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

Microsoft Dynamics 365 for Finance and Operations, Enterprise 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 table to specify which products should be shown to the individual customers or customer groups or denied.

To open this table in Dynamics 365 for Operations, click: Webshop > Common > Customer assortment.

Field Description
Account code This field is used to specify for whom the rule should be set.

Available account codes:

  • Table (Customer)
  • Group (Customer Group)
Account selection This field is used to select a specific customer or customer group for whom the rule should be applied.
Item code This field is used to specify whether a product (table) or item group (group) should be available or not available for a customer or customer group.

Available item codes:

  • Table (Product)
  • Group (Item Group)
Item relation This field is used to select a specific product or item group that should be available or not available for a customer or customer group.
Mode This field is used to determine whether a specific item or item group should be available or not available for a specific customer or customer group.

Available modes:

  • Allow
  • Deny

 NOTE

All products which are added to the Customer assortment table 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 group is listed in any of the deny rules, the following customer or customer group will not see a product or item group from this rule, even if there is another rule which allows to see it.

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

In Sana Admin there are three customer assortment modes: Complete, Additional and Customer specific. For more information about customer assortment settings in Sana Admin, see 'Customer Assortments'.

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