(Vendor Rebate users only)
Use the following procedure to set up a rebate plan for a customer. A rebate is a negotiated agreement you make with a vendor to offer special pricing on a certain item, or items, to a specific customer or group of customers for a certain amount of time (typically a year). Per the rebate terms with your vendor, you receive money back from the vendor, typically on a monthly or quarterly basis,.based on the specified customers' purchases of the designated item(s).
Display the Customer Maintenance window, and display the customer for whom you're setting up a Rebate Plan.
Click Go To, and select Maintain Rebate Plans (or use the hyperlink on the Misc tab).
From the Rebate Plans window, type a name for the plan in the Rebate Plan box, and a description of the plan in the Description box.
Fill in the remaining fields above the grid (Best, Trade Discountable, Terms, Incl CPP < Non-Disc/Promo Prc, Vendor [a required field], and Contract ID), and click Add to add the plan header. For a definition of each field, click here.
Click the Category column, and click Add. The New Category Record dialog box displays.
Fill in the fields, and click OK. Click here for a definition of each field.
Depending on which "Type" you selected in the previous step, a subsequent dialog box displays. Fill in the fields in that dialog box, and click OK.
When the New Category Record dialog box displays again, do one of the following:
If you have another category to add, repeat steps 8 and 9 to add it. Then continue with the rest of this procedure.
If you are finished, click Cancel, and then close the Rebate Plans window.
In the Rebate Plan field on the Misc tab, enter the rebate plan name you just set up, and then click Change on the Customer Maintenance tool bar.
If you selected "Rebate Group" as the "Type" in step 6, click here for instructions on coding items in a rebate group.