Overview
Rebate Programs
Rebate programs are set up under TMS Admin 🡪 Rebate Programs. Enable them with the Customer Rebates Enabled field under TMS Admin 🡪 Configuration.
The Rebate Program Name, Description, Type, and Rebate Recipient (Account lookup) can be specified for a program and is used for informational purposes. Under each rebate program there can be one to many rebate program entries which determine the calculation of the rebate based on the Rebate Percent. Additionally, a Mode may be specified for a rebate program entry to make the entry mode-specific (based on the load’s mode). If no Mode is specified, the entry is applicable to all modes. Mode-specific entries take priority over non-mode specific entries.
A rebate program can be linked to a customer using the Rebate Program field on the customer’s Transportation Profile. Customers that are linked to a rebate program have a rebate calculated for them when their customer quote is won and a matching entry is found.
Rebate information is stored on the customer quote using the following fields:
Rebate Amount – calculated based on the matching entry Rebate Percent times the quote pre-tax total.
Rebate Program Entry – lookup to the matching entry that was used to calculate the Rebate Amount.
Rebate Program Invoice – lookup that can be used to capture the vendor invoice that paid out the rebate.