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 teacup. Products and variants can be included in mix and match discounts.

If a discount is valid for a product, a discount name will be shown in the webshop on the product details page. The discount offer description is shown on the product details page using the Discount offer text content element.

The Mix and Match Discount Description Shown on the Product Details Page

The Mix and Match Discount Description Shown in the Shopping Cart

Create a Mix and Match Discount

Step 1: In Microsoft Dynamics 365 for Finance and Operations click: Retail and Commerce > Pricing and 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 365 for Finance and Operations automatically generates the ID numbers.

Step 4: On the Action Pane, click Price groups and select one or more price groups that the discount applies to.

General FastTab

Step 1: In the Status field, you can enable or disable the discount.

Step 2: Select a currency for which a discount should be valid.

Step 3:Discount concurrency mode determines which discounts compete on a transaction, and which discounts are compounded together.

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. Discount concurrency mode 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.

Select one of the following options: Exclusive, Best price, Compounded.

Discount concurrency mode	Description
Exclusive	In this mode, the discount cannot be used in conjunction with another discount.
Best price	In this mode, the best price will be determined and used as a discount.
Compounded	In this mode, the discount will be applied on top of other discounts.

Step 4: Select the necessary discount account. You can post discount amounts for a transaction to a separate general ledger (GL) account.

Step 5: Enable the Coupon code required option, if you need to use coupons. The discount must be linked to the coupon. In this way, the discount will be applied to an order when a customer enters the coupon code in the shopping cart in the Sana webshop.

The discount will be triggered only if the coupon code is entered. If you need to apply discounts to the shopping cart without coupons, then disable the Coupon code required option.

If the Coupon code required option is enabled, the Status field, Effective date and Expiration date fields will not available.

To create coupons, in Microsoft Dynamics 365 for Finance and Operations click: Retail and Commerce > Pricing and discounts > Coupons.

Step 6: Set up the pricing priority. If the Override priority option is enabled, then you can select a pricing priority to set directly on the discount. When the Override priority option is disabled, the priority is inherited from the priority of the price group associated with the discount.

Price/discount FastTab

Step 1: Select a Discount type and enter a discount value in the corresponding field depending on the selected discount type.

Discount type	Description
Deal price	The specific price of the discounted total. If this option is selected, enter the value in the Deal price value field.
Discount %	The percentage of the discount. If this option is selected, enter the value in the Discount % value field.
Discount amount	The specific amount of the discount. If this option is selected, enter the value in the Discount amount value field.
Least expensive	The number of the least-expensive products that you want to apply the discount to. If this type is selected, then you need to enter a value of the discount in one of the following fields: Deal price value Discount % value Discount amount value
Line spec	If this type is selected, then specify the discount or price per product on the Lines FastTab.

Validation Period FastTab

Define the period during which a discount is valid.

Lines FastTab

Step 1: On the Lines FastTab, click Add to add a single category, product or product 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 2: You can also select one or more dimensions of a product as discount lines. For example, you can specify a discount on all variants with a specific style or you can specify a discount on all variants that are of a specific color and style.

Step 3: If you need to exclude a line from a mix and match discount, in the Line type field, select Exclude.

Step 4: 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 products that the customer must purchase to qualify for the discount.

Step 5: For each line that is added to the mix and match discount on the Lines FastTab, you should select a line group. The line group identifies the group and number of products that qualify for the discount.

When a customer adds the product to the shopping cart, 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 cart.