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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.
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
Create a rule - Initial setup
Rule setup - Brackets
Calculating rules
Posting calculation results
Retrospective rules
Pro rata rules

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

Calculating rules

Learn how to calculate rebate rules.

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 Rebates
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related learning modules

Phocas Rebates
Rebates Rebates

Phocas Rebates

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.
9 videos
17:44 min