How do I hide product categories from specific customer groups?

You can use Onsight’s customer group functionality to assign prices, discounts, or product availability based on specific customer segments (such as retail or wholesale) or particular geographic regions (like East Coast clients or West Coast clients). Apart from making individual products available or unavailable for specific customer groups, you can also make entire product categories be shown or be hidden for specific customer groups.

This can be achieved by making all the products in a specific product category unavailable for the relevant customer group. When all products in a category are unavailable for a customer group, this category will no longer display for any of the customers in that customer group.

To access the bulk upload tool to upload your per-customer product availability:

  • 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 + Groups’ menu item.
  • Click on ‘Group availability’
  • This will open up the 4-step product group availability import & export tool.

Step 1: Export the product group availability data

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

Step 2: Change the product group availability data

Open the spreadsheet file. Each row in the spreadsheet represents a product. Each column contains a customer group. Edit the cells to change the product availability required for each customer group. The options are ‘yes’ and ‘no’.

Make certain all products in the product category you wish to hide are marked with a ‘no’.

Step 3: Upload the new product group availability 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 group availability 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.

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