Problem

The client had a custom homegrown system that offered a lot of flexibility, resulting in various tables with promotional data scattered throughout. It wasn’t a relational database or a pre-existing ERP system. Built and configured nearly 20 years ago, the client had been adding to it over the years, which made it increasingly complex.

Additionally, the promotional data lacked a centralized location, making it difficult to find and apply all promotional attributes to transactions. Initially, the client considered NetSuite SuitePromotions to manage their discounts; however, they faced thousands of scenarios that varied based on customer, quantity purchased, mix-and-match discounts, buy X get 1 for $X offers, and unique discounts from historical pricing and government contracts.

The task involved consolidating their discount tables into one centralized database, thereby enabling a single system to accurately calculate discounts based on the unique criteria and metrics for each customer. At first, we attempted to use SuitePromotions for discount configuration, but we encountered significant limitations. SuitePromotions allowed a maximum of 30 promotions, while we needed to manage thousands. Moreover, using the SuitePromotions module heavily would lead to performance issues, prompting us to seek an alternative solution regardless.

The client wanted the discounts to apply automatically based on the specified criteria, as long as we could define it in the backend with some logic. However, the SuitePromotions UI proved technical and not user-friendly for setting up and managing ongoing discounts and promotions. Additionally, it did not support CSV imports, which heightened the client’s concerns. This situation underscored the need to develop a custom solution that they could manage with minimal technical interference.

Clients Requirements:

• Ability to import promotions by CSV in batch
• Enable unlimited auto application of promotions (SuitePromotions has a maximum of 30)
• Allow various item eligibility rules (individual item, user-defined custom grouping, product class, min/max quantity)
• Facilitate discount % AND/OR $
• Provide volume pricing with GL Impact discounts
• Implement contract pricing with GL Impact discounts
• Require GL Impact on every discount applied
• Ability to configure a Promotional Term if the sales order is eligible (ie. if you buy X product you get a better Term for payment)

Types of Client Promotions

Standard Program

Basic program 

Applies on Product groups

1 standard program per product group

Customer Program

Customer can belong to multiple Customer Programs (by Customer Group)

Priority based per Product

Customer Product Pricing

Specific amount discount by customer by product

SPA and Margin Enhancement same thing

Simplified Pricing

• 10 pieces +5%
• 25 pieces +7%
• 50 pieces +8%
• 100 pieces +9%
• Not combinable with bids and contracts
• Does not combine with Standard Program and Customer Program

Mix and Match

Any items on the list of items in the mix and match promotion will be eligible

Quantity required is based on total quantity of items on order matching the items on the promo list

Buy X get 1 for $

Applies individually by item

Not mixed and matched between list of items

Bids and Contracts (typically for government)

Organized by priority (lowest discount % applies)

Uses a contract $ (coupon code)

If used, not combinable with any other promotions

Bids and Contracts with Old Pricing (from contract)

Contract pricing can’t change

If price increases, we need to keep track of old agreed upon pricing 

Bids and Contracts with Warranty

If you buy X item with warranty Y years you get % discount

Demo Promotion

If you qualify with quantity by item, 1 item splits in separate line and get Demo DFI applied to that line

Terms Promo

For customers and date eligible, set the term on the SO

Solution: Custom Promotions in NetSuite

Solution Architecture:

• Two custom records were created – parent/child records.
• Parent custom record is for the promo header level data.
• Child custom record is the promo definition by item/item grouping.
• Scripts to manage data extract, define customer/sales order/item eligibility and apply discounts automatically.

A custom record holds all the data and criteria applicable for client promotions. Specifically, it tracks values like location, subsidiary, currency, items, and quantities. Once a sales order is created for a customer eligible for a promotion, the system saves the transaction. Upon saving, a user event script runs to review and evaluate the client’s eligibility for promotions and check if all criteria are met for specific discounts. If the criteria match, the system automatically applies those discounts to the sales order as additional lines, thereby reflecting the appropriate General Ledger impact and updating the discounted sales order. Conversely, if the criteria do not match, the sales order proceeds unchanged.

Additionally, the client has the ability to override promotions and discounts if necessary. This feature allows for error resolution if a discount is not applied correctly or if they need to manually update an order urgently without waiting for a technical solution. By clicking a simple checkbox, the client can control whether to override the automation, provided the user has the appropriate permissions.

Ultimately, the final result is a solution that the client truly appreciates. It not only outperforms their legacy disparate systems, which lacked controls, but also enables them to create promotions without needing IT resources. This represents a significant improvement that the finance team greatly values.

The post How OdeCloud Transformed Custom Promotions in NetSuite appeared first on OdeBlog.

We are excited to announce a strategic partnership between OdeCloud and ShipHawk, marking the beginning of a new era in seamless fulfillment solutions for our esteemed clients. 

This partnership merges OdeCloud’s proficiency in business technology consulting with ShipHawk’s innovative fulfillment management solutions, ensuring unmatched efficiency and customer satisfaction.

By joining forces, OdeCloud and ShipHawk are able to offer a comprehensive suite of services that streamline the entire fulfillment process, from order management to shipping and delivery.

Why ShipHawk?

ShipHawk is a Fulfillment Management Solution focused on automating and improving the world behind the buy button and giving businesses access to the same tools and efficiencies used by the largest companies in the world. ShipHawk works with high-volume retail, wholesale, and eCommerce shippers using an ERP. Their solutions include a warehouse management system (WMS), advanced shipping, in-cart rating, freight and parcel audit, and a handheld dimensioner.

ShipHawk stands out as a leader in the fulfillment management space, offering a comprehensive suite of services designed to streamline operations and enhance the customer experience.

From warehouse management systems to advanced shipping capabilities and parcel audits, ShipHawk brings a wealth of benefits to businesses seeking to optimize their fulfillment processes.

OdeCloud & ShipHawk Partnership Benefits 

The partnership between OdeCloud and ShipHawk is poised to revolutionize fulfillment processes for our clients, delivering tangible benefits in efficiency, cost savings, and customer satisfaction. With OdeCloud’s expertise in business technology consulting and ShipHawk’s cutting-edge fulfillment management solutions, clients can expect a tailored approach to meet their specific needs and goals.

Benefits for OdeCloud Clients:

1. Efficient Order Fulfillment: Clients can expect faster and more accurate order processing, leading to improved delivery times and customer satisfaction.
2. Cost Savings: ShipHawk’s advanced shipping solutions help clients save on shipping costs and optimize their logistics spend.
3. Scalability: As businesses grow, ShipHawk’s scalable platform can accommodate increased order volumes and complex shipping requirements seamlessly.
4. Enhanced Visibility: Gain real-time visibility into shipments, inventory levels, and delivery status, empowering clients to make informed decisions and improve operational efficiency.
5. Exceptional Customer Experience: Deliver exceptional customer experiences with on-time deliveries, accurate tracking, and hassle-free returns management.
6. Access to Industry-Leading Technology: Clients benefit from access to ShipHawk’s state-of-the-art fulfillment technologies, backed by OdeCloud’s expertise in implementation and optimization.
   
   

Stay tuned for upcoming webinars and educational sessions where we’ll dive deeper into how OdeCloud clients can leverage ShipHawk’s solutions to unlock operational excellence, drive cost savings, and exceed customer expectations.

More About Shiphawk

Learn more about how ShipHawk can transform your fulfillment experience by contacting our team or visiting https://shiphawk.com/. Don’t miss out on the opportunity to unlock operational excellence and drive growth with OdeCloud and ShipHawk.

The post OdeCloud Partners with ShipHawk: Unlocking Seamless Fulfillment appeared first on OdeBlog.