Onsight enables you to group similar customers. These are called customer groups. Within a customer group you can assign specific discounts and prices for products. You can also restrict access to products based on which group a customer belongs to.
Examples of customer groups:
- Retail and Wholesale – Create different price lists for retail and wholesale customers
- Platinum, Gold and Silver – Apply discounts to repeat customers based on customer loyalty
- Location Name – Have customers from different areas view different prices (especially useful if you are using Onsight in your retail stores).
- Special members – Restrict content to customers in certain groups or add special discounts.
How to create a customer group
- 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 ‘Customer groups’ menu item.
- You will see a list of all of your customer groups.
- Click on the ‘Add Group’ button at the top of the screen.
- Enter a name for the customer group.
- Click the ‘Save’ button.
How to assign a customer to a customer group
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- You will see a list of all of your customers.
- Click on the customer that you would like to allocate to the customer group.
- Click the ‘Edit’ button.
- In the ‘Customer Group’ field select the customer group. If you have many groups, you can type the first few letters and it will appear.
- Click the ‘Save’ button.
Data volume limits
On the Business plan, you can have a maximum of 5,000 products and up to 100 customer groups. Each combination of a product record and a customer group record generates a new price list record. The combination of products and customer groups is limited to 320,000 price list records.
For example:
- If you have 5,000 products, you can have a maximum of 64 customer groups (5,000 × 64 = 320,000).
- If you have 100 customer groups, you can have a maximum of 3,200 products (100 × 3,200 = 320,000).
These limits do not apply if your Onsight account is connected to an ERP system / accounting system, as all the price list data in your external system will automatically sync to Onsight.
Where can I use customer groups?
You can use your customer groups to assign discounts, to override prices and to restrict access to products. For instructions please visit the specific article for each of these features:
How to set up per-customer pricing
How to set up per-customer discounts
How to set up per-customer product availability
How to bulk upload per-customer pricing
How to bulk upload per-customer discounts
How to bulk upload per-customer product availability