Supplier rebates

A rebate is money your supplier owes you back based on what you bought over a period. It's easy money to lose track of, because it might not be mentioned on the invoice. 

Recording a rebate

A supplier's standing rebate is held on the supplier record itself. Go to Suppliers → List, open the supplier, and use the Rebate % field on the Main tab.

A rebate against a product is recorded on the supplier's pricing for that product, so a rebate that only applies to one line doesn't get applied to the whole account.

Seeing what you're owed

Rebates are read through the Analytics section, in the Supplier group. Three reports, each answering a different question:

Rebate Statement — what is this supplier likely to owe me?

Choose a From and To date and a Supplier, or All Suppliers. You get Total Purchases, the Rebate % and the Value Of Rebate.

This is the one to run before a supplier review. Walking into that meeting knowing what you're owed is a different conversation from being told.

Supplier Rebate — what rebates have actually been recorded?

"Lists all the Rebates (ProductType - Rebate) for the specified period." Choose a period and you get Number of Rebates, Total Suppliers and Total Rebate across the top, then a line per rebate: Supplier · Date · Category · Recipient · Purchase Order Total · Rebate Total.

Products with Rebates — which products carry a rebate at all?

Filter by Category and you get Barcode · Product Name · Supplier Price · VAT % · Unit Price · Rebate · Pack Size · Margin % — the rebate shown next to the margin, which is where it belongs. A line that looks thin on margin may be perfectly healthy once the rebate is counted, and this is the report that shows it.