ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Sana Commerce 9.3
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Mix and Match Discounts

NOTE

Applies to: Sana 9.3.5 and higher

The mix and match discount gives customers a discount when they purchase a specific combination of items. For example, if a customer buys pants, a shirt and shoes, he or she will receive a 15% discount on each item, or it can be a different discount % for each item. The discount description is shown on all product details pages of those products that are included in the mix and match offer to inform customers about the deal and attract their attention.

Set Up a Mix and Match Discount

In Microsoft Dynamics GP click: Sana Commerce > Mix and Match Discounts.

In the Webshop ID field, select your webshop. If you have multiple webshops, you can create mix and match discounts for each webshop separately.

In the Mix and Match Discounts window you can see all created mix and match offers.

Customers can apply several mix and match discounts to a shopping cart. If a customer adds products to the shopping cart which meet the criteria of multiple mix and match discounts, all of them will be applied.

To create a new mix and match discount, click New. In the Mix and Match Discounts Setup window you can create a mix and match discount. You can apply the mix and match discount to items and items assigned to item classes.

The table below provides the description of the fields necessary to set up the mix and match discount.

Field	Description
Webshop ID	Here you can see the webshop ID for which you create a mix and match discount.
Discount Code	This is the automatically generated mix and match discount number. It is also used to set priority of the mix and match discounts. Below you can read about the option Use Runtime Weight to get more information about mix and match discounts priority.
Description	Enter the description of a mix and match discount. If a discount is valid for products, a discount description will be shown on the product details pages and in the shopping cart in the Sana webshop. Using the In-site editor you can change the mix and match discount description retrieved from Microsoft Dynamics GP and create a nice description per each available language in the Sana webshop. The discount description is shown on all product details pages of those products that are included in the mix and match offer to inform customers about the deal and attract their attention. Below you can see the examples of the mix and match discount shown on the product details page and in the shopping cart.
Discount Category	Select a discount category for which the mix and match discount will be applied. You can create a mix and match discount for a specific customer (Customer), a customer assigned to a specific customer class (Customer Class) or the mix and match discount can be used by any customer (All).
Code	Specify a Customer ID or a Class ID if in the Discount Category field you select Customer or Customer Class.
Discount Type	Select the necessary discount type: Discount - using this discount type you can set up the same mix and match discount percentage for all items in the Discount Percent field. The field Discount % is disabled when you use this discount type. Line Specific - using this discount type you can set a different discount percentage for each item in the Discount % field.
Discount Percent	Enter the discount percent. You can do this only if you use the Discount discount type. This discount percentage will be applied to all items separately.
Date Range	Use starting and ending dates, if you want the mix and match discount to be active for a certain period. Both fields are optional, so you can specify either starting date or ending date, or leave them empty.
Active	This checkbox indicates the status of a mix and match discount. Click Activate at the top of the window to activate the mix and match discount or Deactivate, if it is active, to deactivate the mix and match discount.
Mix and Match Lines
Type	Select a type. You can apply a mix and match discount to: Item Item Class
Number	Select Item Number for an item or Class ID for the item class depending on the selected value in the Type field.
UOM	Select a unit of measure of a product for which a discount will be valid.
Qty Needed	Specify the quantity of a product that a customer must purchase to qualify for a discount.
Discount %	Set the necessary discount percentage for the item. This field is active only if you use the Line Specific discount type. You can set up a different discount % for each item.

The Mix and Match Discount Shown on the Product Details Page

The Mix and Match Discount Shown in the Shopping Cart

Enable Mix and Match Discounts

If you want to use the mix and match discounts in the Sana webshop, you must enable them in Microsoft Dynamics GP: Sana Commerce > Webshop Maintenance.

In the Sana Webshop Maintenance window, open the necessary webshop and click Advanced Settings. Select the Enable Mix and Match Discounts checkbox.

Select the Use Runtime Weight checkbox if you have several similar mix and match discounts with the same products that differ in the discount percentage only as shown in the table below, and you want the mix and match discount with the higher discount percentage to be applied.

	Product A	Product B
Mix and Match 1	Discount 10%	Discount 15%
Mix and Match 2	Discount 15%	Discount 25%

In this scenario, if the Use Runtime Weight option is enabled, the mix and match discount with the higher discount percentage will be applied. In the example above this is Mix and Match 2.

If the Use Runtime Weight is disabled, the mix and match discount with the highest priority will be applied. In the example above this is Mix and Match 1. The priority is defined by the automatically generated discount code of the mix and match discount.

Limitations

The mix and match discounts are not supported for the order processing strategy that is optimized for large orders. For more information, see "Order Processing".
Do not set up discounts set in the promotional price sheet and mix and match discounts for the same products if you are using extended pricing. For more information, see "Extended Pricing". The discount set in the promotional price sheet has higher priority than the mix and match discount. Thus, if both discounts are set up for the same products, only the discount set in the promotional price sheet will be calculated for these products and shown in the Sana webshop.

Take into consideration that if both discounts are set up for the same products, the discount set in the promotional price sheet will be calculated for the products, but the description of the mix and match discount will be still shown on the product details pages, which can be confusing for a user. Thus, if you do not use the mix and match discount, you should disable it.

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Updated: January 2021