In this article, we will give you step-by-step instructions on how to add a rebate program, how to assign items to rebate program, how to calculate and track expected rebate payments, and how to run rebate reports.
How to setup Rebate Tracking in CStore Essentials
Step 1: Log into CStore Essentials, go to Grocery > Rebate Management > Programs, click on the “+” icon or “Add rebate program” to set up a new tracking program.
Step 2: Give it a Program Name and select the Provider. If the provider is not listed, click on the “+” icon to add a new Provider.
Note: Provider is the company giving rebates to the store. For example, for Marlboro program, provider will be Altria.
Step 3: Enter the Start and End Date for the program.
Note: The Start and End date should be your contract dates you set up with the Provider.
Step 4: Enter “Rebate amount”, the rebate amount is the rebate you get per carton.
Step 5: Click on Add Program.
How to assign items to the Rebate Program
Step 1: Log into CStore Essentials, go to Grocery > Rebate Management > Programs.
Step 2: Hover over Rebate Program in which to add items and click on the assign button.
Step 3: Search for the items by Scan Code, Department, or Price Group and add the items you need to track. Or click on “Add new scan code” to add items that are part of program and not currently being sold in store.
Note: An item can have multiple Programs associated with it.
Step 4: Click on Finish.
How to calculate and track expected Rebates Payments
Step 1: Log into CStore Essentials, go to Grocery > Rebate Management > Payments. Click on the “+” icon or “Add rebate payments” to track payments.
Step 2: Select the Provider.
Step 3: Enter the “For purchases starting and Until purchases ending” for the provider and click on “Calculate expected rebates”.
Note: The System will show you all the programs associated with the Provider, Quantity Purchased and Expected Rebates based on your purchases.
Step 4: Enter the rebate “Quantity received” for the program, and the system will calculate the Rebate Received. The rebates received is calculated based on your program rebate/unit.
Step 5: Click Enter the “Payment received date”, Bank and “Check/Reference number” and click on “Add Rebate Payment”.
How to run Rebate Reports
Step 1: Log into CStore Essentials, go to Grocery > Rebate Management > Reports.
Step 2: Select the Rebate received date, Rebate provider, Program and Type of report you want to see.
Step 3: Click on “Run report”.
Types of Rebate Reports
Expected Rebates by invoice: From this report we can see the rebates we should expect from the Manufacturer based on our purchases.
Received Rebates by Check: This report shows us the rebates we have received by check, from which Provider, Program and for the which purchase range.
Received Rebates by Programs: This report shows us the rebates we have received by each program we run for the provider based on our purchases.
Balance Reports: This report shows us the outstanding balance owed form the provider.