--- title: How to Capture a Completed Vendor Rebate (Admin staff) description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-capture-a-completed-vendor-rebate-admin-staff#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en) 3. [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) # How to Capture a Completed Vendor Rebate (Admin staff) 1\. The Capture Complete Rebate feature is mostly used for unscheduled drop offs or pick ups. Once the Vendor drop off/pick up has occurred, a rebate needs to be issued. A rebate is payment to a vendor for used items (recycled pallets or cores). This feature allows the user to capture the full transaction in one process and create the rebate. For scheduled pick ups/drop off, see related article on creating a vendor request. This article explains how admin staff can complete the rebate. The completed rebate can also be completed by using a phone or tablet in the warehouse, where the unscheduled transaction will occur. For example by a "warehouse" or "warehouse manager" user type. See related article.   2\. Navigate to the Main Menu. Click "Vendors" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-30-30-1325-PM.png)   3\. Click "Capture Completed Rebate" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-30-34-5190-PM.png)   4\. Find the selected Vendor from the drop down list or from the Recent History list. **TIP!** The Recent History shows pick up/ drop off associated with this Vendor, in the last 30 days, however the date range can be changed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-30-40-1566-PM.png)   5\. Click "Next" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-30-46-7653-PM.png)   6\. Check or add the transaction details in these text fields. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-30-52-5181-PM.png)   7\. Click "We will collect" or "Deliver" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-30-56-4851-PM.png)   8\. Check the Vendor's address information. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-00-3907-PM.png)   9\. **OPTIONAL STEP:** There is an option to record when ZERO pallets were retrieved. Click on "No Surplus Pallets" and use the drop down menu to select a reason: 1)Service refused, 2)No pallets, 3)Receiving too busy, 4)Other. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-04-9967-PM.png)   10\. Add transport fees if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-10-1536-PM.png)   11\. Click this dropdown to select who counted the pallets. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-15-5042-PM.png)   12\. Enter the item counts. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-20-9678-PM.png)   13\. Adjust pricing if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-26-7178-PM.png)   14\. Click here to search for and add an item that is not on the list. **TIP!** This feature can be disabled in settings. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-30-4928-PM.png)   15\. Click "Add New Comment" to attach a comment to the order. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-36-7726-PM.png)   16\. Click this dropdown to select the Comment Type. **TIP!** Comment Types need to be set up in the Settings tab prior to adding comments. See related article. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-42-0287-PM.png)   17\. Click this field to add the actual comments. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-47-0703-PM.png)   18\. Click here to add images or files, if needed. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-31-50-4583-PM.png)   19\. Click "Capture Shipping Manager Signature" to add internal staff signature. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-31-56-6679-PM.png)   20\. Enter signature and click "Confirm Signature" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-01-6048-PM.png)   21\. Click "Capture Vendor Signature" to add the Vendor signature. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-07-0891-PM.png)   22\. Enter the signature and Click "Confirm Signature" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-11-9667-PM.png)   23\. Click "Save Transaction" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-16-9674-PM.png)   24\. A "Completed Rebate Review" will appear, to confirm the details. **TIP!** A rebate can be zero dollars, if there is no cost involved but the user wishes to record the transaction. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-21-7239-PM.png)   25\. **TIP!** Apply tax can be toggled on/off on this screen. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-27-1243-PM.png)   26\. Click "Confirm" or "Confirm and Review". ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-31-7704-PM.png)   27\. If enabled, bar codes can be printed here. Click "Next" to print. Click "Do not print labels for this item" to bypass. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-36-3052-PM.png)   28\. The Vendor Rebate is created and is allocated a reference number. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-42-0678-PM.png)   29\. Click "Close" to return to dashboard. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-32-47-4040-PM.png)   30\. The rebate is now visible on the pick up/ switch history. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-32-52-2984-PM.png) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - 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