In this module
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.
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1Rebates: Create a Rebates project (0:00)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.
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2Rebates: Create a fixed amount rule (0:00)Learn how to create a rebate rule based on volume or quantity.
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3Rebates: Create a percentage rule (0:00)Learn how to create a rebate based on a percentage of the amount spent (value).
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4Rebates: 'Pro rata' feature (0:00)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.
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5Rebates: Child rebates (alternate bracket) (0:00)Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types.
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6Rebates: Calculate and post (0:00)In this video Nico shows you how to run a calculation that apples your rebate rules to transactions. He then shows you how to post calculations to your database once you are happy with the results.
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7Rebates: Growth rebates (0:00)Learn how to create a rebate based on year to year growth.
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8Rebates: Scheduled calculations (0:00)Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results.
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9Rebates: Near miss (0:00)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.
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Common topics: administration, custom mode, charts, rebates, sales
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