Item Rebate
Item Rebate Module
What is Item Rebate Module?
The Item Rebate module in XoroERP provides access-based functionality that enables users to apply rebates directly to the Item Unit Cost. It improves flexibility compared to the VAS Item module by allowing rebates to be applied selectively, based on pre-defined conditions.
Key highlights:
Rebates can be configured as a fixed amount, percentage, or custom rules.
Rebates integrate with Sales Orders (SO) and Invoices, supporting both manual creation and bulk uploads.
Custom rules enable selective rebates for specific items, customers, vendors, or geographies.
GL account mapping ensures proper financial tracking of rebate adjustments.
This module gives businesses better control over promotional strategies, discount structures, and vendor/customer rebate programs.
Fields and Options
Rebate Details Section
Item Rebate Name – The name/identifier of the rebate setup. Helps users easily recognize the rebate.
Entity Type – Defines whether the rebate applies to a customer, vendor, or other entity type.
Income Account – GL account where rebate income is recorded. Useful for tracking rebates as inflows.
Expense Account – GL account where rebate expense is tracked. Ensures accounting accuracy.
Rebate Adjustment Type – Determines the method of rebate calculation:
$ (Fixed Amount): A flat monetary adjustment.
% (Percentage): A percentage of the Item Unit Cost.
Custom: Allows creating detailed Item Rebate Rules with conditions.
Checkboxes (Rebate Attributes):
Apply Rebate to Entity – Applies rebate at the entity level (customer/vendor) instead of only at item level.
Taxable – Indicates whether rebate is taxable.
Discountable – Defines if rebate can be combined with discounts.
Active – Controls whether the rebate is active or inactive.
Item Rebate Rules (Enabled when Custom is selected)
Country – Restrict rebate to a specific country.
State/Province – Restrict rebate within a selected state/province.
Item Number – Apply rebate only to the selected item(s).
Select Entity – Choose a specific customer/vendor entity to apply rebate.
Item Tags – Use tags to apply rebates across item groups.
Customer Tags – Apply rebate for customers tagged under specific attributes.
Item Category – Apply rebate to items within a category.
Customer Group – Apply rebate for customers belonging to a defined group.
HS Code – Apply rebate to items identified by Harmonized System code. Useful for global trade compliance.
Item Default Vendor – Restrict rebate to items purchased from a specific vendor.
Refund Adjustment Rule Type – Select how rebate is refunded (% or $).
Item Rebate Rule Cost Amount – The cost adjustment value defined by the rule.
Add Item Rebate Rule Button – Adds the configured rule to the rule list.
Item Rebate Rule Details (after rules are created)
Entity – The entity for which rebate applies (customer/vendor).
Country – Country restriction applied to the rule.
State/Province – Regional restriction applied.
Item# – Item(s) covered under the rule.
Item Category – Category applied for grouping rebates.
Item Default Vendor Name – Vendor linked with the rebate rule.
Cost Type – Defines whether the adjustment is fixed or percentage.
Amount – Value of rebate applied.
Item Tags – Tags linked to item(s).
Customer Tags – Tags linked to customer(s).
HS Code – HS Code defining the rebate applicability.
Customer Group – Group of customers receiving rebate.
Header Options
Save – Saves the rebate configuration.
Delete – Deletes a rebate setup.
Item Rebate Implementation in Sales Order and Invoice
Functionality Added
The Item Rebate functionality has been extended to:
Create Sales Order (SO)
Upload Sales Order
Create Invoice
It ensures that rebate fields and calculations are integrated seamlessly into the transaction workflow.
Changes in Forms
Item Rebate fields are now visible in:
Sales Order Detail Centre
Invoice Detail Centre
Invoice Sub-Form
Sales Order Sub-Form
⚡ Note: GL account mapping for Item Rebates works similar to the VAS module, ensuring that rebates are accurately posted in financials wherever applicable.
Use Cases
Promotions & Seasonal Discounts Run limited-time promotions with % rebates on categories or tagged items.
Vendor-Funded Rebates Apply vendor rebates at item/vendor level to reflect correct costing.
Customer Group Pricing Offer rebates for specific customer groups (e.g., wholesalers vs. retailers).
Geography-Based Rebates Apply rebates by region (state/country) for local promotions.
Compliance with Trade Rules Use HS Code conditions to align rebates with international trade regulations.
✅ This structure ensures clear separation between Rebate Details and Item Rebate Rules, with every field explained for functional and accounting clarity.
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