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Autologue User`s Manual – Rebate Tracking Page i Table Of

1. F10 Save F11 Exit Program Inserting A Blank Line Within The Customer Section Of Rebating e With the cursor positioned below the Cust field use the arrow keys to position the cursor on the line where you want a line inserted Press the lt F2 gt Insert Blank Line key and a new line blank line will be inserted at the current cursor position and push all existing customer number down Enter the new customer number and rebate percentage information as described earlier and press the lt F10 gt key to save the entered information Autologue User s Manual Rebate Tracking Page 4 Deleting A Line Within The Customer Section Of Rebating With the cursor positioned below the Cust field use the arrow keys to position the cursor on the line which is to be deleted Press the lt F4 gt Delete Line key and the line will be deleted and all other lines will be repositioned accordingly Press the lt F10 gt key to save the updated information Setting Report Codes Within Part Numbers All rebatable part numbers must have a report code that matches the report code specified within the Rebate Accounting screen for its matching product line number There are two ways to enter report codes into part numbers The first way is to call up the part numbers within Inventory Update and entering the desired report code The second way is to use the Duplicate Inventory Fields 10 within Miscellaneous Functions Menu program to enter the desir
2. of the rebatable part number cost total x customer rebate 100 0 Profit Dollars The after rebate profit dollars sell total cost total rebate amount if one of the rebatable part number Gross Profit The after rebate gross profit percentage profit dollars sell total x 100 of the rebatable part number Function Keys F2 Inserts a blank line within the customer section of the Rebate Accounting screen _ F4 Deletes a line within the customer section of the Rebate Accounting screen F5 Pops up a choice list window for either product lines or customers _ __ _ F8_ Pops up a window with help text information O
3. Autologue User s Manual Rebate Tracking Page i Table Of Contents Introduction Rebate Tracking 1 Accessing Re baling ccsscciscssessicduasostacsszssusasvsstisvepevnscateestacensssicas esias i i iaaea iais 1 Setting Up The Rebate Criteria 2 Inserting A Blank Line Within The Customer Section Of Rebating 3 Deleting A Line Within The Customer Section Of Rebating 4 Setting Report Codes Within Part Numbetrs 4 Sample Rebate Report u u R ossei easi e T eosin 5 Report Fields Of Information 6 Function IS CYS oascusscsaissscszes ce stecsscontscasevetdvapensacdecsonssbatevedssestesideasandabatensesesSocsnsaseesbiseaveeecaspeannstens 6 Revision 6 02 Version 7 1 Autologue User s Manual Rebate Tracking Page 1 Introduction Rebate Tracking fe o This section of the user s manual will provide an overview of the Rebate tracking program The Rebate software gives the user the ability to track specific part numbers within a product line whenever they are sold to the customer numbers setup within rebating The following information is tracked and reported Invoice Number I
4. ed report code for a range of part numbers or a complete product line Note As is true with regular tracking the Track field must be set to Y for all parts that are tracked for rebating Autologue User s Manual Rebate Tracking Sample Rebate Report Product Line 50 FRAM FILTERS Customer 1 T AND A GLASS Part Number FRM PH30 FRM PH8A FRM PH8A FRM PH8A Product Line 51 FILKO IGN Customer 12 AAA AUTO REPAIR SERVICE MM DD YY 40753 FKO 31 25 Customer Totals Product Line 65 REB ELECTRIC Customer 25 BROWNS ENGINE Part Number REB 3250 REB 3250 REB 3250 REB 3250 REB 3250 Customer Totals Grand Totals Rebate Report for Generic Auto Maximum GP 35 00 Rebate Percent 25 00 Cost Cost Rebate Report Maximum GP 45 00 Rebate Percent 23 00 Cost Cost Sell Rebate Report Maximum GP 70 00 Rebate Percent 30 00 Cost Cost Sell Rebate Report Cost Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit Profit Gross Dollars Profit 00 0 0 Profit Gross Dollars Profit Profit Gross Dollars Profit Maximum Rebate Rebate Maximum Rebate Rebate Amount Rebate Amount Maximum Rebate Page 5 Profit Gross Dollars Profit 80 44 11 63 Profit Gross Dolla
5. ng all of the product lines which have tracking history Use the arrow keys to select the desired product line and press lt Return gt e With the cursor positioned at the Maximum Profit orMaximum Markup gt field enter the maximum profit or markup percentage the manufacturer has specified and press lt Return gt There is a setup option that enables the Rebate program to use either gross profit or markup percentages If Maximum Profit is displayed the percentage entered means that parts cannot make a gross profit percentage over this amount If a part is sold and the gross profit percentage is over the entered maximum profit percentage the Rebate Report will not report a rebate dollar amount IfMaximum Markup is displayed the percentage entered means that parts cannot be sold for a price above the calculated maximum price The cost will be multiplied by the markup percentage entered and will come up with a maximum sell price If a part is sold and the sell price was larger than the calculated maximum selling price the Rebate Report will not report a rebate dollar amount e With the cursor positioned at the Default Rebate field enter the default rebate percentage in which the majority of the customers to be rebated will be set at and press lt Return gt The percentage entered means that when a customer is added to the rebate still to be discussed the default rebate percentage will automatically be placed into the Rebate 3 field Aut
6. nvoice Date Part Number Return Code If One Quantity Sold Cost Each Cost Total Sell Each Sell Total Profit Dollars Excluding The Rebate Amount Gross Profit Percent Excluding The Maximum Sell Price Calculated Rebate Amount Rebate Amount Profit Dollars Including The Rebate Amount Gross Profit Percent Including The Rebate Amount A Rebate report will automatically be generated when the month end processing procedure is performed The user will then give this report to the manufacturer to get the rebate amount owed Accessing Rebating From the Autologue Main Menu enter 21 and press lt Return gt When the Utility Menu 1 is displayed enter 1 Select Utility Menu 2 When the Utility Menu 2 is displayed enter 1 Select Utility Menu 3 When the Utility Menu 3 is displayed enter 6 Rebate Program Autologue User s Manual Rebate Tracking Page 2 The Rebate Accounting screen will be displayed as follows Rebate Account ing Function Keys Product Line H Maximum Profit Default Rebate Report Code Fl Restart Program FS Product Line Choices F View Last Report Customer Nane F8 Help F11 Exit Program Setting Up The Rebate Criteria e With the cursor positioned at the Product Line field enter the product line number of the product line which is to be rebated and press lt Return gt or press the lt F5 gt Product Line Choices key and a pop up window will display showi
7. ologue User s Manual Rebate Tracking Page 3 e With the cursor positioned at the Report Code field enter the report code which each rebated part number must have in its report code field in order to be tracked for rebating and press lt Return gt This field must have a report code e With the cursor positioned below the Cust field enter the customer number of the customer which is to be rebated and press lt Return gt or press the lt F5 gt Customer Choices key and a pop up window will display showing all of the customers which have tracking history Use the arrow keys to select the desired customer and press lt Return gt e With the cursor positioned below the Rebate field the default rebate percentage will be displayed If the default rebate percentage is correct simply press lt Return gt If the rebate percentage for the customer differs from the default enter the rebate percentage and press lt Return gt Continue this process for all customers that will be tracked for rebating purposes When all customers have been added press the lt F10 gt key to save the entered information Rebate Account ing Function Keys Product Line 201 REB ELECTRIC Maximum Profit 25 00 Default Rebate 15 00 Report Code R Fi Restart F2 Insert Blank Line Fd Delete Line Customer Nane AMERICAN ACRYLIC CERTIFIED APPLIANCE CHUCK amp SANS AUTOMOTIVE DATSUN CAR SERVICE FS Custoner Choices F View Last Report F8 Help
8. rs Profit Profit Gross Dollars Profit Profit Dollars Profit Dollars Profit Dollars Profit Profit Dollars Profit Dollars 00 Profit Dollars Profit Gross Dollars Profit Autologue User s Manual Rebate Tracking Page 6 Report Fields Of Information Maximum GP The maximum gross profit percentage a rebatable part number can make If the gross profit is above the maximum the report will not show a rebate dollar amount for the part number Rebate Percent The rebate percentage for the customer number shown Date The sell date of the rebatable part number Inv The invoice number of the rebatable part number Part Number The rebatable part number within the product line CD The return code of the rebatable part number Qty The quantity sold of the rebatable part number Cost Each The cost per each of the rebatable part number Cost Total The cost total cost each x qty of the rebatable part number Sell Each The sell price per each of the rebatable part number Sell Total The sell total sell each x qty of the rebatable part number Profit Dollars The profit dollars sell total cost total of the rebatable part number Gross Profit The gross profit percentage profit dollars sell total x 100 of the rebatable part number Maximum Sell The calculated maximum sell price of the rebatable part number cost 100 0 maximum gross profit 100 0 Rebate Amount The calculated rebate amount

Autologue User`s Manual – Rebate Tracking Page i Table Of

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Autologue User`s Manual &ndash; Rebate Tracking Page i Table Of

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Autologue User`s Manual – Rebate Tracking Page i Table Of