Promotion code records are a great way to apply discounts to certain items on your website NetSuite provides an easy way to manage discounts in the UI but if you're looking to manage a large number of items in bulk you can save time by managing them in Excel.

In this video scenario, we have an Excel source file (Promo Sheet) which we can reference to create/manage our promotion codes within Excel and import them into NetSuite.

To create promotion code records, we will need to build a Promotion Code ExtendInsights template. The following are common fields that are required or used to create the Promotion code record in NetSuite.

In the video, we copy and paste the data from the Promo Code into our Promotion Code template. We will paste it in the Name, Code, Discount, and Item fields. To make it public, we will enter the TRUE value into the Is Public field.

💡 Pro Tip: To streamline this use case, you can leverage Excel formulas and VBA functions when referencing data on another tab or Excel workbook.

Optional: If you need to exclude certain items, you can enter in TRUE value in the Exclude Items field column.

With ExtendInsights, you can edit existing Promotion code records. In the video, we are going to remove the line items of a record.

Step 1: Highlight the rows of the items you wish to remove and click Delete Rows.

Step 2: Go to the Update icon and select Upsert Selected Record to update the record.

After the update, we can confirm the update was successful by going to the record in the NetSuite UI.

You can assign specific items to be excluded from your promotion code. Make sure you have the Exclude Items field in your template.

Step 1: When creating or updating records, set the value of the Exclude Item field to TRUE.

Step 2: Go to the Update icon and select Upsert Selected Record to update the record.

The Items are now excluded from the applied promotion code.