Overview
If a user has Rebate deals with Suppliers, it is possible to track these Rebate deals through Purchasing & Inventory. This can then be used to verify an invoice from the Supplier or verify the numbers which the Supplier is providing. Rebates can also be used to accrue any credit due to the business.
Please Note: Rebates are managed at CP (or property level if there is no CP in place), and the Rebate totals are calculated on received values of specific Products.
Setting up Manufacturers
- To set up a Manufacturer, go to Accounting > Rebates > Manufacturer
- Select Create a new Manufacturer
- The Manufacturer Name can be the Supplier name or the Brand name, i.e. Heinz, depending on the Rebate deal
- Populate the rest of the fields as required
- Select Save
Fig.1 - Creating the Manufacturer
- Select Add Programs
The ‘New Program’ screen will display.
- Populate the Program Details fields as required
Further information on these fields is displayed below.
Field |
Description |
Program Name |
Name of the Rebate Program |
Program Start Date |
Start date of the Rebate agreement |
Program End Date |
End date of the Rebate agreement |
Rebate Type |
Fixed - A fixed value per item, i.e. £10 Rebate on every barrel of beer purchased |
Add Product |
Select the Products which are included in this Rebate deal |
Product Number |
Auto-populated by the Add Product function |
Product Description |
Auto-populated by the Add Product function |
Manufacturer Product Number |
This field is optional. However, as the Manufacturer is often different to the Distributor, then it is recommended that the number is recorded here |
Rate |
Value of Rebate in either percentage or fixed terms, see Rebate Type |
Comment |
Optional |
- Select Add Product
Fig.2 – New Program Screen
- Use the pop-up window to add the Products as required to the Manufacturer
- Save
Fig.3 - Adding Products to the Manufacturer
Reporting on Rebates
To locate the report for Rebates:
- Go to Accounting > Rebates > Manufacturer Rebate Report
- Select the Report Criteria as required using the tick boxes
- Select Generate
Fig.4 - Running the Rebate Report
The Rebate Report results will then display.
The 'Program Total' is the total owed to the business from the Supplier/Manufacturer.
Fig.5 - Rebate Report Results
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