Mix & Match Discounts

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

You can create mix & match discounts for items and items assigned to item categories and product groups. Product groups are not available starting from Microsoft Dynamics NAV 2017.

You can create a mix & match discount either for all customers of your webshop or for a specific group of customers.

Several mix & match discounts can be calculated in the shopping cart. If a customer adds products to the shopping cart which meet the criteria of multiple mix & match discounts, all of them will be applied.

Create a Mix & Match Discount

In Microsoft Dynamics NAV click: Webshop > Webshop Discounts > Mix & Match.

The table below provides the description of the fields necessary to create a mix & match discount.

Field	Description
General
Webshop Id	Select a webshop. If you have multiple webshops, you can create mix & match discounts for each webshop separately.
Description	Enter the description of a 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. The discount offer description is shown on the product details page using the Discount offer text content element. Below see the examples of the mix & match discount shown on the product details page and in the shopping cart.
Priority	Specify the priority of the mix & match discount compared to other discounts. If you have several similar mix & match discounts, the discount with the highest priority will be applied. Priority number 1 is the highest. For more information, see Mix & Match Discounts Priority.
Status	The status of a mix & match discount. Use the Enable button on the Action Pane to activate the discount, or the Disable button, in case you want to deactivate the discount. You can edit the mix & match discount only if it is disabled.
Customer Disc. Group	Select a customer discount group or leave it empty. You can create a mix & match discount for all customers or for a specific customer discount group. If you leave the field Customer Disc. Group empty, the mix & match discount can be used by any customer. To assign a customer to the customer discount group, open the Customer Card and on the Invoicing FastTab, select the Customer Disc. Group.
Product Priority in Category	Select the necessary product priority in item category: Lowest Price – if you select this option, it means that the product with the lowest price assigned to the item category will get a mix & match discount. By default, the product priority in item category in set to Lowest Price. Highest Price – if you select this option, it means that the product with the highest price assigned to the item category will get a mix & match discount. For more information, see Product Priority in Item Category.
Pricing Hierarchy	NOTE The Best Revenue option is available starting from Sana Commerce Cloud 10.0.9 in Microsoft Dynamics NAV. Select the pricing hierarchy if you use Sana’s mix & match discounts and standard Microsoft Dynamics NAV discounts, for example sales line discounts. Pricing hierarchy defines how multiple discounts, configured for the same product, are calculated. Sana Discount – Sana’s mix & match discount is calculated and it overrides the standard Microsoft Dynamics NAV discount. By default, the pricing hierarchy is set to Sana Discount. Best Price – the discount with the highest discount percentage is used. This discount type is the most profitable for the customer. Compounded – the standard Microsoft Dynamics NAV sales line discount and Sana’s mix & match discount percentages are summed up. The maximum compounded discount percentage is 100%. Best Revenue – the discount with the lowest discount percentage is used. This discount type is the most profitable for the webshop owner. For more information, see Pricing Hierarchy.
Benefits
Discount Type	Select the necessary discount type: Discount % - using this discount type you can create mix & match discount at the header level, meaning that the same discount percentage will be applied to all items separately. Line specific - using this discount type you can set different discount percentage for each line.
Discount % Value	Enter the discount percentage. This field is available only if you use the Discount % discount type. This discount percentage will be applied to all items separately.
Lines
Type	Select a type. You can apply a mix & match discount to: Item Item Category Product Group (not available starting from Microsoft Dynamics NAV 2017)
No.	Select a product, item category or product group for which a discount will be valid. If you set a mix & match discount for an item category, it will also be used for all items assigned to subcategories, if any.
Variant Code	Select an item variant. You can apply a discount to item variants, if there are any.
Unit of Measure	Select a unit of measure of an item for which a discount will be valid.
No. of Items Needed	Specify the quantity of an item that a customer must purchase to get a discount.
Line Disc. %	Set the necessary discount percentage for the item. This field is available only if you use the Line specific discount type. You can set a different discount % for each line.
Auto Add	Enable this checkbox for a product that will be added in the shopping cart with 100% mix & match discount automatically. A free item can be configured for the Line specific mix & match discount. If an item has several item variants, you should specify the item variant for an item to enable the Auto add checkbox. By default, the Auto add checkbox is disabled. You must also select a unit of measure for an item. For example, if customers buy a smartphone and a smartphone case, they can receive a screen protector for free. If the checkbox Auto Add is enabled in Microsoft Dynamics NAV, then a screen protector with 100% discount will appear automatically in the shopping cart.
Validity Dates
Starting Date	Use starting and ending dates, if you want the mix & 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.
Ending Date

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

The Mix & Match Discount Description and Percentage Shown in the Shopping Cart

Copy a Mix & Match Discount

If you need to create several similar mix & match discounts, there is no need to create a mix & match discount from scratch. You can save time and use an existing mix & match discount as a template. You can just copy an existing discount and change it the way you need.

You can copy a mix & match discount from the list page.

You can also copy a mix & match discount from the mix & match discount details. All the settings and products are copied from one mix & match discount to the other.

Then you can modify a mix & match discount. You can change the copied mix & match discount only if it has the Disabled status.

You cannot enable two completely identical mix & match discounts. You will see a notification informing that the same mix & match discount already exists.

Mix & Match Discounts Priority

In Microsoft Dynamics NAV you can create several similar mix & match discounts for the same products. When a customer adds products to the shopping cart which meet the criteria of several mix & match discounts, the appropriate discount will be applied based on priority.

Priority number 1 is the highest.

There are several options to change the priority of mix & match discounts:

You can change mix & match discounts priority on the list page by clicking Increase Priority or Decrease Priority.

You can also use the buttons Increase Priority or Decrease Priority on the mix & match details.
On the General FastTab, in the Priority field, you can also enter a mix & match discount priority.

See the example below what mix & match discount is applied in the shopping cart depending on its priority.

	Products in the Mix & Match Discount	Priority
Mix & Match Discount 1st	Product A Product B	1
Mix & Match Discount 2nd	Product A Product C	2

Result: If a customer adds Product A, Product B and Product C to the shopping cart, then the Mix & Match Discount 1st will be applied as it has the highest priority. Thus, Product A and Product B will get a mix & match discount and Product C will not get a mix & match discount.

Product Priority in Item Category

In Microsoft Dynamics NAV you can create mix & match discounts for items and items assigned to item categories and product groups. Product groups are not available starting from Microsoft Dynamics NAV 2017.

Below you can see the example of a mix & match discount for 2 specific items, Noise Cancelling Headphones and USB Wired Computer Mouse, and items assigned to the item category “Laptops”.

Type	Number of Items	Price	Mix & Match Discount
Item Category “Laptops”	1		20%
Noise Cancelling Headphones	1	200$	10%
USB Wired Computer Mouse	1	50$	10%

Below you can see the example of the shopping cart – these are the products that a customer added to the shopping cart.

Item	Number of Items	Price	Discount
Laptop A	1	800$	?
Laptop B	1	1000$	?
Noise Cancelling Headphones	1	200$	10%
USB Wired Computer Mouse	1	50$	10%

As you can see, in the example above the customer added 2 items assigned to the item category “Laptops” to the shopping cart: Laptop A and Laptop B. In this case, if in the shopping cart there are several items assigned to the same item category, the system should select one item among them which gets the mix & match discount.

Open the necessary mix & match discount details and on the General FastTab, in the Product Priority in Category field, select the necessary product priority in item category.

Lowest Price – if you select this option, it means that the product with the lowest price assigned to the item category will get a mix & match discount. By default, the product priority in item category is set to Lowest Price.

Below you can see the example of the mix & match discount offer when the product priority in item category is set to Lowest Price.

Item	Number of Items	Price	Discount
Laptop A	1	800$	20%
Laptop B	1	1000$	0%
Noise Cancelling Headphones	1	200$	10%
USB Wired Computer Mouse	1	50$	10%

Highest Price – if you select this option, it means that the product with the highest price assigned to the item category will get a mix & match discount.

Below you can see the example of the mix & match discount offer when the product priority in item category is set to Highest Price.

Item	Number of Items	Price	Discount
Laptop A	1	800$	0%
Laptop B	1	1000$	20%
Noise Cancelling Headphones	1	200$	10%
USB Wired Computer Mouse	1	50$	10%

Pricing Hierarchy

In Microsoft Dynamics NAV a user can create different discounts for a product. You can create a standard Microsoft Dynamics NAV discount, for example sales line discount and Sana’s mix & match discounts. If the same product has two different discounts, you can choose pricing hierarchy - which discount must be calculated for a product. Pricing hierarchy defines how multiple discounts, configured for the same product, are calculated.

To set up pricing hierarchy, open the necessary mix & match discount. On the General FastTab, in the Pricing Hierarchy field, select the pricing hierarchy.

The table below provides the description of the available options.

Pricing Hierarchy	Description
Sana Discount	Using this option, Sana’s mix & match discount is calculated and it overrides the standard Microsoft Dynamics NAV discount.
Best Price	Using this option, the discount with the highest discount percentage is used. This discount type is the most profitable for the customer.
Compounded	Using this option, the standard Microsoft Dynamics NAV sales line discount and Sana’s mix & match discount percentages are summed up. The maximum compounded discount percentage is 100%.
Best Revenue	NOTE The Best Revenue option is available starting from Sana Commerce Cloud 10.0.9 in Microsoft Dynamics NAV. Using this option, the discount with the lowest discount percentage is used. This discount type is the most profitable for the webshop owner.

In the table below see the example how the discount is calculated for a product depending on the selected pricing hierarchy.

Pricing Hierarchy	Sales Line Discount for Product A	Mix & Match Discount for Product A	What Discount % Will Be Applied for Product A?
Sana Discount	10%	5%	5%
Best Price	20%	10%	20%
Compounded	20%	10%	30%
Best Revenue	10%	20%	10%

Disable Mix & Match Discounts

If you do not want to use the mix & match discounts in the Sana webshop, you must disable them.

In Microsoft Dynamics NAV click: Webshop > Lists > Webshops. Open the necessary webshop and on the Optimization FastTab, select the Disable Sana Discounts checkbox.

Limitations

The mix & match discounts are not supported for the order processing strategy that is optimized for large orders. For more information, see Order Processing Strategies.

There is the LS Retail add-on for Microsoft Dynamics NAV, which offers various discounts and it is also supported by Sana. If you use LS Retail, then the Sana mix & match discounts will not work as the LS Retail discounts have higher priority.