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:

To apply a promotion on a transaction:

  1. Go to Transactions > Sales > Enter Sales Order

  2. Create a sales order.

  3. Select a customer.

  4. On the Items subtab, add the items to be purchased in this transaction.

  5. Click the Promotions subtab.

  6. 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.

  7. 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.