How do I remove per-customer product discounts?

Onsight allows you to configure per-customer discounts for each product. If you want to remove discounts that have been applied previously, follow these steps.

Remove the customer discount

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Manage your data’ from the left-hand side menu.
  • Click on the ‘Products’ menu item.
  • You will see a list of all of your products.
  • Click on the product that you want to configure.
  • Click the ‘Discounts’ tab.
  • Click the ‘Edit’ button.
  • Remove the discount for each customer group that was previously given a preset discount.
  • Click the ‘Save’ button.

Optional: De-link each customer from the customer group

If the customer group is no longer used you can de-link all the customers from that customer group. For each customer, follow these steps:

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Customers’ from the left-hand side menu.
  • You will see a list of all of your customers.
  • Select the name of the customer you would like to de-link from the customer group.
  • Click the ‘Edit’ button.
  • In the ‘Customer Group’ field de-select the customer group.
  • Click the ‘Save’ button.

Optional: Remove the customer group

If the customer group is no longer used you can delete it.

  • Log in to the Onsight web console at https://sales.onsightapp.com/.
  • Click on ‘Manage your data’ from the left-hand side menu.
  • Click on the ‘Customer groups’ menu item.
  • You will see a list of all of your customer groups.
  • Tick the customer group you are wanting to delete.
  • Click the ‘Delete’ button at the top of the list.
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