This screen is used for bulk updating the item record's promotional pricing details based on the selected filter criteria.

Steps:

  1. In Store menu, click Update Rebate/Discount.

  2. Enter / select at least 1 filter:

    • Store Group - When selected, Location option will be disabled. Choose 1 or more store groups to filter.
    • Location - When selected, Store Group option will be disabled. Choose 1 or more locations to filter.
    • Vendor  - Select the vendor/s criteria where you want to update the items from
    • Category -  Select the category where you want to update the items from.
    • Family - Select the family criteria where you want to update the items from.
    • Class - Select the class where you want to update the items from.

  3. Fill out the Update rebate/discount (at least 1 update):

    • Promotion Type - Choose 1 from the to options:

      • Vendor Rebate
      • Vendor Discount

    • Beginning Date - Select the date where the rebate / discount will become active.

    • Ending Date - Select the date where the rebate / discount will become inactive.

    • Rebate Amount - Enter the rebate value you want to update. This field is disabled once you select Vendor Discount as the Promotion Type.

    • Accumulated Amount - Enter the accumulated amount you want to update. This field is disabled once you select Vendor Discount as the Promotion Type.

    • Accumulated Quantity - Enter the accumulated quantity you want to update your items with. This field is disabled once you select Vendor Discount as the Promotion Type.

    • Disc through Amount - Entered value will reflect in the Item's Pricing setup → Promotional Pricing & Exemptions. This field is disabled once you select Vendor Rebate as the Promotion Type.
    • Disc through Qty - Entered value will reflect in the Item's Pricing setup → Promotional Pricing & Exemptions. This field is disabled once you select Vendor Rebate as the Promotion Type. 
    • Disc Amount/Unit - Entered value will reflect in the Item's Pricing setup → Promotional Pricing & Exemptions. This field is disabled once you select Vendor Rebate as the Promotion Type. 
  4. Click Preview tab to review the changes before committing the update.
  5. Click Update.


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