Features at a glance
Agreements
Per customer or customer group, for a fixed rebate year.
Turnover tiers
Two calculation methods: Whole Tier or Progressive.
Groups
Turnover of all members is summed up, the rebate is distributed proportionally.
Turnover calculation
At line level from posted sales invoices and credit memos (net), with a global exclusion list for items and resources.
Automatic credit memos
Creates sales credit memos (draft) per customer.
Target achievement per rep
Interactive page where each salesperson automatically sees only their own customers.
Automatic recalculation
Daily job queue entry keeps the numbers up to date.
Getting started
- Open the setup (search "Rebate Setup"): set the G/L account for the credit memo lines, optionally a line description and payment terms code.
- Optionally create groups (search "Rebate Groups"): assign customers whose turnover should be counted together to the same group (field on the customer card, Invoicing tab).
- Create an agreement (search "Rebate Agreements"): set customer or group, rebate year, and turnover tiers (turnover from → %), then release it.
- Calculate: determines turnover and creates a rebate entry per customer.
- Create credit memos: creates a sales credit memo (draft) per entry, which you review and post as usual.
Frequently asked questions
Do open (unpaid) invoices count?
Yes. Turnover calculation is based on the posting date of posted sales invoices, regardless of payment status.
How do salespeople see their own target achievement?
Via the page "Rebate – Target Achievement (Salesperson)". Without extra permissions, you automatically see only your own customers, based on your salesperson code in the user setup.
Can I automate the calculation?
Yes, via the "Set up job queue entry" action in the setup. The app then recalculates automatically every day.
Support
Questions or feedback? Contact us at rebate@uzmanibu.lv.