Adding Vendor Volume Rebate Programs

Some vendors provide a greater rebate when buying in bulk or volume quantities during a specific time frame. After you have details from your vendor for the program being offered, you can enter that program and its details through the vendor's record. Use the Vendor Volume Rebate Program window to create, define, monitor, and delete vendor programs, as needed.

You can enter as many programs for a vendor as are needed. The system saves the program information for review at a later date in theRebate Summarywindow. Programs can run simultaneously. A single order can apply to multiple rebate programs.

Note: Users must be authorized to view and edit this window.

To add a vendor volume rebate program:

  1. From the Maintenance menu, select Vendor to display the Vendor Maintenance window.

  2. In the Vendor field, enter the vendor name for the vendor to which you want to add a vendor volume rebate program.

  3. From the Additional menu, select Vendor Volume Rebates > Vendor Volume Rebate Program Setup . The system displays the Vendor Volume Rebate Program Setup window.

  4. Click New Program. At the prompt, enter the new program name, such as Lighting Over 100K.

Note: To edit an existing program, enter the program name you want to edit in the Program Name field and press Enter.

  1. Use the Closedheader fields and tables to define and adjust the program terms:

    Field

    Description

    Program Start Date

    Define the time parameters for when the rebate program is active.

    Orders within the time frame and with the correct criteria apply to the rebate. Check the rebate summary to see how close to the vendor target you are for the program.

    Program End Date

    Branch/Terr/All

    Select which branches or territories are eligible for the rebate program.

    Based On

    Select the vendor target on which the rebate program is based: Dollars, Weight, Pieces, or Load Factor.

    Tier Type

    Indicate whether you can include all orders toward the vendor target or if the program requires increments based on order totals:

    • Include All - If you reach the defined dollars for Tier 2, all orders that apply to the rebate program are included at the Tier 2 rebate percentage.

    • Incremental - If you reach the defined dollars for Tier 2 only those purchase amounts above Level 2 use the Tier 2 rebate percentage. Those at Level 1 use the Level 1 rebate percentage. The system will split line items if the value falls between two rebate tiers.

    For more information, see the examples outline on the Vendor Volume Rebate Overview.

    Purchases area

    For each PO Type indicate if you are including or excluding the type from the rebate order.

    Note: If you excluding a specific customer in the Exclude from Program area to exclude the customer from the rebate program, Directs must be set to Include.

    Rebate Tiers area

    For each tier define the start and end dollar amounts and the associated rebate for that dollar range. For example:

    Include in Program

    Select which types to include in the rebate program: Price Line, Sell Group, Buy Line, Buy Group, Product and Rebate Group. Set the Type field to All to include all lines, groups, and types.

    For each type you include, use the Value field to limit the program to specific lines, groups, or products.

    Exclude in Program

    Enter the customers to exclude from the rebate program.  For example, the vendor may not allow direct shipments to national accounts to count towards the rebate program.

    Select which types to exclude in the rebate program: Purchase Order, Price Line, Sell Group, Buy Line, Buy Group, Product, Parent Customer, Bill-To Customer, Ship-To Customer and Rebate Group. Set the Type field to All to include all lines, groups, and types.

    For each type you include, use the Value field to limit the program to specific lines, groups, products, or customers.

  2. Review rebate summaries, if needed.

  3. Review rebate detail, if needed.

Note:Use the File > Copy option to copy your program to create another program based on the parameters defined in this program, if needed.

  1. Save your changes and exit the window.

Note: The system displays a message to build the rebate data. You can select Yes or No. Refer to the help topic Building, Scheduling, and Purging Vendor Volume Rebate Data for more information.