Set Up Customers

You can assign a rebate group to a customer, and define who receives the rebate payments.

Assign a customer rebate group to a customer

To include a customer in a specific customer rebate group, you must assign the customer rebate group code to the customer.

1. Choose the icon, enter Customers, and then choose the related link.

2. On the Customers page, select the customer to which you want to assign a customer rebate group.

3. On the Customer Card page, in the Invoicing FastTab, populate the following field:

   Field	Description
   Customer Rebate Group	Select the rebate group to which the customer belongs.

Define pay-to rebate customer

You can define a different customer who will receive rebate payments for items that you sell to the customer. For example, if you want to pay rebates to a broker.

1. Choose the icon, enter Customers, and then choose the related link.

2. On the Customers page, select the customer for which to assign the pay-to rebate customer.

3. On the Customer Card page, in the Payments FastTab, populate the following field:

   Field	Description
   Pay-to Rebate Customer	Select the customer who will receive the rebate payments. When a pay-to customer is used, rebates will be calculated based on the sell-to customer number on the sales document, but when the rebate is applied to the customer, it will post to the pay-to customer account.