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.<\/p>\n
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. <\/p>\n
If there are only a few customers that must be part of the new discount group, add them one at a time. For each customer, follow these steps:<\/p>\n
If you have many customers that must be part of the new customer group, use the bulk upload tool instead.<\/p>\n
You should do the above process at least once so that you are familiar with how to set discounts for a single product. <\/p>\n
If you have many products that must get a discount, use the bulk upload tool instead.<\/p>\n
When a customer is selected in the Onsight app or web console, the catalogue automatically shows the price that applies to that customer, including any customer group pricing and discounts you have configured. You can choose whether the catalogue shows the price before or after the customer discount is applied. There is a configuration setting in the web console that controls this: “Show discounted prices in catalogue”. When this setting is enabled, the catalogue shows the discounted price. When it is disabled, the catalogue shows the customer group base price, or the normal selling price if no customer group base price has been set. By default, discounted products also display a percentage discount badge, such as \u201c10% off\u201d. Contact us if you want to show or hide the customer group discount percentage badges.<\/p>\n
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.<\/p>\n
For example:<\/p>\n
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.<\/p>\n
\nRelated articles:<\/b> 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…<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,7],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/144"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=144"}],"version-history":[{"count":48,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/144\/revisions"}],"predecessor-version":[{"id":5045,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/144\/revisions\/5045"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=144"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=144"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nHow to bulk upload per-customer discounts<\/a>
\nWhat are customer groups?<\/a>
\nHow to set up per-customer pricing<\/a>
\nHow to set up per-customer product availability<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"