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Customer Assortment



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

To open this table in Microsoft Dynamics NAV click: Departments > Webshop > Tasks > Customer Assortment.


Customer Assortment

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

Use the table under the filters pane to configure the customer assortment. The table below provides the description of the fields:

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

Available sales types:

  • Customer
  • Customer Price Group
Sales Code This field is used to select a specific customer/ customer price group for whom the rule should be applied.
Type This field is used to specify whether an item/ product group/ item category should be available/ not available for a customer/ customer price group.

Available types:

  • Item
  • Product Group
  • Item Category
Code This field is used to select an item/ product group/ item category that should be available/not available for a customer/ customer price group.
Mode This field is used to determine whether a specific item/ product group/ item category should be available or not available for a specific customer/ customer price group.

Available modes:

  • Allow
  • Deny

Limitation:

If a customer or customer price group is listed in any of the deny rules, the following customer/ customer price group will not see an item/ product group/ 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. For more information about customer assortment settings in Sana Admin, see 'Customer Assortments'.

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Updated: July 2015