ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Customer Assortment


 

Webshop administrators can offer an optimized assortment of products to the 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 items should be shown to and hidden from different customers.

To open this table, in Microsoft Dynamics NAV, click: Departments > Webshop > Tasks > 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.

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 (Item), items assigned to a product group (Product Group) or item category (Item Category), or an item based on some item field (Item Field) and its value should be available or not available to a customer or customer price group.

Available types:

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

    Starting from Sana 9.3.3 you can create customer assortment rules using Item Fields and Item Attributes. Item Attributes are available in Microsoft Dynamics NAV 2017 and 2018.

Starting from Sana 9.3.5 you can create customer assortment rules using Item Filter. You can use the standard NAV filter criteria and symbols to specify a range of items which you want to show to or hide from the customer or customer price group. Below you can read more detailed information on this topic.

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

    Applies to: Sana 9.3.4 and higher
In Microsoft Dynamics NAV 2017 and higher 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, Item Attribute or Item Filter. The value is applicable only if you select Item Field, Item Attribute or Item Filter in the Type field.
Mode Specify whether a specific item, items assigned to a product group or item category, should be available or not available to a specific customer or customer price group.

Available modes:

  • Allow
  • Deny


Customer Assortment with Item Filter

 NOTE

Applies to: Sana 9.3.5 and higher

If you create customer assortment rules using Item Filter, you can specify a range of items which you want to show to or hide from the customer or customer price group.

When you select Item Filter in the Type field, then you can select the necessary item field in the Code field. Item fields are used to filter the items based on their values.

Then, in the Value field, you can enter the necessary value for the Item Filter using the standard NAV filter criteria and symbols. For more detailed information about special symbols used for filtering in Microsoft Dynamics NAV, see "Searching, Filtering, and Sorting Data" on the Microsoft website.

It is useful to create customer assortment rules using Item Filter, when you need to specify a range of items which you want to show to or hide from a customer or customer price group. In such a way, you can specify not just one item or one item characteristic in one customer assortment rule, but a list of items you want to show to or hide from your customer or customer price group. Thus, you don't have to create separate lines for each of your customer assortment rules when in fact, it is one line.

For example, if you want a specific customer or group of customers to see items only with the numbers from 100 to 500, you can create one customer assortment rule for the item No. field with the following criteria 100..500. You can also use other standard ERP filters, such as > or <, to set up customer assortment criteria for the item fields the way you need.

 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 the customer or customer price group is listed in any of the deny rules, the following customer or customer price group will not see the item or product group or 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 the 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.


Enable Customer Assortment Rules in Sana Admin

If you configure customer assortment rules in Microsoft Dynamics NAV, you should also enable it in Sana Admin. Open Sana Admin and click: Setup > Products > Stock and assortment. Three customer assortment modes are available: 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 NAV