# NAXML Deal

## Overview

Enhanced Mix/Match or NAXML Deal refers to a feature that offers automatic discounts when a certain quantity and/or combination of items are sold in the same transaction.

These items may be entered via scan, PLU#, PLU key/button or may be assigned to a menu but all the items in the “deal” must exist in the PLU file (“price book”).

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*Refer to the NAXML Deal feature reference documentation for information on this feature.*&#x20;
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## Using NAXML Deal

Enhanced Mix/Match or NAXML Deal requires no special handling on the part of the cashier. As items are added or removed from the transaction, the system automatically calculates any applicable discounts.

Handling of refunds of items involved in a NAXML deal is subject to store policies and procedures.

NAXML Deal supports both NAXML Combos and NAXML Mix/Match. Both features work from item lists but while NAXML Combos allows items from multiple lists, NAXML Mix/Match requires items from a single list. NAXML Mix/Match is also known as “package pricing”.

<figure><img src="/files/ifII0Vf2RG9YO10m0ZUE" alt=""><figcaption></figcaption></figure>

## Configuring NAXML Deal

Use **Promos and Discounts > NAXML Deal** to configure NAXML deal. Deals are formed in the following ways:

* As PLU items are entered into a transaction, the system checks first for NAXML Mix/Matches, then for NAXML Combos.
* NAXML Mix/Match qualifies promotions based on quantity of items.
* When an item qualifies in multiple NAXML Combos, the system matches up the higher priority Combo.

### NAXML Deal

#### Item List Maintenance

This form is used to assign PLUs or Department Items to an Item List. Item Lists define items participating in the promotion defined using Combo and in Mix\&Match tabs. A typical item list contains items that are of a similar type or price.

![](/files/4cd0c715b187932397913cb4586d163316993208)

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<table><thead><tr><th valign="top">Field/Button</th><th valign="top">Allowable Value/Function</th></tr></thead><tbody><tr><td valign="top"><strong>Item List ID</strong></td><td valign="top"></td></tr><tr><td valign="top">Add</td><td valign="top">Select the “Add New” button to create an entry with an Item ID which is equal to the highest numbered Item ID + 1. The Item ID field can be edited. Saved Item lists display their Item ID and description in the Item List window.</td></tr><tr><td valign="top">Item List ID</td><td valign="top">This number is system-defined and is used to locate the appropriate Item List.  Saved Item lists display their Item ID and description in the bottom left window.</td></tr><tr><td valign="top">Description</td><td valign="top">Give the item list a name specific enough to pick it out correctly from all the item list names shown at the bottom left side of the form. Although the system allows more, it is recommended that ItemList descriptions be 17 characters or less. </td></tr><tr><td valign="top">List Type: PLU</td><td valign="top"><p>Select PLU list type if:</p><ul><li>Items for promotion exist in different departments</li><li> Items for promotion exist in the same department along with items that will not be in the promotion (or you expect to add items to that department which won’t be in the promotion)            </li></ul><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><em>As new items are added to the promotion, the list must be updated with the new items.</em>  </p></div></td></tr><tr><td valign="top">List Type: Department</td><td valign="top"><p>Select Department list only if every item assigned to that department should be included in the list and every item that is assigned to the department in the future will also be in the promotion.</p><div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p> <em>Any items that are assigned to that department are automatically included in the promotion</em>.</p></div></td></tr><tr><td valign="top">Delete</td><td valign="top">From the list on the bottom of the Item List ID form select the list item you wish to delete, check the “Delete” box and “Save”.</td></tr><tr><td valign="top"><strong>Item List</strong></td><td valign="top"></td></tr><tr><td valign="top">Add New</td><td valign="top"><p>Use this function to add entries to an Item List.</p><p>For PLU type lists:</p><ol><li>Enter the PLU number</li><li>Enter the Modifier</li><li>Click “Add New”</li></ol><p>For Department type lists: </p><ol><li>Select the appropriate Department</li><li>Click “Add New”</li></ol><p>The entry will be displayed in the Item List.</p></td></tr><tr><td valign="top">Remove</td><td valign="top">Use this function to delete entries from an existing item list.  Highlight the appropriate entry and click “Remove”.  Entry will be deleted from the displayed list.  Entries must be removed one at a time.</td></tr><tr><td valign="top">Save</td><td valign="top">Use this function to save any additions or changes to Item Lists.</td></tr></tbody></table>

#### Combo Maintenance

Combo Maintenance is used to define promotions that allow items from multiple item lists. A particular combo may contain both PLU and Department list types.

A typical example of a combo might require the purchase of a sandwich, a side and a medium fountain drink. Configuration would require three lists to be created; one to list all the sandwiches in the promotion, one to list the sides and another for the medium fountain drink.

![](/files/e54dc52e7c4207bfbbbfb5113dc9f61240b03b59)

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<table><thead><tr><th valign="top">Field</th><th valign="top">Allowable Value/Function</th></tr></thead><tbody><tr><td valign="top">Add</td><td valign="top">Select the “Add New” button to create an entry with a Combo ID which is equal to the highest numbered Combo ID + 1. The Combo ID field can be edited. Saved Combos display their Combo ID and description in the bottom left window.</td></tr><tr><td valign="top">Combo ID</td><td valign="top">This number is system-defined and is used to locate the appropriate Combo.</td></tr><tr><td valign="top">Description</td><td valign="top">Enter a description for this combo to identify it from among all the combos listed at the bottom of the form. This description is used for printing on receipt and POS display.</td></tr><tr><td valign="top">Start Date Time</td><td valign="top"><p>This field is used to define the date and time the promotion starts. You can either type in the information or use the drop down arrows or select from a calendar representation.</p><p><img src="file:///C:/Users/Dolly_A1/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png" alt="A black background with a black square

AI-generated content may be incorrect.">Note: <em>The system explicitly allows you to save a promotion whose start date is less than its end date.  Such a promotion is seen by the system as “inactive”.  This is advantageous when the same promotion is run for a month and then again several months later</em>.</p></td></tr><tr><td valign="top">End Date Time</td><td valign="top">This field is used to define the date and time the promotion ends. You can either type in this information or use the drop down arrows or select from a calendar representation.</td></tr><tr><td valign="top">Week day availability</td><td valign="top"><p>This part of the configuration allows you to run promotions within the start and end date parameters defined above but that are effective only during a specific time frame on specific days of the week; perhaps to increase sales volume during an otherwise slow sales period.</p><p>An active day with zero start and end times denotes a promotion that is effective for the entire day.</p></td></tr><tr><td valign="top">Priority</td><td valign="top"><p>To configure promotions in a particular order of priority. The priority setting allows certain promotions to take precedence over others that share many of the same items. Priority of promotions is particularly useful when programs give discounts as more items are added in combination.</p><p> For example:</p><ul><li>Promo1 – Discount for soda and chips (priority = low)</li><li>Promo2 – Discount for soda, chips, and sandwich (priority = medium)</li><li>Promo3 – Discount for soda, chips, sandwich, and salad. (priority = high)</li></ul><p>Without the ability to set priority, promo 2 and 3 will never be realized, as the soda and chips will always form Promo1.</p><p>Default setting is medium. Any promotion that does not specifically identify the priority will be assumed “medium” by the system.</p></td></tr><tr><td valign="top">Delete</td><td valign="top">From the list on the bottom of the Item List ID form select the list item you wish to delete, check the “Delete” box and “Save”.</td></tr><tr><td valign="top">Combo Item List</td><td valign="top">Click Edit to add items to a selected or new combo. Select items from the Item List and click Done.</td></tr><tr><td valign="top">Item List Qty</td><td valign="top">Enter the quantity of each item taking part in the combo.</td></tr><tr><td valign="top">Save</td><td valign="top">Use this function to save any additions or changes to Item Lists.</td></tr><tr><td valign="top">Price By Combo: Select to assign the price of the combo</td><td valign="top"></td></tr><tr><td valign="top">Price</td><td valign="top">Enter the price of the combo</td></tr><tr><td valign="top">Weighted</td><td valign="top">The discount is distributed across the items forming the combo weighted by the item price of the items.</td></tr><tr><td valign="top">Percentage</td><td valign="top">Select to control the discount distribution for the items of the combo. For example, one item in the combo can attribute for 60% discount and the other for 40% of the discount.   </td></tr><tr><td valign="top">Price By Combo Items: Select to individually assign the price of combo items</td><td valign="top"></td></tr><tr><td valign="top">New Price</td><td valign="top">Select to enter a new price for the combo item.</td></tr><tr><td valign="top">Disc by amount</td><td valign="top">Select to enter a discount amount for the combo item.</td></tr><tr><td valign="top">Disc by percent</td><td valign="top">Select to enter a discount percent for the combo item</td></tr><tr><td valign="top">Trigger item</td><td valign="top">Select to make the combo item a trigger to form the combo.</td></tr></tbody></table>

#### Mix\&Match Maintenance

NAXML Mix & Match always determines a best buy case.

![](/files/c461af72044c500b29fe0d2d2aefb9c161600a5c)

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<table><thead><tr><th valign="top">Field/Button</th><th valign="top">Allowable Value/Function</th></tr></thead><tbody><tr><td valign="top">Mix Match ID List</td><td valign="top"></td></tr><tr><td valign="top">Add New</td><td valign="top">Select the “Add New” button to create an entry with an Item ID which is equal to the highest numbered Item ID + 1. The Item ID field can be edited. Saved Item lists display their Item ID and description in the bottom left window.</td></tr><tr><td valign="top">Mix Match ID</td><td valign="top">This number is system-defined and is used to locate the appropriate Mix Match.</td></tr><tr><td valign="top">Description</td><td valign="top">Enter a description for this mix and match to identify it from among all the mix and matches listed at the bottom of the form. This description also appears on the receipts and POS display.</td></tr><tr><td valign="top">Start Date Time</td><td valign="top">This field is used to define the date and time the promotion starts. You can either type in the information or use the drop-down arrows or select from a calendar representation.</td></tr><tr><td valign="top">End Date Time</td><td valign="top">This field is used to define the date and time the promotion ends. You can either type in this information or use the drop-down arrows or select from a calendar representation.</td></tr><tr><td valign="top">Week day availability</td><td valign="top"><p>This part of the configuration allows you to run promotions within the start and end date parameters defined above but that are effective only during a specific time frame on specific days of the week; perhaps to increase sales volume during an otherwise slow sales period.</p><p>An active day with zero start and end times denotes a promotion that is effective for the entire day.</p></td></tr><tr><td valign="top">Delete</td><td valign="top">From the list select the mix and match item you wish to delete, check the “Delete” box and “Save”.</td></tr><tr><td valign="top">Save</td><td valign="top">Use this function to save any additions or changes to Item Lists.</td></tr><tr><td valign="top">Mix Match Item List and Entries</td><td valign="top"></td></tr><tr><td valign="top">Packaging Price configuration: Add New</td><td valign="top"><p>Click the “Add New” button to create  mix and match packages for the new or selected mix and match item.</p><p>A number of packages can be included for each mix and match item.</p></td></tr><tr><td valign="top">Item List</td><td valign="top">A drop-down list of all the configured item lists to select before clicking Add New.</td></tr><tr><td valign="top">Quantity</td><td valign="top">Enter the total quantity of the contents in the selected item list that forms the package.</td></tr><tr><td valign="top">Total Package Price</td><td valign="top">Select to enter a new price for the package.</td></tr><tr><td valign="top">Amount Off Package Price</td><td valign="top">Select to enter the amount off the total package price.</td></tr><tr><td valign="top">Percent Off Package Price</td><td valign="top">Select to enter the percent off the total package price.</td></tr></tbody></table>

## Reporting

### Deal Report

The deal report is available as period reports and flash reports. The Deal Flash Report calculates all combo and mix ’n match sales that occur from the beginning of the current period up to the time the flash report prints.

This report shows Combo and Mix/Match sales for each NAXML promotion.

<figure><img src="/files/f6rSWzhUsajN9xxIfwbm" alt=""><figcaption></figcaption></figure>

#### Report Details

**Combo Deals**

**C#**: Combo number as it appears in the Deal File.

**DESCRIPTION**: Name of the combo as it appears in the Deal File.

**#CUST**: Number of customers (separate completed transactions) who bought combos.

**#COMBOS**: The number of combos sold.

**TOTAL SALES**: The total sales in dollars of combo deals.

**Mix-N-Match Deals**

**M#**: Match number as it appears in the Match File.

**DESCRIPTION**: Name of the Match as it appears in the Match File.

**#CUST**: Number of customers (separate completed transactions) who bought matches.

**#MATCH**: The number of matches sold.

**TOTAL SALES**: The total sales in dollars of mix-n-match deals.

**Totals for all Deals**

**#CUST**: Number of customers (separate completed transactions) who bought combos and matches.

**#COMBO / #MATCH**: The total number of combos and matches sold.

**TOTAL SALES**: The total sales in dollars of combo and mix-n-match deals.


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