Table of Contents

Overview

The Sales Rebates app allows you to create customizable rebate programs that reward customer loyalty and boost sales. With flexible rebate calculation methods, tiered discount options, and detailed tracking of rebate transactions, you can easily manage rebates ensuring accurate payouts.

Key features

  • Customizable Rebates: Create rebates for any combination of customers and items, and define who receives the payment if different than the customer.

  • Flexible Calculations: Choose to calculate rebates by sales percentage or per unit.

  • Tiered Rebates: Set up rebate programs with tiered levels, offering higher discounts as customers increase their purchase volume.

  • Direct Calculation: Calculate rebates while creating sales orders and invoices, and preview the rebate entries before posting the sales document.

  • Rebate Reversal: Reverse a rebate with a sales credit memo when customers return an item that had a rebate applied.

  • Manage Rebate Application: Accrue rebates to the general ledger, and then manually apply partial or full rebates to customers at a later date, or apply rebates directly to invoices for immediate savings for the customer.

  • Rebate Adjustments: Manually post rebate adjustments through a rebate journal.

  • Rebate History: Access rebate details, including the amount, what's posted to the general ledger, and how much remains to be applied to the customer account.

See also