How do I set up customer product availability?

The Onsight app allows you to configure per-customer access for each product. This is ideal for allowing or restricting products for different groups of customers. This prevents your sales reps from selling certain products to specific customers.

Create your customer groups

To set up per-customer product availability you first need to create a new customer group for each group of customers you would like to allow or restrict products for.

  • Log in to the Onsight admin console at http://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 New Customer Group’ button at the top of the screen
  • Enter a name for the customer group
  • Click ‘Save’

Assign each customer to a customer group

For each customer, follow these steps:

  • Log in to the Onsight admin console at http://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.

Set the customer product availability

  • 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
  • To add a new product, click on the ‘Action’ button at the top of the screen and then click ‘Add New Product’
  • To update an existing product, click on the name of the product
  • Click the ‘Availability’ tab
  • Uncheck the box for each customer group that should not have access to the product
  • Click ‘Save’

Related articles:
How to bulk upload per-customer product availability
What are customer groups?
How to set up per-customer pricing
How to set up per-customer discounts