MnM - Buy X Get Y Rule

 

Back Office > Vouchers/Discounts > Mix and Match

 

Description

 

The Buy X and Get Y Offer rule is used when one wants to for example, offer a promotion such as Buy 12 wines get 1 24pk carton of Beer FREE.

 


To Be Considered

 

  1. If an item is assigned to both the X Family and the Y Family, then when the same item is sold, it will NOT trigger the rule to be applied to the sale.

 


Pre-Requisites

 

  1. If required two Product Families may need to be created specifically for this rule.


    • The first X Family of Products, that when sold, will potentially trigger the rule to be applied.
    • The second Y Family of Products, that when purchased, will be sold at a discounted price as a result of the rule being met.

 


Properties

 

 

This screen is accessed from here or here.

 

Rule Properties

 

  • Rule Name - Displays/Enter a rule name that will make it easy to identify later.
  • X Family - Select from the drop down list of Families the Family of Products to which the rule is to be applied. Refer to the pre-requisites above. Select the word X Family to open the Families screen. Note : The All Family is not available for selection in the drop down list. This is to assist in ensuring the 1st item outlined in the To Be Considered section above is mitigated.
  • X Qty - Displays/Enter the quantity of Products required to be sold for the rule to be triggered.
  • Enabled - Select to ensure this rule is active and enabled for use at SwiftPOS Touch terminals.
  • Web Enabled - Select to ensure this rule is active and enabled for use via the Web API.
  • Voucher Only - Select to ensure this rule will only be applied when a Voucher (that has this rule setup as it's Action) is redeemed.
  • Same Item Only - Selected ensures that the for the rule to be triggered the value specified in the X Qty must be met by selling the same Product. Unselected means the X Qty must be met by selling any Product.

 

Note :  For an up to date overview of the availability of features in relation to Sales/Orders placed and/or Vouchers redeemed, click here.

 

Rule Options

 

  • Member Only - Selected ensures the rule is only triggered when sales are made to Customer/Members.
  • Price Levels - Select to restrict the rule to apply to specific Price Levels only. The default value of 0 means that all Price Levels are selected.
  • Items not on Promotion - Selected ensures that the rule will NOT apply to items currently in a Special/Promotion.
  • Classifications - Select to restrict the rule to apply to specific Member Classifications only. The default value of 0 means that all Member Classifications are selected.
  • Financial Only - Select to ensure the rule is only triggered when sales are made to Customer/Members that are Financial. Note : This button will only be enabled when the Member Only option is selected.
  • Exclude Classifications - Select to restrict the rule to NOT apply to specific Member Classifications. The default is no Member Classifications are selected.
  • Age Range - Select to enable Senior Citizen Pricing ??? When Customer/Members over 65 swipe their card they might get access to a Special/Promotion, Mix n Match, Price Level shifts, Discounts or Vouchers etc.
  • Maximum Times Triggered in a Sale - Displays/Enter the maximum times the rule can be applied to a single sale. A value of 0 means no maximum limit will be applied.
  • Limit - Displays/Enter a dollar value to ensure that the discount applied to each item sold does not exceed this value.

 

Locations

 

  • Locations - Select to open the Locations screen and select the Locations where the rule is to be active. By default the rule will be active in all Locations.

 

Dates and Times

 

  • Dates and Times - Displays/Set the period in days the rule is active. This is done by selection the Start/End Dates/Times, and by selecting the days in the week the rule is to apply. Note : Time values entered will either be displayed with a Red or Green border, depending on the current time and the time values entered. For example, if the Start and End times entered is 12:00 and 12:30, then :
    • the current time is 11:45, then the Start time will have a Red border and the End time a Green border.
    • If the current time is 12:15, then the Start time will have a Green border and the End time a Green border.
    • If the current time is 12:45, then the Start time will have a Green border and the End time a Red border.

 

Discount Properties

 

  • Y Family - Select from the drop down list of Families the Family of Products to which the Discount applies. Refer to the pre-requisites above. Select the word Y Family to open the Families screen.
  • Discounted Price ($ Value) - Displays/Enter the value to override the Sell Price of the discounted Products e.g. $5 each.
    • If the value entered is greater than the sell price of the discounted Product, then the Mix n Match Discount will be calculated as follows : Mix n Match Discount = Discounted Price ($ Value) entered ??? Sell Price of the Product.
    • If the value entered is less than the sell price of the discounted Product, then the Mix n Match Discount will be calculated as follows : Mix n Match Discount = Sell Price of the Product ??? Discounted Price ($ Value) entered.


  • Discount Percentage - Displays/Enter a discount as a percentage to be applied. By default the discount will be calculated based on the Product item in the sale having the smallest value.
  • Discount Amount ($ Value) - Displays/Enter a discount as an amount to be applied to the discounted Products e.g. $5 off.
    • If the value entered is greater than the sell price of the discounted Product, then the Mix n Match Discount will be equivalent to the Sell Price of the Product.
    • If the value entered is greater than the sell price of the discounted Product, then the Mix n Match Discount will be as per the Discount Amount ($ Value) entered.


  • Apply to Media - Selected will ensure the Mix n Match Discount will be allocated to the media selected.
  • Rebate Type - Select from the drop down list the type of Rebate to be applied.
  • Rebate Value - Displays/Enter the Rebate as $ Value or Percentage of the item sold depending on the Rebate Type selected. Rebates are sometimes provided by the Manufacturers to promote Products. The rebate applicable is entered here, while the Product is on offer during the Happy Hour. The value of the Rebate reduces the Cost of a Product, ensuring the GP is reported correctly. Rebates applied are reported on in the Extended Specials Sales Report and Specials Sales Reports.
  • Apply to Instructions - Select to ensure the discount is also applied to any Instructions that are associated with the Products to which the rule is to be applied. For example, a Main meal that attracts a discount, will also mean that any Sauces or Side Dishes that accompany the Main meal and attract an extra charge, will also be discounted.

 


Related Topics

 

  1. How To Examples
  2. Vouchers/Discounts