Rebates
4 sessions in this series
This 4-part Phocas User Group (PUG) series is designed to help you master rebate management. Learn how to automate calculations, gain full visibility into supplier and customer programs, and identify near-miss opportunities that maximize profitability. Move beyond manual spreadsheets to strategic insights that protect margins and drive growth.
Rebate foundations: basic rule creation
Now on-demand
Build a strong foundation in Phocas Rebates to confidently create and manage rebate rules for both customers and suppliers.
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Peter Bushell
Technical Pre-sales Consultant
Katie Horgan
Product Marketing Manager
In this session, we’ll introduce:
- Rebate projects, rules, and structures
- Setting up simple rebate rules, including scope and brackets
- Running a basic rebate calculation and reviewing the results
- Understanding categorization, attachments, and the post/unpost workflow
Rebate foundations: advanced rule creation
Now on-demand
Master complex rebate scenarios with parent-child relationships, forecasting, and retrospective adjustments.
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Peter Bushell
Technical Pre-sales Consultant
Katie Horgan
Product Marketing Manager
In this session, we’ll cover how to:
- Configure advanced rebate structures using parent-child relationships
- Apply pro-rata rules to forecast annual rebate performance
- Use seasonal calendars to weight monthly performance variations
- Implement retrospective rules for year-end adjustments and understand calculation outputs
Receivable rebates: analyzing + driving growth
Now on-demand
Maximize supplier rebate earnings and make data-driven decisions to improve your bottom line.
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Peter Bushell
Technical Pre-sales Consultant
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Navigate standard rebate databases for tracking and analysis
- Customize databases to align rebate data with purchasing for deeper margin analysis
- Identify near misses using distance to next bracket, ROI, and % bracket achieved
- Optimize rebate strategies and validate supplier payments
Payable rebates: optimize spend + margin
Now on-demand
Transform customer rebate programs into strategic sales tools while protecting margins and driving profitable growth.
Watch now
Peter Bushell
Technical Pre-sales Consultant
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Analyze payable rebates to track customer performance and rebate cost impact
- Use near miss analysis as a sales tool to prioritize customer calls and drive growth
- Identify which rebate programs drive sales vs erode margins
- Optimize rebate programs and leverage transparency to strengthen customer relationships
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