The Bill Backs form allows the retailer to enter and track any Bill Back information.  Bill Backs are rebates offered to Retailer as incentive to purchase products from the Vendors. The Retailer is reimbursed, usually in the form of a check after the promotion has expired. Retail calculates the rebate amount by the number of product sold during the selected time frame.

The screen opens to the Edit a Bill Back screen. To Add a Bill Back, click on the Add a Bill Back button from the toolbar.

  1. Enter the product’s UPCUPC_code. The following product information displays:
    • Description: The product description as entered in Product Maintenance is displayed in this field.
    • Item Code: The Vendor may refer to the product by the Item code rather the UPC.
    • Pack and Size: Pack is used for determining the product’s case cost. The size field is used for the size of an item, for example, 12 oz.
  1. Select the  Vendor Vendorfrom the drop down box. (Only Vendors set up in the Product Maintenance/Vendors tab, for the select product, will display in the drop down.) or:
  2. Select a Product Group6DAI6W from the Product Group drop down.
  3. Fill in the following fields:
    • Rebate ID: The vendor supplies the Rebate ID.  
    • Rebate Amount: The amount quoted by the vendor for the promotion.
    • Bill Back Description: Add or Edit a short description describing the Bill Back.
    • Rebate Start and End Date: Enter the dates when the rebate will Start and End. The dates will be used to calculate the product movement for the selected Bill Back.
    • Suggested Price: A suggested price taking into consideration the amount of the Allowance or Bill Back. This is calculated by the current normal price from the product file.
    • Status: The Status indicates whether or not the vendor has paid the Rebate. From the drop down box select either Received or Waiting status.
  1. Press the Save button from the Toolbar.
  2. To calculate the Rebate amount press the Recalculate button from the Toolbar. Retail calculates the Amount Due by the Quantity sold by the Rebate Amount.
  3. To edit an existing Bill Back, press the Edit a Bill Back button from the Toolbar. Double click the Bill Back from the Grid.  Make sure to press the ‘Save’ button in the Toolbar to save your changes.

Tips: Click on the Create a FilterFilter_Bill_Backs button from the Toolbar to Filter Bill Backs by Rebate ID, Vendor and Start and End date.

To delete the current Bill Back, click the Delete Current record button from the Toolbar.

See Also:

AllowancesAllowances