Setting your default promotion form in NetSuite ERP

Our advanced promotions engine includes the ability to apply multiple discounts to the same item in a single transaction. You configure how and if promotions combine through Stacking Rules. NSPOS uses the rules to apply the one or more promotions that bring the largest discount to the shopper.

However, the option to provide multiple discounts may not fit all business models. Under our classic promotions engine, NSPOS reviews the promotions in effect and applies only the single best discount to each item or combination of items. This best-discount only logic was in legacy NSPOS releases and is in line with the promotion strategy many retailers use now.

NSPOS includes the option to choose your default promotion form – advanced or classic. Updating a classic promotion using the advanced form will not cause issues, but it might be confusing. Advanced fields not supported by an existing promotion are ignored by the application.

Note:

NSPOS registers use a flag to determine if your promotions are handled on the register as classic or advanced. The release team automatically sets the register flag appropriate for your setup during your upgrade. Do not change this flag without assistance from NetSuite Customer Support.

Important:

If you are on the classic promotion engine and want to begin using advanced promotions, contact NetSuite Customer Support to request promotion flag changes on your NSPOS registers. They might need to review your current processes.

To choose your default Promotion form:

  1. Log in to NetSuite ERP as an administrator.

  2. Go to Customization > Lists, Records, & Fields > Record Types.

  3. Under the Edit column, click the RA-Promotion record.

  4. Click the Forms subtab.

  5. Choose your Preferred form:

    • Classic Promotion Form

    • Advanced Promotion Form

      Forms subtab
      Important:

      If displayed, do not select Standard RA-Promotion Form.

  6. Click Save.

    The form will update the next time you create a new promotion record or open an existing record.

    Warning:

    Do not change any other fields or settings on the RA-Promotion record. Doing so can have adverse effects on your promotion processes.

You can return to these steps later to choose a different default promotion form.

Related Topics

Promotions
Overview
Creating a Promotion
Work with Coupon Codes
Use Stacking Rules for Promotion Interactions
Promotions on NetSuite POS Terminals
Analyze Promotion Results in NetSuite
Promotion System Flags
Troubleshoot Promotions
Other Discount Types

General Notices