Item Assortments

Definition of item groups with the objective of:

  • Binding orders by attributing assortments to customers: when entering an order, it is not possible to enter an item if it is not present in the assortment for that specific customer
  • Managing promotions

Item Assortments Structure



Type

  • Item
  • EAN
  • Item Filter
  • Hierarchy
  • Item Clusters

Minimum references number (Minimum quantity for the assortment to be respected)

Total minimum quantity: Minimum quantity entered in the sales order

Unit of measure: Unit of measure to consider (it may differ from the unit of measure present in the order; the system will convert the purchased unit of measure) unless it is made binding by flagging the “binding unit of measure” flag, which verifies the correspondence of the order’s unit of measure.

Minimum quantity per reference: indicates the minimum quantity to purchase per reference

Total minimum amount: Minimum amount to be respected in the order

Minimum reference amount: Minimum amount of each line within the assortment

Alternative Group Code: Allows defining the alternativity among the various records composing the assortment

  • In OR between lines with the same alternativity code
  • In AND on the total assortment

Note: Assume creating an assortment with a cluster containing 20 items. Minimum References Number = 5 🡺 it is necessary to have 5 items within the sales order for the condition to be respected Minimum quantity per reference = 2 🡺 at least 5 references must be purchased, and for each reference, at least 2 must be purchased.

Assortments Linked to Trade Conditions

It is possible to manage assortments linked to trade conditions.

The promotion does not trigger at the individual line level but on the total document. The system checks that all assortment-level conditions are met and then applies a discount.

The “Assortment Code” field must be set within the “Documents” tab in the Sales Discount table for a specific customer or customer group in relation to the parameters set in the “Customers” tab.


Assortments Linked to Customers

It is possible to define assortments for customer hierarchy levels.


It is also possible to define the control constraint of the assortment.


  • Constraint: the system blocks if the item is not present in the assortment


  • Constraint with confirmation: the system returns an alert message but allows the insertion of an out-of-assortment item in the order


  • No Constraint: The system places no constraint on the insertion of an out-of-assortment item

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