Create a rule (initial setup)
Learn how to start a new rebate rule from the Rules tab of your project. You can create a single rule, create multiple rules based on a database dimension, or reuse settings from a template, then give the rule a unique name, choose its type, set the validation period, select its dimension and entity, and limit it with includes and excludes.
Supporting documentation
Related video tutorials
Rebates Analyze rebate performance
Learn how to use the rebates analysis and near miss analysis databases to see where rebate amounts are paid out by rule, bracket, or agreement, and which customers or suppliers they're based on. You also learn how to visualize the results, add them to a dashboard, and, as a customization, blend rebates into your sales data to compare value and profit before and after rebates.
Rebates Configure brackets
Learn how to configure the Brackets section of a rebate rule. You set bracket conditions such as calculation method, calculation type, retrospective, and the basis measure, then define tiers with From, And, and Up To and Including values that reflect either a monetary amount or a unit count, depending on the measure.
Rebates Configure retrospective rules
Learn how the retrospective bracket condition affects a rebate rule's results. A rule set to the full amount applies the top bracket percentage to all transactions, while a non-retrospective rule gives each increment the percentage of the bracket it falls into. You compare both calculations in the Results tab to see the difference in the rebate amount.
Rebates Configure pro rata rules
Learn how to configure a pro rata rebate rule that forecasts the final rebate amount for a twelve month period at an earlier point in the year. You set the amounts per option to year, set retrospective to yes, choose Linear or Seasonal, and see how calculating through a later month can move the forecast bracket.
