US Rebate Mgmt
Rebate & Volume-Incentive Management for customer and vendor trade programs (US)
Rebate & Volume-Incentive Management for customer and vendor trade programs (US)
Key Features
Customer rebates (incentives you owe down-channel) and vendo
Customer rebates (incentives you owe down-channel) and vendor rebates (incentives a supplier owes you up-channel) in one model.
Three calculation engines
Three calculation engines:
Volume - reward is driven by cumulative volume
Volume - reward is driven by cumulative volume in the program period.
Growth - reward is driven by the growth
Growth - reward is driven by the growth of volume over an agreed baseline.
Mix - reward only qualifies when a product
Mix - reward only qualifies when a product / category mix target is achieved, then the tiered rate applies to qualifying volume.
Two measurement bases per program
Two measurement bases per program:
Percent of spend - the tier rate is
Percent of spend - the tier rate is a percentage applied to dollars.
Per unit - the tier rate is a
Per unit - the tier rate is a dollar amount applied to units.
Tier treatment
Tier treatment:
Retroactive - once a threshold is reached, the
Retroactive - once a threshold is reached, the achieved rate applies to the whole qualifying volume (whole-volume / "look-back" rebates).
Marginal - each volume slice earns the rate
Marginal - each volume slice earns the rate of the tier it falls in.
Customer rebate accrual -> Debit rebate expense /
Customer rebate accrual -> Debit rebate expense / Credit rebate liability.
Vendor rebate accrual -> Debit rebate receivable /
Vendor rebate accrual -> Debit rebate receivable / Credit rebate income.
Screenshots
Accruals
Claims
Rebate Liability
Rebate Programs
Why Choose This Module
Claims move draft -> approved -> settled. Settling a claim books a second balanced entry that relieves the accrued liability (customer) or accrued receivable (vendor), and is validated against the outstanding accrued balance.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02