Sales Offers allows users to enact an effective marketing strategy to attract customers, boost sales, and reward the loyalty of existing customers through special discounts.

With Sales Rebates, users can create and customize different rebate programs for various combinations of customers and items. Users can also keep track of and view a history of rebate information to gain an accurate picture of their financial commitments.

Types of Users

Sales Managers
Financial Managers
Sales and Marketing Employees
Financial and Accounting Employees

Customer Needs

Companies require an intuitive way to manage and process their rebate initiatives. They require the ability to create multiple policies based on the different customer groups and items their policies relate to. Users need a way to apply rebate calculation methods based on unit of measure or percentage of sales. They also require the ability to create tiered systems and apply them to calculation methods.

Users need easy access to rebate entries to understand and keep track of key information regarding rebate transactions, including the rebate amount, the amount applied to the G/L, and the rebate amount to be paid to the customer. Users require the ability to manually apply a partial or full rebate amount to their customers, after reviewing and confirming such information.

Key Features and Functionality

Create Customizable Rebate Programs: With this feature users can create rebate programs to meet the different marketing strategies being applied to their customers. This feature allows users to customize the rebate programs based on the combination of items and customer groups.

Set Rebate Calculation Methods: With this feature users can create rebates using calculation methods that best suit their rebate program. Users can specify whether rebates should be calculated based on a percentage of the sales amount or on a per unit amount basis.
Define Tiered Systems: With this feature, you can customize rebate calculations to consider tiered systems that you can define.
Apply Rebates to Sales Document: With this feature, rebates can be calculated directly through Sales Orders and Sales Credit Memos.
View Rebate History: With this feature you can keep track of and view pertinent information relating to rebate programs for greater financial reporting flexibility, thereby providing a clear and accurate picture of your financial commitments. This information is conveniently tracked and displayed in multiple locations of Microsoft Dynamics 365 Business Central.
View Detailed Rebate History: With this feature users can keep track of and view additional information including the calculated amount of the rebate, the amount posted to the G/L, the amount that is to be paid to the customer, and much more. This information can be displayed based on the product.
Reverse Rebate: With this feature, users can reverse rebates when products are returned.
Manage Application of Rebate to Customer: With this feature, users can accrue rebates to the general ledger, and then manually apply partial or full rebates to customers at a later date.
Post Rebate Adjustments: With this feature users can manually post rebate adjustments through rebate journals.

Supported Countries

Canada

United Kingdom

United States

Supported Languages

English

French

Spanish

Supported Editions

Essentials

Premium

Sales Offers

av NIC Systems Inc.