Tire Shop - Need Rebate Help

A place to post for now; some will turn into TIPS under the other topics
Locked
bpn
Member
Posts: 1
Joined: Thu Mar 30, 2017 11:35 am

Tire Shop - Need Rebate Help

Post by bpn »

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.
User avatar
Silky7
System Guru / Moderator
System Guru / Moderator
Posts: 1035
Joined: Mon Dec 31, 2007 10:07 am

Re: Tire Shop - Need Rebate Help

Post by Silky7 »

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.
M1 Product Manager
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
Posts: 4457
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Tire Shop - Need Rebate Help

Post by timbre4 »

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
rebate1.png (7.57 KiB) Viewed 2563 times
2. Click on the Add button to create your new entry.
rebate2.png
rebate2.png (10.79 KiB) Viewed 2563 times
3. Enter 'Rebate' (whatever text you prefer) and click OK.
rebate3.png
rebate3.png (8.56 KiB) Viewed 2563 times
Then when you have a qualifying invoice, select your Source entry from drop list.
rebate4.png
rebate4.png (3.8 KiB) Viewed 2562 times
Later you may run the Referral Source report (monthly, quarterly, etc.) to know which invoices to submit.
rebate5.png
rebate5.png (12.82 KiB) Viewed 2562 times
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Tire Shop - Need Rebate Help

Post by ricmorin »

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...
sales by vendor
sales by vendor
salesby vendor.PNG (10.12 KiB) Viewed 2560 times
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...
closed purchase order, date ranged and selected vendor
closed purchase order, date ranged and selected vendor
poclosed.PNG (24.99 KiB) Viewed 2560 times
I'm sure I could come up with others given time.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
Locked

Return to “Tips + Ideas”