Promotions allow you to create special offers to motivate your customers to purchase products in higher quantities. Promotions can help you to move out-of-date stock, increase sales, and reward valuable clients. Promotions provide discounts that customers can apply to Web store orders and orders placed with sales reps. Furthermore, NetSuite promotions enable you to target specific customers, locations or channels, and time periods.
SuitePromotions take advantage of all the most recent promotion enhancements, as well as user interface and performance improvements.
You can offer your customers:
- Item promotions that give percentage or currency amount discounts on items.
- Fixed price item promotions that give items for a fixed discounted price.
- Order promotions that give percentage or currency discounts at the order level.
- Shipping promotions that give your customers free shipping on specific shipping methods.
- Free gift promotions that give your customers an item for free.
Enabling Promotion Features
An administrator can enable promotion features at Setup > Company > Setup Tasks > Enable Features on the Transactions subtab.
Before enabling the SuitePromotions feature, the Promotion Codes feature must be enabled.
With the SuitePromotions feature enabled, the Promotions subtab appears on sales orders, cash sale transactions, invoices, and return authorizations. In addition, the Coupon Code and Promotions fields no longer appear on the Items subtab.
Before you can create promotions that can be automatically applied, you must first enable the Auto-Apply Promotions feature.
To enable Promotion features:
- Go to Setup > Company > Setup Tasks > Enable Features, and click the Transactions subtab.
- Under Sales:
- Check the Promotion Codes box.
- Check the SuitePromotions box.
- Check the Auto-Apply Promotions box.
- Click Save.
Note
The SuitePromotions feature is not compatible with the Revenue Commitments feature. Disable Revenue Commitments before you enable SuitePromotions.
The SuitePromotions feature is not compatible with the Customer Center. Customers cannot open orders directly from the Customer Center when SuitePromotions is enabled.
Enabling Other Features that Impact SuitePromotions
To manage promotion eligibility based on sales channels, further features must be enabled, relating to:
- locations
- websites
Enabling Features for Location-Based Promotion Eligibility
Before you can set location-based promotion eligibility, you must first enable the Locations feature.
To enable the Locations feature:
- Go to Setup > Company > Setup Tasks > Enable Features, and click the Company subtab.
- Under Classifications, check the Locations box.
- Click Save.
Configuring How Free Shipping Eligibility is Calculated for SuitePromotions
You can choose how you want shipping discount to be calculated with respect to the order total. Eligibility for free shipping can be based on the original order total before any discounts have been applied from eligible promotions, or on the order total after discounts have been applied.
To configure how free shipping eligibility is calculated:
- Go to Commerce > Marketing > Upsell > Promotions > Preferences (Administrator).
- Select to calculate shipping based on:
- Order total before discount – the transaction is eligible for free shipping based on the order total before promotion discounts have been applied. This is the default option.
- Order total after discount – the transaction is eligible for free shipping based on the order total after promotion discounts have been applied.
- Click Save.
To apply a promotion on a transaction:
- Go to Transactions > Sales > Enter Sales Orders
- Create a sales order.
- Select a customer.
- On the Items subtab, add the items to be purchased in this transaction.
- Click the Promotions subtab.
- In the Promotion column, select a promotion from the list. This list is filtered to only show the promotions that can be applied to the transaction.
- Click Add.
Free gift SuitePromotions automatically add the free item to a transaction. Promotions that offer an item or items for free – but are not created using the free gift SuitePromotion type – do not automatically add the item to a transaction.
Promotion Types
With SuitePromotions, you can offer your customers the following types of promotion:
- Item promotions – give percentage or currency amount discounts on items
- Fixed price item promotions – give items for a fixed discounted price
- Order promotions – give percentage or currency discounts at the order level
- Shipping promotions – give your customers free shipping on specific shipping methods
- Free gift promotions – give your customers a free gift that is automatically added to their order
The examples only use two inventory items. The price of each item before discount does not change:
- T-shirt – $10
- Dress – $20
The workflows in this section outline the minimum steps required to define the Buy and Get conditions for a SuitePromotion. The workflows do not include steps to define:
- Basic properties (the Name field is a required property in this section)
- Scheduling
- Further settings (the Discount item for accounting field is a required property in this section)
- Scope of the promotion, by limiting its use to specific customers or locations