How do I link packs together?

Packs are collections of products that are grouped and sold together. You can add a pack to a quote or order as a single line item. You can also add all the individual items inside that pack as individual line items on the quote or order. Packs themselves can be linked together to show different relationships. These relationships can then be displayed inside the Onsight app. Associated packs are complementary packs to the current pack. Alternative packs are replacement packs for the current pack.

To load associated packs, do this:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Manage your data’ from the left-hand side menu.
  • Click on the ‘Packs’ menu item.
  • You will see a list of all of your packs.
  • Click on the pack you would like to load associated packs for.
  • Click on the ‘Associated’ tab.
  • Click the ‘Edit’ button.
  • Enter the associated pack’s name in the name search field.
  • Click on the associated pack’s name to add it to the list.
  • Keep doing this till you have added all the associated packs.
  • Click the ‘Save’ button.

To load alternative packs, do this:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Manage your data’ from the left-hand side menu.
  • Click on the ‘Packs’ menu item.
  • You will see a list of all of your packs.
  • Click on the product you would like to load alternative packs for.
  • Click on the ‘Alternatives’ tab.
  • Click the ‘Edit’ button.
  • Enter the alternative pack’s name in the name search field.
  • Click on the alternative pack’s name to add it to the list.
  • Keep doing this till you have added all the alternative packs.
  • Click the ‘Save’ button.