Onsight allows you to configure per-customer prices for each product. This is ideal for managing prices for different groups of customers. For example, you can set different prices for wholesale versus retail customers.
Create your customer groups
To set up per-customer pricing you first need to create a new customer group for each group of customers you would like to give a specific customer price to.
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- Click on the ‘Manage Groups’ menu item.
- To add your very first customer group, click on the ‘Add Group’ button in the center of the screen.
- If you have added a customer group before, click on the ‘Add Group’ button at the top of the screen.
- Enter a name for the customer group.
- Click on the ‘Save’ button at the bottom of the screen.
Assign each customer to a customer group
For each customer, follow these steps:
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- Click on the ‘Manage Customers’ menu item.
- Click on the customer that you would like to allocate to the customer group.
- 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 on the ‘Save’ button at the bottom of the screen.
Set the customer prices
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Catalogue’ from the left-hand side menu.
- Click on the ‘Manage Products’ menu item.
- Click on the product that you want to configure.
- Click the ‘Price List’ tab.
- Enter an overriding price for each customer group that needs to get a different price to the normal selling price.
- Click on the ‘Save’ button at the bottom of the screen.
Related articles:
How to bulk upload per-customer pricing
What are customer groups?
How to set up per-customer discounts
How to set up per-customer product availability