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Sales Rebates for Dynamics 365 BCCreate rebate programs, calculate rebates, and view rebate history |
Product Verticals: All Industries
Business Processes: Accounting, Rebates, Sales and Marketing, Sales Order Processing
Looking to boost sales and reward loyal customers? Managing rebates just got easier.
The Sales Rebates app from NIC Systems lets you create and customize rebate programs for different customer groups and items. By automating rebate calculations and tracking rebate histories, you’ll have full control over your marketing strategies while gaining clear insights into financial commitments. Whether you're driving customer loyalty, managing tiered discounts, or processing sales, this app provides the tools to ensure your rebate initiatives are impactful and accurate. Simplify how you handle rebates and make it easier to reward your customers.
Key Features
- Customizable Rebates: Create rebates for any combination of customers and items, and define who receives the payment if different than the customer.
- Flexible Calculations: Choose to calculate rebates by sales percentage or per unit.
- Tiered Rebates: Set up rebate programs with tiered levels, offering higher discounts as customers increase their purchase volume.
- Direct Calculation: Automatically calculate rebates while creating sales orders and invoices, and preview the rebate entries before posting the sales document.
- Rebate Reversal: Reverse a rebate with a sales credit memo when customers return an item that had a rebate applied.
- Manage Rebate Application: Accrue rebates to the general ledger and then manually apply partial or full rebates to customers at a later date, or apply rebates directly to invoices for immediate savings for the customer.
- Rebate Adjustments: Manually post rebate adjustments through a rebate journal.
- Rebate History: Access rebate details, including the amount, what's posted to the general ledger, and how much remains to be applied to the customer account.
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