Step 1: Setup the Rebate/ Tax Rule

The Rebate/Tax rule defines the vendor, run dates and rate of the rebate

Using your Navigation toolbar scroll to the Products section.
Select Rebate to open the Rebate/Tax Rule option from the drop down.

The Rebate/Tax Rule Listing will appear, listing the previously created Rebate/Tax Rules.
Click the “+New” button in the top right corner of the window.

A blank Rebate/Tax Rule window will become available for you to edit.

  1. Name – Detailed description of the rebate. Include details such as vendor/manufacturer, grouped products to be included in the rebate, and/or the rate of the rebate.
  2. Item Name – General product name description (can copy name from above).
  3. Vendor – Select the vendor providing the rebate from the dropdown list

To create a charge rule that will be applied to the Rebate/Tax Trigger click the arrow next to the Rebate/Tax Trigger Details section.

A window will open for you to create a Charge Rule for the Vendor. Click The “+ADD” button to create the rule:

A line will appear for you to create a new charge rule for the rebate vendor.

  1. Start – Type in or select from the begin date from the dropdown calendar for the rebate rate
  2. End – Type in or select from the end date from the dropdown calendar for the rebate rate
  3. Method – Select how the rebate rate is applied using the dropdown list
  4. Rate – Enter the rebate dollar amount rate. *The rebate amount should be NEGATIVE, so cost is reduced.

Then click the OK button.

The added Charge Rule will show in the Rebate/Tax Trigger Details line indicating how many rules are applied to the selected vendor.

Click the SAVE button when you have finished editing the Rebate /Tax Rule.

Step 2: Setup Rebate/Tax Trigger


The Rebate/Tax Trigger defines the actions needed in order for rebate to apply.

Using your Navigation toolbar scroll to the Products section.
Select Rebate to open the Rebate/Tax Trigger option from the drop down.

The Rebate/Tax Trigger Listing will appear.
Click the “+New” button in the top right corner of the window.

A blank Rebate/Tax Trigger window will become available for you to edit.

  1. Name – General description of the rebate.
  2. Tran Type – From the dropdown list select the type of transaction (Purchase, Sale, or Wholesale) that will trigger the rebate
  3. Store Scope – Select the applicable stores
  4. Items – Click into the “Select…” area for a dropdown list of grouped items for you to choose from. Select all groups that will trigger the rebate. (Create Custom Group Topics and Add items to Custom Group Topics items to include in a rebate trigger. Manage items in Custom Groups.)
  5. Charge Cfg Items – Click into the “Select…” area for a dropdown list of previously created Rebate/Tax Rules for you to choose from. Select all that apply to this Trigger.

Click the SAVE button when you have finished editing the Rebate /Tax Trigger.