Managing Customer Rebates

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Managing Customer Rebates (v2.7)

Customer rebates can be activated within the MDS and POS systems to enable the tracking and accumulation of funds that can be used as a customer 'loyalty' system.

Rebates can be accrued for sales to customers on a monthly, quarterly or annual basis and can be applied to specific customers and/or specific items.

Rebates accrued can be applied to your customer accounts in two different ways:

they can be processed as journal credits against customer accounts, reducing the customer’s overall account balance and offsetting existing or future sales, or
they can be redeemed as payments through the MDS and POS payment receipting programs, as would be the case if the rebates were converted to (gift) vouchers for your customers to apply against subsequent purchases.

Rebates can be setup at any point in time but will accrue from that date/time on. Any sales made in the current month/quarter/yearly period, prior to the customer/product rebate setup being activated, will not have been accrued.