If you have questions or issue, email the iTPM Help Desk: support@cgsquared.com
- Promotion Planning: iTPM-User-Guide-Promotions-24.1.2 PDF New!
- Annual Planning user guides and training videos:
- See what is new in iTPM
You can access this directly from within NetSuite: iTPM -> Help -> Promotion Planning User Guides
Information & Getting started Videos:
- What is an iTPM Promotion?
- Promotion Sub-tabs
- Promotion KPIs
- What is a promotion type?
- Direct vs Indirect Customers
- Ship vs Order vs Performance dates
- Lump Sum
- Promotion status vs condition
- Off-invoice vs Bill-back
- Unit of Measure
- Rate per unit vs % discount allowances
- Percent redemption
- NetSuite price level
- Who is the owner of the promotion?
How-to videos for Promotion Planning:
- Create a new promotion
- Find a promotion in a list
- Calendar View
- 3 ways to enter estimated volume
- Copy a promotion
- Mass Copy promotions
- Process Plan button
- Submit promotion for approval
- Attach Documentation
- Approve a promotion
- True-up/down Estimated Spend
- Changes to approved promotions
- Void a promotion
- Delete a Promotion
- Close a Promotion
- Re-Open a Promotion
NetSuite Basics: These basics of NetSuite can help you get started.
- Skip this if you already use NetSuite!
- NetSuite Basics for first time users PDF