Rebate Entries

Description

The rebate entries embrace all financial transactions related to rebates, derived from each customer's sales statistics. They are generated from periods and Customer targets page, utilizing the Generate Rebates action.

Settle Rebate Amounts

From the rebate entries page, we can settle each one of them depending on the payment method configured both for the customer and at a Rebates Setup. After posting the settling document, the rebate entries will display a settled status, with no outstanding rebate amount to settle.

Settle Benefits

To settle benefits, we simply need to click on the settle action and apply it to those rebate entries that are benefits. When a custom type benefit is settled, it's status changes to settled, indicating that it has been delivered to the customer. For a Sales Discount Coupon type benefit, it changes its status to settled and will create a Sales Discount Coupon with the filters that apply to the customer, the features in the selected template for that benefit and the date range that will be valid.

The following screenshot shows how a custom benefit is settled.