Minimum Version Required: 22.01
Steps
How to set up a Rebate Promotion
Using Universal Search, navigate to the Promotions table
Click the Add Promotions button
Enter values to all required and applicable optional fields displayed in the New Promotions form and click the Add Record button when complete
- Promotion Type: Select Rebate
- Amount: The amount to be sent back to the customer
- Line: If you set up a Line for this Promotion, set it here
- Promotion Name: Enter the name of the promotion to identify it from other Promotions or Rebates
How to use the month-end rebate builder
Using Universal Search, navigate to the Month-End Rebate Builder dashboard
Select the month for which you'd like to build rebates then click Build Rebates
Once the page is loaded and Build Rebates processes are complete, click the link provided to see the newly generated Rebate Invoices
Best Practices
Before setting up the Promotion, consider the products and customers it will apply to. If you have groups of products that should have the same rebate, you may consider setting them up as a Line.
Zones are a way of grouping customers together to share the same pricing. Markets are broader than Zones and can be a combination of Zones or chains or even both
All Promotions must have a Location, either from the Market or Promotions Locations.
All Promotions must have either Promotion Customers or Promotions Zones. Promotions Zones can be added directly to the Promotion or to the Market.
The tool tries to find a Route in the right Location's Route Version whose Route Type has LS Type = Cust Rebates. If it is unable to find an active route that meets this criteria, it just randomly picks one from the Location's active Route Version.
The tool will find invoices in the selected date rage, that are balanced or verified, that have num units and a price that do not equal 0, that are NOT on a Cust Rebate LS Type