If you have created an order template for a specific customer, you can view this order template in the app by following these steps:
- Log in to the Onsight app
- Select the customer for which you want to view the available order template
- Tap on the three dots at the bottom left
- Tap on ‘View Order Templates’
- All available order templates will display for the selected customer
Contact the Onsight support team at [email protected] to activate this feature on your account.
Related articles:
What is an order template?
How to create an order template
How to create an order template with products with a quantity of zero
How to convert an order template into an order
How to edit an order template
How to delete an order template