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You can create rules one by one or save time by creating multiple rules simultaneously. Either way, you have the option to set up the rule from scratch or use a template, taking advantage of specified brackets and so on.

You can also clone (copy) an existing rule to quickly create a new rule based on the original rule’s settings, then edit the setup of the cloned rule as required.

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There are two main ways to create a rule in Rebates: clone an existing rule or create a new one manually.

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Open the project in which you want to create the rule(s). On the Rules tab, create the rule(s) using one of these methods:

Clone one or more rules

Cloning a rule is the simplest and quickest option. You base the new rule on one that you already have set up, taking advantage of the existing configuration and brackets. You can clone multiple rules at the same time to quickly create a batch of new rules with the same setup, which you can then edit individually, as required.

Select the rows of the rules you want to clone and click Clone. The rules are cloned instantly. Proceed to edit each of the new rules.

Create rules manually

If you decide to create rules manually, you can save time by creating multiple rules simultaneously. You don't have to create these rules from scratch; you can use a template, taking advantage of specified configurations and brackets.

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Create a single rule

1. Open the project in which you want to create the rule.

2. On the Rebates tab, click Click New.

3. On the rule setup screen, leaveLeave Create > A single rule selected (if you want to create multiple rules at the same time, see the next section below).

4. (Optional) Select a template from the list. The rule settings update are updated to match those in the template.

5. Set up the rule(s) or edit the default template settings), as requiredapplicable.

6. Click Save and Close.

Create multiple rules

in bulk

When you create multiple rules at the same time, each rule gets the same setup, and their default names and descriptions are automatically generated.

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1. Open the project in which you want to create the rules.

2. On the Rebates tab, click Click New.

3. On the rule setup screen, selectClick Create > Multiple rules based on a dimension.

4. (Optional) Select a template from the list. The rule settings update to match those in the template.Select the dimension that contains the entities for whom dimension and items (entities) for which you want to create the rules. Select the entitiesFor example, you could create similar rules for different customers, suppliers, or branches. You can select the checkboxes of the entities one at a time, or click and drag to select multiple entitles entities at the same time .
   In this example, four rules will be created, one for each of the selected regions.

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   Edit the default rule name and description, if required. These details will be appended to the automatically generated name and description (see note above)or click the checkbox above the list to select all of the entities.

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5. (Optional) Select a template from the list. The rule settings are updated to match those in the template.

6. Set up the rulesrule(s) or edit the default template settings), as requiredapplicable.

7. Click Save and Close. The grid updates to display all the new rules, which have the same last modified date.

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8. (Optional) Edit an individual rule or selection of rules, if required. For example, you might want to change the rule name or validity dates.

Clone a rule

View the new rules

Regardless of the method you use to create the rule, the project page updates to display the new rule in the grid. If you create multiple rules at the same time, those rules will have the same last modified date.

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The rules are now ready for calculation.