How to use rebates to give freight credits on a sales order or invoice

KB211

Overview

Sometimes you want to give customers a discount or full credit on their freight cost on a sales order if they spend over a certain amount. You can do this by using Accentis Enterprise Rebates Structures, which are very powerful.

Process

  1. Define a rebate group (A/R > Setup > Rebate groups) so that you can assign this to any customer eligible for this kind of rebate. The name you use does not matter:


  1. Assign this rebate group to the customers to whom the rebate applies by assigning it on the Rebates tab. This lets Accentis know that they belong to a set of rebates:

  1. Define a rebate structure (A/R > Setup > Rebate structures) entry that tells Accentis about your freight rebate:

  1. You need to have an item code called "DISCOUNT" in this example, but you can use whatever item code you want for the freight discount - just not the same code as you use for freight. This discount item defines the income account to which the debit income will be posted.
  2. You need to define the freight item code to which the rebate will apply. The example shown is "FREIGHTA".
  3. The term "all rebatable items" is important. On the setup tab of an item code, there is a tick box to say "Don't apply rebates to this item" which is great for things that are excluded from this deal.
  1. Complete the sales order:

  1. Once you enter a sales order that is subject to rebates and update the order, Accentis Enterprise will automatically insert the rebate item code and the calculation as you have defined in the Rebate Structures.

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Last edit 22/05/20