Rebate Types
This table presents available rebate condition types with their default setup. Below you will find how to modify the rebate types setup.
|
Category |
Rebate Condition Types |
Target |
Target Value |
Increment |
Rebate Value |
Package Version |
|---|---|---|---|---|---|---|
|
Conditional |
Single Target Amount |
Single |
$ |
N/A |
$ |
1.0 |
|
Single Target Percent |
Single |
$ |
N/A |
% |
1.0 |
|
|
Single Volume Total Amount |
Single |
Total Quantity |
N/A |
$ |
1.0 |
|
|
Single Volume Total Percent |
Single |
Total Quantity |
N/A |
% |
1.0 |
|
|
Single Volume Per Unit |
Single |
Total Quantity |
N/A |
$/unit |
1.0 |
|
|
Multi Target Amount |
Multi |
$ |
N/A |
$ |
1.0 |
|
|
Multi Target Percent |
Multi |
$ |
N/A |
% |
1.0 |
|
|
Growth |
Growth Absolute Amount |
Multi |
$ |
N/A |
$ |
1.0 |
|
Growth Absolute Percent |
Multi |
$ |
N/A |
% |
1.0 |
|
|
Growth Percent Amount |
Multi |
% |
N/A |
$ |
1.0 |
|
|
Growth Percent Percent |
Multi |
% |
N/A |
% |
1.0 |
|
|
Increment |
Single Increment Amount |
Single |
$ |
$ |
$ |
1.0 |
|
Single Increment Percent |
Single |
$ |
$ |
% |
1.0 |
|
|
Multi Increment Amount |
Multi |
$ |
$ |
$ |
1.0 |
|
|
Multi Increment Percent |
Multi |
$ |
$ |
% |
1.0 |
|
|
Increment Growth |
Single Increment Growth Amount |
Single |
% |
$ |
$ |
1.0 |
|
Single Increment Growth Percent |
Single |
% |
$ |
% |
1.0 |
|
|
Fixed |
Fixed Amount |
N/A |
N/A |
N/A |
$ |
1.0 |
|
Fixed Percent |
N/A |
N/A |
N/A |
% |
1.0 |
|
|
Stepped |
Stepped Amount |
Multi |
$ |
N/A |
$ |
1.0 |
|
Stepped Percent |
Multi |
$ |
N/A |
% |
1.0 |
|
|
Linear |
Linear Amount |
Multi (2) |
$ |
N/A |
$ |
1.0 |
|
Linear Percent |
Multi (2) |
$ |
N/A |
% |
1.0 |
Calculation Examples
Single Target Amount
Inputs in the Rebate Agreement:
-
Target
-
Rebate Value – Amount
Example:
|
Target |
Amount |
Base Line |
Rebate |
|---|---|---|---|
|
$100,000 |
$1,000 |
$110,000 |
$1,000 |
|
$100,000 |
$1,000 |
$90,000 |
$0 |
Single Target Percent
Inputs in the Rebate Agreement:
-
Target
-
Rebate Value – %
Example:
|
Target |
% |
Base Line |
Rebate |
|---|---|---|---|
|
$100,000 |
1% |
$110,000 |
$1,100 |
|
$100,000 |
1% |
$90,000 |
$0 |
Single Volume Total Amount
|
Target (units) |
Amount |
Base Line |
Rebate Value |
|---|---|---|---|
|
1,000 |
$100 |
1,100 |
$100 |
|
1,000 |
$100 |
900 |
$0 |
Single Volume Total Percent
|
Target (units) |
% |
Base Line |
Rebate Calc Base Line |
Rebate Value |
|---|---|---|---|---|
|
1,000 |
1% |
1,100 |
$10,000 |
$100 |
|
1,000 |
1% |
900 |
$9,000 |
$0 |
Single Volume Per Unit
|
Target (units) |
Amount per Unit |
Base Line |
Rebate Value |
|---|---|---|---|
|
1,000 |
$0.1/unit |
1,100 |
$110 |
|
1,000 |
$0.1/unit |
900 |
0 |
Multi Target Amount
Inputs in the Rebate Agreement:
-
Target(s)
-
Rebate Value(s) – Amount
Definition:
|
Tier |
Amount |
|---|---|
|
$100,000 |
$100 |
|
$150,000 |
$500 |
|
$200,000 |
$1,000 |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$90,000 |
$0 |
|
$110,000 |
$100 |
|
$250,000 |
$1,000 |
Multi Target Percent
Inputs in the Rebate Agreement:
-
Target(s)
-
Rebate Value(s) – %
Definition:
|
Tier |
% |
|---|---|
|
$100,000 |
1% |
|
$150,000 |
2% |
|
$200,000 |
3% |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$90,000 |
$0 |
|
$110,000 |
$1,100 |
|
$250,000 |
$7,500 |
Growth Absolute Amount
Comparison to some previous period – Month, Quarter, Year, Custom.
Inputs in the Rebate Agreement:
-
Target(s)
-
Rebate Value(s) – $
|
Growth Tier |
Amount |
|---|---|
|
$10,000 |
$100 |
|
$25,000 |
$300 |
|
$100,000 |
$10,000 |
|
Growth Base Line (Current – Previous) |
Rebate Value |
|---|---|
|
$5,000 |
$0 |
|
$30,000 |
$300 |
|
$150,000 |
$10,000 |
Growth Absolute Percent
Comparison to some previous period – Month, Quarter, Year, Custom.
Inputs in the Rebate Agreement:
-
Target(s)
-
Rebate Value(s) – %
|
Growth Tier |
% |
|---|---|
|
$10,000 |
1% |
|
$25,000 |
2% |
|
$100,000 |
5% |
|
Base Line |
Rebate Value |
|---|---|
|
$5,000 |
$0 |
|
$25,000 |
$500 |
|
$150,000 |
$7,500 |
Growth Percent Percent
Comparison to some previous period – Month, Quarter, Year, Custom.
Inputs in the Rebate Agreement:
-
Target(s) – %
-
Rebate Value(s) – %
|
Growth Tier % |
% |
|---|---|
|
2% |
1% |
|
5% |
3% |
|
10% |
5% |
|
Base Line |
Calc Base Line |
Rebate Value |
|---|---|---|
|
1% |
$10,000 |
$0 |
|
2% |
$100,000 |
$1,000 |
|
11% |
$100,000 |
$5,000 |
Growth Percent Amount
Comparison with some previous period – Month, Quarter, Year, Custom.
Inputs in the Rebate Agreement:
-
Target(s) – %
-
Rebate Value(s) – $
|
Growth Tier % |
Amount |
|---|---|
|
2% |
$1,000 |
|
5% |
$10,000 |
|
10% |
$25,000 |
|
Base Line |
Rebate Value |
|---|---|
|
1% |
$0 |
|
2% |
$1,000 |
|
11% |
$25,000 |
Single Increment Amount
Inputs in the Rebate Agreement:
-
Target
-
Increment
-
Rebate Value – $
Definition:
|
Target |
Increment |
Amount |
|---|---|---|
|
$100,000 |
$10,000 |
$100 |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$90,000 |
$0 |
|
$110,000 |
$100 |
|
$150,000 |
$500 |
Single Increment Percent
Inputs in the Rebate Agreement:
-
Target
-
Increment
-
Rebate Value – %
Definition:
|
Target |
Increment |
% |
|---|---|---|
|
$100,000 |
$10,000 |
1% |
Example:
|
Base Line |
Base Calc |
Rebate Value |
|---|---|---|
|
$90,000 |
$0 |
$0 |
|
$110,000 |
$10,000 |
$100 |
|
$150,000 |
$50,000 |
$500 |
Multi Increment Amount
Inputs in the Rebate Agreement:
-
Target(s)
-
Increment(s)
-
Rebate Value(s) – $
Definition:
|
Target |
Increment |
Amount |
|---|---|---|
|
$100,000 |
$10,000 |
$100 |
|
$200,000 |
$10,000 |
$500 |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$90,000 |
$0 |
|
$110,000 |
$100 |
|
$250,000 |
(10*$100)+(5*$500) = $3,500 |
Single Increment Growth Amount
Inputs in the Rebate Agreement:
-
Target(s)
-
Increment(s)
-
Rebate Value(s) – $
Definition:
|
Target |
Increment |
Amount |
|---|---|---|
|
2% |
$1,000 |
$100 |
Example:
|
Previous Period |
Baseline Period |
Base Line Growth |
Sales of Previous Period |
Target Abs. |
Sales of Current Period |
Base Line of Payout Period |
Increment |
Rebate |
|---|---|---|---|---|---|---|---|---|
|
Q1/2018 |
Q1/2019 |
11% |
$45,000 |
$45,900 |
$50,000 |
$4,900 |
4 |
$400 |
|
Q2/2018 |
Q2/2019 |
1% |
$45,000 |
$45,900 |
$45,450 |
0 |
0 |
$0 |
Single Increment Growth Percent
Inputs in the Rebate Agreement:
-
Target(s) – %
-
Increment(s) – $
-
Rebate Value(s) – %
Definition:
|
Target |
Increment |
Percent |
|---|---|---|
|
2% |
$1,000 |
2% |
Example:
|
Previous Period |
Base Line Period |
Base Line Growth |
Sales of Previous Period |
Target Abs. |
Sales of current Period |
Base Line of Payout Period |
Increment |
Base Line Calculation |
Rebate |
|---|---|---|---|---|---|---|---|---|---|
|
Q1/2018 |
Q1/2019 |
11% |
$45,000 |
$45,900 |
$50,000 |
$4,900 |
4 |
$4,000 |
$80 |
|
Q2/2018 |
Q2/2019 |
1% |
$45,000 |
$45,900 |
$45,450 |
$0 |
0 |
$0 |
$0 |
Fixed Amount
Inputs in the Rebate Agreement:
-
Rebate Value(s) – $
Definition:
|
Rebate |
|---|
|
$1000 |
|
Base Line |
Rebate Value |
|---|---|
|
$5,000 |
$1000 |
|
$25,000 |
$1000 |
|
$150,000 |
$1000 |
Fixed Percent
Inputs in the Rebate Agreement:
-
Rebate Value(s) – %
Definition:
|
Rebate |
|---|
|
1% |
|
Base Line |
Rebate Value |
|---|---|
|
$5,000 |
($5,000 * 1% )= $50 |
|
$25,000 |
($25,000 * 1% )= $250 |
|
$150,000 |
($150,000 * 1% )= $1,500 |
Stepped Amount
Inputs in the Rebate Agreement:
-
Target(s) – $
-
Rebate Value(s) – $
Definition:
|
Target |
Amount |
|---|---|
|
$10,000 |
$100 |
|
$50,000 |
$500 |
|
$100,000 |
$5,000 |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$5,000 |
$0 |
|
$15,000 |
$100 |
|
$110,000 |
$100 + $500 + $5000 = $5,600 |
Stepped Percent
Inputs in the Rebate Agreement:
-
Target(s) – $
-
Rebate Value(s) – 5
Definition:
|
Target |
% |
|---|---|
|
$10,000 |
1% |
|
$50,000 |
3% |
|
$100,000 |
10% |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$5,000 |
$0 |
|
$15,000 |
$150 |
|
$110,000 |
($40000*1%) + ($50000 * 3%) + ($10000 * 10%) = $400 + $1500 + $1000 = $2,900 |
Linear Amount
Linearly distributed rebate value between min and max target values.
Inputs in the Rebate Agreement:
-
Target 1 (min value) – $
-
Target 2 (max value) – $
-
Rebate Value(s) – $
Definition:
|
Target |
Amount |
|---|---|
|
$10,000 |
0 |
|
$50,000 |
$500 |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$10,000 |
$0 |
|
$30,000 |
$250 |
|
$40,000 |
$375 |
|
$50,000 |
$500 |
Linear Percent
Linearly distributed rebate value between min and max target values.
Inputs in the Rebate Agreement:
-
Target 1 (min value) – $
-
Target 2 (max value) – $
-
Rebate Value(s) – %
Definition:
|
Target |
Percent |
|---|---|
|
$10,000 |
0% |
|
$50,000 |
1% |
Example:
|
Base Line |
Rebate Value |
|---|---|
|
$10,000 |
$0 |
|
$30,000 |
$250 |
|
$40,000 |
$375 |
|
$50,000 |
$500 |
Rebate Records Calculation
Payout Value Calculation
Input information:
-
Rebate Type: Single Target Amount
-
Payment Period: Quarterly
-
Target For: Annual
Target input:
-
Target: 100,000.0
-
Rebate: 1000.0
As the payment period is each quarter, we have 4 rebate records with the following data:
|
Rebate Record |
Period |
Period Sale |
Cumulative Sale |
|---|---|---|---|
|
RR01 |
Q1 |
90,000 |
90,000 |
|
RR02 |
Q2 |
11,000 |
101,000 |
|
RR03 |
Q3 |
49,000 |
150,000 |
|
RR04 |
Q4 |
50,000 |
200,000 |
With Deposit Scheme = "Non-Cumulative"
If (Cumulative Sale > Target) then
rebate value = (Rebate input) / 4
end
Note: 4 stands for rebate records.
|
Rebate Record |
Period |
Rebate value |
|---|---|---|
|
RR01 |
Q1 |
0 |
|
RR02 |
Q2 |
250 |
|
RR03 |
Q3 |
250 |
|
RR04 |
Q4 |
250 |
With Deposit Scheme = "Cumulative"
If (Cumulative Sale > Target) then
rebate value =( (Rebate input) / 4 * Current Period Index) – (Accrual Rebate)
end
Note:
-
4 stands for rebate records.
-
Current Period Index starts with 1.
-
Accrual Rebate is the cumulative rebate.
|
Rebate Record |
Period |
Current Period Index |
Accrual Rebate |
Rebate value |
|---|---|---|---|---|
|
RR01 |
Q1 |
1 |
0 |
0 |
|
RR02 |
Q2 |
2 |
0 |
500 |
|
RR03 |
Q3 |
3 |
500 |
250 |
|
RR04 |
Q4 |
4 |
750 |
250 |