Microsoft Dynamics 365 Business Central

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 Microsoft Dynamics 365 Business Central 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:

 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".