Custom Promotion Proposal – knowledgebase JJ

PROJECT GOALS

Purpose

Custom solution – “NBS Promotion” design

Types of Promotions:

Promotion Type – Minimum Order only on the 1^st Order
1. Description
  1. Buy any items
  2. minimum total order amount AND
  3. this is the customer 1^st order
  4. and get total Z % discount
  5. optional start and end date
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item
Promotion Type – Buy X from Group of Items Get Y%
1. Description
  1. Buy any items from a selected group of items
  2. minimum Y qty PER each item
  3. and get Z% discount for qualified items only
  4. optional start and end date
  5. optional only in the first X period of the customer lifetime
    (fe only in the first 3 months)
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item
Promotion Type – Buy X from Group of Items Get Y% AND Minimum Order
1. Description
  1. Buy selected group of items
  2. minimum Y qty PER each item AND
  3. minimum of total order amount
  4. and get Z% discount for qualified items only
  5. optional start and end date
  6. optional only in the first X period of the customer lifetime
    (fe only in the first 3 months)
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item
Promotion Type – Buy Number of Items from Group of Items Get Y%
1. Description
  1. Buy selected group of items
  2. minimum Y number of different items (any qty)
  3. and get Z% discount for all items
  4. optional start and end date
  5. optional only in the first X period of the customer lifetime
    (fe only in the first 3 months)
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item
Promotion Type – Buy Number of Items from Group of Items Get Y% AND Minimum Order
1. Description
  1. Buy selected group of items
  2. minimum Y number of different items (any qty) AND
  3. minimum of total order amount
  4. and get Z% discount for all items
  5. optional start and end date
  6. optional only in the first X period of the customer lifetime
    (fe only in the first 3 months)
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item
Promotion Type – Promise Certain Payment Term and Get Y%
1. Description
  1. Promise certain payment term (fe cash)
  2. and get Y% discount for all items
  3. optional start and end date
  4. optional only in the first X period of the customer lifetime
    (fe only in the first 3 months)
2. Solution
  1. Custom solution – “NBS Promotion”
    1. Result – discount item will be added under each discounted item

Components:

NBS Promotion custom record Structure

Field Name	Type	Mandatory	Function
Promotion Name	text	Yes
Buy Item	list / saved search items	Yes	define the items customer needs to buy from
Minimum Qty	Integer	Yes	define the minimum qty the customer has to buy from EACH item
Minimum SKU Qty	Integer	No	define the minimum different SKU qty the customer has to buy
Discount Item	list / discount items	Yes	define the discount item to use & the discount % (from the discount item record
Payment Term	list/terms	No	select the payment term to apply discount
Start Date	date	No	start of the promotion
End Date	date	No	end of the promotion
Minimum Order	amount	No	define the required minimum order amount (in the order currency)
1st Order Only	checkbox	No	indicates if apply only to the 1st order of the customer
1st X Period Only	Integer	No	indicates if apply only in the first X months of the customer
Customers Apply	list / saved search customers	Yes	define the eligible customers

SOLUTION

Prerequisites of the task is as follows:

Need to create a custom record with following fields

Field Name	Type	Mandatory	Function
Promotion Name	text	Yes
Buy Item	list / saved search items	Yes	define the items customer needs to buy from : single select, the user select one item’s saved search and promotion need to apply to these list of items
Minimum Qty	Integer	Yes	define the minimum qty the customer has to buy from EACH item
Minimum SKU Qty	Integer	No	define the minimum different SKU qty the customer has to buy (All the items on the ‘Buy Item’ saved search should present in the transaction with the given ‘Minimum SKU Qty’ as total SKU quantity)
Discount Item	list / discount items	Yes	define the discount item to use & the discount % (from the discount item record)
Payment Term	list/terms	Yes	Always apply when payment term = cash
Combinable	checkbox	No	The checkbox indicates if the promotion can be combined with other promotions
Start Date	date	No	start of the promotion
End Date	date	No	end of the promotion
Minimum Order	amount	No	define the required minimum order amount (in the order currency)
1st Order Only	checkbox	No	indicates if apply only to the 1st order of the customer
1st X Period Only	Integer	No	indicates if apply only in the first X months of the customer Example : if a user enters 1 in a promotion entry, then that will be applicable only till “same day on next month of customer created date”
Customers Apply	list / saved search customers	Yes	define the eligible customers

NB will create the custom record entries in the client’s account.

Need to create a custom column field on the sales order to store the Promotion Name on the Discount item line. This can be used to identify the Discount items added by custom NBS Promotion script and reset will be done only for those discount lines on the Sales Order Edit
Additional custom Record, attached as child record to Transaction. This will list all the applied NBTY Promotions on the transaction

The description of the task is as follows:

The requirement can be achieved by deploying a User Event Script, Client Script and Suitelet.

The User Event Script will add a button called ‘Calculate NBTY Promotions’ on Create event and Edit Event. The button action will be defined in Client Script. The user should manually click on the button to trigger NBTY Promotion calculation. When the user clicks on this button, the Client Script will create a JSON object containing the customer, list of items, their quantities (and line number) and make a POST request to Suitelet. Suitelet will load all the promotions and will check which all promotions are applicable to current customer. Then, the Suitelet will check which all items are present in each promotion. Then by comparing with the items and quantity on Suitelet request body, it will create a JSON response with details of the promotions that apply and the relevant discounts. Upon receiving the JSON response from Suitelet, the Client Script will inserts/updates discounts into the quote and will also set which is the promotion applied on the custom transaction column field .

The proposed script will fetch the the promotion code applicable for the items in a Quote by checking the following criterias

Buy Item any of the Quote item
Customers Apply is Quote Entity
Start Date before Transaction Date –OR– Empty
End date after Transaction Date –OR– Empty
Minimum Order is less than or equal to Subtotal –OR– Empty
Either Minimum Qty is empty –OR– greater than or equal to the line item quantity
Either Minimum SKU Qty is empty –OR– greater than or equal to the total quantity of items listed in the ‘Buy Item’ saved search
Payment Term is Cash
If 1st Order Only is True, then check whether the Quote is customer’s first quote
Exclude Promotions that are 1st X Period Only is over

The promotion code from the above steps will be filtered again based on the Minimum Qty from each line. From the results, script will consider the maximum discount promotion code for each item line based on the percentage defined on the corresponding Discount Item record and it will be added as the next line after the corresponding item on item sublist. Upon adding a discount item, Netsuite populates the amount automatically based on the previous item amount and the discount percentage.

Notes

Applicable only to Quote/Estimate
Applicable only for Spain Subsidiary
Logic will apply only for Inventory Items and Assembly items
Payment Terms should be always Cash on NBTY Promotion custom Record and the Quote terms should be Cash for promotion to apply
Minimum Order Amount field on NBTY Promotion custom Record will consider only the numerical value irrespective of the currency
No Server Side NBTY Promotion will occur. Such promotion can be triggered only by user interaction by clicking on the ‘Calculate NBTY Promotion’ button on Edit/Create mode. Discount lines will be added only after clicking on the ‘Calculate NBTY Promotion’ button
There are cases where the applied discount will directly affect the Subtotal instead of being represented in the ‘Discount’ Field. We will always refer the Subtotal Field when ‘Minimum Order’ field is filled with an amount
Large Number of NBTY Promotion can affect the performance of script
The NBS Promotion code will be applied to each item based on the highest Discount corresponding to that item. This will be done for each item from the first line to last. That means that, if there are combinable promotions, it will check which promotion gives the highest discount/benefit to the customer and will apply that one only.
Also, the custom promotion script will not consider whether the Discount/Free Items added or not by NS SuitePromotion. So the items from the Gift Promotion will be excluded if the “Free Gift Promotion” field on the item line is not empty.
We assume that
- The field “1st Order Only“ is used to mark that promotion code can be applied only to the first Quote of a customer after creating that customer in Netsuite. So that second Quote onwards the script will not consider that Promotion Code even though that code is not applicable to the first Quote due to other criteria failure.
- The amount added on the Minimum Order will directly compare with the Subtotal of the order. The script will not perform any conversion on the minimum order amount based on currency. So if the Amount added is 1000, then it will take as $1000 for US currency transaction and €1000 for EUR currency transactions.
- If a single item entered multiple times in a Quote, then that line will be considered separately for identifying the applicable promotion. So the Minimum Qty will be compared only with the quantity from the current line.
In case any Discount item that is used in the custom Promotion entry has been made inactive, then the proposed script will ignore those Promotions.
The closed item lines will be ignored in the Promotion code setup script

RESULTS AND EVALUATION

Login to Client’s Account
Create a Quote with required details
Click on apply NBTY Promotion button
Check whether the Promotion codes are applied to each line if any codes are applicable based on the criterias.

TIMEFRAME

Estimated Effort: 40 hrs