How do I add a ‘Mix and Match’? (Passport Only)

The ‘Mix and Match’ feature lets you create bundle deals like “buy 2, get 1 free” or “3 for $5.” These promotions help boost sales and move inventory faster. This guide walks you through setting one up in XSite.

VIDEO TUTORIAL

Step-by-Step Instructions

Before You Start: Make sure the ‘Mix and Match’ module is activated on your Passport system. If it’s not, this feature won’t be available.

Creating a Mix and Match in XSiteIO

1. Go to ‘Price Book’, hover over ‘Promotions’, then click ‘Mix and Matches’.
2. Click the ‘+’ icon in the top left corner.
3. A Mix and Match ID is created automatically. You can enter your own if preferred.
4. In the ‘Name’ field, give the deal a clear title (e.g., “2 for $1.00 Snacks”).
5. Choose the start and end dates using the calendar fields.
6. Set the ‘Units’ to the number of items required for the deal.
7. From the ‘Type’ dropdown, select one:
   • Total Price (e.g., 2 items for $1.00)
   • Discount Amount (e.g., $1.00 off)
   • Discount Percentage (e.g., 20% off)
8. In ‘Amount’, enter the value that matches your promotion.
9. Click ‘Add’ to create the Mix and Match.
10. From the list below, click the ID number of your new deal to edit.
11. Select the site or region where the promotion will apply.
12. In the ‘Components/Item list’, search and add the items that qualify.
13. Once items appear under ‘Items in Item Lists’, click ‘Update’.
14. Make sure the promotion status is set to ‘Active’.

Creating a Mix and Match in XSite Classic

1. Go to ‘Price Book’, then select ‘Mix and Matches’.
2. Fill in the ‘Name’, start and end dates, Units, Type, and Amount.
3. Click ‘Add’ to create the deal.
4. From the list below, click the ID number of your new deal to edit.
5. Choose the site or region where it will be active (top right).
6. Use the ‘Components/Item list’ search to add items.
7. Once items are listed in ‘Items in Item Lists’, click ‘Update’.
8. Confirm the status is ‘Active’ to turn the promotion on.