‘Customer mode’ allows you to choose a customer and have the catalogue change to suit that customer. When you browse the catalogue you will only see that specific customer’s prices. You will also only see the products that the customer is allowed to purchase. This is handy if you are standing in front of the customer.

To configure specific pricing for each customer, you need to do so in the web console. You can find full instructions here on how to set up per-customer pricing.

Customer mode for the Onsight B2B Sales App

• Tap on ‘Select customer’ at the bottom of the screen.
• Your customer list will display.
• Choose a customer and tap on ‘Select’.
• You are now in customer mode and all prices and available products will reflect for this customer.

Customer mode for the Onsight web console

• Log in to the Onsight web console at http://web.onsightapp.com/
• Click on ‘Catalogue’ and then ‘Browse Products’ from the left-hand side menu.
• In the top right-hand corner of the Browse Product Catalogue screen click on the “Choose Customer” button.
• A pop up window will appear where you can search for and select the customer you want to display the catalogue for, or place orders for.

 

Once you have selected your customer, all prices and products will show as per the settings you have applied to the customer group that the customer belongs to.

If you don’t want to have the app show pricing for a specific customer, then make certain that your ‘Current Customer’ button is set to ‘None’. All the default products and pricing will now be displayed.