ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Customer Assortment

As a webshop administrator you can offer an optimized assortment of products to your customers. Offering the best mix of products is essential to customers' satisfaction. This way a webshop administrator can optimize the catalog with products that appeal to all customers as well as products targeted to the individual customers.

Use the Customer Assortment window to specify which items should be shown to the individual customers or customer price groups or denied.

To set up customer assortments in Dynamics 365 Business Edition choose the Search for Page or Report icon and enter Customer Assortment.

The top pane can be used to filter the customer assortment records in the table.

Use the table under the filters pane to configure the customer assortment.

The table below provides the description of the fields in the Customer Assortment window:

Field Description
Sales Type Specify for whom the rule should be set.
Available sales types:
  • Customer
  • Customer Price Group
Sales Code Select a specific customer or a customer price group, depending on the selected sales type, to whom the customer assortment rule should be applied.
Type Specify whether a certain item or items assigned to an item category should be available or not available for a certain customer or customer price group.

Available types:

  • Item
  • Item Category
Code Select an item or item category that should be available or not available for a customer or customer price group.
Mode Specify whether a specific item or items assigned to an item category should be available or not available for a specific customer or customer price group.

Available modes:

  • Allow
  • Deny

 NOTE

All products which are added to the Customer Assortment window are customer specific. This means that they are shown in the webshop only to the customers set in the customer assortment rules.


 NOTE

Limitation: If a customer or customer price group is listed in any of the deny rules, the following customer or customer price group will not see an item or items assigned to the item category from this rule, even if there is another rule which allows to see it.

For example, there is a customer price group for which a certain item is denied. And there is another rule, set for an individual customer from this customer price group that says that the item that is denied for the customer price group is allowed for this specific customer from the group. In this situation the rule which allows to see the product for a specific customer from a customer price group does not override the rule which denies an item to be shown to the customer price group. Therefore, a customer still will not see an item.

In Sana Admin there are three customer assortment modes: Complete, Additional and Customer specific. You should select the one which is appropriate for your catalog setup. For more information about customer assortment settings in Sana Admin, see 'Customer Assortments'.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition