Tips & ideas for using the mgmt software

Tire Shop - Need Rebate Help

Tire Shop - Need Rebate Help

Postby bpn » Thu Mar 30, 2017 11:44 am

I'm a tire shop, When I sell tires from a vender, they give me a 1$ rebate per the tire I sell. What would be the best way to keep track of the the invoices with the rebates on them so I can send them in at the end of each month.
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Re: Tire Shop - Need Rebate Help

Postby Silky7 » Thu Mar 30, 2017 12:32 pm

Hello and welcome to the Forum!

Ric is probably going to chime with a better way, but if you're recording the ref/inv# on those tires, take a look a the Part Sales w. Vendor Invoice Number report under the Management tab. See if that might be what you need.
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Re: Tire Shop - Need Rebate Help

Postby timbre4 » Thu Mar 30, 2017 12:57 pm

Welcome to the forum and thanks for your post. If this is for specific invoices to be marked for a rebate, I would suggest the Source field option on the order screen.

1. To create a new entry for 'Rebate' click on the '3 dot' icon as shown.
rebate1.png
 

2. Click on the Add button to create your new entry.
rebate2.png
 

3. Enter 'Rebate' (whatever text you prefer) and click OK.
rebate3.png
 

Then when you have a qualifying invoice, select your Source entry from drop list.
rebate4.png
 

Later you may run the Referral Source report (monthly, quarterly, etc.) to know which invoices to submit.
rebate5.png
 
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Re: Tire Shop - Need Rebate Help

Postby ricmorin » Thu Mar 30, 2017 1:57 pm

There's many ways to accomplish this. It depends how you record and track things.

The easiest way for me is running the Inventory Sales by Vendor report. Since all my parts are inventory parts, I'd simply date range the report and pick out the page where the particular vendor is. An example below...

salesby vendor.PNG
sales by vendor
 


If you are using purchase orders, you can run the Purchase Orders - Closed report. Date range as needed and select the appropriate vendor. Another example below...

poclosed.PNG
closed purchase order, date ranged and selected vendor
 


I'm sure I could come up with others given time.
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