Rebates
Dorian gives a portion of gross package sales from certain photo events back to the school in the form of a rebate
Rebates are set by the branch manager and will be specified on the new account form
A list of rebates can be found in the Related Tab of the account's page
To create a new rebate
Click New in the top right corner from within the rebate list
Apply to indicates which job type the rebate is cut from
Type is almost always "percentage"
Minimum Rebate is sometimes used by sales reps to assure the school they won't get less with Dorian than they did their previous vendor
Amount is used when the rebate is a flat amount (less common)
Percentage is the % of gross sales the school will receive
Send Attention does not link to a specific contact in Salesforce. Because of this, this field won't update when you update a contact. It's recommended to use "Principal" or "PTA" instead of a name.
Payable to is to indicate who the check should be made out to (i.e. school name or "Lincoln Elementary Parent Co-Op"
Notes should be used sparingly (i.e. "minimum rebate is only for 22-23 school year")