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Dynamics 365 Community / Forums / Commerce forum / Assortment Management ...
Commerce forum
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Assortment Management in D365 Commerce.

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Posted on by 107

I have a requirement from a current customer that concerns the Assortment Management in D365 Commerce.

They want to control the products that can be sold or better said that are visible at the time of order creation to the individual customers as follows:

  • Group the customers in industry specific groups, they call it "sections"!
  • Define on the item category level, which items can be sold to which group/section of customers
  • Additionally also define to which country/regions those previously defined item category / customer section combination can be sold
  • On top of that they have attributes like e.g. "color collection" or "packing size" that they want to use as well to define the products that should be shown to a customer that is assigned to a customer section.

They are currently implementing D365 as new ERP System and have already external e-commerce WebSites with external providers up an running. And they don´t want to change short-termed to Microsoft Dynamics 365 Commerce business-to-business (B2B) sites!

But I do not see any possibilities to realize their assortment management requirement with the D365 standard Commerce headquarter tools as for example with the standard assortments we can only specify a selection of item categories by retail channel but not at a customer level, etc...

However I found the the new functionalities with the Commerce catalogs for B2B sites along with Manage B2B business partners using customer hierarchies options that are available starting with version 10.0.27.

docs.microsoft.com/.../catalogs-b2b-sites

docs.microsoft.com/.../partners-customer-hierarchies

Questions therefore:

  1. Could this be an option for an improved assortment management in order to realize the above requirements
  2. How could the catalogs with the customer hierarchy associations made available to the external e-commerce platforms. Are there retail server APIs for that purpose or data entities from the data management of the D365 Commerce headquarter available?
  3. Would those B2B catalogs also work and limit the assortments if the orders were entered at a call center or a POS channel?

 I would be really grateful for any experience or further insight to this new capability or even any other thoughts, ideas or best practice how to manage assortments based on customer groups.

Thank you very much.

  • Ramune Profile Picture
    on at
    RE: Assortment Management in D365 Commerce.

    Hi Juergen,

    I will leave this for the community to answer. Let's see if anybody has experienced the same and can advise for you anything.

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