ERP User GuideMicrosoft Dynamics 365 Business Central

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 and hidden from different customers.

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

At the top pane you can filter the customer assortment rules.

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

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

Field Description
Webshop Name Select a webshop. If you have multiple webshops, you can set up customer assortment rules for each webshop separately.
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, items assigned to an item category, an item based on some item field and its value or item based on some item attribute should be available or not available to a customer or customer price group.

Available types:

  • Item
  • Item Category
  • Item Field - list of fields from the Item Card
  • Item Attribute - attributes set up in the Item Attributes window

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

Code Select an item, item category, item field or item attribute based on which an item should be available or not available to a customer or customer price group.

    Applies to: Sana 9.3.4
In Dynamics 365 Business Central you can create item categories of multiple levels. If you create a customer assortment rule based on a parent item category, all items assigned to the subcategories will inherit this rule.
Value Enter the necessary value for the Item Field or Item Attribute. The value is applicable only if you select Item Field or Item Attribute in the Type field.
Mode Specify whether a specific item, items assigned to an item category, should be available or not available to a specific customer or customer price group.

Available modes:

  • Allow
  • Deny


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.


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 the 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 to the specific customer from the customer price group does not override the rule which denies the 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 Business Central