Set up a mix-and-match discount [AX 2012]

Updated: August 12, 2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

This topic describes how to set up 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 tea cup. Products and variants can be included in mix-and-match discounts.

  1. Click Retail > Common > Pricing and discounts > Mix and match discounts.

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

    TipTip

    To create a new discount that resembles an existing discount, you can save time by clicking Copy from. All the settings and products are then copied from one discount to the other.

  3. Enter a Discount ID number and a Name for the discount. If number sequences are set up, Microsoft Dynamics AX enters the ID number automatically.

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

    NoteNote

    You can modify a discount only if it has a status of Disabled.

  5. Depending on your version of Microsoft Dynamics AX, do one of the following:

    • In Microsoft Dynamics AX 2012 R3, click Price groups, and then select one or more price groups that the discount applies to.

      NoteNote

      If a channel, catalog, affiliation, or loyalty program is associated with the price group that you select, the discount applies to that channel, catalog, affiliation, or loyalty program.

    • In earlier versions of AX 2012, on the General FastTab, in the Price group field, select the price group that the discount applies to.

  6. In the Discount code field, enter a discount code that is used to apply the discount to purchases. Leave this field blank if you do not want to use a code to apply this discount.

  7. Select the Discount code required check box to indicate that the discount code must be entered to apply 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.

  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 you want to apply the discount to, and then enter a value of the discount in one of the following fields:

      • Deal price value

      • Discount % value

      • Discount amount value

      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.

  11. 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.

  12. Click Mix and match line groups, and then 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.

  13. 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.

  14. For each line that is added to the mix-and-match discount, select a Line group.

  15. Click Image to add an image to the mix-and-match discount line.

  16. Depending on your version of the program, do one of the following:

    • In AX 2012 R2 and AX 2012 R3, on the Lines FastTab, click Add all variants to automatically add a line for each variant that is available for the selected product.

    • In earlier versions of AX 2012, on the Lines FastTab, click Explode product 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.


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

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