote in the web console?
  3. How do I edit an order in the web console?
  4. How do I delete an order in the web console?
  5. How do I add a new item to an existing order?
  6. How do I copy the same products for a new order or quote?
  7. How do I view a customer’s product order history in the web console?
  8. How to change your company details that appear on the order and quote PDFs
  9. How do I configure the email settings for orders?
  10. How do I configure the email settings for quotes?
  11. How do I customise the subject line and email body for order/quote emails?
  12. How to configure order and quote confirmation emails for customers
  13. How do I download my orders to Excel?
  14. How do I download and print an order / quote?
  15. How to convert a quote into an order using the web console
  16. How do I change the shipping address for an order in the web console?
  17. How to enforce scheduled delivery days and cut-off times for same-day deliveries
  18. How do I change the delivery date for an order using the web console?
  19. How do I view all orders and quotes for a sales rep?
  20. How do I view all orders and quotes for a customer?
  21. How do I find orders created by old deleted users?
  22. Can Onsight create invoices?
  23. How to configure order visibility for sales reps
  24. How do I configure fees?
  25. How to configure orders to automatically decrease stock levels
  26. How to prevent overselling when an item has low stock or is out of stock
  27. What is a custom status for orders and quotes?
  28. How do I change the custom status for an order in the web console?
  29. How to print the A4-sized Onsight order and catalogue PDFs to letter-sized paper

Reports

How to get analytics reports for Onsight.

  1. How do I view reports on sales performance?
  2. How do I view reports on sales activities?
  3. How do I view reports on average sales values?
  4. How do I view reports on gross profits / margins?
  5. How do I view reports on sales by product?
  6. How do I view a report on the sales history for a product?
  7. How do I view a report on customer sales for a product?
  8. How do I view a report on rep sales for a product?
  9. How do I view reports on products with no sales?
  10. How do I view reports on sales by product category?
  11. How do I view reports on sales by sales rep?
  12. How do I view reports on sales reps with no sales?
  13. How do I view a sales report by account owner?
  14. How do I view reports on products sold by sales reps?
  15. How do I view reports on product sales by customer group?
  16. How do I view reports on sales by customer?
  17. How do I view reports on customers with no sales?
  18. How do I view reports on customers logging in?
  19. How do I view reports on customer self-ordering?
  20. How do I view reports on products sold to customers?
  21. How do I view reports on customer groups?
  22. How do I export and analyse all my sales data?
  23. How do I change my reports to show totals with / without taxes?

How to use the Onsight app on iOS and Android

How to use Onsight on an Apple iPhone / iPad and Android phone / tablet device.

  1. How do I download and install the app?
  2. How to download a large product catalogue to the app
  3. How do I create a sales order in the app?
  4. How do I modify a sales order in the app?
  5. How do I reorder the same products?
  6. How do I create BOGO promotions?
  7. How do I share a PDF order/quote from within the app?
  8. How do I cancel a sales order in the app?
  9. How do I view a customer’s product order history in the app and reorder based on past purchases?
  10. How to create multiple draft orders and quotes in the app
  11. How do I create a sales quote in the app?
  12. How do I modify a sales quote in the app?
  13. How do I cancel a sales quote in the app?
  14. How to convert a sales quote into a sales order in the app
  15. How do I give a line item discount in the app?
  16. How to change the customer for a draft order or quote in the app
  17. How to change the customer for a submitted order or quote in the app
  18. How do I present a confirmation screen to the user prior to creating an order or quote in the app?
  19. How do I view the custom status for an order or quote in the app?
  20. How do I change the custom status for an order or quote in the app?
  21. How can I change the sort order of products in the app?
  22. How do I search for products and filter products in the app?
  23. How can I change the way products are listed in the app?
  24. How to hide product categories and show a listing of all products in the app
  25. How to display important product-related information in the product list views in the app
  26. How do I search for products in the app using the in-app barcode scanner?
  27. How do I search for products in the app using a Bluetooth barcode scanner?
  28. How do I view a product image in full-screen mode in the app?
  29. How do I manage customers in the app?
  30. How do I search for customers in the app?
  31. How do I check in and check out at a customer location?
  32. How do I enable location services for the Onsight app?
  33. How does my data sync in the app?
  34. How can I add multiple shipping addresses to a customer in the app?
  35. How can I delete a shipping address in the app?
  36. How to copy the shipping address for a new customer in the app
  37. How to update the shipping address for an order or quote in the app
  38. What is an order template?
  39. How to create an order template in the app
  40. How to create an order template in the app with products with a quantity of zero
  41. How to view the order templates available for a customer in the app
  42. How to convert an order template into an order in the app
  43. How to edit an order template in the app
  44. How to delete an order template in the app
  45. How to secure your Android device
  46. How to secure your Apple device

Connecting to QuickBooks

How to connect Onsight to your QuickBooks accounting system

  1. How do I connect Onsight to QuickBooks?
  2. Which versions of QuickBooks does Onsight support?
  3. What to do after connecting QuickBooks to an empty Onsight account?
  4. What to do after connecting QuickBooks to an existing Onsight account?
  5. How does Onsight work with QuickBooks?
  6. What can I customise in my QuickBooks integration?
  7. How are Onsight orders and quotes sent to QuickBooks?
  8. How to send orders to QuickBooks when you are offline
  9. How do I approve a quote that has been made via Onsight in QuickBooks?
  10. How do I create a QuickBooks custom field for the Onsight order number?
  11. How do I create a QuickBooks custom field for the Onsight sales rep
  12. How do I add a product in QuickBooks?
  13. How do I delete a product in QuickBooks?
  14. What is the difference between ‘Inventory’ and ‘Non-Inventory’ products in QuickBooks?
  15. How are QuickBooks’ inventory bundles handled in Onsight?
  16. Where should product information be updated? QuickBooks or Onsight?
  17. How do I add a customer in QuickBooks?
  18. How do my stock numbers sync between Onsight and QuickBooks?
  19. Why do I need to add tax codes in QuickBooks?
  20. How do tax calculations differ between Onsight and QuickBooks?

Connecting to Xero

How to connect Onsight to your Xero accounting system

  1. How do I connect Onsight to Xero?
  2. How to disconnect from Xero and reconnect again
  3. What to do after connecting Xero to an empty Onsight account?
  4. What to do after connecting Xero to an existing Onsight account?
  5. How does Onsight work with Xero?
  6. What can I customise in my Xero integration?
  7. How to send orders to Xero when you are offline
  8. How do I add my Xero users to Onsight?
  9. Why are products displaying that are inactive in Xero?
  10. Why are products displaying that are deleted in Xero?
  11. Where should product information be updated? Xero or Onsight?
  12. Which contacts get copied from Xero to Onsight?
  13. How do my stock numbers sync between Onsight and Xero?
  14. How Xero invoice numbers are decided

Connecting to MYOB

How to connect Onsight to your MYOB accounting system

  1. How do I connect Onsight to MYOB?
  2. What to do after connecting MYOB to an empty Onsight account?
  3. What to do after connecting MYOB to an existing Onsight account?
  4. Which versions of MYOB does Onsight support?
  5. How do I create a test login in MYOB?
  6. How does Onsight work with MYOB?
  7. What can I customise in my MYOB integration?
  8. Where should product information be updated? MYOB or Onsight?
  9. Can I import my MYOB customer balances?
  10. How do my stock numbers sync between Onsight and MYOB?
  11. How do I change the order numbers that Onsight sends to MYOB?
  12. How to keep a product active in MYOB but hide that product in Onsight
  13. How rounding affects order prices in Onsight and MYOB

Connecting to Zoho

How to connect Onsight to your Zoho accounting system / inventory system.

  1. How do I connect Onsight to Zoho Inventory?
  2. What to do after connecting Zoho to an empty Onsight account?
  3. What to do after connecting Zoho to an existing Onsight account?
  4. How does Onsight work with Zoho Inventory?
  5. What can I customise in my Zoho integration?
  6. How to send orders to Zoho when you are offline
  7. Where should product information be updated? Zoho or Onsight?
  8. How do my stock numbers sync between Onsight and Zoho?
  9. How to know which datacentre your Zoho account is located in

Connecting to Alegra

How to connect Onsight to your Alegra accounting system

  1. How do I connect Onsight and Alegra?
  2. What to do after connecting Alegra to an empty Onsight account?
  3. What to do after connecting Alegra to an existing Onsight account?
  4. How does Onsight work with Alegra?
  5. What can I customise in my Alegra integration?
  6. Where should product information be updated? Alegra or Onsight?

Connecting to Sage 50

How to connect Onsight to your Sage 50 accounting system

  1. How do I connect Onsight and Sage 50?
  2. What to do after connecting Sage 50 to an empty Onsight account?
  3. What to do after connecting Sage 50 to an existing Onsight account?
  4. How does Onsight work with Sage 50?
  5. What can I customise in my Sage 50 integration?
  6. Where should product information be updated? Sage 50 or Onsight?

Connecting to other systems

How to connect Onsight to your ERP / accounting system

  1. How do I connect Onsight to NetSuite?
  2. How do I connect Onsight to SAP Business One?