Member Rebate Programs

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Member Rebate Programs

 

The Member Rebate Programs grid displays all Rebate programs contained in the database.

 

The Grid listing can be grouped by various grid headers. ( see Grid for more information)

 

RebateProgramGrid

 

To create a new Rebate Program record select on the tool bar the New newiconbutton.

 

To open a Rebate Program record double click the Rebate Program record and the Rebate Program profile will be displayed. Once the Rebate Program profile is open the user can edit the information it contains.

 

RebateprogramProfile

 

Member Rebate Program Name: Name of the rebate program (must be unique)

 

Company:  Simply Accounting Company associated with the rebate program

 

GL Account:  Number of the Simply Accounting GL account to register the rebate amounts

 

Warehouse Tax Account: The Simply Accounting Tax account to use for the Warehouse Tax for this rebate program.

 

Warehouse Tax rate: the tax rate ( percentage)  used to calculate the amount of tax associated with the rebate warehouse items.

 

 

Members tab:

Contains a list of member associated to this Rebate program.

 

To add a new member use the New new2iconrecord button in the tab section.

To link an existing member to the rebate program select the Link Linkbuttonbutton.

To Unlink (remove) a member from the rebate program, select the unlinkUnLinkbutton button.

To  edit a member record double click the record.

 

The Members Profile  will be displayed.

 

 

Warehouse Management Fees tab:

Contains a list of  the Warehouse Management Fees associated to this Rebate program.

 

To add a new Warehouse Management Fees use the New new2iconrecord button in the tab section.

To link an existing Warehouse Management Fees to the rebate program select the Link Linkbuttonbutton.

To Unlink (remove) a Warehouse Management Fees from the rebate program, select the unlinkUnLinkbutton button.

To  edit a Warehouse Management Fees record double click the record.

 

The Warehouse Management Fees Profile  will be displayed.

 

WarehousemaangementFees

 

 

Rebates Amount tab:

Contains a list of  the Rebates Amounts associated to this Rebate program.

 

RebateAmounttab

To add a new Rebates Amounts use the New new2iconrecord button in the tab section.

 

To  edit a Rebates Amounts record double click the record.

 

The Rebates Amounts Profile  will be displayed.

 

RebateInfoprofile

 

Members Rebate program:  name of program

Restricted: if the program is restricted

Effective date: When the rebate starts

Expiry date when the rebate expires

To Members: the rebate to members

To Unipco: rebate to Unipco

Bill Back: the amount of the Bill back for the rebate program.

 

 

IMPORTANT:

 

When selecting the Percentage option for a rebate enter the percentage amount as a decimal. Example: 6%   -  0.06