Setting up vendor rebates

Rebates can be set up by product, rebate type, price type, product line, and product category.

  1. Select SA Administrator Options > Products > Rebates, and then select rebate types and options.
  2. Select Documents > Sales Orders > Processing, and then specify the calculation method.
  3. To use vendor rebates based on purchase and subtract vendor rebates from cost, select Sales History > Rebates/Basis. Select Subtract Vendor Rebate from Cost .
  4. To group products by the type of rebate offered, define the rebate type records in SA Table Code Value Setup .
  5. Add the rebate type to customer records in Customer Setup-Ordering.
  6. Add the rebate type to product records in Product Catalog Setup-Pricing and Product Warehouse Product Setup-General.
  7. To enter a product cost used specifically for determining rebate amounts, create a rebate cost record in Product Maintain Balance Entry.
  8. To create a rebate record, select Pricing and Discounting > Setup > Pricing.

    Selections that you can make in this function may depend on Vendor Product Groups that are set up in SA Table Code Value Setup.

  9. Click Rebate Records, and then click New.
  10. In the Rebate Code field, select the Vendor on Purchase or Vendor on Sale.
  11. Complete the remaining fields, and then click Save.
  12. Specify the required information on the General section.
  13. Click Save.
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