Mix and Match Groups
Overview
Mix and Match Groups are a valuable pricing feature in UltraCart designed to extend volume and wholesale discounts beyond individual items to a curated collection of products. While UltraCart supports setting up pricing tiers and discounts for single store items, this functionality allows customers to qualify for the same discounts when purchasing a mixture of items within a defined group.
For example, without Mix and Match Groups, a customer buying 3 units of Item A and 4 units of Item B (7 total) might not qualify for a discount that requires 5 or more units of a single item. Mix and Match Groups solve this by treating the combined quantity of items in the group as the total volume for discount qualification.
Benefits
Boost Volume Sales: Encourages customers to purchase a wider variety of products to hit discount thresholds.
Flexible Discounting: Allows you to offer wholesale or tiered pricing on diverse product lines.
Targeted Promotions: Define specific groups (e.g., "Wines," "Apparel," "Supplements") to apply distinct volume rules.
Navigation
To manage or create Mix and Match Groups, navigate to:
Main Menu → Configuration → Items → Mix and Match Group
Creating a New Mix and Match Group
If you have not yet established any Mix and Match Groups, the screen will display a prompt to begin configuration.
Create a new group
To create a new group click on the "New" button and the following screen will appear.
There are basically three parts to creating a Mix and Match Group. They are:
1) Name of the group
2) what your discount is based upon
3) the actual discount level(s).
Click on the "Save" button after you enter your information.
In the example above we established a three tiered discount group based upon the Quantity purchased with a Fixed Discount per Unit.
Title | Description |
|---|---|
Name | This is simply the name of the Mix and Match Group, for this example we used UC Example. However, you may choose to create a name that closely resembles what the group discount does, if not a reference to the selection of items.I.E., "Buy 2 or more; get $5.00 off", "Purchase 5 or more; get 10% discount". Use what makes best sense to you. The name is editable so you can change it later if desired.) |
Discount Base Upon | This allows for a discount based upon the Quantity (number of items purchased) or the Subtotal (of all items in the cart). In the above example we offer a discount based upon the quantity. |
Ignore default discount if pricing tier member | When this box is checked the mix-and match group discount will be ignored when the customer belongs to a pricing tier. |
Discount only applies to quantity break points | In our example we've created 3 levels at quantities 5, 10, and 20 or more. If a customer purchases between 5 and 9 items, they will receive $1.00 off per item. If they purchase between 10 and 19 items, they will receive $3.00 off per item and if they purchase 20 or more items, they will receive $4.00 off per item. |
Not valid when coupon Present | When selected, the mix-and-match group discounting will be suppressed when a coupon is applied to the customers checkout. |
Multiple of Quantity | This field only appears when you have one or more pricing tiers configured, it will appear below the discount table. If configured, it will require the customer purchase in "multiple quantities of ___". |
When finished creating your Mix and Match Group, click the "Save" button at the bottom of the screen. Your newly created group will appear on the following screen.
Editing a group
Your newly created Mix and Match Group(s) will appear on the Mix and Match Group screen. Click on the "Edit" button to the right of the group name to modify any of the settings of a particular group. Click on the "Delete" button to remove the Mix and Match Group.
Applying Mix and Match Group to store items
Mix and Match Group discounts will have no affect on purchases until you configure the store items you want it to apply to. In most cases merchants apply Mix and Match Group discounts to only a few store items. To apply the mix and match group to a store item, navigate to:
Main Menu → Items → Item Management → then select the item you wish to edit.
A drop down menu will appear with your Mix and Match Group(s) listed. Select the Mix and Match group you want to apply to this item. Then click on the "Save" button in the lower left of the screen. Repeat this process for each and every store item that you want to apply Mix and Match Group(s) to.
Mix and Match Groups for Pricing Tier Members
Since some merchants have Pricing Tiers established for customers (wholesale for example), it might be desirable to apply your Mix and Match Group discounts for these as well. Additionally, you can establish different minimums and discounts for these Pricing Tiers. If you have Pricing Tiers established they will appear as a configurable table when you create or edit a Mix and Match Group. Simply enter your discount levels.
Main Menu → Configuration → Items → Mix and Match Groups
