2
.. i18n: Rebates at the end of a campaign
3
.. i18n: ================================
6
Rebates at the end of a campaign
7
================================
9
.. i18n: If you want to provide discounts on an order, use the pricelist system in OpenERP. But it's better
10
.. i18n: to work with end-of-campaign rebates or year-end rebates. In this case the customer pays a certain
11
.. i18n: price for the whole of the campaign or the year and a rebate is returned to him at the end of the
12
.. i18n: campaign that depends on the sales he's made throughout the year.
15
If you want to provide discounts on an order, use the pricelist system in OpenERP. But it's better
16
to work with end-of-campaign rebates or year-end rebates. In this case the customer pays a certain
17
price for the whole of the campaign or the year and a rebate is returned to him at the end of the
18
campaign that depends on the sales he's made throughout the year.
20
.. i18n: Example: Using returns for the end of a campaign
21
.. i18n: ------------------------------------------------
24
Example: Using returns for the end of a campaign
25
------------------------------------------------
27
.. i18n: Take the case of a contract negotiations with a wholesaler. To get the best selling price, the
28
.. i18n: wholesaler will ask you for a good deal and will sign up to a certain volume of orders over
32
Take the case of a contract negotiations with a wholesaler. To get the best selling price, the
33
wholesaler will ask you for a good deal and will sign up to a certain volume of orders over
36
.. i18n: You can then propose a price based on the volume that the wholesaler agrees to sell. But then you
37
.. i18n: don't have any control over his orders. If at the end of the year the wholesaler hasn't taken the
38
.. i18n: agreed volumes then you can't do anything. At most you can review his terms for the following year.
41
You can then propose a price based on the volume that the wholesaler agrees to sell. But then you
42
don't have any control over his orders. If at the end of the year the wholesaler hasn't taken the
43
agreed volumes then you can't do anything. At most you can review his terms for the following year.
45
.. i18n: Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract
46
.. i18n: where the price is dependent on the usual wholesaler's terms. You can propose a rebate grid which
47
.. i18n: will be assigned at the end of the year as a function of the actual sales made.
50
Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract
51
where the price is dependent on the usual wholesaler's terms. You can propose a rebate grid which
52
will be assigned at the end of the year as a function of the actual sales made.
55
.. i18n: single: module; discount_campaign
59
single: module; discount_campaign
61
.. i18n: Install the :mod:`discount_campaign` module (in ``addons-extra`` at the time of writing)
62
.. i18n: to generate rebates at the end of the campaign. Once
63
.. i18n: the modules have been installed you can configure your campaign using the menu :menuselection:`Sales
64
.. i18n: Management --> Configuration --> Discount campaign`.
67
Install the :mod:`discount_campaign` module (in ``addons-extra`` at the time of writing)
68
to generate rebates at the end of the campaign. Once
69
the modules have been installed you can configure your campaign using the menu :menuselection:`Sales
70
Management --> Configuration --> Discount campaign`.
72
.. i18n: .. note:: Year-end rebate
74
.. i18n: Most companies use the term *year-end rebate*, where rebates are applied at the end of the year.
75
.. i18n: But if you're using rebates at the end of a campaign,
76
.. i18n: this would only actually be the case if the campaign lasts exactly one year.
79
.. note:: Year-end rebate
81
Most companies use the term *year-end rebate*, where rebates are applied at the end of the year.
82
But if you're using rebates at the end of a campaign,
83
this would only actually be the case if the campaign lasts exactly one year.
85
.. i18n: .. figure:: images/discount_campaign_RFA.png
87
.. i18n: :align: center
89
.. i18n: *Configuring a year-end rebate*
92
.. figure:: images/discount_campaign_RFA.png
96
*Configuring a year-end rebate*
98
.. i18n: A campaign must have a name, a start date, and an end date. After entering this information, you
99
.. i18n: should describe the lines of the campaign. Each line can be applied to a product or a category of
100
.. i18n: products. Then set the quantity of products sold from which the discount is applied, and the amount
101
.. i18n: of the rebate as a percentage of the actual sales volume.
104
A campaign must have a name, a start date, and an end date. After entering this information, you
105
should describe the lines of the campaign. Each line can be applied to a product or a category of
106
products. Then set the quantity of products sold from which the discount is applied, and the amount
107
of the rebate as a percentage of the actual sales volume.
109
.. i18n: When you've defined the campaign you can active it by clicking the :guilabel:`Open` button. The
110
.. i18n: figure :ref:`fig-discamp` shows a campaign with a rebate on computers which is between 10% and 20% depending on
111
.. i18n: the sales volume.
114
When you've defined the campaign you can active it by clicking the :guilabel:`Open` button. The
115
figure :ref:`fig-discamp` shows a campaign with a rebate on computers which is between 10% and 20% depending on
118
.. i18n: .. _fig-discamp:
120
.. i18n: .. figure:: images/discount_campaign.png
122
.. i18n: :align: center
124
.. i18n: *Configuring a discount campaign for computers*
129
.. figure:: images/discount_campaign.png
133
*Configuring a discount campaign for computers*
135
.. i18n: Once the campaign has been defined you can assign a given campaign to various partners. To do that
136
.. i18n: set a :guilabel:`Discount Campaign` in the second tab :guilabel:`Sales and Purchases` of the partner form.
139
Once the campaign has been defined you can assign a given campaign to various partners. To do that
140
set a :guilabel:`Discount Campaign` in the second tab :guilabel:`Sales and Purchases` of the partner form.
142
.. i18n: Finally at the end of the campaign you should close it and OpenERP will automatically generate
143
.. i18n: invoices or credit notes for your partner associated with this campaign. OpenERP opens credit
144
.. i18n: notes in the ``Draft`` state that you can modify before validating them. To calculate the amount on the
145
.. i18n: credit note, OpenERP uses all of the invoices sent out during the period of the campaign as its
149
Finally at the end of the campaign you should close it and OpenERP will automatically generate
150
invoices or credit notes for your partner associated with this campaign. OpenERP opens credit
151
notes in the ``Draft`` state that you can modify before validating them. To calculate the amount on the
152
credit note, OpenERP uses all of the invoices sent out during the period of the campaign as its
155
.. i18n: You can also reach all of the draft credit notes using the menu :menuselection:`Financial Management
156
.. i18n: --> Invoices --> Customer Refunds`.
159
You can also reach all of the draft credit notes using the menu :menuselection:`Financial Management
160
--> Invoices --> Customer Refunds`.
162
.. i18n: .. Copyright © Open Object Press. All rights reserved.
165
.. Copyright © Open Object Press. All rights reserved.
167
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
168
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
171
.. You may take electronic copy of this publication and distribute it if you don't
172
.. change the content. You can also print a copy to be read by yourself only.
174
.. i18n: .. We have contracts with different publishers in different countries to sell and
175
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
176
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
177
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
178
.. i18n: .. rights of these sales.
181
.. We have contracts with different publishers in different countries to sell and
182
.. distribute paper or electronic based versions of this book (translated or not)
183
.. in bookstores. This helps to distribute and promote the OpenERP product. It
184
.. also helps us to create incentives to pay contributors and authors using author
185
.. rights of these sales.
187
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
188
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
189
.. i18n: .. written authorisation for this.
192
.. Due to this, grants to translate, modify or sell this book are strictly
193
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
194
.. written authorisation for this.
196
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
197
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
198
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
199
.. i18n: .. printed in initial capitals.
202
.. Many of the designations used by manufacturers and suppliers to distinguish their
203
.. products are claimed as trademarks. Where those designations appear in this book,
204
.. and Open Object Press was aware of a trademark claim, the designations have been
205
.. printed in initial capitals.
207
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
208
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
209
.. i18n: .. resulting from the use of the information contained herein.
212
.. While every precaution has been taken in the preparation of this book, the publisher
213
.. and the authors assume no responsibility for errors or omissions, or for damages
214
.. resulting from the use of the information contained herein.
216
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
219
.. Published by Open Object Press, Grand Rosière, Belgium