Learn how to explore your rebate data in the Analytics module to track performance, monitor rebate activity, and uncover insights that help you make informed decisions.
Rebates QuickStart
12:53 minutes total learning time
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.
Phocas product 
Rebates
Rebates 7 videos in this learning module
1
Create a new Rebates project
2:15
2
Create a rule - Initial setup
2:02
3
Rule setup - Brackets
1:21
4
Calculating rules
1:00
5
Posting calculation results
0:51
6
Retrospective rules
2:40
7
Pro rata rules
2:44
7 videos in this learning module
1
Create a new Rebates project
2:15
2
Create a rule - Initial setup
2:02
3
Rule setup - Brackets
1:21
4
Calculating rules
1:00
5
Posting calculation results
0:51
6
Retrospective rules
2:40
7
Pro rata rules
2:44
Create a new Rebates project
Learn how to create and configure a Rebates project.
Supporting documentation
Create a rule - Initial setup
Learn how to create a new rule and configure the Name and Scope section.
Supporting documentation
Rule setup - Brackets
Learn about rule brackets and bracket conditions.
Supporting documentation
Posting calculation results
Learn about posting your calculation results to a Rebates database.
Supporting documentation
Retrospective rules
Learn about retrospective rules and how the retrospective option affects rule calculations.
Supporting documentation
Pro rata rules
Learn about pro rata rules and how the pro rata option affects rule calculations.
Supporting documentation
Phocas product
Rebates Related learning modules
3 videos
16:16 min
Analytics 
Financial Statements 
Budgets & Forecasts 
CRM 