Back Office > Vouchers/Discounts > Mix and Match
Description
The Buy X Money and Get Y Offer rule is used when one wants to for example, offer a promotion such as Spend $100 or more and receive 20% off any 24 pack carton of Beer.
To Be Considered
- If an item is assigned to both the X Family and the Y Family, then when the Rule triggers at the $ value, it is possible that the Discount will reduce the sale below the trigger value.
Pre-Requisites
- 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 Family to open the Families screen. Note : The All Family is available for selection in the drop down list. If using this, be aware of the items outlined in the To Be Considered section above.
- X $ Value - Displays/Enter the dollar value of Products in X Family 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.
- 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 $ Value must be met by selling the same Product. Unselected means the X $ Value 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.
- Rebate per item - Displays/Enter the rebate applicable to each discounted Product. The rebate entered will be subtracted from the cost of the item sold. The rebates applied are reported on in the SwiftPOS Back Office in the Specials Sales Report.
- 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.
Up Selling
- Up Selling Active - Select to enable Up Selling feature. Note : This feature is NOT available when the Same Item Only option has been selected.
- Prompt at Terminal - Enter a message to prompt the Clerk/Staff Member at the SwiftPOS Touch terminal when the rule is triggered. At the same time, the Customer Facing Display (CFD), if Journal Display mode is enabled, will display the Up Selling Image (if set). If the customer accepts the offer, then they have the option of selecting from a list of Products.
- Add Up Selling Image for CFD - Select an image that will be displayed on the CFD when the rule is triggered. This would normally be a picture of the Product on offer. Note : The Image will only be displayed if the Journal Display mode is enabled.
- Clear Up Selling Image - Select to remove the image added.
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