ERP User GuideSAP Business One

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Customer Assortment



As a web store 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 web store 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 the individual customers or customer groups in the web store or hidden.

Set Up Customer Assortment Rules

In SAP Business One click: Web Store > Customer Assortment.

 NOTE

You can create customer assortment rules using filter methods and item properties (fields) starting from Sana 9.3.5 in SAP Business One.

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

Field Description
Customer Type Specify for whom the rule should be set.

Available types:

  • Customer
  • Customer Group

Depending on the selected value, you can then specify either a specific customer account or customer group.
Customer Code If you selected Customer in the Customer Type field, then select a specific customer to whom the customer assortment rule should be applied.
Customer Group Code If you selected Customer Group in the Customer Type field, then select a specific customer group to which the customer assortment rule should be applied.
Type Filter Select whether a rule should be applied to an item, item group or item property (field).

Depending on the selected filter type, you can see different fields and specify either item code, item group or item property (field) and its value.
Item Code If you selected Item in the Type Filter field, then select a specific item or enter the range of item codes, which should be shown or not available to a certain customer or customer group.
Item Group Code If you selected Item Group in the Type Filter field, then select a specific item group with the assigned items to it, which should be shown or not available to a certain customer or customer group.
Item Property If you selected Item Property in the Type Filter field, then select a specific item property (field) in the Item Property field and then enter the necessary value in the Property Value field. In the Item Property field, you can see the list of fields from the Item Master Data. 
Property Value
Filter Method Use filter methods to specify a specific item or item range which you want to show to or hide from the customer or customer group.

Filter methods can be used for the Items, Item Groups and Item Properties.

Available filter methods:

  • Equal
  • Not Equal
  • Greater or Equal
  • Greater
  • Less or Equal
  • Less
  • Between

To specify a range of items using the filter method "Between", use two dots between the values. 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 filter type and in the Item Code field enter 100..500. 
Mode Determine whether a specific item, item range or items assigned to the item group should be available or not available to a specific customer or customer group set in this record.

Available modes:

  • Allow
  • Deny
Web Store

   Applies to: Sana 9.3.1 and higher

Select a web store.

If you have multiple web stores, you can set up customer assortment rules for each web store separately.

If you leave this field empty, the customer assortment rule will be applied to all web stores.

 NOTE

All products which are added to the Customer Assortment table are customer specific. This means that they are shown in the web store only to the customers set in the customer assortment rules.


Customer Assortment Rules Validation

When you create customer assortment rules and close the window, all rules will be validated. If there are any conflicts, the customer assortment rule which conflicts with another rule will be highlighted in yellow.

You can double-click on the highlighted customer assortment rule and see the message in the lower left corner which indicates the conflicting rule. If there are some conflicts, you must resolve them. Otherwise, the customer assortment rules will be applied based on the Filter Method priority. Priority is based on the order of the filter methods - the higher the filter method is in the list, the higher its priority: Equal > Not Equal > Greater or Equal > Greater > Less or Equal > Less > Between.

 NOTE

Limitation: If a customer or customer group is listed in any of the deny rules, the following customer/ customer group will not see an item/ item group from this rule, even if there is another rule which allows to see it.

For example, there is a customer group for which a certain item is denied. And there is another rule, set for an individual customer from this customer group that says that the item that is denied for the customer group is allowed for this specific customer from the group. In this situation the rule which allows to see the item for a specific customer from a customer 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 SAP Business One, 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".

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Updated: January 2021