ERP User GuideMicrosoft Dynamics AX

Microsoft Dynamics AX

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 and hidden from different customers.

To open this table, in Microsoft Dynamics AX click: Webshop > Common > Customer assortment.

Field Description
Webshop name Select a webshop. If you have multiple webshops, you can set up customer assortment rules for each webshop separately.
Account code Specify for whom the rule should be set.

Available account codes:

  • Table (Customer)
  • Group (Customer Group)
Account selection Select a specific customer or a customer group, depending on the selected account code, to whom the customer assortment rule should be applied.
Item code Specify whether a certain product (Table), products assigned to an item group (Group), a product category (Category) or a product based on some product field (Item field) and its value, should be available or not available to a customer or a customer group.

Available item codes:

  • Table (Product)
  • Group (Item Group)
  • Category (Product Category) - only the category hierarchy that is assigned to your webshop can be used
  • Item field - list of fields from the Released products details form

    You can create customer assortment rules using item fields starting from Sana 9.3.3.

Item relation Select a product, an item group, or a product category or a product field based on which a product should be available or not available to a customer or a customer group.
Value Enter or select the necessary value for the Item field. The value is applicable only if you select Item field in the Item code field.
Mode Specify whether a specific product, an item group, or a product category should be available or not available to a specific customer or a 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 a customer group is listed in any of the deny rules, the following customer or customer group will not see a product or an item group or a product category 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 a product 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. 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 AX