A rebate is similar to a Special Pricing and Discount event but instead of automatically providing a discount to the customer, Mobileezy will keep track of the return of a portion of the purchase price to the customer/buyer.
Rebates are often used when a payment must be made to your customer at the end of a period if they buy a certain quantity of an item. A rebate will not automatically be paid out to the customer, but is used as a reporting tool so that at the end of a period the report is run and you can determine whether the customer is entitled to a rebate. This payment is then applied manually in your Accounting System.
Rebates are managed under the Pricing > Rebates tab.
Creating a new rebate
There are two phases to setting up a rebate. First you will need to create the rebate event and then add the items to the event. Creating a new rebate is very similar to the process used for creating a special pricing event.
Setting up the Event
|1.||From the Pricing > Rebates tab, click on the New button|
|2.||Enter a unique name for the rebate event|
|3.||Select the event type - either price or percentage discount|
|4.||Select whether the event is for specific customers or customer group.|
|5.||Enter the Date range of the event. If the event will run for a specific time period, select Yes and then enter a Start Date and End Date for the event.|
|6.||Press the Ok button to continue or Cancel to cancel the rebate event.|
|Setting up a Rebate Event|
Defining the Customers, Items and Prices
|7.||Select the event from the drop down list|
|8.||Select a customer (or customer group), choose the item/s and then enter the special price/special discount - the amount entered here is the calculated amount that will be returned to the customer each time a single unit of that item is sold. |
Hint: If the special price is for all customers, select * All Customers * from the list.
|9.||Repeat steps 7 to 8 for all special prices within that event and then press the save button.|
|Setting up the Rebate Items|
Editing a Rebate
Deleting a rebate
Running the rebate report
The rebate report will report on any rebates that are due to a customer or customer group for sales made to that customer over the time period on which you run the report.
To run the rebate report:
|1.||From the Pricing > Rebates tab|
|2.||Click on the Rebate Report button|
|3.||Set the report filters and press the Ok button|
|The Report Filters|
|4.||The report will show you the items for which rebates are due, grouped by customer or customer group.|
|The Rebate Report|
Special Pricing and Discounts