Basic Item Promotions – Classic Form
Follow these steps to create a basic promotion in NetSuite Point of Sale (NSPOS) using the classic form where one or more items are discounted.
To create a Basic Item Promotion Record:
-
Log in to NetSuite ERP as an administrator.
-
Go to Customization > Lists, Records, & Fields > Record Types.
-
Locate the RA-Promotion record row and click List.
-
Open the promotion record:
-
For a new promotion, click New RA-Promotion.
-
To update an existing promotion, locate the promotion and click Edit.
-
-
For Custom Form, select Classic Promotion Form.
-
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.
-
Enter the Effective Date for the promotion to begin. The promotion starts at 00:00 on the selected date.
-
Enter the Expiration Date for the promotion to end. The promotion ends at 00:00 on the selected date, meaning it will not be active on 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 promoted items.
-
% Off – To discount by a percent.
-
$ Off – To apply a flat discount.
-
New Price – To replace the Reward item price with a new 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 This dimming occurs because those fields are no longer applicable to the promotion.
-
-
Leave the Mix and Match check box empty for these basic steps.
For the steps to use these fields, see BOGO or Mix and Match Promotions – Classic Form.
-
In the Buy field, enter the item quantity that must be purchased as a minimum condition to receive the discount.
Because this is a basic promotion, you will normally enter 1.
-
If you want to limit the discounts to receive, enter the number in the Get field.
For example, if the discount is on hats, and you only want them to receive the Reward discount on one item, enter 1.
-
Enter the discount amount. Fields not applicable to your discount type are dimmed.
-
% Off – Enter the percent amount that the item will be discounted. NetSuite adds the percent sign automatically.
-
$ Off – Enter a flat amount the item will be 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 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.
-
-
Click the Locations subtab and select the locations.
-
Click the Specific Items subtab and select the items.
-
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.
-
For a basic item promotion, leave Trigger and Reward fields set to Yes.
-
If this is a New Price promotion, and you want this item to have a different override price than the default new 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.
-
Click Add.
-
Repeat the Specific Items steps for each item you want to include in the promotion.
-
-
Optionally select the Notes subtab and add comments about the promotion.
-
Optionally select the Files subtab and attach files to the promotion record. This is useful for keeping your advertising copy or planning documents with the promotion record.
-
Click Save.