How to set up and use the Onsight app

Our mobile apps and admin console are user-friendly and pretty easy to use. To help you even further we've provided a step-by-step user guide covering all the actions needed to get you up and running. If there's anything you can't find here, please send an email to [email protected]. If you would prefer that we set up your account for you, please contact us for a quote.

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Getting started with Onsight

The basics of setting up an Onsight account.

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

Setup and Configuration

How to configure your Onsight account and change your settings.

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

Managing your Catalogue

How to create and edit your product catalogue.

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

Managing your Customers

How to manage your customer information.

  1. How do I manage customer information? Read More >>
  2. How do I add and update customers in the web console? Read More >>
  3. How do I bulk upload my customer data? Read More >>
  4. How do I search for customers in the web console? Read More >>
  5. How account ownership works Read More >>
  6. How do I allow sales reps to add and update customers? Read More >>
  7. How do I allocate a sales rep to a customer? Read More >>
  8. How do I bulk allocate sales reps to customers? Read More >>
  9. How do I download my customers to Excel? Read More >>
  10. How do I create custom fields for customers? Read More >>
  11. What are customer groups? Read More >>
  12. How do I add and update customer groups? Read More >>
  13. How do I set up product pricing per customer? Read More >>
  14. How do I set up product discounts per customer? Read More >>
  15. How do I remove per-customer product discounts? Read More >>
  16. How do I create sales promotions using customer discounts? Read More >>
  17. How do I set up product availability per customer? Read More >>
  18. How do I bulk upload product pricing per customer? Read More >>
  19. How do I bulk upload product discounts per customer? Read More >>
  20. How do I bulk upload product availability per customer? Read More >>
  21. How do I hide product categories from specific customer groups? Read More >>
  22. How do I prevent new customers from seeing all products? Read More >>
  23. What is a customer login? Read More >>
  24. What is a multi-customer user? Read More >>
  25. How customer self-ordering works Read More >>
  26. How to create a customer and give them a login Read More >>
  27. How to create a multi-customer user Read More >>
  28. How your multi-customer users can place orders Read More >>
  29. How do I notify my customers about their logins? Read More >>
  30. What are customer notes? Read More >>
  31. How do I allow my sales reps to edit customer notes? Read More >>
  32. How do I manage customer notes in the web console? Read More >>
  33. What is ‘customer mode’ and how do I change it? Read More >>
  34. How does GPS tracking and customer check-in work? Read More >>
  35. How do I manage customers’ GPS coordinates in the web console? Read More >>
  36. How do I set the maximum distance for customer check-ins? Read More >>
  37. How to use check-in data to calculate how long sales reps visit customers Read More >>
  38. How do I view check-in and check-out data? Read More >>
  39. How do I add multiple shipping addresses for a customer in the web console? Read More >>
  40. How do I edit a shipping address for a customer in the web console? Read More >>
  41. How do I delete a shipping address in the web console? Read More >>

Managing your Orders and Quotes

How to create and modify orders and quotes.

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

Reports

How to get analytics reports for Onsight.

  1. How do I view reports on sales performance? Read More >>
  2. How do I view reports on sales activities? Read More >>
  3. How do I view reports on average sales values? Read More >>
  4. How do I view reports on gross profits / margins? Read More >>
  5. How do I view reports on sales by product? Read More >>
  6. How do I view reports on products with no sales? Read More >>
  7. How do I view reports on sales by product category? Read More >>
  8. How do I view reports on sales by sales rep? Read More >>
  9. How do I view reports on sales reps with no sales? Read More >>
  10. How do I view a sales report by account owner? Read More >>
  11. How do I view reports on products sold by sales reps? Read More >>
  12. How do I view reports on sales by customer? Read More >>
  13. How do I view reports on customers with no sales? Read More >>
  14. How do I view reports on customers logging in? Read More >>
  15. How do I view reports on customer self-ordering? Read More >>
  16. How do I view reports on products sold to customers? Read More >>
  17. How do I view reports on customer groups? Read More >>
  18. How do I change my reports to show totals with / without taxes? Read More >>

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

Connecting to QuickBooks

How to connect Onsight to your QuickBooks accounting system

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

Connecting to Xero

How to connect Onsight to your Xero accounting system

  1. How do I connect Onsight to Xero? Read More >>
  2. How to disconnect from Xero and reconnect again Read More >>
  3. What to do after connecting Xero to an empty Onsight account? Read More >>
  4. What to do after connecting Xero to an existing Onsight account? Read More >>
  5. How does Onsight work with Xero? Read More >>
  6. What can I customise in my Xero integration? Read More >>
  7. How do I add my Xero users to Onsight? Read More >>
  8. Why are products displaying that are inactive in Xero? Read More >>
  9. Why are products displaying that are deleted in Xero? Read More >>
  10. Where should product information be updated? Xero or Onsight? Read More >>
  11. How do my ‘stock on hand’ numbers sync between Onsight and Xero? Read More >>
  12. How Xero invoice numbers are decided Read More >>

Connecting to MYOB

How to connect Onsight to your MYOB accounting system

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

Connecting to Zoho

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

  1. How do I connect Onsight to Zoho Inventory? Read More >>
  2. What to do after connecting Zoho to an empty Onsight account? Read More >>
  3. What to do after connecting Zoho to an existing Onsight account? Read More >>
  4. How does Onsight work with Zoho Inventory? Read More >>
  5. What can I customise in my Zoho integration? Read More >>
  6. Where should product information be updated? Zoho or Onsight? Read More >>
  7. How do my ‘stock on hand’ numbers sync between Onsight and Zoho? Read More >>

Connecting to Alegra

How to connect Onsight to your Alegra accounting system

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

Connecting to Sage 50

How to connect Onsight to your Sage 50 accounting system

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

Connecting to other systems

How to connect Onsight to your ERP / accounting system

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