Back Office > Vouchers/Discounts > Mix and Match

 

Description

 

This menu item provides the option of defining set of Rules that can be applied to a range of Products to produce special pricing or print Vouchers at the SwiftPOS Touch terminal. These Rules are based on Families that are created in SwiftPOS Back Office and are then applied in the SwiftPOS Connect software which updates the SwiftPOS Touch terminal.

 

The Rules available are as follows:

 

 

These are accessed from here.

 

To Be Considered

 

• There is no limit to the number of Rules you can have.
• The order in which the Rules are listed in the grid, determines how the Rules are applied. That is, Rules are applied from the top of the grid to the bottom. Use the Up/Down arrow keys in the Footer of the screen to change the order of the Rules.
• Rules are applied to all SwiftPOS Touch terminals across all Locations selected.
• Multiple Rules can be applied to the same Family of Products. E.g. 3 buy, 6 buy, 12 buy etc.
• The Printing of Vouchers is separate to Mix n Match Rules and is set up at the SwiftPOS Touch terminal.
• The discount that occurs as a result of using Rules is posted against the Product sold and shown in the Electronic Journal/Transaction (EJ Table) in the SwiftPOS Back Office.
• Open Price items are not counted in a Mix n Match as they are set to not be re-priced.
• You can limit the number of times each Rule will trigger in a sale.
• Mix n Match Rules are NOT designed to sell large quantities like 100 buy. It is recommend that you use a wholesale Price Level or discount Rule to achieve this.
• Mix n Match Rules ONLY apply to the current sale transaction. This is especially important with regards to tables. Each time you close and open a table, it is considered as a new sale.
• Most Mix n Match Rules cannot be applied to Products in Categories that have been flagged as Fractional.  Only Buy X Get Y, Buy X Get M, & Buy X Money Get Y can be used.
• Mix n Match Discounts (except Volume rule) will only apply to the cheapest applicable item in the sale.

 

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Mix and Match

 

 

This screen is accessed from here.

 

Search Filters

 

• The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:
  
  
• Check Boxes - The filter fields of this type are: Include Inactive.
• Search Screens - The filter fields of this type are: Locations and Family.
• Full/Partial Texts - The filter fields of this type are: Find Rule. Enter the name. As the name is entered the closet match in the grid will be highlighted.

 

Grid

 

The grid displays the: Order, Rule Name, Rule Type, Family ID, Members Only, Start/End Date, Enabled, Web Enabled and MMID. An End Date displayed on a red background are considered to have expired. Note : To edit an entry in the grid, double click a row. Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

• New - Select from one of the following to create a new Mix n Match Promotion:

 

• Edit Rule - Select a Rule listed in the grid and click to edit. The edit screen of the relevant Mix n Match Rule will be displayed dependent on the Rule Type.
• Delete Rule - Select to delete the selected Rule.
• Move Top/Bottom or Up/Down - Select to re-order how the Rules appear in the grid. The order in which the Rules are listed in the grid, determines how the Rules are applied. That is, Rules are applied from the top of the grid to the bottom.
• Import -Select from the drop down list below, the import option required:

 

 

• Export - Select from the drop down list below, the export option required:
   

 

• Close - Select to exit.

 

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Discount Types

 

• Specials/Promotions are setup in the SwiftPOS Back Office.
• Happy Hour Specials are setup in the SwiftPOS Back Office.
• Member Campaigns are setup in the SwiftPOS Back Office.
• Item Discount using a Discount POS Key - The Discount POS Key applies the discount against the last item in a sale by adding a 0(zero) Qty of the same PLU with the discount amount. As a result all GP% reporting will be correct.
• Sale Discount using a Discount POS Key - If there is a situation where a manual discount is required at the SwiftPOS Touch terminal then subtotal the transaction first then apply the discount. This will apply the discount to the ??DISCOUNT? PLU as a sale discount. All Product GP% are reported correctly using this method.
• Force Discounts as Sale Discount - It is possible in the current release to set the discount POS Key up in such a way that it will automatically subtotal the transaction before applying the discount. This will eliminate any possible operator error and all reporting will be as expected. (Change the item discount POS Key to a Multi Link POS Key, then configure the multi link POS Key by a adding a ?Subtotal? event followed by a ?Discount? event).
• Mix n Match - This is the recommend procedure to apply a discount on promotions such as a 6 buy or 12 buy. When configured this way the discount will be automatically be applied (removing the responsibility from the sales clerk). The discount is also applied across all items (not the last one as a Discount POS Key does). All Product GP% are reported correctly using this method.

 

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How Discounts are Applied in a Sale

 

The various types of Discounts offered in SwiftPOS are applied in a sale in the following order:

 

1. Member Campaigns
2. Max Allowed X in Sale

3. Buy X Get X Offer

4. Buy X Get One Y Free

5. Volume Discount

6. Buy x Get Multiple Rules

 

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Related Topics

 

1. Data Export
2. Import/Export Overview
3. How To Examples
4. Vouchers/Discounts

 

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