Mix & Match Rules: turn item combinations into bundle products

Mix & Match Rules: turn item combinations into bundle products

Mix & Match rules let you turn a combination of items into a single result product automatically — think "buy a burger, fries, and a drink, and the basket becomes a Meal Deal", or "any 3 bottles from this group become a 3-for-2 case". Unlike a discount, which lowers a price, Mix & Match actually changes the lines on the document: it consumes the qualifying items and adds the result product in their place. This guide explains what Mix & Match does, how it behaves on a sale, and how to build and manage rules on the Mix & Match Rules tab.

Where to find it

Open the Pricing area (at /platform/pricing/discounts) and choose the Mix & Match Rules tab (alongside Discount Policies and Price Policies). You'll need the Pricing permission to view, and write permission to create or change rules.

How Mix & Match works

A rule has two sides: the inputs (what the customer must have on the document) and the result (the product that replaces them). When a quote, order, or invoice contains enough of the inputs, NexerIQ:

  1. Consumes the required quantity of the input items from the document.
  2. Adds the result product line in their place.
  3. Prices that new line through your normal price rules, and then applies discount policies to it as usual.

This all happens before pricing and discounts are calculated, and it re-runs whenever a line is added, changed, or removed — so the document always reflects the best applicable bundles. If a rule can apply more than once (the customer has enough inputs for two bundles), it applies repeatedly.

Two behaviours are worth knowing up front:

  • Priority decides order. When several rules could apply, higher-Priority rules are evaluated first. This matters when rules compete for the same items.
  • It works within a single warehouse. Inputs are matched and consumed per warehouse/location — a rule won't combine items sitting in different warehouses, and it skips a warehouse where the result product isn't available to stock there.

The result product must be a physical, inventory-tracked product, because Mix & Match generates a real stock line. Generated lines are tagged behind the scenes so you can trace which rule produced them and from which inputs.

Creating a Mix & Match rule

Click New Mix & Match Rule. A drawer opens from the right with everything in one place.

Rule details

  • Name (required) — a clear label, e.g. "Meal Deal" or "3-for-2 wine".
  • Priority — higher numbers are evaluated first. Use it to order competing rules; leave at 0 if it doesn't matter.
  • Active — on by default. Inactive rules never fire.
  • Valid From / Valid To — the date range it's live. Leave Valid To empty for no end date.
  • Description — optional notes for your team.

Input Products — what the customer needs

Add one row per ingredient of the bundle. Each input row has:

  • Type — Product (a specific product, optionally a specific variant) or Group (any product from a product group — handy for "any item from this range").
  • The Product picker (choose product and optional variant) or the Group selector, depending on the type.
  • Quantity — how many of this input the bundle requires.

Use Add Input to add more rows; you must keep at least one. Remove a row with its trash button.

Result Product — what they get

  • Product — the product (and optional variant) generated when the inputs are met. Only physical, inventory-tracked products can be chosen here.
  • Quantity — how many of the result product each application produces (usually 1).

Save the rule from the drawer's action button. It then appears in the list and starts applying to documents once it's active and within its validity dates.

Managing rules

The list view shows each rule's Name, Priority, an Inputs summary (e.g. "2 × Bun + 1 × Patty"), the Result (e.g. "1 × Meal Deal"), validity dates, and status. The row actions let you:

  • Edit (pencil) — reopen the drawer to change the rule.
  • Pause / Activate (pause or play icon) — toggle the rule on or off without deleting it.
  • Delete (trash) — remove the rule.

You can search/filter the list and export it.

Mix & Match vs discounts — which do I want?

  • Use a discount policy when you want to reduce the price of items the customer is already buying (a percentage off, possibly by quantity tier or with a code). See Discount Policies & Rules.
  • Use a Mix & Match rule when a combination of items should become a different product — a meal deal, a kit, a multibuy case — that is then priced (and optionally discounted) on its own.

The two work together: a Mix & Match result line still goes through your price and discount rules afterwards, so you can, for example, generate a "3-for-2 case" and let a discount policy fine-tune its price.

Tips

  • Make sure your result product exists as a physical, inventory-tracked product before building the rule — it won't be selectable otherwise.
  • Use Group inputs for "any item from this range" bundles so you don't have to list every product.
  • Set Priority deliberately when two rules could claim the same items — the higher priority wins the items first.
  • Remember matching happens per warehouse — if items are split across locations, the bundle may not form.
  • Use Valid From/To for limited-time bundles so they appear and retire automatically.

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