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Setting Up Discount Columns for National Rebates

Updated over 3 weeks ago

How to Set Up Specialty Columns for Jenn Air Rebate Program or Similar Programs

Introduction

  • Presenter: Gary from the Training Department of Home Source Systems

  • Purpose: Demonstrate how to set up specialty columns for rebate program using the RPS screen.

Overview of the Jenn Air Rebate Program (Sample)

  • Discounts available: 5%, 10%, or 15% based on the quantity of Jenn Air appliances purchased.

  • Jenn Air products fall under a UMRP policy.

Setting Up Discount Columns

  1. Accessing the RPS Screen

    • Navigate to the RPS screen to see existing specialty columns for discounts.

  2. Requirements

    • Must be a manager or have permission to set up discount columns.

  3. Navigating to Site Settings

    • Go to site settings.

    • Select "Price Levels" to access the area for setting up special columns.

  4. Creating a New Specialty Column

    • Click on "Add Price Level."

    • Name the new column (e.g., "January test").

    • Set the price type to UMRP.

    • Choose to change the price by percentage.

    • Input the desired percentage discount (e.g., 17%).

    • Check the box to confirm the setup.

    • Hit the blue "Save" button.

  5. Returning to the RPS Window

    • Click the logo to return to the RPS screen.

    • Locate the new column at the end of the grid.

    • Move the column to the desired position in the grid.

Testing the New Column

  • Example: Add a Gen Air product (e.g., built-in refrigeration) to see the 17% discount applied.

Removing a Specialty Column

  1. Option 1: Customize Grid

    • Go to the customized grid area.

    • Check the box next to the column to eliminate it.

  2. Option 2: Delete from Site Settings

    • Return to site settings and select "Price Levels."

    • Find the column to delete and click the trash can icon.

    • Remember to hit the "Save" button after deletion.

Additional Uses for Specialty Columns

  • Set up columns for:

    • Discounts off MAP and promo MAP to meet MAP rules.

    • Commission breakpoints for different commission rates.

    • Wholesale pricing.

Conclusion

  • Specialty columns are versatile tools that can be used for various discount structures.

  • Encouragement to utilize the video for further understanding and application.

Closing

  • Thank you for watching; hope the video was helpful.

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