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.
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