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 class).

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 Class
Sales Code Select the customer account or customer class, 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 class.

Available types:

  • Item
  • Item Class ID
  • Item Field - list of fields from the Item Maintenance
  • Item Attribute - attributes set up in the Item Attributes Setup window

    You can create customer assortment rules based on a certain item fields and its value starting from Sana 9.3.4. You can also use item attributes to set up customer assortment rules. 

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 class.
Value Enter the necessary value for the Item Field and Item Attribute. The value is applicable only if you select Item Field or Item Attribute in the Type field. 
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 class.

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 class is listed in any of the deny rules, the following customer or customers within a customer class 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 class for which a certain item is denied. And there is another rule, set for an individual customer from this customer class that says that the item that is denied for the customer class is allowed for this specific customer from the customer class. In this situation the rule which allows to see the item for a specific customer from a customer class does not override the rule which denies an item to be shown to the customer class. 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