AX Retail

Mix and Match Discounts

A mix and match discount gives customers a discount when they purchase a specific combination of products. For example, a customer purchases two boxes of tea and receives 50 percent off the price of a tea cup. Products and variants can be included in mix-and-match discounts.

Set up a mix and match discount:

Step 1: Click Retail > Common > Pricing and discounts > Mix and match discounts.

Mix and Match Discounts

Step 2: Create a new mix and match discount.

Step 3: Enter a Discount ID and a Name. If number sequences are set up, Microsoft Dynamics AX automatically generates the ID numbers.

 NOTE

If a discount is valid for a product, a discount name will be shown in the webshop on the product details page. Using In-site editor you can change the discount/price adjustment name retrieved from AX and create a nice description per each available language in the webshop.

Step 4: Under the General FastTab, in the Status field, you can enable or disable the discount.

 NOTE

A discount can be edited only if it is disabled.

Step 5: Click Price groups and select one or more price groups that the discount applies to.

Step 6: Under the Price/discount FastTab select a discount type and enter a discount value in the corresponding field depending on the selected discount type.

Step 7: Under the Validation period FastTab you can define the period during which a discount is valid.

Step 8: Under the Lines FastTab click Add to add a single category, product or variant to the discount or click Add products to add multiple products. If a product has variants you can also click Add all variants to automatically add all product variants that are available for the selected product as separate lines.

Step 9: Click Mix and match line groups button at the top, create line groups and in the Number of products needed field specify the quantity of the product that the customer must purchase to qualify for the discount.

Mix and Match Line Groups

Step 10: For each line that is added to the mix and match discount under the Lines FastTab you should select a line group. The line group identifies the group and number of products that qualify for the discount.

Different discounts and price adjustments can be valid for a single product. In this case all possible discount offers will be shown on the product details page. If more than one discount applies to a product, a customer may receive either one discount or a combined discount. A Discount concurrency mode can be set under the General FastTab. It allows to specify how the discount is combined with other discounts that apply to the same product. Only the discount or combination of discounts that meet the conditions will be applied to the sales order.

When a customer adds the product to the shopping basket, the price is automatically updated to reflect any price adjustments or discounts. If the discount has been applied, it is also shown in the shopping basket.