Mix and Match Discounts

The mix and match discount gives customers a discount when they purchase a specific combination of items. For example, if customers buy a laptop, they will receive a 50% discount on the laptop case. You can set up the same discount % for all items in the mix and match offer 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.

You can create mix and match discounts for items or item groups. In SAP Business One you cannot add both items and item groups to the same mix and match discount.

Several mix and 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 and match discounts, all of them will be applied.

Enable Mix and Match Discounts

To calculate mix and match discounts in your Sana web store, you must enable them.

In SAP Business One click: Web Store > Web Stores. In the Web Store field, select the necessary web store and on the Pricing & Variants tab, select the checkbox Enable Mix and Match Discounts.

Create a Mix and Match Discount

Step 1: In SAP Business One click: Web Store > Discounts > Mix and Match Discounts.

Step 2: In the Web Store field, select the web store for which you want to create a mix and match discount. If you have several web stores, you can create different mix and match discounts for each web store.

On the left you can see the list of all created mix and match discounts, if there are any.

Step 3: Click Add New to create a mix and match discount.

Step 4: Fill in the fields listed in the table below to create a mix and match discount.

Field	Description
General fields
Discount Code	This is the automatically generated mix and match discount number.
Description	Enter the description of a mix and match discount. If a discount is valid for items, a discount description will be shown on the product details pages and in the shopping cart in the Sana web store. 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. The discount offer description is shown on the product details page using the Discount offer text content element. Below you can see the examples of the mix and match discount shown on the product details page and in the shopping cart.
Customer Group	Select a customer group or leave it empty. You can create a mix and match discount for all customers or for a specific customer group. If you leave the field Customer Group empty, the mix and match discount can be used by any customer.
Item Type	Select a type. You can apply a mix and match discount to: Item Item Group In SAP Business One you cannot add items and item groups to one mix and match discount. You can create a mix and match discount either for items or items assigned to item groups.
Single Item Discount	This option is available only if you create a mix and match discount for item groups. If you enable the option Single Item Discount, the mix and match discount will be applied to one item assigned to the item group based on the mix and match discounts priority. By default, this option is enabled. If you disable the option Single Item Discount, the mix and match discount will be applied to all items assigned to the item group separately.
Discount Priority	Select the necessary discount priority if the option Single Item Discount is enabled: Lowest – if you select this option, it means that the item with the lowest price assigned to the item group will get a mix and match discount. Highest – if you select this option, it means that the item with the highest price assigned to the item group will get a mix and match discount. For more information, see Discount Priority for Items Assigned to Item Groups.
Active	Select this checkbox to activate the mix and match discount.
From	Use the date fields From and To, if you want the mix and match discount to be active for a certain period. Both fields are optional, so you can specify either From date or To date, or leave them empty.
To
Mix and match discount lines
Items Code	Select the item which you want to add to the mix and match discount.
UoM Code	Select the item unit of measure for which the mix and match discount must be valid.
Quantity	Specify the quantity of the item that a customer must purchase to qualify for a discount.
Discount %	Enter the discount percentage.
Auto Add	Enable this checkbox for an item that should be added to the shopping cart with 100% discount automatically. You can consider it as a supplementary item which is an extra item that is added to the sales order when a certain quantity of an item is purchased or as a bonus. By default, the Auto add checkbox is disabled. 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, then a screen protector with 100% discount will appear automatically in the shopping cart. This supplementary item cannot be removed or edited by customers.

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

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

 

Copy a Mix and Match Discount

If you need to create several similar mix and match discounts, there is no need to create a mix and match discount from scratch. You can save time and use an existing mix and match discount as a template. You can just copy an existing discount and change it the way you need. Open the necessary mix and match discount and click Copy Record. All the settings and items are copied from one mix and match discount to the other.

Then you can modify a mix and match discount. You can change the copied mix and match discount only when it is not active.

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

Mix and Match Discounts Priority

On the left, you can see the list of all created mix and match discounts and change their priority by moving up and down in the list.

Several mix and match discounts can be calculated in the shopping cart. If a customer adds items to the shopping cart which meet the criteria of multiple mix and match discounts, all of them will be applied. But in some cases, the mix and match discount is applied based on priority. See the example in the table below.

Mix and Match Discount	Items	Shopping Cart
Discount 1	Item A - Quantity 5 Item B - Quantity 3	Item A - Quantity 5 Item B - Quantity 3 Item C - Quantity 2
Discount 2	Item A - Quantity 5 Item C - Quantity 2

In the table above, you can see that both mix and match discounts have Item A. If a customer adds Item A, Item B and Item C to the shopping cart with the quantity set in the mix and match discounts, Discount 1 will be applied as it has higher priority. The mix and match discount 2 will not be calculated for Item C. But if a customer adds 10 units of Item A (Discount 1 + Discount 2) to the shopping cart, the discount will be also calculated for Item C.

Discount Types

In SAP Business One a user can set up different discounts for an item. You can set up a standard SAP Business One discount, for example special prices for business partners or volume discounts and Sana’s mix and match discounts. If the same item has two different discounts, you can choose which discount must be calculated for an item. The selected discount type defines how multiple discounts, configured for the same item, are calculated.

In SAP Business One click: Web Store > Web Stores. In the Web Store field, select the necessary web store and on the Pricing & Variants tab, select the checkbox Enable Mix and Match Discounts. In the Discount Type field, select the discount type.

The table below provides the description of the available options.

Discount Type	Description
ERP Discount	The standard SAP Business One discounts, for example special prices for business partners or volume discounts are calculated and they override the Sana’s mix and match discount. By default, the ERP Discount type is selected. If an item does not have any standard SAP Business One discounts, but Sana’s mix and match discount, the Sana’s mix and match discount will be calculated for an item in the shopping cart.
SANA Discount	Sana’s mix and match discount is calculated and it overrides the standard SAP Business One discount. If Sana's mix and match discount is not calculated for an item in the shopping cart, but there is the standard SAP Business One discount for that item, then it will be calculated.
Best Price	SAP Business One compares two discounts for an item – the standard SAP Business One discount and Sana’s mix and match discount. When you select the Best Price discount type, the Priority field appears. In the Priority field, you can select the necessary discount priority. If you select the Lowest option, it means that the discount with the lowest discount percentage will be calculated for an item in the shopping cart. If you select the Highest option, it means that the discount with the highest discount percentage will be calculated for an item in the shopping cart.
Compounded	The standard SAP Business One discount and Sana’s mix and match discount percentages are summed up. The maximum compounded discount percentage is 100%.

In the examples below see how the discount is calculated for an item depending on a particular discount type.

ERP Discount 

If you select ERP Discount type, the standard SAP Business One discounts, for example special prices for business partners or volume discounts are calculated and they override the Sana’s mix and match discount. By default, the ERP Discount type is selected.

If an item does not have any standard SAP Business One discounts, but Sana’s mix and match discount, the Sana’s mix and match discount will be calculated for an item in the shopping cart.

Discount Type	Items	Number of Items	Discount %	Result in the Shopping Cart
ERP discount	Item A	4	5%	Item A – Quantity 4 – 5% Item B – Quantity 2 – 3%
Mix and match discount	Item A	4	2%
	Item B	2	3%

Result: If a customer adds Item A and Item B to the shopping cart, then Item A will get the ERP discount – 5% and Item B will get a mix and match discount – 3% as Item B doesn’t have any ERP discount.

SANA Discount 

Sana’s mix and match discount is calculated and it overrides the standard SAP Business One discount, for example special prices for business partners or volume discounts.

Discount Type	Items	Number of Items	Discount %	Result in the Shopping Cart
ERP discount	Item A	4	5%	Item A – Quantity 4 – 2% Item B – Quantity 2 – 3%
Mix and match discount	Item A	4	2%
	Item B	2	3%

Result: If a customer adds Item A and Item B to the shopping cart, then Item A will get a mix and match discount – 2% (the ERP discount will be ignored) and Item B will get a mix and match discount – 3%.

Best Price 

SAP Business One compares two discounts for an item – the standard SAP Business One discount and Sana’s mix and match discount.

When you select the Best Price discount type, the Priority field appears. In the Priority field, you can select the necessary discount priority.

Discount Type	Priority	Discount %	Discount Type Calculated in the Shopping Cart	Shopping Cart Value Before Discount Is Calculated	Shopping Cart Value After Discount Is Calculated
Mix and match discount	Highest	5%	ERP discount	$200.00	$180.00 ($200.00 – 10%)
ERP discount		10%
Mix and match discount	Lowest	5%	Mix and match discount	$200.00	$190.00 ($200.00 – 5%)
ERP discount		10%

Result: If a customer adds some items to the shopping cart and value in the Priority field is set to Highest, then the discount with the highest discount percentage will be calculated for an item in the shopping cart. In the example shown above, the ERP discount is higher than the mix and match discount, therefore the ERP discount will be calculated for an item in the shopping cart.

If a customer adds some items to the shopping cart and value in the Priority field is set to Lowest, then the discount with the lowest discount percentage will be calculated for an item in the shopping cart. In the example shown above, the mix and match discount is lower than the ERP discount, therefore the mix and match discount will be calculated for an item in the shopping cart.

Compounded

The standard SAP Business One discount and Sana’s mix and match discount percentages are summed up.

The maximum compounded discount percentage is 100%. 

Discount Type	Items	Number of Items	Discount %	Result in the Shopping Cart
ERP discount	Item A	4	5%	Item A - Quantity 4 – 7% (5% + 2%) Item B - Quantity 2 – 3%
Mix and match discount	Item A	4	2%
	Item B	2	3%

Result: If a customer adds Item A and Item B to the shopping cart, the ERP discount and mix and match discount percentages will be summed up.

Discount Priority for Items Assigned to Item Groups

In SAP Business One you can create mix and match discounts for items assigned to item groups. When you create a mix and match discount for item groups, the option Single Item Discount appears.

• If you enable the option Single Item Discount, the mix and match discount will be applied to one item assigned to the item group based on the mix and match discounts priority. By default, this option is enabled.

• If you disable the option Single Item Discount, the mix and match discount will be applied to all items assigned to the item group separately.

If the option Single Item Discount is enabled, in the Discount Priority field, you can select the necessary discount priority.

• Lowest – if you select this option, it means that the item with the lowest price assigned to the item group will get a mix and match discount.

Below you can see the example of the mix and match discount offer when the discount priority in the item group is set to Lowest.

Item Assigned to the Item Group	Number of Items	Price	Discount % Calculated for an Item in the Shopping Cart
Item A	1	800$	20%
Item B	1	1000$	0%

• Highest – if you select this option, it means that the item with the highest price assigned to the item group will get a mix and match discount. By default, this option is selected.

Below you can see the example of the mix and match discount offer when the discount priority in the item group is set to Highest.

Item Assigned to the Item Group	Number of Items	Price	Discount % Calculated for an Item in the Shopping Cart
Item A	1	800$	0%
Item B	1	1000$	20%

Delete a Mix and Match Discount

You can remove a mix and match discount if you right-click on it. The context menu will pop up where you can choose to remove the selected mix and match discount.

Just in the same way you can remove any mix and match discount line.