Configuring Promotions

To use promotions in NetSuite, an administrator must first enable the promotion features.

If you choose to use the Advanced Promotions SuiteApp, an administrator must first install the bundle and set up role permissions.

Enabling Promotion Features

An administrator can enable promotion features at Setup > Company > Setup Tasks > Enable Features (Administrator) 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:

  1. Go to Setup > Company > Enable Features, and click the Transactions subtab.

  2. Under Sales:

    1. Check the Promotion Codes box.

    2. Check the SuitePromotions box.

    3. Check the Auto-Apply Promotions box.

  3. Click Save.

Note

The SuitePromotions feature is not compatible with the Revenue Commitments feature. Disable Revenue Commitments before you enable SuitePromotions. For more information, see the help topic Enabling the Revenue Commitments Feature.

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 Promotions

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:

  1. Go to Setup > Company > Enable Features, and click the Company subtab.

  2. Under Classifications, check the Locations box.

  3. Click Save.

Enabling Features for Website-Based Promotion Eligibility

Before you can set website-based promotion eligibility, you must first set up SuiteCommerce Advanced. For more information, see SuiteCommerce Advanced.

Note

Site Builder websites are not eligible for website-based promotion eligibility.


Configuring How Free Shipping Eligibility is Calculated

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:

  1. Go to Setup > Marketing > Promotions Preferences.

  2. 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.

  3. Click Save.

Installing Advanced Promotions

An administrator must install the Advanced Promotions bundle and set up role permissions before you can create Advanced Promotions.

To install the Advanced Promotions bundle:

  1. Ensure the Promotion Codes feature is enabled.

    1. Go to the Transactions subtab at Setup > Company > Setup Tasks > Enable Features (Administrator).

    2. Under Sales, check the Promotion Codes box.

    3. Click Save.

  2. Install the Advanced Promotions SuiteApp.

    1. Go to Customization > SuiteBundler > Install Bundle (Administrator).

    2. Use the following search criteria to locate the SuiteApp:

      • Location: Production Account

      • Account ID: 3856193

      • Availability: Public

      • Bundle ID: 49247

      The company name is NetSuite Platform Solutions Group. For information on installing SuiteApps, see the help topic Installing a Bundle.

      Important

      The promotion entry forms installed with this SuiteApp are locked and cannot be customized.


  3. Enable the promotion types:

    1. Go to Customization > Plug-ins > Manage Plug-ins > Promotions (Administrator).

    2. On the Manage Plug-In Implementations page, under Promotions, check the box next to each promotion type you want to create.

    3. Click Save.

The Advanced Promotions SuiteApp is a managed SuiteApp and is automatically updated whenever there are updates. These issue fixes and enhancements are available after the SuiteApp is updated in your account.

After you install the Advanced Promotions SuiteApp, when you go to Campaigns > Marketing > Promotions > New, you can choose from a list of promotion types. Selecting a promotion type opens a promotion form specific for that promotion type.

If you use custom roles that you want to access the Advanced Promotions SuiteApp, assign the following permissions to those roles:

Under Permissions > Lists:

  • Currency - View (This permission is required only if you use the Multiple Currencies feature.)

  • Customers - View

  • Documents and Files - View

  • Items - View

  • Perform Search - Full

  • Promotion - Full

  • Publish Search - Create

Under Permissions > Custom Record:

  • AP Eligible Customer - Full

  • AP Minimum Purchase - Full

  • AP Promotion Discount - Full

  • AP Promotion Shipping Method

  • AP Promotion Shipping Price

  • AP Promotional Offer - Full

  • AP Saved Search Select Setup - Full