VIP NAXML Mix & Match
Verifone Integrated Promotions (VIP) also known as NAXML Promotions offers automatic discounts when a certain quantity and/or combination of items are sold in the same transaction.
Revision History
02/12/2016
Reformated into FrameMaker.
03/29/2016
Added Commander Site Controller chapter and updated Sapphire.
09/15/2016
Updated Format.
12/07/2016
Updated Format.
GLOSSARY OF TERMS
The following terms and definitions will assist the reader with understanding the content of the Feature Reference.
Combo Deal
Type of discount that combines items from several different item lists to create a Combo Deal. For instance, one item from a list of drinks plus one item from a list of chips and one item from a list of sandwiches would be a combo.
MOP
Method of Payment
Mix & Match Deal
Type of discount that involves multiple purchases from one list. For instance, two for one or three for a reduced price deal.
Package Pricing
NAXML Mix&Match
PLU
Price Look Up
POS System
Includes the POS (Point of Sale) terminal(s), site controller and the Electronic Payment System (EPS).
Price Book
PLU File
VIP
Verifone Integrated Promotions
VIP or Enhanced Mix/Match or NAXML Deal
Automatic discounts when a certain quantity and/or combination of items are sold in the same transaction.
Overview
Feature Description
Verifone Integrated Promotions (VIP), also known as NAXML Promotions, 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 by scan, Price Look Up (PLU) number, PLU key or may be assigned to a menu, but all the items in the "deal" must exist in the PLU file "price book."
VIP supports both NAXML Combos and NAXML Mix&Match. Both discounts work from item lists but while the NAXML Combo allows items from multiple lists, NAXML Mix&Match requires items from a single list and is also known as "package pricing."
Supported Hardware Configurations
Commander Site Controller with Topaz
Commander Site Controller with Ruby2
RubyCi with Topaz
RubyCi with Ruby2
Feature Limitations
Maximum PLUs per Item List
10,000
Maximum Departments per Item List
16
Maximum Number of Item Lists
500
Maximum NAXML Combos
500
Maximum NAXML Mix&Match
500
Maximum Item Lists per NAXML Combo
5
Maximum Mix&Match Pricing points per Item List
10
VIP Attributes
promotion configuration using the industry standard NAXML 3.4 documents
variable sized Item Lists
priority deals for NAXML Combos (both Topaz and Ruby2)
true package pricing options using NAXML Mix&Match promotions
six discounting options using NAXML Combo promotions
promotion runs using the day-of-week within a specific date range (i.e. free small coffee on Tuesdays from 6am to 10am for the month of March)
promotion runs using drive time deals within a specific date range (i.e. run a lunch promo certain times of the day Monday - Friday from 12pm to 4pm for a six month period)
enhanced promotion information
Transaction Set
T-Log
POS Journal XML files
Configuring VIP NAXML Deal
Before configuring NAXML Deals, ensure all items that qualify for these automatic discounts are first created in the PLU file "price book."
Configuring with Commander Configuration Client
From the Commander Configuration Client, go to: Promos and Discounts > NAXML Deal.
The NAXML Deal window displays.
Item List Maintenance Tab
The Item List Maintenance tab defines items participating in the promotion. Item Lists are of variable size (no fixed sized records).
The Item Lists must be built before any deals can be set up under the Combo and Mix&Match Maintenance tabs.
Select the Item List Maintenance tab
From the NAXML Deal form > select the [Item List Maintenance] tab.
Add a new list
Select [Add] to add a new list.
Delete: Allows an Item to be removed from an Item List.
Configure the Item List parameters
Item List
Defines items participating in the promotion.
Item List ID
Sets the ID used to locate the appropriate Item List.
Description
Set an accurate description for the items contained in the list.
List Type
Sets the item assignments to a PLU or Department List. PLU: Allows more control over the items being set up for the promotion. Department: Allows for all the PLUs within the assigned department to be used in the promotion.
Assigning a PLU List Type
Select PLU as the List Type
Enter a PLU number
Enter a <PLU> number at the bottom of the Included Items section.
A single PLU may exist in multiple Item Lists.
Validate the entry
Press [Tab].
If the entry is valid, a small yellow index card is displayed to the right of the modifier. Click on the index card to confirm the correct PLU was selected.
If the PLU number cannot be validated, a black 'X' is displayed to the right of the modifier.
Add the PLU
Verify the correct PLU > click [Add New].
Remove: Allows a PLU to be deleted from the Item List. Repeat this procedure until all desired PLUs are included for the promotion.
Save the Item List
Select [Save] to accept, or [Cancel] to exit without saving changes.
Departments and PLUs may not exist in the same Item List.
Assigning a Department List Type
Select Department as the List Type
Choose the department
Select the appropriate <Department> from the Department drop down list located at the bottom of the Included Items section.
Add the department
Click [Add New].
Repeat this procedure until all desired departments are added to the Items List. Any Items added to the departments selected are automatically included in the promotion.
Save the Item List
Select [Save] to accept, or [Cancel] to exit without saving changes.
Departments and PLUs may not exist in the same Item List.
Combo Maintenance Tab
The Combo Maintenance tab is used to define promotions that allow items from two or more item lists to be setup to trigger a discount. A particular Combo may contain both PLU and Department list types.
For example: a "Combo" NAXML deal might require the purchase of a sandwich, a side and a medium fountain drink for a set price. 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.
Open Combo Maintenance
From the NAXML Deal form > select the [Combo Maintenance] tab. The Combo Maintenance form will display.
Add a Combo Deal
Select [Add] to create a Combo Deal.
Configure the Combo parameters
Combo
Define promotions that allow items from two or more item lists to be setup to trigger a discount.
Combo ID
Sets the ID used to identify and locate the appropriate Combo Deal.
Description
Enter an accurate description for the promotion.
An appropriate Combo description should be used as it will appear on the receipt (i.e. Lunch Combo).
Start Date Time
Sets the date and time the promotion starts.
The system allows a promotion with a start date less than its end date. Such a promotion is seen by the system as "inactive." This is advantageous when the same promotion runs for a month and then again several months later. Times are entered in 24 hour format.
End Date Time
Sets the date and time the promotion ends.
Combos are date and time sensitive. The dates and times drive when the discount applies.
Configure Week day Availablity
Week Day Availability
Allows a discount to run within certain days and times during the week.
SMTWTFS
Sets the week days of the promotion.
Start Time
Sets the begin time of the promotion.
End Time
Sets the stop time of the promotion.
Configure the Price By parameters
Price By
Sets the pricing option.
Combo
Sets the price for the Combo as a whole.
This option should be used when the price of the items purchased together is always the same.
Combo Items
Allows the discount to be configured based on the item lists.
Assigning Price by Combo
Select Combo as the Price by parameter
Select the Combo Priority
Enter the Combo Price
Select the Combo Pricing Scheme
Combo
Sets the price for the Combo as a whole.
Priority
Allows certain promotions to take precedence over others that may share the same items (i.e. two different discounts, same item list).
Price
Sets the discounted price of the Combo. Priority of promotions is particularly useful when programs give discounts as more items are added in combination. For example: Promo1 - Discount for soda and chips (priority = low) Promo2 - Discount for soda, chips, and sandwich (priority = medium) Promo3 - Discount for soda, chips, sandwich, and salad (priority = high) Without the ability to set priority, promo 2 and 3 will never be realized, as the soda and chips will always form Promo1. The Default setting is medium. Any promotion that does not specifically identify the priority will be assumed "medium" by the system.
Pricing Scheme
Determines how the discount appears on the receipt.
Weighted
Based on the price of the items.
Percentage
Based on the percentage discount field. The total percentage of all items should equal 100%.
Add the item lists
Select [Edit] to add the Item Lists to be included in the Combo Deal.
Select all the <Item Lists> that apply.
Select [Done].
Enter the <Item List Qty> for each Item List in the Combo.
Combo Item List
Item List Quantity
Sets the number of items that must be purchased from the list to qualify for the discount.
Assigning Price By Combo Items
Select Combo Items as the Price by parameter
Select the Combo Priority
Combo Items
Allows the discount to be configured based on the item lists.
Priority
Allows certain promotions to take precedence over others that may share the same items (i.e. two different discounts, same item list). Priority of promotions is particularly useful when programs give discounts as more items are added in combination. For example: Promo1 - Discount for soda and chips (priority = low) Promo2 - Discount for soda, chips, and sandwich (priority = medium) Promo3 - Discount for soda, chips, sandwich, and salad (priority = high) Without the ability to set priority, promo 2 and 3 will never be realized, as the soda and chips will always form Promo1. The Default setting is medium. Any promotion that does not specifically identify the priority will be assumed "medium" by the system.
Add the item lists
Select [Edit] to add the Item Lists to be included in the Combo Deal.
Select all the <Item Lists> that apply.
Select [Done].
Enter an <Item List Qty> for each Item List.
Combo Item List
Allows the discount to be configured based on the item lists.
Item List Quantity
Determines the number of items that must be purchased from the list to qualify for the discount.
New Price
Assigns a new price to the items in the list for the Combo.
Select the Item Pricing option
Select the <Item Pricing> option and enter the data in the associated field for each Item List.
Item Pricing
Controls the discount distribution for the items in the Combo.
New Price
Assigns a new price to the items in the list for the Combo.
Disc by amount
Discounts a specified amount from the items in the list.
Disc by percent
Discounts a specified percentage from the items in the list.
Trigger Item
Pulls the PLU price without applying a discount to that item.
Configure the Taxable Rebate parameters
To configure the Taxable Rebate parameters > select [Edit].
Select the <Taxes> from the Item List to be calculated.
Click [Done].
Enter the <Rebate Amount>.
Taxable Rebate
Taxes
Sets the tax to be included in the calculation when this promo is sold.
Rebate Amount
Applied when tax laws exist that require sales tax to be collected against the amount of the discount when said discount is a result of an agreement, between the vendor and merchant, that provides for the merchant to be reimbursed for all or part of discounted amount.
Save the Combo Deal
Select [Save] to accept, or [Cancel] to exit without saving changes.
After configuring an NAXML Combo, ensure the discount is tested on the POS. The Combo will appear once the correct combination of items are entered into the POS.
NAXML Combo Receipt
The receipt represents a Combo price by item deal: buy one or more items, get another item free.
The Combo Deal created above consisted of multiple Item Lists. It was priced so that when a customer purchased a hot dog from the selected Item List, they receive a free small fountain drink.
The discount applied is the original price of the small fountain drink ($0.75).
Mix&Match Maintenance Tab
NAXML Mix&Match Deals, also known as "package pricing," allow multiple purchases from a single Item List (i.e. two or more deals from the same Item List).
Mix&Match 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. For example: a Mix&Match NAXML Deal might require two for one or three for a reduced price deal.
Configure Mix&Match
Open Mix&Match Maintenance
From NAXML Deal > select the [Mix&Match Maintenance] tab.
Add a Mix&Match Deal
Select [Add] to create a Mix&Match Deal.
Configure the Mix&Match parameters
Mix&Match
Allows multiple purchases from a single Item List.
Mix&Match ID
Sets the number used to locate the appropriate Mix&Match.
Description
Enter an accurate description for the promotion.
An appropriate Combo description should be used as it will appear on the receipt (i.e. Lunch Combo).
Start Date Time
Sets the date and time the promotion starts.
The system allows a promotion with a start date less than its end date. Such a promotion is seen by the system as "inactive." This is advantageous when the same promotion runs for a month and then again several months later. Times are entered in 24 hour format.
End Date Time
Sets the date and time the promotion ends.
Configure Week day Availablity
Week Day Availability
Allows a discount to run within certain days and times during the week.
SMTWTFS
Sets the week days of the promotion.
Start Time
Sets the begin time of the promotion.
End Time
Sets the stop time of the promotion.
Combos are date and time sensitive. The dates and times drive when the discount applies.
Select the Item List and add pricing
Select the <Item List> to configure the discount.
Select [Add New] to enter in the pricing scheme.
Configure the Package Pricing Type parameters:
Pricing Type
Allows different pricing schemes to be applied to the Item List.
Total Package Price
Sets the total price for the purchase.
Amount off Package Price
Sets the amount taken off the items when purchased.
Percent Off Package Price
Discounts the package deal by a set percentage.
Quantity
Determines how many of the items must be purchased to qualify for the discount.
Package Price
Assigns the package price.
Mix&Match can have up to 10 different Mix&Match Unit pricing points per program. It prices items based on quantity thresholds (i.e. as the quantity goes up, it hits a new price point).
Add additional package schemes
If more package schemes exists for the selected Item List, click [Add New], enter the quantity and select the pricing information.
Configure the Taxable Rebate parameters
To configure the Taxable Rebate parameters > select [Edit].
Select the <Taxes> from the Item List to be calculated.
Click [Done].
Enter the <Rebate Amount>.
Taxable Rebate
Taxes
Sets the tax to be included in the calculation when this promo is sold.
Rebate Amount
Applied when tax laws exist that require sales tax to be collected against the amount of the discount when said discount is a result of an agreement, between the vendor and merchant, that provides for the merchant to be reimbursed for all or part of discounted amount.
Save the Mix&Match Deal
Select [Save] to accept, or [Cancel] to exit without saving changes.
After configuring an NAXML Combo, ensure the discount is tested on the POS. The Combo will appear once the correct combination of items are entered into the POS.
NAXML Mix&Match Receipt
The receipt below represents a Mix&Match deal - buy X items: discount total of items by amount.
The Cola Promo created above consists of a single Item List. It is priced so that when a customer buys cola from the selected Item List, they will receive $0.25 off when buying two, $0.50 off when buying three, and $1.00 off when buying four.
For instance, get $0.25 off when two colas are purchased.
The discount goes to $0.50 when three colas are purchased.
The discount goes to $1.00 off when four colas are purchased.
Using VIP NAXML Deal
Examples of Promotion Types
Combo - price by Combo: buy X items for a set price, distribute weighted. For instance, buy one candy bar and get the second candy bar free. The Combo price is set to the cost of one candy bar.
Combo - price by Combo: buy X from A, Y from B, distribute weighted. For instance, a breakfast deal can be programmed to buy a pint of milk or an orange juice and any breakfast pastry for $1.99.
Combo - price by Combo: buy X from A, Y from B, distribute percentage. For instance, a lunch deal can be programmed to buy any sandwich, chips and fountain drink for $4.00.
Combo - price by item: buy X items, each item given a new price. For instance, a drink is $1.89 regular price, or two for $3.00. The program is set up to cover the two for $3.00 deal.
Combo - price by item: buy X from A, Y from B, new prices for all items. For instance, a lunch deal can be programmed where any sandwich is $3.00, any bag of chips is $0.50, and any 20oz fountain drink is $0.50.
Combo - price by item: buy one or more items, get another item at a new price. For instance, give a bottle opener can be programmed at a new price of $0.25 with any beer or wine cooler purchase.
Combo - price by item: buy one or more items, get another item discounted by amount.
Example #1: buy item A and receive a discount off the original price, e.g., a dollar off the price of any sandwich.
Example #2: buy one or more items, get another item at discounted, e.g., buy a roller grill item and get a 20oz Soda for $0.75 off.
Combo - price by item: buy one or more items, get another item discounted by percent.
Example #1: buy item A and receive a percentage off the original price, e.g., 20% off the price of any fountain drink.
Example #2: buy one or more items, get another item at discounted, e.g., buy a roller grill item and get a 20oz Soda for 50% off.
Combo - price by item: buy one or more items, get another item free. For instance, buy a premium carton of cigarettes and get a lighter free.
Mix&Match - buy X items: new package price. For instance, buy one item at the regular price, buy "x" quantity for a special price or buy "y" for another special price. A Mix&Match can be programmed to buy one 1 candy bar for $1.00, two candy bars for $1.75 and three candy bars for $2.30.
Mix&Match - buy X items: discount total of items by amount. For instance, when buying candy bars, get $0.25 off when two are purchased. The discount goes to $0.50 when three are purchased, and $1.00 off when four are purchased.
Mix&Match - buy X items: discount total of items by a percentage. For instance, when buying candy bars, get 10% off when two are purchased. The discount goes to 20% when three are purchased, and 30% off when four are purchased.
Mix&Match can have up to 10 different Mix&Match Unit pricing points per program.
Transactions
VIP (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.
Item refunds involved in a Verifone Mix&Match Deals are subject to store policies and procedures.
The deals are formed the following ways:
For each line item entered, sales processing attempts to form a NAXML Mix& Match. If a match is not found, then a Combo match is attempted.
For each line item, sales processing checks the PLU item lists associated with the line item and attempts to form a match. If a match is not found, it will check the department item lists and attempt to form a match.
Once a NAXML Combo match is made, if additional items are entered, a higher priority Combo will be attempted.
NAXML Mix&Match transactions always determine a discount based on quantity. Therefore, Mix&Match items are added or removed when a better buy is found.
When a promotion is made, the Topaz will display the discount by name in the Tax and Total frame. If more than one discount is present in the system, the total of all discounts will be listed under the title "DISCOUNTS."
Reporting
Deal Report
The Deal Flash Report calculates all the Combo and Mix&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.
Report Details:
TITLE: DEAL REPORT
COMBO DEALS:
C#: Combo number as it appears in the Deal File.
DESCRIPTION: Name of the Combo Deal as it appears in the Deal File.
#CUST: Number of customers who purchased the item deals (individual transactions).
#COMBOS: Number of Combos Deals sold.
TOTAL SALES: Combo Deal total sales in dollars.
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 who purchased the deals (individual transactions).
#MATCHES: Number of matches sold.
TOTAL SALES: Mix&Match Deals total sales in dollars.
Summary Report
The Summary Report updates the Discounts part of the "MEMO ITEMS" section to show the NAXML Promotional Discounts.
Report Details:
TITLE: SUMMARY REPORT
REGISTER #: Identifies the register the Summary Report is generated.
MEMO ITEMS: Various transaction-related items that either do not affect totals or have already been counted in totals.
ITEMS: Quantity of items sold.
CUSTOMERS: Number of customers who purchased the item (individual transactions).
NO-SALES: Number of times the [NO SALE] key was utilized.
LOGIN OVERRIDES: Number of times login overrides were allowed.
DISCOUNTS: Number of times and total amount of discounts applied .
ERR/CORRECTS: Number of times and total amount caused by using the [ERROR CORR] key.
VOID LINES: Number of times and total amount caused by using the [VOID LINE] key.
VOID TICKETS: Number of times and total amount caused by using the [VOID TICKET] key.
SUSPENDED: Number of times and total amount of suspended transactions.
SUSPENDED / VOID: Number of times and total amount of suspended transactions that are voided rather than settled.
UNSETTLED SUSPENDS: Number and amount of transactions that are suspended at the time a period is closed.
SAFE DROP CANCELS: Number of times a Safe Drop operation is cancelled.
UNSOLD PRICE CHECKS: Number and amount of items that are price checked, but not sold.
PAY IN: Each pay in made, its reference number, and the amount paid in.
PAY OUT: Each pay out made, its reference number, and the amount paid out.
PLU Report
The PLU Report uses the indicator "M" for NAXML Promotions in the RC (Reason code) field of the report. The "PRICE TOT-SALES" field contains the discounted price.
Report Details:
TITLE: PLU REPORT
PLU NUMBER: Identifies the product as it appears in the PLU File.
DESCRIPTION: Description of the product as it appears in the PLU File.
CUST: Number of customers who purchased the item (individual transactions).
ITEMS: Quantity of the items sold.
PRICE: Price of the item.
TOT-SALES: Total amount collected for item sales.
RC: Reason code identifies the method used to change the price of an item.
% SALES: Percent of total sales that the items represent.
TOTAL ITEMS SOLD: Total number of items sold.
TOTAL SALES: Total amount of item sales.
% OF TOTAL SALES: Percent of total item sales.
Department Report
In the Department Report, the NAXML promotional discount is indicated below:
Report Details:
TITLE: DEPARTMENT REPORT
DEPARTMENT #: Identifies the item as it appears in the Department File.
DESCRIPTION: Description of the item as it appears in the Department File.
CUST: Number of customers who purchased the item (individual transactions).
ITEMS: Item quantity sold.
% SALES: Percent of total sales this department represents. To find this number, use the following formula: Total Department Sales ÷ Total sales of this item.
GROSS: Total amount collected for sales of a department.
REFUNDS: Total amount refunded for items returned in a department.
DISCOUNTS: Total amount discounted for items sold in a department.
NET SALES: Total amount of items sold in a department.
NEG DEPTS: Totals for negative department sales.
OTHER DEPTS: Totals for other department sales.
TOTAL: Totals for each category in the report except number of customers.
Cashier Report
The Cashier Report contains the NAXML promotional discount information in the Discounts field of "MEMO ITEMS".
Report Details:
TITLE: CASHIER REPORT
REG #: Identifies the register for which the Cashier Report was generated.
CASHIER #: ID and name of the employee who used the register.
RCPTS: Beginning and ending receipt numbers issued during the cashier period.
OPEN CASHIER: Date and time this cashier started using the register.
MM/DD/YY: Date in month, date year format.
HH:MM: Time in hour and minutes.
CLOSE CASHIER: Date and time this register was closed.
MM/DD/YY: Date in month, date year format.
HH:MM: Time in hour and minutes.
MEMO ITEMS: Various transaction-related items have happened but they either do not affect totals or have already been counted in totals.
ITEMS: Quantity of items sold.
CUSTOMERS: Number of customers who purchased the item (individual transactions).
NO-SALES: Number of times the [NO SALE] key has been pressed.
LOGIN OVERRIDES: Number of times a login override was allowed.
DISCOUNTS: Number of times and total amount of discounts.
ERR/CORRECTS: Number of times and total amount caused by using the [ERROR CORR] key.
VOID LINES: Number of times and total amount caused by using the [VOID LINE] key.
VOID TICKETS: Number of times and total amount caused by using the [VOID TICKET] key. This includes a line for positive amounts and a line for negative amounts.
SUSPENDED: Number of times and total amount of suspended transactions.
SUSPENDED / VOID: Number of times and total amount of suspended transactions that were voided rather than settled.
UNSETTLED SUSPENDS: Number and amount of transactions suspended at the time a period is closed.
SAFE DROP CANCELS: number of times a Safe Drop operation is cancelled
UNSOLD PRICE CHECKS: Number and amount of items that were price checked, but were not sold.
PAY IN: Each pay in made, its reference number, and the amount paid in.
PAY OUT: Each pay out made, it's reference number, and the amount paid out.
Last updated