How Do I Set-up Conventional Mail-In Rebates on the Signature Tab?

Conventional mail-in rebates (that your customer receives later) are selectable on the Signature tab from a preset, categorized list stored in the new Discounts & Rebates Section in your Management Portal.

Add Rebate Instructions:

Name: Enter the name that you want to appear on the customer quote

Category is optional. Enter a category name to display a group of items together.

Enter either the Mail-In Rebate dollar amount or a percentage. 

The Mail-In Rebate will be selected from the Add Rebate dropdown on the Signature Tab. (Fig.1)

The Signature tab Option View button display will include the equipment discounts, instant rebates and Mail-In rebates. (Fig. 2)

Figure 1. Select Add Rebates to open the Rebate view.

Figure 2. View Total Discounts includes Equipment Discounts, Instant Rebates and Mail-In Rebates.

Additional Resource Links:

Discounts and Rebates V 9.2 for the App User Video (link)

How do I Update Sales Builder Pro to V 9.2 on my iPad?

How do I update the Sales Builder Pro software on my Android tablet?