Phocas Rebates
17:44 minutes total learning time
Phocas Rebates allows you to calculate and manage the various types of rebates you pay and receive, using the information in a Phocas database. Learn how to use Phocas Rebates, from setting up your first Rebates project though to calculating and posting rebates.
Phocas product
Rebates 9 videos in this learning module
1
Create a Rebates project
2:04
2
Create a rebates fixed amount rule
0:54
3
Create a rebates percentage rule
2:13
4
Rebates 'pro rata' feature
1:37
5
Child rebates (alternate bracket)
1:36
6
Rebates: Calculate and post rebates
2:24
7
Growth rebates
1:31
8
Scheduled rebates calculations
2:17
9
Rebates 'near miss' analysis
3:08
9 videos in this learning module
1
Create a Rebates project
2:04
2
Create a rebates fixed amount rule
0:54
3
Create a rebates percentage rule
2:13
4
Rebates 'pro rata' feature
1:37
5
Child rebates (alternate bracket)
1:36
6
Rebates: Calculate and post rebates
2:24
7
Growth rebates
1:31
8
Scheduled rebates calculations
2:17
9
Rebates 'near miss' analysis
3:08
Create a Rebates project
All rebate rules are saved within a project, specific to a database and data stream. In this video Nico shows you how to create a new Rebates project.
Supporting documentation
Create a rebates fixed amount rule
Learn how to create a rebate rule based on volume or quantity.
Supporting documentation
Create a rebates percentage rule
Learn how to create a rebate based on a percentage of the amount spent (value).
Supporting documentation
Rebates 'pro rata' feature
In this video Nico shows you how the pro rata option in Phocas Rebates allows you to estimate at various times during the year what rebates you are likely to pay or receive later on, based on results part-way through the year.
Supporting documentation
Child rebates (alternate bracket)
Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types.
Supporting documentation
Rebates: Calculate and post rebates
In this video Nico shows you how to run a calculation that applies your rebate rules to transactions. He then shows you how to post calculations to your database once you are happy with the results.
Supporting documentation
Growth rebates
Learn how to create a rebate based on year to year growth.
Supporting documentation
Scheduled rebates calculations
Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results.
Supporting documentation
Rebates 'near miss' analysis
Learn how to use Rebates 'near miss' analysis to view Rebates performance and see at a glance the potential to target your spend more effectively or, if you pay rebates, enable you to target customer purchasing to maximise benefits.
Supporting documentation
Phocas product
Rebates 
Related learning modules
Rebates Rebates QuickStart
This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min