Create a purchase rebate agreement
Set up a purchase rebate agreement in ClaimDS to track the rebates your vendors owe you — slabs, eligible products, validity and eligibility criteria — so accruals build automatically.
A purchase rebate agreement is the mirror image of a sales one: instead of a rebate you owe, it tracks a rebate a vendor owes you. Setting it up correctly means the receivable accrues on its own, so you claim and recover what's genuinely due rather than what someone remembered to chase.
The receivable side
Purchase agreements sit on the receivable side of your business. The structure is the same as a sales agreement — validity, slabs, eligible products, Eligibility Criteria — but the resulting accrual is money coming to you. That's why purchase claims and settlements are handled in their own areas.
Create the agreement
Follow the numbered steps below. To claim against the accruals this builds, see Raise a purchase claim; for the mirror flow, see Create a sales rebate agreement.
Step-by-step
Open Agreements → Purchase
Go to Agreements and choose Purchase. These are the rebates your vendors owe you — the receivable side — kept separate from the sales rebates you owe your customers.
Start a new agreement
Choose New, name the agreement, and select the vendor it applies to.
Set the validity period
Enter the dates the agreement is in force. Only purchases inside this window accrue against it.
Define the slabs and basis
Add the slabs — the purchase thresholds and the rate or amount earned at each — and the basis the rebate is calculated on. This is what the engine reads to compute what the vendor owes.
Set eligible products and eligibility criteria
Choose the products the agreement covers and the Eligibility Criteria that decide which purchase transactions qualify.
Activate and track receivables
Activate the agreement. The calculation engine accrues the receivable as qualifying purchases arrive, so you can see what's owed to you before you claim it.
Frequently asked
Where do I claim what a vendor owes me?
Purchase claims live under Claims → Purchase (including RPA, special-pricing and stock-protection claims). They draw on the accruals this agreement builds.
Can the same partner be on both sales and purchase agreements?
Yes. A distributor can be both a customer and a vendor; ClaimDS stores them as one counterparty and keeps the sales and purchase sides separate.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.