BOGO or Mix and Match Promotions – Advanced Form

Follow these steps to create buy one, get on (BOGO) or mix and match promotion. This topic applies to NetSuite Point of Sale (NSPOS) promotions.

It is important to understand how NetSuite designates which items must be purchased by the customer and which items are then discounted or provided to the customer for fulfilling the promotion conditions.

Items used to fulfill promotion requirements are Trigger items.
Discounted or free items are Reward items.
When an item is purchased and then a second of the same item is discounted, the item is flagged as both a Trigger and Reward item.

Important:

NSPOS does not automatically add Reward items to the Journal or prompt the sales associate to recommend it.

If the promotion is buy 3, get 1 free, and the associate only scans 3 items, the customer will not receive the 4th item automatically. The associate must scan all 4 items.

To create a BOGO or Mix and Match Promotion Record:

Log in to NetSuite ERP as an administrator.
Go to Customization > Lists, Records, & Fields > Record Types
On the Record Types page, locate the RA-Promotion record, and click New Record.
For Custom Form, select Advanced Promotion Form.
In the Name field, enter a descriptive name. This name appears in the NetSuite POS Journal line entry and on customer receipts.

Note:
Leave the Inactive box empty. This is used to inactivate an existing promotion. You can also delete the record to remove a promotion or end it early by changing the date.
Select the Discount Item to use with the promotion.
In the Effective Date field, select the date you want the promotion to start. The promotion starts at 00:00 on the selected date.
In the Expiration Date field, select the date you want the promotion to end. The promotion ends at 00:00 on the selected date, meaning it will not be active that day.

Note:
Promotions must include at least two calendar days. Promotion dates sync to each workstation as fixed dates and times, regardless of the register location’s time zone.

Note:
Effective and Expiration Dates must be between 1/1/1753 12:00:00 AM and 12/31/9999 11:59:59 PM.
In the Promotion Type field, select the discount type that will apply to the Reward items.
- $ Off – To apply a flat discount.
- % Off – To discount the item price by a percent.
- New Price – To replace the current item price with a new price.
Example 1: If the promotion is buy one, get one at 50% off, then select % Off because the Reward item that meets the buying amount condition is discounted by a percent.

Example 2: If the promotion is buy two and get one free, select % Off and set the amount to 100%.

Example 3: If the promotion is buy two and get a third for only $10.00, then select New Price because the Reward item price is $10.00, regardless of its current price.

Note:
When you select a Promotion Type, some fields become dimmed. This dimming occurs because those fields are no longer applicable to the promotion.
For Mix And Match promotions, check this box to let any combination of the Trigger items to apply the discount to any Reward item.

Note:
You must check Mix And Match to use items set as either Trigger or Reward. Setting items as either Trigger or Reward without selecting Mix And Match will cause those items to be ignored in the promotion.
In the Buy field, enter the quantity of items that have to be bought as a minimum condition to activate the promotion.

For example, in a Buy 3, Get 1 Free promotion, enter 3 in this field.

If the Buy field has a value of 3 and the Get has a value of 1, buying six items activates a discount on two additional items when they are rung up.
In the Get field, enter the quantity of items that are discounted, provided to the customer or have a new price.

If the Get field is left empty, all Reward items will be discounted.

Note:
NSPOS does not automatically add Reward items to the Journal or prompt the sales associate to recommend it.

If the promotion is buy 3, get 1 free, and the associate only scans 3 items, the customer will not receive the 4th item automatically. The associate must scan all 4 items.

Important:
When a value is assigned to the Get field, the promotion behaves as a BOGO promotion. If you do not want a BOGO style promotion, leave the Get field blank.
Enter the discount amount. Fields not applicable to your discount type are dimmed.
- % Off – Enter the percent amount that the Reward item is discounted. NetSuite adds the percent sign automatically.
  
  if the promotion is buy a quantity, get a quantity free, select % Off and set the amount to 100%.
- $ Off – Enter a flat amount the Reward item is discounted. NetSuite formats and rounds this up or down to the nearest second decimal point. Do not enter a currency symbol.
- New Price – Enter the sale price at which the Reward item will be sold. Do not enter a currency symbol. The price is universally applied to all items selected for the promotion unless a different override price is entered on the Specific Items subtab in a later step.
Leave Apply to Transaction clear for BOGO or Mix and Match promotions. The option applies the discount to the transaction total instead of individual items.
For a BOGO or Mix and Match promotion, leave the Amount Spend empty.

This is the minimum purchase amount required to receive the discount. It will remove the Buy requirement set for the items. See Amount Spend Promotions – Advanced Form if you want to include this requirement.
Select whether the promotion can Repeat for customers during the promotion period.
- Once – Each customer can receive the discount one time.
- Multiple – Each customer can receive the discount as often as desired.
- First – New customer incentive. Customers can receive the discount one time only on the first transaction they make through an NSPOS register.
  
  Cashiers can add the customer at the time of purchase or you can preload your customers through an import. The trigger is whether a transaction attached to that customer exists in the NetSuite ERP database.
  
  Note:
  Purchases made through other applications that log transactions to NetSuite ERP will cause a customer to be ineligible for a “first” NSPOS promotion.
Click the Locations subtab and select the locations.
- To select specific locations: Select from the Location list.
- To include all locations: Check the All Locations box.
- To exclude specific locations: Check Exclude Locations and choose which to exclude from the Locations list.
Click the Customers subtab and select the customers to include.
- To include specific customers:
  1. In the Customer field, select List or Search, or begin entering the first Customer you want to add to this promotion.
  2. If using a list or search, select the customer.
  3. Click Add.
  4. Repeat as desired.
- To include all customers: Check the All Customers box.
- To include specific customer categories: Select from the Customer Category list.
- To exclude specific customers:
  1. Check the Exclude Customers box.
  2. In the Customer field, select List or Search, or begin entering the first customer you want to exclude from this promotion.
  3. If using search or a list, select the customer.
  4. Click Add.
  5. Repeat as desired.
- To exclude a customer category:
  1. Check the Exclude Customers box.
  2. Select one or more from the Customer Category list.
Click the Specific Items subtab and select the items. You can select specific items, include the discount on all items, or exclude items by their item class.

To include specific items:
1. In the Item field, select List or Search, or begin entering the first item you want to add to this promotion.
  
  Note:
  Items whose records are checked Do not download to POS are automatically excluded from promotions. They will not appear in your search.
2. Choose if the item will be a Trigger, Reward or both.
  
  The default is for each item to be flagged as both Trigger and Reward.
  1. To make the discount Mix and Match, set the desired purchase items as Trigger and the discounted items as Reward.
  2. And check the Mix and Match box.
    
    Note:
    For Mix and Match with multiple possible Reward items, the discount will apply to the lowest priced Reward item purchased.
  Warning:
  Setting items as Trigger only or Reward only without selecting Mix and Match, will cause those items to be ignored in the promotion.
  
  If you clear the Mix and Match box, items will not revert to both Trigger and Reward. Instead, those items will be excluded from the promotion.
3. If this is a New Price promotion, and you want the Reward item to have a different override price than the default price set above, enter it in the Override Price field. This item-specific override price can be higher or lower than the promotion’s default New Price value.
4. Click Add.
5. Repeat the Specific Items steps for each item you want to include in the promotion.
To include all items: Check the All Items box.

To exclude items by item class:
1. Check the Exclude Items box.
2. Select one or more from the Item Class list to exclude from the promotion.
Click Save. The BOGO or Mix and Match promotion setup is complete.

To create a BOGO or Mix and Match Promotion Record:

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