Applying Promotions and Discounts to a Transaction
Promotions are applied to transactions in NetSuite on the Promotions subtab of a sales order. Note that a customer and at least one item must be added to a transaction before you can add a promotion.
The topics outlined in this section refer to applying promotions in NetSuite. You can also apply promotions to transactions:
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on a web store order in Commerce web stores, see Promotions in Commerce Web Stores.
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at the point of sale in SCIS, see Promotions and Coupon Codes for SCIS.
Watch the following video to find out how to work with SuitePromotions so you can take advantage of its features.
To apply a promotion on a transaction:
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Go to Transactions > Sales > Enter Sales Order
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Create a sales order.
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Select a customer.
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On the Items subtab, add the items to be purchased in this transaction.
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Click the Promotions subtab.
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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.
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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. For more information, see Applying Automatically Added Free Gift Items.
When using the Custom Item Filters feature in conjunction with Promotions, it is crucial to ensure that the discount items added by the promotion are also included in the configured Custom Item Filter.
If the discount item is not part of the custom item filter, the system might not process the added item correctly resulting in an inconsistent transaction state.
For more information about the Custom Item Filters feature, see Filtering the Items Dropdown List on Transactions.