Creating a Promotion

Use this topic to create a promotion in NetSuite Point of Sale (NSPOS). You can also use the topic as a guide to updating an existing promotion.

Creating a promotion involves the following steps:

1. Determine the conditions you want your promotion to have, including type of discount, dates when it will be effective, which locations will offer it, and what items will be included. Ensure that all items included in your promotion are added to NetSuite as NetSuite item records before continuing.

2. Create or verify Discount Item is ready. A Discount Item selection is required for setting up a promotion. It is used to track sales generated for a promotion.

3. Create the Promotion Record. NSPOS promotion records are called RA-Promotion custom records. In this record you assign all the conditions and items you want to include.

4. Allow time for the Promotion Record to synchronize with NSPOS registers. This takes approximately 15 minutes. After syncing, your promotion becomes available to all POS registers at the locations you specified.

   Warning:

   You should not perform mass record updates during business hours. Creating or importing large numbers of promotions or other records at one time can impact the synchronization process at your registers. See Benchmarks for Data Transfers and System Limits.

• Create or Verify Discount Item

• Create a Classic Promotion Record

• Create an Advanced Promotion Record

General Notices