Our admin console provides an easy way to bulk upload or bulk update volume pricing information for all your products. To use this tool, your product info must be uploaded already. If you have not yet uploaded all your product info please rather follow the guide on how to bulk import your products instead.

To access the bulk upload tool to upload your volume pricing:

• Log in to the Onsight web console at https://sales.onsightapp.com.
• Click on ‘Import & export data’ from the left-hand side menu.
• Click on the ‘Products’ menu item.
• Click on ‘Product volume pricing’
• This will open up the 4-step product volume pricing import & export tool.

Step 1: Export the product volume pricing data

Click the “Download” button and save the the product volume pricing data sheet somewhere you will find it easily. Once done, click on ‘Continue’.

Step 2: Change the product volume pricing data

Open the spreadsheet file. Each row in the spreadsheet represents one volume pricing tier for one of your products. If you have customer groups, then there will be rows for each customer group as well. This allows you to define volume pricing per customer group.

To create a new volume price tier, copy one of the existing rows and then change the Start Qty and Unit Price fields.

To delete all the volume tiers for a specific customer group, either:
blank out the Start Qty and Unit Price fields of all rows for that product and customer group,
or
delete all the rows for that that product and customer group, but keep one row where the Start Qty and Unit Price fields are empty.

To delete all the volume tiers for a product, either:
blank out the Customer Group, Start Qty and Unit Price fields of all rows for that product,
or
delete all the rows for that product, but only keep one row where the Customer Group, Start Qty and Unit Price fields are empty.

Step 3: Upload the new product volume pricing data

Save your file. Click on the ‘+’ button and select your saved data sheet on your computer. Once done, click on ‘Continue’.

Step 4: Import the new product volume pricing data

Click the ‘Import’ button to start the import process. Your data sheet will be analysed and validated. Once the import job progress is at 100%, click on either:

‘For review – view and approve this job’. If your data sheet passes validation, you will see a list of updates that will be applied once you approve the import job. If everything is correct, click ‘Approve Job’ and your data will be imported into the database.

or

‘Failed – view the job’. If the data sheet fails validation, a list of errors will appear, which you must correct before uploading it again. Click on ‘Cancel Job’ and correct the data in your upload data sheet and then start at Step 3 again.

Check on your import jobs

If you navigate away from the import process whilst it is running, you can come back later to check on the progress. To see the status of all your import jobs, go to ‘Import & export data’ > ‘Import jobs’ and you will see them all listed. Click on the file name to see the detailed progress.

Still have questions?

If you are still uncertain of how to proceed or if you encounter any problems email us at [email protected] and we will help you through the process step-by-step.

 
 
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How do I add volume pricing to my products?