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Create Customer Volume Rebate

Fill in the contract details below

Contract Identification

Contract ID *

Auto-generated. Click refresh to generate new.

Contract ID cannot be changed.

Contract Name *

Vendor *

Contract Type *

Start Date *

End Date *

GPO ID

GPO Name

GPO Contract ID

Contract Tier

Product Line

Received Date

Description

Customer Eligibility

Customer Scope

All Customers

Contract applies to all customers

Specific Customers

Select individual customers

Specific Customer Group

Select a predefined customer group

GPO Members

All members of a specific GPO

None selected

All customers will be eligible for this contract

Import customers from file

Supports .xlsx, .xls, .csv, .txt — columns: Customer ID, Name, Location, Account Type

Choose File

Distributor Eligibility

Distributor	Products	Active Contracts	Status
Cardinal Health	8	3	Active
McKesson	7	3	Active
Henry Schein	5	2	Active
AmerisourceBergen	6	2	Active

Showing all distributor-type vendors from Master Data. Per-contract distributor selection is coming soon.

Item Eligibility

All Items

Contract applies to all items from vendor

Specific Items

Select individual items or product lines

Item Categories

All items in selected categories

No items selected

All vendor items will be eligible for this contract

Import items from file

Supports .xlsx, .xls, .csv, .txt — columns: SKU, Description, Category, UOM

Choose File

SKU	Description	Category	UOM

Rebate Structure

Rebate Calculation Type

% of Sales

Percentage of total purchase value

e.g., 3% of $100K = $3,000

Per Unit

Fixed dollar amount per unit sold

e.g., $0.50 × 10K units = $5,000

Per Order

Fixed dollar amount per order placed

e.g., $25 × 200 orders = $5,000

Lump Sum

Fixed total rebate amount

e.g., $10,000 if threshold met

Growth-Based

Rebate on volume exceeding baseline

e.g., 5% on sales above prior year

Tier Structure

Single Rate

Same rate regardless of volume

e.g., 3% on all sales

Incremental

Each tier rate applies only to that band

e.g., 2% on first $50K, 3% on next $50K

Retroactive

Highest achieved tier applies to all volume

e.g., hit $100K → 5% on entire $100K

Threshold

No rebate until minimum volume is met

e.g., 0% below $50K, 3% above $50K

Measurement Basis

Measurement Period

Rebate Rate:

Minimum

Below this: 0% rebate

Rebate Rate (above threshold)

Volume Tiers (each band gets its own rate) (highest achieved tier applies to ALL volume)

Tier	Min	Max	Rebate %	Actions
	$	$	%

Rebate Amount per Unit:

Rebate Amount per Order:

Lump Sum Rebate Amount:

paid once during contract term

Growth Rebate Configuration

Rebate Rate

of qualifying sales

Compare Against (Baseline)

Sales must exceed this baseline to qualify for rebate

Baseline Start

Baseline End

Rebate Applies To

Growth Volume Only

Rebate applies only to sales above baseline

e.g., Baseline $100K, sold $130K → rebate on $30K

Total Volume (if growth achieved)

Rebate applies to all sales if baseline is exceeded

e.g., Baseline $100K, sold $130K → rebate on $130K

Summary

% rebate on

Claim Method *

Review Contract

Contract ID

Vendor

Period

Type

Customer Volume Rebate

Eligibility

Customers:

Items:

Rebate Structure

Measured by

Terms

Claim Frequency:

Payment Terms:

Auto-Renewal:

Contract is ready for submission

All required fields are complete and validation passed.

Attachments

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PDF, Word, Excel up to 50MB

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Create Customer Volume Rebate

Contract Identification

Customer Eligibility

Customer Scope

Distributor Eligibility

Item Eligibility

Rebate Structure

Rebate Calculation Type

Tier Structure

Review Contract

Eligibility

Rebate Structure

Terms

Select Customers Select Customer Group Select GPO

Select Items Select Item Categories