Allowances

Allowances represent item-specific discounts or rebates applied to catalog entries stored in Ottimate. Common use cases include:

• Volume rebates from distributors
• Promotional discounts
• Contract-based pricing adjustments

Configuration Requirements

Allowances require the client to have been configured for related features

Creating Allowances

If you wish to include allowances in Ottimate, include the allowances array when creating catalog entries:

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POST /catalog/entries
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Content-Type: application/json
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{
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  "ottimate_company_id": 15196,
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  "erp_vendor_id": "9999",
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  "item_name": "BACON BITS PER LB",
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  "upc": "23585000000",
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  "reference_id": "23585000000",
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  "price": 3.99,
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  "allowances": [
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    {
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      "allowance_type": "discount",
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      "amount": 0.25,
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      "unit_allowance": 0.25,
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      "target": "location",
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      "start_date": "2024-01-01T00:00:00Z",
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      "end_date": "2024-12-31T23:59:59Z",
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      "unique_key": "sysco-tomato-rebate-2024"
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    }
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  ]
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}

Allowance Object Fields

Managing Allowances Separately

List allowances for a catalog entry:

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GET /catalog/allowances?catalog_entry_id=cte_12345&ottimate_company_id=15196

Filter by effective date:

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GET /catalog/allowances?catalog_entry_id=cte_12345&ottimate_company_id=15196&effective_date=2024-12-01

Create a new allowance:

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POST /catalog/allowances
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Content-Type: application/json
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{
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  "catalog_entry_id": "cte_12345",
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  "ottimate_company_id": 15196,
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  "allowance_type": "rebate",
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  "amount": 2.00,
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  "target": "company",
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  "start_date": "2024-12-01T00:00:00Z",
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  "reference_id": "sysco-tomato-q4-rebate"
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}