ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

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 products catalog with products that appeal to all customers as well as products targeted to the individual customers.

Use the Customer Assortment window to set up customer specific assortment. You can specify which items or item classes with the assigned items should be shown or not available to the individual customers or a group of customers (customer price level).

To configure customer assortment in Microsoft Dynamics GP, click: Sana Commerce > Customer Assortments.

If you have multiple webshops, you can set up different customer assortment rules for each webshop separately.

 NOTE

You can set up different customer assortment rules per webshop starting from Sana 9.3.1.

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

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

Field Description
Sales Type Select to whom the customer assortment rule should be applied.

Available sales types:

  • Customer
  • Customer Price Level
Sales Code Select the customer account or customer price level, depending on the selected sales type, to whom the customer assortment rule should be applied.
Type Select whether a certain item or item class with the assigned items should be shown or not available to a certain customer or customer price level.

Available types:

  • Item
  • Item Class ID
Code Select the item or item class with the assigned items, depending on the selected type, which should be shown or not available to a certain customer or customer price level.
Mode Specify whether a selected item or item class with the assigned items should be shown or not available to the selected customer or customer price level.

Available modes:

  • Allow
  • Deny

 NOTE

All items 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 price level is listed in any of the deny rules, the following customer or customers within a price level will not see an item or items assigned to the item class from this rule, even if there is another rule which allows to see it.

For example, there is a customer price level for which a certain item is denied. And there is another rule, set for an individual customer from this customer price level that says that the item that is denied for the customer price level is allowed for this specific customer from the price level. In this situation the rule which allows to see the item for a specific customer from a customer price level does not override the rule which denies an item to be shown to the customer price level. Therefore, a customer still will not see an item.

If you configure customer assortment rules in Microsoft Dynamics GP, you should also enable it in Sana Admin. Open Sana Admin and click: Setup > Products > Stock and assortment. There you will see three customer assortment modes: Complete, Additional and Customer specific.

In order to apply the customer assortment rules from Microsoft Dynamics GP, either Customer specific or Additional mode should be enabled.

For more information about customer assortment settings in Sana Admin, see "Customer Assortments".

ERP User GuideMicrosoft Dynamics GP