ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

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 items should be shown to and hidden from different customers.

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, items assigned to a product group or item category, or an item based on some 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

    You can create customer assortment rules using item fields and item attributes starting from Sana 9.3.3. Item attributes are available in Microsoft Dynamics NAV 2017 and 2018.

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.
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 a product group or item category, should be available or not available to a specific customer or customer price 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 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.

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. There you will see three customer assortment modes: Complete, Additional and Customer specific.

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

ERP User GuideMicrosoft Dynamics NAV