2
.. i18n: Rebates at the end of a campaign
3
.. i18n: ================================
5
Rebates at the end of a campaign
6
================================
8
.. i18n: If you want to provide discounts on an order, use the pricelist system in Open ERP. But it's better
9
.. i18n: to work with end-of-campaign rebates or year-end rebates. In this case the customer pays a certain
10
.. i18n: price for the whole of the campaign or the year and a rebate is returned to him at the end of the
11
.. i18n: campaign that depends on the sales he's made throughout the year.
13
If you want to provide discounts on an order, use the pricelist system in Open ERP. But it's better
14
to work with end-of-campaign rebates or year-end rebates. In this case the customer pays a certain
15
price for the whole of the campaign or the year and a rebate is returned to him at the end of the
16
campaign that depends on the sales he's made throughout the year.
18
.. i18n: Example: Using returns for the end of a campaign
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.. i18n: ------------------------------------------------
21
Example: Using returns for the end of a campaign
22
------------------------------------------------
24
.. i18n: Take the case of a contract negotiations with a wholesaler. To get the best selling price, the
25
.. i18n: wholesaler will ask you for a good deal and will sign up to a certain volume of orders over
28
Take the case of a contract negotiations with a wholesaler. To get the best selling price, the
29
wholesaler will ask you for a good deal and will sign up to a certain volume of orders over
32
.. i18n: You can then propose a price based on the volume that the wholesaler agrees to sell. But then you
33
.. i18n: don't have any control over his orders. If at the end of the year the wholesaler hasn't taken the
34
.. i18n: agreed volumes then you can't do anything. At most you can review his terms for the following year.
36
You can then propose a price based on the volume that the wholesaler agrees to sell. But then you
37
don't have any control over his orders. If at the end of the year the wholesaler hasn't taken the
38
agreed volumes then you can't do anything. At most you can review his terms for the following year.
40
.. i18n: Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract
41
.. i18n: where the price is dependent on the usual wholesaler's terms. You can propose a rebate grid which
42
.. i18n: will be assigned at the end of the year as a function of the actual sales made.
44
Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract
45
where the price is dependent on the usual wholesaler's terms. You can propose a rebate grid which
46
will be assigned at the end of the year as a function of the actual sales made.
49
.. i18n: single: module; discount_campaign
52
single: module; discount_campaign
54
.. i18n: Install the :mod:`discount_campaign` module (in ``addons-extra`` at the time of writing)
55
.. i18n: to generate rebates at the end of the campaign. Once
56
.. i18n: the modules have been installed you can configure your campaign using the menu :menuselection:`Sales
57
.. i18n: Management --> Configuration --> Discount campaign`.
59
Install the :mod:`discount_campaign` module (in ``addons-extra`` at the time of writing)
60
to generate rebates at the end of the campaign. Once
61
the modules have been installed you can configure your campaign using the menu :menuselection:`Sales
62
Management --> Configuration --> Discount campaign`.
64
.. i18n: .. note:: Year-end rebate
66
.. i18n: Most companies use the term *year-end rebate*, where rebates are applied at the end of the year.
67
.. i18n: But if you're using rebates at the end of a campaign,
68
.. i18n: this would only actually be the case if the campaign lasts exactly one year.
70
.. note:: Year-end rebate
72
Most companies use the term *year-end rebate*, where rebates are applied at the end of the year.
73
But if you're using rebates at the end of a campaign,
74
this would only actually be the case if the campaign lasts exactly one year.
76
.. i18n: .. figure:: images/discount_campaign_RFA.png
78
.. i18n: :align: center
80
.. i18n: *Configuring a year-end rebate*
82
.. figure:: images/discount_campaign_RFA.png
86
*Configuring a year-end rebate*
88
.. i18n: A campaign must have a name, a start date, and an end date. After entering this information, you
89
.. i18n: should describe the lines of the campaign. Each line can be applied to a product or a category of
90
.. i18n: products. Then set the quantity of products sold from which the discount is applied, and the amount
91
.. i18n: of the rebate as a percentage of the actual sales volume.
93
A campaign must have a name, a start date, and an end date. After entering this information, you
94
should describe the lines of the campaign. Each line can be applied to a product or a category of
95
products. Then set the quantity of products sold from which the discount is applied, and the amount
96
of the rebate as a percentage of the actual sales volume.
98
.. i18n: When you've defined the campaign you can active it by clicking the :guilabel:`Open` button. The
99
.. i18n: figure :ref:`fig-discamp` shows a campaign with a rebate on computers which is between 10% and 20% depending on
100
.. i18n: the sales volume.
102
When you've defined the campaign you can active it by clicking the :guilabel:`Open` button. The
103
figure :ref:`fig-discamp` shows a campaign with a rebate on computers which is between 10% and 20% depending on
106
.. i18n: .. _fig-discamp:
108
.. i18n: .. figure:: images/discount_campaign.png
110
.. i18n: :align: center
112
.. i18n: *Configuring a discount campaign for computers*
116
.. figure:: images/discount_campaign.png
120
*Configuring a discount campaign for computers*
122
.. i18n: Once the campaign has been defined you can assign a given campaign to various partners. To do that
123
.. i18n: set a :guilabel:`Discount Campaign` in the second tab :guilabel:`Sales and Purchases` of the partner form.
125
Once the campaign has been defined you can assign a given campaign to various partners. To do that
126
set a :guilabel:`Discount Campaign` in the second tab :guilabel:`Sales and Purchases` of the partner form.
128
.. i18n: Finally at the end of the campaign you should close it and Open ERP will automatically generate
129
.. i18n: invoices or credit notes for your partner associated with this campaign. Open ERP opens credit
130
.. i18n: notes in the ``Draft`` state that you can modify before validating them. To calculate the amount on the
131
.. i18n: credit note, Open ERP uses all of the invoices sent out during the period of the campaign as its
134
Finally at the end of the campaign you should close it and Open ERP will automatically generate
135
invoices or credit notes for your partner associated with this campaign. Open ERP opens credit
136
notes in the ``Draft`` state that you can modify before validating them. To calculate the amount on the
137
credit note, Open ERP uses all of the invoices sent out during the period of the campaign as its
140
.. i18n: You can also reach all of the draft credit notes using the menu :menuselection:`Financial Management
141
.. i18n: --> Invoices --> Customer Refunds`.
143
You can also reach all of the draft credit notes using the menu :menuselection:`Financial Management
144
--> Invoices --> Customer Refunds`.
146
.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
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.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
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.. i18n: .. change the content. You can also print a copy to be read by yourself only.
153
.. You may take electronic copy of this publication and distribute it if you don't
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.. change the content. You can also print a copy to be read by yourself only.
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.. i18n: .. We have contracts with different publishers in different countries to sell and
157
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
158
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
159
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
160
.. i18n: .. rights of these sales.
162
.. We have contracts with different publishers in different countries to sell and
163
.. distribute paper or electronic based versions of this book (translated or not)
164
.. in bookstores. This helps to distribute and promote the Open ERP product. It
165
.. also helps us to create incentives to pay contributors and authors using author
166
.. rights of these sales.
168
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
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170
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.. Due to this, grants to translate, modify or sell this book are strictly
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.. written authorisation for this.
176
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.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
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.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
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.. i18n: .. printed in initial capitals.
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.. Many of the designations used by manufacturers and suppliers to distinguish their
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.. products are claimed as trademarks. Where those designations appear in this book,
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.. and Open Object Press was aware of a trademark claim, the designations have been
184
.. printed in initial capitals.
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.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
187
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
188
.. i18n: .. resulting from the use of the information contained herein.
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.. While every precaution has been taken in the preparation of this book, the publisher
191
.. and the authors assume no responsibility for errors or omissions, or for damages
192
.. resulting from the use of the information contained herein.
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.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium