When a supplier or manufacturer offers a sales rebate that must be passed on to the customer, you apply it as a negative Fee on the Unit Deal. This article covers the two types of unit rebates, then walks through the setup and process for a Type 2 sales rebate.
Rebate Types
There are two types of unit rebates in Blackpurl:
Type 1 — Dealer kickback rebate: The supplier or manufacturer promises the dealer a rebate that is not passed on to the customer. These are processed as a Cost Adjustment on the Unit record itself. See Process a Unit Cost Adjustment for details.
Type 2 — Customer sales rebate: The supplier or manufacturer offers a rebate that is passed on to the customer and shown on the Unit Deal. The dealership is typically reimbursed by the supplier or manufacturer at a later date. This article covers Type 2.
Before You Start
Before applying a sales rebate to a Unit Deal, complete the following setup steps.
Step 1: Create a Fee Category (accounting integration only)
If you have accounting integration, create a Fee Category to control where the rebate posts in your accounting package. In the Add Category dialog, configure the following fields:
Field | Description |
Type | Select Fee — this is the category type that can be assigned to a Fee. |
Name | Give your sales rebate Fee Category a descriptive name. |
Income GL | Select the income General Ledger account you want this rebate to post to in your accounting package. |
Step 2: Create a Fee for your Sales Rebate
Create a new Fee to represent the sales rebate. If you need help creating a Fee, see How to Create a New Fee. If you have accounting integration, assign the Fee Category you created in Step 1 to the Category field (field F below).
Field | Description |
Code | Enter a short code for quick search reference. |
Description | Enter the name of your sales rebate. This description prints on the Unit Deal. |
Price | Enter the price to the customer. If the rebate amount varies, leave this blank — you can enter the amount when adding the Fee to the Customer Order. |
Cost method | Leave set to Fixed Cost. |
Cost rate | Enter the cost amount. Note that Fee costs do not integrate to accounting packages. |
Category | Assign the Fee Category created in Step 1 if you have accounting integration. |
Tags | Assign any tags relevant to this Fee. |
Taxable | Check this box if the Fee is taxable. An additional field will appear for you to select the applicable tax. |
Profit Cal. | Check this box if you want the Fee to be included in profitability calculations on the Customer Order. |
Apply the Sales Rebate to a Customer Order Unit Deal
Once your Fee is set up, follow these steps to apply a sales rebate to a Unit Deal.
1. Process your Customer Order Unit Deal as normal.
2. In the OPTIONS & FEES section of the Unit Deal, add the Sales Rebate Fee as a negative value to pass the rebate on to the customer. For example, if the manufacturer has offered a $500 sales rebate, enter the Fee with a value of –$500.
3. Finalise the Unit Deal as normal.
Accounting Integration Notes
If you use accounting integration, keep the following in mind after the Unit Deal is closed:
Once the Unit Deal is completed and closed, the transaction posts to your accounting package using the General Ledger specified on the Fee Category.
The amount remains in the relevant General Ledger account until you process a supplier credit note to that account (once you receive the credit note), or if the funds arrive in your bank, post the deposit to the same General Ledger account.