Assortment Planning – Assortment Classifications

Purpose

Assortment Classifications define high-level categories used to organize and structure assortment elements across the system.

These classifications provide a logical grouping mechanism for products, services, and fixed assets, allowing organizations to structure their assortment according to business domains, service areas, or operational categories.

By defining classifications in advance, organizations ensure consistency in how assortment elements are categorized, filtered, and analyzed throughout the platform.

Access Path

Control Center → Assortment Planning → Assortment Classifications

This configuration area is part of the Assortment Planning administrative setup and is typically managed by administrators or system managers.

Assortment Classifications Overview

The Assortment Classifications landing page displays all classifications available in the system.

For each classification, the list shows:

Name – The classification identifier.
Company – The company context in which the classification is defined.

Some classifications may be configured as Tenant-Wide, meaning they are shared across all companies in the environment.

Available Actions

From the landing page, users can:

Add Assortment Classification – Create a new classification.
Open an existing classification – View or modify its configuration.
Refresh – Update the list view.
Include Deleted – Display classifications that were previously removed.
Export – Export the classification list.
Customize Columns – Adjust the visible fields.

These options allow administrators to efficiently manage the assortment structure.

Creating an Assortment Classification

To create a new classification:

Step 1 – Open the Creation Dialog

Click Add Assortment Classification.

A configuration window will appear.

Step 2 – Define Classification Information

Complete the following fields:

Name (required)
The name of the classification used to identify the assortment category.

Examples may include:

Architectural Design
Engineering
Cybersecurity Services
Interior Design
Project Management

Company

Defines the scope of the classification:

Tenant-Wide – The classification is available across the entire environment.
Company-Specific – The classification applies only to a specific company.

Step 3 – Save the Classification

Select one of the following options:

Save – Creates the classification.
Save and New – Saves the current record and opens a new form.

Once saved, the classification becomes available for use in assortment structures.

How Assortment Classifications Are Used

Assortment classifications serve as a foundation for organizing assortment elements, and they may be referenced when configuring:

Categorization Structures
Products
Services
Fixed Assets
Programs or business initiatives

They provide a consistent way to group items according to business activities or domains.

Best Practices

Use clear and meaningful classification names.
Keep the classification structure simple and scalable.
Prefer tenant-wide classifications when they apply across multiple companies.
Align classifications with the organization’s service or product domains.
Avoid creating redundant or overlapping classifications.

Assortment Planning – Configuration Overview
Assortment Planning – Categorization Structure Level Schemas
Assortment Planning – Product Variant Categorization
Assortment Planning – Price Lists
Assortment Planning – Price Guards
Assortment Planning – Programs
Assortment Planning – Managing Products
Assortment Planning – Managing Services
Assortment Planning – Managing Fixed Assets

Assortment Planning – Assortment Classifications