Defining Information for a Rebate
- Go to ADMIN SETUP > Incentive Management > Rebates. The Rebates page is displayed.
- Click Create New.
- Select a rebate type and click Continue. Options are:
- Buy X Get X
- Buy X Get Y
- For Every X Get X
- For Every X Get Y
- Enter the following details on the Information page:
Field Description Rebate Name Enter a name for the rebate. This name is displayed along with the rebate information. For example, whenever you look-up the rebate information that is applicable to a specific product, the rebate name that you provided here is displayed. Applied to You can apply rebates on line item and on order levels. Select from the following options: a. Line Item: To apply a rebate on line item level. This line item is the primary object to which your rebate is applied.
b. Summary Group: To apply rebate on the order level.
Effective Date Date from which the rebate is applicable. If a date is not entered, by default, it is set to current date (date when you create the rebate record) - 10 years. Expiration Date Date on which the rebate expires. Should be greater than the effective or the start date. If a date is not entered, by default, it is set to today + 10 years from the effective date or the current date. Summary Rebate name, program name, program description, and scope is displayed in real-time. - Click Save to save the changes or click Save & Next to move to the next tab.
