Analyze Promotion Results in NetSuite
When sales generated in NetSuite POS synchronize to your NetSuite account, any promotions included in those sales are processed and recorded using the NetSuite Discount Item set up or selected when creating the original promotion record.
NetSuite processes discounts by creating a separate transaction line on an invoice for the Discount Item that was used. This transaction line contains the name of the Discount Item and the financial result of the discount that was applied to the item immediately above it. To examine sales transactions that included a promotion, you can search for individual transactions or all transactions within the promotion.
To locate a specific transaction when you have a NetSuite POS transaction number:
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Log in to NetSuite ERP as an administrator.
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Go to Reports > New Search.
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In the Search Type list, click Transaction.
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On the Transaction Search page, click the Personalize Search button.
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If desired, enter a different Search Title, such as Promotion Transactions by External ID.
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In the Filters field, near the bottom, select External ID.
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Click Add.
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Click Save.
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On the Transaction Search page, enter the NetSuite POS transaction number in the External ID field.
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Click Submit.
To use this saved search later, go to Reports > Saved Searches > All Saved Searches and click the search Title.
To create a search for all transactions in a promotion:
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Log in to NetSuite ERP as an administrator.
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Go to Reports > New Search.
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In the Search Type list, click Transaction.
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On the Transaction Search page, locate the Item field.
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Select or enter the Discount Item name that you used to create the promotion.
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Click Submit.
Search results may include multiple listings of the same invoice or credit note. This is due to the fact that one sale in NetSuite POS can create multiple discount transaction lines in NetSuite.
If you created the promotion by using a Discount Item configured to post amounts to a specific custom account (set on the Accounting subtab of the Discount Item record), you can review the list of General Ledger entries created by each promotion at Reports > Financial > General Ledger.