Rebates and Trade Promotions
A rebate is a partial refund of the cost of products and services given by suppliers as an incentive to encourage customer loyalty and to increase sales and profits.
The Rebates and Trade Promotions SuiteApp is designed to calculate and track rebates awarded after a sale. Using the SuiteApp, you can measure the effect on profits, and you can claim or disburse rebates.
The Rebates and Trade Promotions SuiteApp enables you to:
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Create and maintain rebate agreements
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Calculate and accrue rebates on sales and purchase transactions based on item unit selection
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Calculate and accrue rebates on sales and purchase transactions created through CSV import, SOAP integration, and REST integration
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Override system-suggested rebates applied on sales and purchase transactions
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Stack multiple rebates and leverage best deal logic on non-stackable rebate agreements
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Stack standard rebates and volume rebates
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Set a minimum or maximum rebate amount as a best deal
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Track changes to rebate agreements and calculate rebates on future transactions based on the agreement changes
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Recalculate rebates for quantity or price changes on sales or purchase transactions associated with expired rebate agreements.
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Process stand-alone and linked returns
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Change item quantity on returns linked to source transactions
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Automate accruals, in which rebate items are grouped based on rebate agreement, Class, Department, Location, and custom segments, if specified
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Edit settlement details before generating a pro forma or a settlement
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Generate claim pro forma and disbursement pro forma
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Settle rebates automatically or manually, with rebate items in settlements grouped based on rebate agreement, and custom segment values specified in transaction body fields
The Rebates and Trade Promotions SuiteApp is available in every language NetSuite supports. For more information, read the help topics Configuring Multiple Languages and Choosing a Language for Your NetSuite User Interface.
Read the following topics for more information about this SuiteApp:
Read the following topics to set up the Rebates and Trade Promotions SuiteApp:
Related Topics
- Rebates and Trade Promotions
- Rebates and Trade Promotions Process Flow
- Rebates and Trade Promotions Limitations and Best Practices
- Setting Up the Rebates and Trade Promotions SuiteApp
- Setting Up Rebate Agreement Records
- Creating Transactions with Rebates
- Rebates Applied to Transactions
- Rebate Accruals
- Rebate Settlements