The Rebates module allows you management and analysis of your rebates is a linear process that crosses three areas of Phocas, as outlined in the following diagram. When the underlying databases are set up in the Phocas platform, use the Rebates module to manage and calculate the various types of rebates you pay and receive, using the information in a Phocas database. After you post the calculation results, you can analyze the rebates data in the Analytics module. This is a linear process, as outlined in the following diagram.
Rebates are managed via rules within projects, which are based on Phocas databases. You can have as many projects and rebate rules as required, to best meet the needs of your supply chain.
inforebates based on the data in those databases. You and other users can then analyze the output in the Phocas Analytics module.
To get started, click Rebates in the Phocas menu. This takes you to the Rebates homepage, where you can start the process by creating a project.
If the Rebates item in your Phocas menu is dimmed and the homepage does not open, it means you either do not have access to Rebates, in which case you should contact your administrator, or your organization does not use the Rebates module.
Any database restrictions applied in Phocas also apply to Rebates.To open Rebates
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Use the Phocas Rebates Resource Center. After you open a Rebates page, click the |
Resource Center button near the bottom of the Phocas menu on the left to access this user documentation, video tutorials, and other helpful links. |