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Customer assortment management

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Posted on by Michaela-Dobrila Te...

Hi,

we are in process of implementing Microsoft Business Central in our company. So the system is pretty new to us. We are having customer for whom we are producing tailermaid products, which we store at our warehouse and each of these customers have an own shop in our webshop were they order. Today we have an assortment identifier per customer. I cant find anything about assortments in business central.

Does anybody now how we could handle our case in Business Central, or can recommend an add on we could use to manage our customers assortments?

Help would be much apprechiated

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Customer assortment management

Hi, Valentin is right, if you want to apply them on filters, this requires a simple customization, first add the fields to the page.

For example,
https://yzhums.com/2182/
https://yzhums.com/5007/

And, hopefully the following Microsoft documentation can also give you some hints.

Item Attribute: https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-how-work-item-attributes

Dimensions: https://learn.microsoft.com/en-us/dynamics365/business-central/finance-dimensions

Thanks.

ZHU
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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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RE: Customer assortment management

Attributes is typically something that stays with the Item Card. Its another way of describing an item or providing more descriptive information about an item card. For example you have two similar items, you can use attributes to say what color each item is.

When an Item is used on a transaction, the attributes dont go anywhere i.e. on the document/posted document/ledger entries.

For example:

There are multiple way to think about Dimensions in Business Central. One way is as a reporting category, or as an additional piece of information you tag to a transaction. On each transaction you would select a dimension code such as a Department, and this code travels with the transaction to the posted document / ledger entry. You can then run reporting on different dimensions. i.e. the balance of a sales G/L Account is 1,000, but then you can break this down further and see that 500 is for dimension Department A and 500 is for dimension Department B

To answer your question, dimensions would be used if you need this piece of information to travel to the posted transaction/document/ledger entry. If you simply need the information to stay with the item card, to provide more description, you would use attributes.

regarding your last question, as far as I know yes both cant be used as a filter in the requisition worksheet.
Michaela-Dobrila Te... 22 on at

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RE: Customer assortment management

Hi Zulu,

thanks a lot for reply and support.

I learned that you can also assign dedicated attributes to an item. Can you help me understand when you would rather use the dimensions, then attributes?

For identifying the customer stock items, we have now agreed to choose the field "purchasing code" as this also allows us, to filter in the requesition worksheet and make the replenishment planning for the customer. As we understand dimensions and attributes are both not available as filter or linked to the requisition worksheet, correct?

The assortment we will manage in the websolution Dynamicweb. So I guess we could fix the issue ;-)

But again thanks a lot. Great having people supporting.
Michaela-Dobrila Te... 22 on at

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RE: Customer assortment management

Dear Inge,

thanks a lot for your feedback and support. We have now identified that we will use the "purchasing code" in order to identify items made for the customer and the assortment management we will do in the E-Commerce solution "Dynamic Web".
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Customer assortment management

Hi, Generally, it is recommended to use Dimension to manage the relevant attributes of customers in BC. This is a standard feature.

More details:

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-dimensions#to-set-up-default-dimensions-for-customers-vendors-and-other-accounts

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Customer assortment management

There is really no standard functionality that fills your requirement. What you could do is to create a customer price group per customer and then define a price list for that customer price group holding all the items that you want to be in the customers assortment.

Maybe you can check out these apps on appsource and see if they have the functionality you need ?

appsource.microsoft.com/.../apps

And good luck with your implementation!