Onsight allows you to configure per-customer discounts for each product. This is ideal for managing discounts for different groups of customers. For example, you can set different discounts for wholesale versus retail customers.
Create your customer groups
To set up per-customer discounts you first need to create a new customer group for each group of customers you would like to give a customer discount to.
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- Click on the ‘Manage Groups’ menu item.
- To add your very first customer group, click on the ‘Add Group’ button in the center of the screen.
- If you have added a customer group before, click on the ‘Add Group’ button at the top of the screen.
- Enter a name for the customer group
- Click on the ‘Save’ button at the bottom of the screen.
Assign each customer to a customer group
For each customer, follow these steps:
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- Click on the ‘Manage Customers’ menu item.
- Select the name of the customer you would like to allocate to the customer group.
- Click on the ‘Customer Details’ tab. Start typing the name of the customer group and then select from the names provided in the drop-down.
- Click on the ‘Save’ button at the bottom of the screen.
Set the customer discount
- Log in to the Onsight web console at https://web.onsightapp.com/.
- Click on ‘Catalogue’ from the left-hand side menu.
- Click on the ‘Manage Products’ menu item.
- Click on the product that you want to configure.
- Click the ‘Discounts’ tab.
- Enter a discount for each customer group that needs to get a preset discount.
- Click on the ‘Save’ button at the bottom of the screen.
Related articles:
How to bulk upload per-customer discounts
What are customer groups?
How to set up per-customer pricing
How to set up per-customer product availability