How do I set up product discounts per customer?

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://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.
Click on the ‘Add Group’ button at the top of the screen.
Enter a name for the customer group.
Click the ‘Save’ button.

Assign each customer to a 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.
Click on the customer that you would like to allocate to the customer group.
Click the ‘Edit’ button.
In the ‘Customer Group’ field select the customer group. If you have many groups, you can type the first few letters and it will appear.
Click the ‘Save’ button.

Set the customer discounts for a product

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.
Enter a discount for each customer group that needs to get a preset discount.
Click the ‘Save’ button.

Data volume limits

On the Business plan, you can have a maximum of 5,000 products and up to 100 customer groups. Each combination of a product record and a customer group record generates a new customer discount record. The combination of products and customer groups is limited to 320,000 customer discount records.

For example:

If you have 5,000 products, you can have a maximum of 64 customer groups (5,000 × 64 = 320,000).
If you have 100 customer groups, you can have a maximum of 3,200 products (100 × 3,200 = 320,000).

These limits do not apply if your Onsight account is connected to an ERP system / accounting system, as all the price list data in your external system will automatically sync to Onsight.