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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
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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.
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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.
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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.
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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.
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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
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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
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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
Will be added later.
Fixed Percent
Will be added later.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.
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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.
...
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
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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"
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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"
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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 |