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 utilise our easy-to-use bulk upload tool to update the product availability per customer group:
- Log in to the Onsight admin console at http://web.onsightapp.com/
- Click on ‘Catalogue’ from the left-hand side menu
- Click on the ‘Manage Products’ menu item
- Click the ‘Action’ button at the top of the screen
- Select ‘Import Group Availability’ from the drop-down list
- This will open up the 4-step bulk upload tool
Step 1: Download your data
This step will download a list of products in your Onsight account as well as a column for each customer group.
Step 2: Edit the datasheet
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 data sheet
Save the file. Then select its location on your computer, and upload it for processing.
Step 4: Import customer group availability
Once you click the “Import” button your spreadsheet will be analysed and validated.
If your spreadsheet passes validation, you will be shown a list of updates that will happen. Once you approve the import job, the datasheet will be processed and your product information will be imported. If the spreadsheet fails, you will be shown a list of errors to rectify before uploading it all again. If everything is OK – hit “Approve Job” and all your information will be imported into the database.
Check on your import jobs
To see the status of all your import jobs, go to Setup > Import Jobs and you will see them listed.