# Customer Rebate
Customer Rebate defines rebate schemes for customers or customer groups over a year and month range. Accrued rebates are reported in Customer Rebate Summary.
Overview & List View
Go to Sales → Settings → Customer Rebates from the left menu.
Use rebates to reward customers for purchase volume or value over a period — separate from employee sale targets.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Year | Rebate scheme year. |
| From Month | Start month of the rebate period. |
| To Month | End month of the rebate period. |
| Customers | Customers covered when set. |
| Customer Group | Customer group covered when set. |
| Calculated On | Metric the rebate is measured against. |
| Calculation Method | How the rebate amount is calculated. |
| Status | Active or Suspended. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active rebate schemes (default). |
| Suspended | Suspended schemes. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Status | Active or Suspended. |
| Created Date | Date the scheme was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only scheme details. |
| Edit | Opens the edit form. |
| Delete | Removes the scheme. |
Customer Rebate
Fields
Basic
| **Field** | **Description** |
|-----------|-----------------|
| Year * | Calendar year for the rebate scheme. |
| From Month * / To Month * | Inclusive month range within the year. |
| Calculation Period * | Month, Week, Quarter, 6 Month, or Year — aggregation period in the rebate summary report. Set band Min/Max for the same period size. |
| Customers | Optional. One or more specific customers. When set, rebate applies only to them. |
| Customer Group | Optional. Applies to all customers in the group when no customer list is set. |
| Calculated On * | Total Quantity or Total Value — metric used to match rebate bands. |
| Calculation Method | Percentage or Value — how rebate is expressed on matching bands. |
Target Rebate (bands)
| **Column** | **Description** |
|------------|-----------------|
| Item Group(optional) | Limit band to items in this group. |
| Item(optional) | Limit band to one item. |
| Min Value / Max Value | Shown when Calculated On is Total Value. |
| Min Quantity / Max Quantity | Shown when Calculated On is Total Quantity. |
| Percentage | Rebate % when Calculation Method is Percentage. |
| Amount | Fixed rebate when Calculation Method is Value. |
How It Works
- Define customers or a customer group and rebate bands for the year/month range.
- On approved sale invoices in the period, the system aggregates each customer's purchases by Calculation Period (month, week, quarter, 6 month, or year).
- Sales matching optional item group and item filters are measured against Min/Max for the selected Calculated On metric.
- Rebate is computed as Percentage of qualifying purchases or a fixed Value per band.
- Run Customer Rebate Summary (Sales → Reports) for the period to view accrued rebate totals — summary or detailed by customer and band.
Connected report: Customer Rebate Summary — filter by calculation period (month, week, quarter, 6 month, or year), customer, and show/hide zero rebate rows.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the rebate form |
| Delete | Removes the scheme |
| View | Opens read-only detail |
Form buttons: Save / Update, Reset, Cancel
FAQ
How is Customer Rebate different from Pricing Rule?
Pricing Rules change the rate at bill entry. Customer Rebate accrues retrospectively based on achieved volume or value and is viewed in the rebate summary report.
Can I target a customer group instead of individual customers?
Yes. Leave Customers blank and select a Customer Group, or list specific customers for narrower coverage.
Can one line target both an item and an item group?
No. Each condition line must use either a specific item or an item group — not both on the same row.
How is commission calculated?
Schemes support commission on quantity sold or on sale value in the rebate period. The accrual appears in Customer Rebate Summary.
Does rebate change the invoice price at entry?
No. Rebate is calculated after sales in the configured year/month range. Use Pricing Rule for upfront discounts.
What period should I use?
Set From/To year and month to match your supplier or channel rebate agreement. Choose Calculation Period (Month, Week, Quarter, 6 Month, or Year) to match how rebate is measured, and run the summary report for the same period before settlement.