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Vendor rebate against sales

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Posted on by Community member 17
Hi,
 
i am looking to be able to post a what we would call a SOA (sales out allowance). I dont think everyone calls it that.
 
Example
 
Item - A
Unit Cost = £104.49
Unit Price = £158.33
we have 20 in stock 
 
The vendor runs a promotion during November with a reduced retail price 
Unit Price November = £124.99 
and offers us a
SOA - £22
so every unit we sell in November we can claim an additional  £22   
 
We sell 10 so need a rebate of 
10 x £22 = £220
 
but we would like to post the credit so its linked in some way to the sales invoice of the sold items as it looks like we have sold them for a very little profit so messes up and profitability reports, and also leaves the 10 remaining unsold items at the Unit cost - £104.49 
 
Any ideas im stumped on this one?
 
Thank you
Categories:
Sales
  • Community member Profile Picture
    Community member 17 on at
    Vendor rebate against sales
    average
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 21,699 Super User 2024 Season 2 on at
    Vendor rebate against sales
    What's your item costing method?
  • Community member Profile Picture
    Community member 17 on at
    Vendor rebate against sales
    Both of the below wont help.
     
    Charge item only works against PO/PI where this is a sell out allowance on items sold only so wouldn't want the rebate to be put against the remaining stock only the lines sold. 
     
    Looking into payment tolerance i cant see how that would work either that's more for giving the customer a discount on there invoice. 
     
    We need to post a credit memo after the posted SI but make it adjust the unit cost so the sales amount/cost amount change on selected items. 
     
    Thanks 
     
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 21,699 Super User 2024 Season 2 on at
    Vendor rebate against sales
    You could create a Purchase Credit Memo with 1 line that contains an item charge for your £220 amount. You would then apply the item charge to the purchase receipt when you first purchased the items. This would essentially lower the unit cost of those items by £220. The system would then automatically update the unit cost on the sales invoice even though those items are already sold. The only caveat is that this lower unit cost would apply to all 20 items, rather than only 10.   

    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,480 Super User 2024 Season 2 on at
    Vendor rebate against sales
    Hi, can you try the following function?
    Work with Payment Tolerances and Payment Discount Tolerances
     
     
    Hope this helps.
    Thanks.
    ZHU

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