{"id":338,"date":"2015-10-23T09:42:26","date_gmt":"2015-10-23T08:42:26","guid":{"rendered":"http:\/\/kitt\/knowledgebase\/?p=338"},"modified":"2015-10-23T09:42:26","modified_gmt":"2015-10-23T08:42:26","slug":"setting-up-customer-rebates","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=338","title":{"rendered":"How to Setup Customer Rebates"},"content":{"rendered":"

Season allows customers to be setup with up to 3 rebate percentages.<\/p>\n

Setting up Customer Rebates<\/h2>\n

To setup customer rebates,<\/p>\n

    \n
  1. On the Operations Menu, go to Sales Invoicing -> Customer Setup and select the Settings and Account Mapping tabs, as shown below.<\/li>\n
  2. Enter the rebate information as shown: you can enter up to 3 rebates A, B and C.<\/li>\n
  3. Select a Nominal and analysis code from the list, as shown below and set your rebate %.\n
      \n
    • e.g. 10.00 will indicate 10% rebate on any invoices posted to the account.<\/em><\/li>\n<\/ul>\n<\/li>\n
    • Press F2 or click the Save button to save.<\/li>\n<\/ol>\n

      \"\"<\/p>\n

      Once this is setup any invoices posted to this account in the future will include the rebate.<\/p>\n

      Please Note: Rebates do not discount the customer invoice amount. The customer will still be invoiced and charged the full value of the invoice.<\/em><\/p>\n

      How Rebates Appear Throughout Season<\/strong><\/h2>\n

      The rebates are shown on various Season Reports and Views<\/p>\n

      Sales Journal Report<\/strong><\/h3>\n

      When the Sales Journal Report is run, the Rebates values will be shown in the Rebate column (see below).<\/p>\n

      \"\"<\/p>\n

      E.g. This invoice was posted with a 10% rebate.<\/p>\n

      They are also shown as part of the Rebates Journals (TJ12 by default) on the sales journal report, as shown below.<\/p>\n

      \"\"<\/p>\n

      Gross Margin Report<\/strong><\/h3>\n

      Rebates are shown in the Gross Margin Report under the ‘Rebate\/Delivery’ column<\/p>\n

      \"\"<\/p>\n

      Journal Management Program<\/h3>\n

      Rebates will appear in the Journal Management Program under the Rebates Journal (TJ12 by default). Here you can view rebates for a given financial period.<\/p>\n

      \"\"<\/p>\n

      Nominal Drill Down<\/h3>\n

      The rebates will appear in the Nominal Drill Down on the rebates nominal code as setup against the customer accounts.<\/p>\n

      To view the rebates in the Nominal Drill Down Program,<\/p>\n

        \n
      1. On the Operations Menu, select Nominal Ledger-> Drill down<\/li>\n<\/ol>\n

        \"\"<\/p>\n

          \n
        1. Enter in the rebate Nominal you wish to view in the From and To Nominal fields.<\/li>\n
        2. Enter in the From and To financial Periods<\/li>\n
        3. Click the Refresh button to load the data.<\/li>\n
        4. You can view a detailed drill down of the rebates journal for the selected month in the detail grid by clicking on the Detail Drill Down button.<\/li>\n<\/ol>\n

          \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

          Season allows customers to be setup with up to 3 rebate percentages. Setting up Customer Rebates To setup customer rebates, On the Operations Menu, go to Sales Invoicing -> Customer Setup and select the Settings and Account Mapping tabs, as shown below. Enter the rebate information as shown: you can enter up to 3 rebates […]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[356],"class_list":["post-338","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice","tag-rebates"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/338","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=338"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/338\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}