Mix 'N Match Pricing is a customer loyalty feature that allows you to set up price groups so that customers can automatically receive a discount for purchasing a mixture of different items. For example, you can set up a "Soda Discount" where 50 cents is automatically discounted if a customer buys 3 or more of any variety of soda. A discount can be in the form of a percentage, dollar amount or bulk price. Mix 'N Match groups can have a start and end date so you can set up sales in advance and have them activate automatically. To use this option, Mix 'N Match must be enabled in the Invoice Settings tab of the Setup Screen. To access this feature, select Mix 'N Match Pricing from the Administrative menu on the Options screen.

The Mix 'N Match Pricing is broken into 3 sections. First. the top section allows you to edit the details of the price group. Next, the middle section of the screen shows a grid, which consists of the items that are part of the group. Last, the bottom section contains the control buttons as well as a search field to navigate through the groups.

To search for a price group that was already entered into the system, you may type or scan the price group ID in the Search for an Existing Price Group field. If you are unsure of the ID, you may press the Down Arrow next to that field to get a listing of price groups that have been added. You may select a price group in that list by clicking on it.

Price Group ID: This is the ID of the price group. The ID must be a unique set of numbers or letters for each price group.  

Description: This is the name of the price group. When the discount kicks in on the invoice, you will see this name display if it is a Discount Amount Price Group Type.  

Quantity Required: This is the quantity that will invoke the Mix 'N Match Price Group on the invoice. Any combination of items equaling this quantity will kick the price group discount type onto the invoice.  

Amount to Discount: This is the field where you specify the Discount Amount, Bulk Price amount or Discount Percentage amount. If it is a percentage, you must type in the percentage amount in the format nn%  

Start Date: The date at which this price group will start.  

End Date: The date at which this price group will expire  

Tax:   You may choose the taxes that apply to the discount. If the discount should not be taxed, then you may leave the tax field unchecked  

Price Group Type: You may choose between 3 different types of discounts to apply:  
1) Discount Amount: This is a dollar amount discount. When enough items are added to an invoice that will invoke this discount, the dollar amount which you specified in the Amount To Discount field will be added to the invoice. The description of this line item will be what you entered in the Description field of the price group.  

2) Bulk Price: A bulk price will automatically adjust each item in the price group to reflect a package price. For example, you may sell apples and pears at $.50 each but if you buy any combination of 6, you only have to spend $2.00. As soon as the Invoice Grid has any combination of apples or pears in the quantity of 6, it will recalculate the prices of each line where they will all add up to $2.00  

3) Discount %: Once any combination of items in the price group matches the quantity you specified for that group, each item will be discounted by the percentage you specified in the Amount to Discount field.  
 

Add Item: This button allows you to add items into your price group. When you press the Add Item button, you will be prompted to add the item number that you wish to add to the price group.  

Delete Item: This button will delete an item in the price group grid. Click on the line you want to delete and press the Delete Item button to remove it from the list.  

Items in Group Grid: Displays all the items you have added to the price group. The Item Number, Description and Price Per (the unit price of the item) fields are shown.  

Add Price Group: This button will create a new record to add a price group. All the fields will be blanked out so you may populate them with the new information.  

Save Changes: When you are finished adding or editing a price group, you may press this button to save what you have done.  

Delete Price Group: You may delete the current price group that is being displayed on the screen by pressing this button.  

Quick Help: This button brings up this help screen  

Exit: Exits you from the Mix 'N Match Pricing screen. 

Add a price group  
1. Press Add Price Group  
2. Enter a Price Group ID (can be numbers or letters)  
3. Enter a Price Group Description  
4. Enter the quantity needed for the discount to invoke in the Quantity Required field  
5. Choose the Price Group Type (Discount Amount, Bulk Price or Discount %)  
6. Enter the Amount to Discount (if Discount % then type the percentage in the format nn%)  
7. Enter in a Starting date. The price group will be activated after the starting date.  
8. Enter an ending date. The price group will only work until the End Date specified  
9. Choose which tax this discount gets by selecting Tax1, Tax2 or Tax3 (if any)  
10. Press Add Item to add the item you want to add to the group  
11. Press Save Changes when done.  


Edit a price group  
1. Find the price group you want to edit by using the Search for an Existing Price Group  
2. Make any change necessary  
3. Press Save Changes  


Delete a Price Group  
1. Find the price group you want to edit by using the Search for an Existing Price Group  
2. Press the Delete Price Group button  


Delete an item off of a group  
1. Select the line you wish to delete from the Items in Group Grid  
2. Press the Delete Item button