Checklist for Setting up Rebate/Tax Rules and Triggers

Rebate Setup Required Materials:

  1. Setup the Manufacturer, 3rd Party Company or Vendor in you Vendor List.
  2. Create custom groups for the items that will be assigned to the rebate(s).
  3. You will need the name of the rebate program provided by the participating 3rd party, Vendor, or Manufacturer.
  4. You will need to have the start and end date for the rebate driven pricing.
  5. You will need to have the rate of the rebate amount and the method used to deduct the rebate rate from your current pricebook or promotion retail price.