Set up a mix-and-match discount (Retail essentials) [AX 2012]

Updated: September 9, 2014

Applies To: Microsoft Dynamics AX 2012 R3

In Retail essentials, there are four types of discounts: simple discounts, mix-and-match discounts, quantity discounts, and threshold discounts. This topic explains how to set up a mix-and-match discount.

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.

If you want to create a new discount that resembles an existing discount, you can save time by copying the existing discount. All of the settings and products are then copied to the new discount.

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

To set up mix-and-match discounts, follow these steps:

  1. Click Retail essentials > Merchandising > Pricing and discounts > Mix and match discounts.

  2. Press CTRL+N or click New to create a new mix-and-match discount.

  3. Enter the ID number and the name of the discount. The discount ID is automatically set only if number sequences are set up.

  4. On the General FastTab, in the Status field, select Enabled or Disabled to enable or disable the discount.

    NoteNote

    Only mix-and-match discounts that have a status of Disabled can be modified.

  5. Click Price groups, and then, in the Price groups form, select the price group for the stores that the discount applies to. Close the Price groups form.

  6. In the Discount code field, enter a discount code. This code is used to apply the discount offer to purchases in retail stores.

    In the Bar code field, a bar code is automatically generated for the discount code. This bar code must be entered or scanned in the point of sale (POS) system to apply the discount to the purchase.

    NoteNote

    If you enter a value in the Discount code field, the value that you enter is the discount code that is published to the customer. Leave this field blank to use number sequences and bar codes to automatically generate a discount code that is published to the customer.

  7. Select the Discount code required check box to indicate that the discount code must be entered to apply the discount. If you clear this check box, all the stores in the channel receive the discount.

  8. On the Details FastTab, in the Description field, type a description of the discount. Then, in the Disclaimer field, type any disclaimer that is required. This disclaimer is used when the discount is published through Sites Services for Microsoft Dynamics ERP.

  9. On the Price/discount FastTab, in the Discount type field, follow one of these steps:

    • Select Deal price. Then, in the Deal price value field, type the specific price of the discounted total. The Deal price value field is used for both tax-inclusive and tax-exclusive configurations. Depending on store settings, the price either includes or excludes tax.

    • Select Discount %. Then, in the Discount % value field, type the percentage of the discount. For example, the usual price of product A is 40.00, and the usual price of product B is 60.00. A mix-and-match discount of 30 percent applies to these products. Therefore, if a customer buys product A and product B together, the cost is 70.00 instead of 100.00.

    • Select Discount amount. Then, in the Discount amount value field, type the specific amount of the discount.

    • Select Least expensive. Then, in the Number of least expensive lines field, type the number of least-expensive products that are free.

    • Select Line spec. Then specify the discount or price per product.

  10. On the Validation period FastTab, select Standard to specify a start date and end date for the discount. Alternatively, select Advanced to select a predefined discount period.

    Discount periods must already be set up. For more information about how to set up a discount period, see Set up discount periods (Retail essentials).

  11. Click Mix and match line groups, and then, in the Mix and match line groups form, select among the predefined line groups. Then, in the Number of products needed field, type the quantity of the product that the customer must purchase to qualify for the discount.

  12. In the Line color field, select a color.

    TipTip

    Select a different color for each line group, so that you can easily distinguish the various line groups at the point of sale.

  13. On the Lines FastTab, click Add to add a single category, product, or variant to the discount. Alternatively, click Add products to add multiple categories, products, or variants.

  14. For each line that is added to the mix-and-match discount, if the product must be included in a line group, select the line group. Close the Mix and match line groups form.

  15. In the Mix and match discounts form, on the Lines FastTab, click Image to add an image to the mix-and-match discount line if the mix-and-match discount line is published through Retail essentials.

  16. Click Add all variants to automatically add a line for each variant that is available for the selected product.

  17. On the Line details FastTab, in the Description field, type a description of the line that is selected on the Lines FastTab.

  18. On the General FastTab, in the Status field, select Enabled.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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