Mix and Match Promotion

The Mix and Match promotion gives customers a discount when they buy a specific number of items from the predefined list in a single purchase. The promoted items are generally of the same product or product family. For example, the Mix and Match promotion can be used for the following campaigns:

• Buy any three drinks and get a 20% discount.
• Buy 5 candies at $5.00.
• Save $1 off any two packs of cigarettes.

With the Mix and Match promotion type, the following types of discounts can be set:

• New price: A new price for promoted items can be specified.
• Discount amount: A discount as the exact amount can be specified.
• Discount rate in percent: A discount as the percent rate can be specified.

For more information on cash register limitations, see Compatible Cash RegistersCompatible Cash Registers.

Setting Up Mix and Match Promotions

To set up a Mix and Match promotion:

1. Go to Price Book > Promotions.
2. At the top of the Promotions form, click Add New.

   

3. In the Promotion Name field, enter the name for the new promotion.
4. In the Receipt CR Description field, specify the promotion description that must be displayed on cash register receipts. The name length must not exceed ten characters including spaces. By default, the promotion name is displayed in this field.
5. In the Promotion Type list, select Mix and Match.
   Result: The promotion default settings are uploaded in the How much? section according to the selected promotion type.
6. In the Priority list, in case you have several promotions for same group of items, specify the priority in which the promotion will be applied on the cash register in order to be in compliance with the vendor policy. Possible values:

• Empty: Leave the Priority field blank, if you have only one promotion for one certain group of items.
• From 0 to 10: Define the promotion's priority by setting up the lowest value to the highest priority level.

The Priority field is supported only by the Radiant cash registers and available. For more information on cash register limitations, see Compatible Cash RegistersCompatible Cash Registers.

7. In the How much section:
1. In the Participation list, select the type of objects for which the promotion must be activated: Stores, Division, Company, and so on.
2. In the list of objects below that is opened for the selected type of objects, click the power icon on the right of the object for which you want to activate the promotion.

   

8. In the What is included? section, select the desired additions to be included in the promotion. You can add items and promo groups. For more details, see Promotion Setup Form.

   

9. In the How much? section, configure the following promotion's basic parameters:
1. In the list on the right of the Price Change field, select the type of discount to be set for the promotion:

• New Price: Select this option if a new price for the promoted items is to be set.
• Amount: Select this option if a discount as the exact amount is to be specified.
• Percent: Select this option if a discount as the percent rate is to be specified.

2. In the Price Change field, specify the new price for the promoted items or the discount value, depending on the discount type you have selected. If the New price value has been selected, the sum amount for all items for which the promotion is created must be specified. This field is mandatory for the Mix and Match promotion.
3. In the Qty Threshold field, specify the number of items that a customer must purchase for the discount to be applied and enable the and more option if necessary. For example, if the discount is to be applied when a customer purchases two or more items, in the Qty Threshold field, specify 2 and enable the and more option. This field is mandatory for the Mix and Match promotion.
4. In the Promotion Unit Cost field, specify the item cost for the promotion.
5. In the Taxation list, select when the taxes must be calculated for items added to the promotion: After discount or Before discount.

Mind the following: 
- To use the Before discount option, make sure the Allow Tax Before Mix and Match Discount option is enabled in the CR settings for the location. For details, see Station Options: Cash Register > Advanced.
- (For Sapphire cash registers) If you select the Before discount option, make sure the items added to the promotion belong to the same CR department and have the same current retail price. In the opposite case, when you save the promotion settings, CStoreOffice® will report an error, and the promotion will not be saved.

10. Configure the following promotion's settings:

• Reimbursement from Vendor
• Timeframe

The Reimbursement from Vendor and Timeframe settings are configured equally for all promotion types. For more information on how to configure them, see Promotion Setup Form.

11. Scroll down to the Promo Results table and make sure the promotion is set up correctly. The promo results are calculated by the following formulas:

• Retail:
• New Price: Retail = Promo Price
• Amount: Retail = Current Retail * QTY - Amount Discount
• Percent discount: Retail = Current Retail - ((Current Retail / 100) * Discount Percent) * QTY
• Price Change:
• New Price: Price Change = Promo Price - (Current Retail * QTY) + Buydowns
• Amount: Price Change = - Amount Discount + Buydowns
• Percent discount: Price Change = -((Percent Discount * Current Retail/100) * QTY) + Buydowns

For example, you set up a promotion in the following way:

• The initial retail price for the promoted item is $11.33.
• If a customer buys 2 items, the new price for 2 items is $22.00.
• No reimbursement amount is set up.

In this case, in the Promo Results section, you will see the following values:

• Retail: $22.00
• Price Change: $22.00 - ($11.33*2) = (0.66)



To view the explanation about the promotion results, to the right of the necessary location name, click Explanation.

12. At the top of the promotion form, click Save to save the changes.