Customer Assortments

Subsets of products associated with specific users or user groups.

Customer assortments are subsets of your product portfolio associated with specific users or user groups, so that when the customer logs on they can only see the products in the assortment, not all products on the solution.

Customer assortments are created and managed from the Customer Assortments section under the Products area:

By default, assortments are deactivated on a solution. To activate them open the Assortment settings, then and check Enable assortments. As soon as assortments are activated, logged-in users will only be able to see the products included in the assortment(s) they are a part of.

Note

Customer assortments used to be located under the Commerce-area, but were moved to the Products-area in version 10.22.

Creating an assortment

To create an assortment:

1. Click + New assortment
2. Fill in the Name and optionally a Number (in case you need to use it for an integration)
3. Check Active to make this assortment active in frontend
4. Configure the Availability setting:
   • Include sub groups - include products in subgroups in the assortment
   • Anonymous - this assortment is active for users without an account or users who are not logged in

Once you've created an assortment it's time to add products to it and also define which users can view the assortment.

Manage assortment content

Two things must be defined for an assortment:

• Which products are included in the assortment
• Which users have access to the products in the assortment

Click in the assortment in the assortment list to bring up the assortment overview screen: From this view you can do both things:

• Use the Shops, Product groups and Products widgets to add products to the assortment
• Use the User groups and Users widgets to specify who has access to the products included in the assortment

Product groups and products can be as Excluded - in this manner it's possible to create assortments which contain something like All products in SHOP1 except the ones in Group A and Group B.

Rebuilding assortments

Assortments are rebuilt periodically by a scheduled task called Build Ecommerce Assortment Items - any changes made to an assortment will only be visible in frontend once this job has been run.

The task only builds the subset of assortments which have been flagged to be rebuilt - e.g. if something in the assortment changes or if AssortmentRebuildRequired = true has been set manually on the assortment in the database. Please note that whenever you change something in the db manually or via an integration, an application restart is required for the cache to be reset.

You can also manually trigger the Rebuild-action from the assortment list using either the actions-menu or the context-menu. This will set AssortmentRebuiltRequire to True and immediately rebuilt the selected assortment only.