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    2014 Commercial Rebates

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    Animorphs
    The document outlines commercial rebate incentives for multiple dealers classified by customer type and sales volume. It identifies six customer types - ABC, Restaurant Depot, preferred dealers, and dealers with sales over $250k, $100k-$250k, and $50k-$100k in 2013. Rebates are paid quarterly on invoiced sales and annually for year-over-year growth, excluding national accounts. The process involves identifying eligible invoices, reviewing historical sales, requesting payment from accounting via credit memo, and sending the credit memo and documentation to the customer.

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    2014 Commercial Rebates

    Uploaded by

    Animorphs
    22 views1 page
    The document outlines commercial rebate incentives for multiple dealers classified by customer type and sales volume. It identifies six customer types - ABC, Restaurant Depot, preferred dealers, and dealers with sales over $250k, $100k-$250k, and $50k-$100k in 2013. Rebates are paid quarterly on invoiced sales and annually for year-over-year growth, excluding national accounts. The process involves identifying eligible invoices, reviewing historical sales, requesting payment from accounting via credit memo, and sending the credit memo and documentation to the customer.

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    The document outlines commercial rebate incentives for multiple dealers classified by customer type and sales volume. It identifies six customer types - ABC, Restaurant Depot, preferred dealers, and dealers with sales over $250k, $100k-$250k, and $50k-$100k in 2013. Rebates are paid quarterly on invoiced sales and annually for year-over-year growth, excluding national accounts. The process involves identifying eligible invoices, reviewing historical sales, requesting payment from accounting via credit memo, and sending the credit memo and documentation to the customer.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    22 views1 page

    2014 Commercial Rebates

    Uploaded by

    Animorphs
    The document outlines commercial rebate incentives for multiple dealers classified by customer type and sales volume. It identifies six customer types - ABC, Restaurant Depot, preferred dealers, and dealers with sales over $250k, $100k-$250k, and $50k-$100k in 2013. Rebates are paid quarterly on invoiced sales and annually for year-over-year growth, excluding national accounts. The process involves identifying eligible invoices, reviewing historical sales, requesting payment from accounting via credit memo, and sending the credit memo and documentation to the customer.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    2014 Commercial Rebates:

    Commercial extends rebate incentives to multiple dealers based on volume sales and have
    been classified (identified) using the Customer Classification field in AX.
    ABC 43 (approx..) Dealers (14% quarterly, annual growth) Check to ABC HQ
    CRDW, CRDM, CRDE Restaurant Depot 100 locations (approx..) (credit to HQ,
    report by customer region)
    CT1P = 8 Preferred Dealers which have rebates and/or growth incentives. (Rebates Vary)
    CT1 = 10 Dealers with sales over $250K in 2013. (5% quarterly, annual growth)
    CT2 = 10 Dealers with sales over $100 K and under $250K in 2013. (2% quarterly, annual
    growth)
    CT3 = 13 Dealers with sales over $50K and under $100K in 2013. (0% quarterly, annual
    growth)
    Paid on Invoiced Sales and net of any unpaid fees (such as drop ship fees) and only paid to
    customers in good credit standing.
    Frequency Quarterly (Invoiced Sales) and Annually (YOY Growth)
    Payment Credit to customer account (CRD, CT1P, CT1/2/3) and check to ABC HQ.
    Exclusions National Accounts - currently identified via a combination of campaign codes (in
    data marts/sales cube reporting), F Goods unique item numbers , and parts.

    Process:
    Preparation:
    1. Using the Customer Classification as a reporting mechanism to identify invoices sales
    and sales out of scope (i.e. National Accounts Starbucks, BK, etc.) which are excluded
    from rebates.
    2. Historical sales summary report (Report Manager) by account.
    3. Review information, capture rebate $ value and send request to accounting via email (V.
    Hromi).
    4. Accounting returns credit memo via email to L. Lawicki.
    5. L.Lawicki sends credit memo and supporting documentation (report) to customer and
    copies the RSM.

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