Buybacks Setup

Buybacks are used to track promotional pricing on Items being purchased.  They can be set up by Vendor or Manufacturer.  If an Item has a Buyback set up, when that Item is purchased the system will track the Buyback.  The system does 2 things with Buyback information. You will be able to generate report of all the Items purchased that have eligible Buybacks. The system also shows the Buyback Amount when entering an Invoice and displays a more accurate margin.
 
Buybacks Setup
1

Navigation Bar

1. Navigation Bar 
This allows you to Add or Edit or Delete Manufacturers or Vendors that you are setting Buybacks up for. Please see Grid Navigation instructions here.
2

Sponsor Type

2. Sponsor Type
Choose Vendor or Manufacturer. Choose the type that will be paying the Buyback.
3

Sponsor Code & Name

3. Sponsor Code & Name 
Choose the Sponsor using the drop down arrow in the Sponsor code field.  The Sponsor Name will fill in automatically.
4

Buyback Type

4. Buyback Type 
Choose what the basis of the Buyback is. Either 'Cash amount per order unit' or  'Percentage of order unit cost'
5

Amount or %

5. Amount or %
Enter the dollar amount or Percentage amount depending on what was chosen in item 4.
6

Date Range

6. Date Range
Enter the Start and End date of the Buyback.
7

Descrition

7. Descrition
Enter the Description of the Buyback.
8

Buyback Items

8. Buyback Items
List of Items that the Buyback items will be applied to.
9

Add Items

9. Add Items
Click the 'Add Items' button to add Items to the Buyback Items list.  You will use the tool in item 11 to add the Items.
10

Delete Item

10. Delete Item
To delete an item in the list, click on the Item you want to delete in the grid and click the 'Delete Item' button. The item deletes instantly.
11

Add Item tool

11. Add Item tool
This tool appears when you click the 'Add Item' button. The system will bring up a list of items that match the Manufacturer or Vendor code select for this Buyback.
12

Select Box

12. Select Box
You can select the Items to add to the Buyback list by clicking in the Select box next to the Item you want. A checkmark will appear in the box of the Item that is selected. Once all the Items needed are selected, click on the 'Add Selected to Buyback Items' button to put the items in the list.
13

Select /Unselect Items

13. Select /Unselect Items
You can Select or Unselect all items in the list by clicking these buttons.
14

Filter

14. Filter
You can Filter the list by clicking this button. For instructions on Filtering a list see the Filter how-tos.
15

All Items

15. All Items
Initially, this list is populated with Items that match the Vendor or Manufacturer. If this box is checked, all items from the Pricebook will be available to add to the Buyback list.
16

Add Selected button

16. Add Selected button
Once the Items to add are selected, click this button to add them to the Buyback Items. This can be done multiple times.
17

Done button

17. Done button
Click this button once all Items are added to the Buyback Items. The add toll will disappear from the screen.