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Rebate agreements

A rebate agreement (sales volume rebate) defines the rebate payable to a customer during or at the end of a period, based on the amount or quantity of goods purchased in that period. The rebate does not change the sales order price; it accrues over the period and becomes a credit memo request through settlement.

  • Rebate basis = delivery net in the period − returns (at the sales order price, after discounts).
  • Scales are retroactive: when the basis reaches a threshold, that threshold's rate is applied to the entire basis. If no threshold is reached, there is no rebate.

An agreement is master data; it is not deleted and is closed by the final settlement. Settlements: Rebate settlements.

Screen
Module
Sales
Menu path
Satış › Ana Veriler › Prim Anlaşmaları (Sales › Master Data › Rebate Agreements)
Screen route
/erp/sales/rebate-agreements
Required permission
erp-sales-rebates.view (görme) · .create (anlaşma, hesaplaşma) · .edit (düzenleme, hesaplaşma iptali)

Agreement list — accrual report​

Rebate Agreements — accrual report
  1. 1New Rebate Agreement
  2. 2Accrued — as of today
  3. 3Settled — requested credits
  4. 4Open = accrued − settled

The list is also the accrual report. Columns: Anlaşma No (Agreement No.), Ad (Name), Müşteri (Customer), Dönem (Period), Esas (Basis; the rebate basis), Oran (Rate; the scale reached), Tahakkuk (Accrual), Hesaplaşılan (Settled), Açık (Open; accrual − settled), Durum (Status). If the open amount becomes negative, it is shown in red (returns have reduced the accrual below the settled amount). Filters: Ara (Search; number, name or customer) and Durum (Status; Tümü — All · Açık — Open · Kapandı — Closed).

Statuses​

StatusMeaning
Açık (Open)Accrual is ongoing; the agreement can be edited and settled.
Kapandı (Closed)The final settlement has been made. It cannot be changed ("Kapanmış prim anlaşması değiştirilemez." — A closed rebate agreement cannot be changed.). It is reopened if the final settlement is cancelled.

New rebate agreement​

New Rebate Agreement — completed form
  1. 1Basis — value (amount) or quantity
  2. 2Tier threshold
  3. 3Rebate rate
  4. 4Add Tier
  5. 5Scope — empty means all products
  6. 6Create
FieldDescription
Ad (Name; required)E.g. "2026 yıllık ciro primi" (2026 annual sales volume rebate). At most 128 characters.
Para Birimi (Currency; required)The basis is calculated from deliveries in this currency.
Müşteri (Customer; required)The rebate recipient.
Esas (Basis)Değer (tutar) (Value — amount): the threshold is an amount, the rate is a percentage. Miktar (Quantity): the threshold is a quantity in the base unit, the rebate is an amount per unit.
Başlangıç · Bitiş (Start · End; required)The sales volume period.
Oran Kademeleri (Rate Scales)Add lines with Kademe Ekle (Add Scale); each line has Esas eşiği (Basis threshold) / Miktar eşiği (Quantity threshold) and Prim oranı (Rebate rate) / Birim başına prim (Rebate per unit). At least one and at most 20 scales; each threshold only once.
Kapsam (Scope)Products added with Ürün Ekle (Add Product); if empty, "Bütün ürünler — müşterinin bütün teslimatları esasa girer." (All products — all of the customer's deliveries are included in the basis.) For a quantity basis, the scope is required and the products must have the same base unit.
Not (Note)Optional.

On an agreement that has settlements, the customer, currency and basis cannot be changed.

Agreement details​

Rebate agreement detail — accrual
  1. 1Settle — credit memo request
  2. 2Rebate basis = delivered net − returns
  3. 3Accrued rebate
  4. 4Rate tiers
  • Header: Ad (Name), Durum (Status), Müşteri (Customer), Dönem (Period), Para Birimi (Currency), Kapsam (Scope), Esas (Basis), Kayıt (Record), Not (Note).
  • Tahakkuk · 02.11.2026 itibarıyla (Accrual · as of 02.11.2026; today's date) — to date: Teslimat neti (Delivery net), İadeler (Returns), Prim esası (Rebate basis), Oran (Rate), Tahakkuk eden (Accrued), Hesaplaşılan (Settled), Açık (Open). If the period has not started, it shows "dönem henüz başlamadı" (the period has not started yet).
  • Oran Kademeleri (Rate Scales; "Ulaşılan en yüksek eşiğin oranı esasın tamamına uygulanır." — The rate of the highest threshold reached is applied to the entire basis.), Kapsam (Scope) and the Hesaplaşmalar (Settlements) table (Talep No — Request No., Tarih — Date, Esas sonu — Basis end, Tutar — Amount, Durum — Status).

Buttons: Hesaplaş (Settle; open agreement, .create) and Düzenle (Edit; open agreement, .edit). For the steps, see Settle a rebate.

Example

PRA-2026-000001 — M-0004 Trakya Et, 01.10.2026–31.12.2026, scales 0 TRY → 1%, 50.000 TRY → 2%, 150.000 TRY → 3%. Delivery net 93.100,00 TRY, returns −2.940,00 TRY, rebate basis 90.160,00 TRY; scale reached 2%, accrual 1.803,20 TRY.