Never Leave a Rebate on the Table
Track vendor and customer rebate agreements end to end — tiered accrual, incremental claims, and credit-note settlement, all from one live dashboard instead of a spreadsheet.
The problem
Rebate agreements are still tracked in spreadsheets. Purchasing and finance teams manually tally posted bills against tiered thresholds, recalculate earned rebates by hand, and chase suppliers for credit notes — a process nobody trusts without re-checking.
The solution
Rebate Agreements computes earned rebate straight from posted bills and invoices, tracks every claim from draft to settlement, and turns the credit into a real vendor or customer credit note — with a live earned-vs-claimed-vs-settled number on every agreement.
Everything a rebate program needs
Every capability below is implemented in the module.
One App, Both Directions
Define a single rebate agreement for either a vendor or a customer, with retroactive-rate or graduated-band tier calculation — no separate module for each side of the deal.
Automatic Earned-Rebate Accrual
Earned rebate is computed straight from posted vendor bills and customer invoices, and their refunds, within the agreement period — no manual spreadsheet tallying.
Visual Tier Ladder & Forecast
A live tier-ladder view marks exactly where current spend sits, and shows how much more spend unlocks the next tier and what it is worth.
Live Status Dashboard
Every agreement shows earned, claimed, and settled amounts together with a progress bar, so the money owed and the money received are never hidden.
Incremental Claims & Approval
Create claims for the rebate earned since the last claim, then route them through a submit, approve, and confirm workflow with a dedicated approver.
One-Click Settlement
Turn an agreement's open claims into a settlement and post it straight to a vendor or customer credit note, reconciled against the agreement.
Multi-Entity Allocation
Split a shared rebate across group-member partners by percentage, with an option to exclude intercompany moves from the qualifying base.
Self-Service Partner Portal
Vendors and customers confirm or dispute their own claims from the portal, cutting the back-and-forth emails that stall settlement.
Scheduled Auto-Settlement
Schedule agreements to settle automatically on a monthly, quarterly, or yearly cadence, with an optional locked exchange rate for cross-currency deals.
How it works
Define the Agreement
Set up a vendor or customer rebate with its tier structure, product filters, and optional multi-entity allocation.
Track Accrual Live
As bills and invoices post, the earned rebate, current tier, and next-tier forecast update automatically.
Claim & Approve
Create an incremental claim for the amount earned since the last claim and route it through approval.
Settle & Reconcile
Generate a settlement from approved claims and post it to a credit note, closing the loop into the ledger.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. A single agreement type selector lets you define either a vendor (buy-side) or a customer (sell-side) rebate, using the same tier structure, claim, and settlement workflow.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Rebate Agreements
Vendor and customer rebates accrued automatically against tiered thresholds, with a visual tier ladder and forecast — through incremental claims, one-click settlement and a partner portal.
Buy on Odoo App Store