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Rebate and Freight Accruals

The Rebate and Freight Accruals extension allows you to accrue for anticipated rebate/freight expenses when raising the invoice so that your margins are more realistic. The accruals get posted by assigning item charges to the entries - this is important because it means you will not need to update your sales reports.

Features

Rebates

  • Creates provisions for rebates and freight expenses without affecting the sales invoice amount but does affect the profit margins at the time of posting the document
  • All rebates get posted as item charges assigned to the item sales entries without changing the sales amount on the posted document. More importantly, your margins will be more accurate.
  • Supports multiple Rebate Types where more than one rebate can be applicable for a particular Customer/Item on the same invoice
  • Configurable posting descriptions
  • Flexible setup allows supporting many scenarios
  • Supports Sales Order, Invoices, Credit Memos and Sales Return Orders
  • Adjust rebates after posting to handle setup errors or when rebate estimates get replaced with actual rebates granted

Freight Provisions

  • Accrues for freight when posting sales orders/invoices
  • All freight accruals get posted as item charges assigned to the item sales entries without changing the sales amount on the posted document. More importantly, your margins will be more accurate.
  • Configurable posting descriptions
  • Flexible setup allows supporting many scenarios
  • Ability to correct freight accruals after the fact if the setup was inaccurate or if you want to replace them with the actual freight costs.

See Also