Rebates at the End of a Campaign¶
If you want to provide discounts on an order, you can use the pricelist system in OpenERP. But we would not be writing about end-of-campaign rebates if no other solution was available. You can also work with end-of-campaign rebates or year-end rebates. The customer pays a certain price during the whole of the campaign or the year, and he will receive a rebate at the end of the campaign according to the sales made throughout the year.
Take the case of contract negotiations with a wholesaler. To get the best selling price, the wholesaler will ask you for a good deal and will sign up to a certain volume of orders over the year.
You can then propose a price based on the volume that the wholesaler agrees to sell. But then you do not have any control over his orders. If at the end of the year the wholesaler has not taken the agreed volumes, you can do nothing. At most you can review his terms for the following year.
Rebates at the end of a campaign can help you avoid this sort of problem. You can propose a contract where the price depends on the usual wholesaler's terms. You can propose a rebate grid which will be assigned at the end of the year as a function of the actual sales made.
Install the discount_campaign module (in extra-addons at the time of writing) to generate rebates at the end of the campaign. Once the modules have been installed, you can configure your campaign using the menu Sales ‣ Configuration ‣ Sales ‣ Discount Campaigns.
Most companies use the term year-end rebate, where rebates are applied at the end of the year. But of course you can also define rebates for a campaign that lasts less than or more than one year.
A campaign should have a name, a refund journal (to create the credit notes at the end of the campaign), a start date, and an end date. After entering this information, you should describe the lines of the campaign. Each line can be applied to a product or a category of products. Then set the quantity of products sold from which the discount is applied, and the amount of the rebate as a percentage of the actual sales volume.
When you have defined the campaign, you can activate it by clicking the Open button. The figure Configuring a Discount Campaign for Computers shows a campaign with a rebate on computers which is between 10% and 20% depending on the sales volume.
Once the campaign has been defined and activated, you can assign it to various partners. To do that set a Discount Campaign in the second tab Sales & Purchases of the partner form.
Finally, at the end of the campaign, you should close it and OpenERP will automatically generate invoices or credit notes for your partner associated with this campaign. OpenERP opens credit notes in the Draft state so you can modify them before validation. To calculate the amount on the credit note, OpenERP uses all of the invoices sent out during the period of the campaign as a basis.
You can also get an overview of all draft credit notes using the menu Accounting ‣ Customers ‣ Customer Refunds.