Create a rule

Owned by Denise McGettigan
Last updated: May 01, 2024

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 Rebates 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.

Templates are based on an existing rules. They are useful when the new rule you want to create is similar to an existing rule. When you select a template, the corresponding settings in the new rule setup screen are automatically completed for you. Edit those settings to meet the needs of the new rule.

After you create a rule, it becomes available as a template when creating subsequent rules. So, if you are new to Rebates and have not created any rules yet, you will have no templates but as soon as you create one rule, you can use that as a template the next time you create a rule.

Create a single rule

  1. Click New.

  2. Leave Create > A single rule selected.

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

  4. Set up the rule(s) or edit the default template settings, as applicable.

  5. 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 names and descriptions are automatically generated.

The names and descriptions are generated in the following way:

  • Name: DIMENSION name - ENTITY name - TEMPLATE name

  • Description: DIMENSION name - ENTITY name - TEMPLATE description

As you can see above, the names and descriptions of the rules are very similar, differentiated only by the entity name. This is illustrated in the following example, where the first rule is called Region - QLD - Rule 1, the second is called Region - TAS - Rule 1 and so on.

You can edit each individual name and description later, in addition to changing any of the original setup.

  1. Click New.

  2. Click Create > Multiple rules based on a dimension.

  3. Select the dimension and items (entities) for which you want to create the rules. For example, you could create similar rules for different customers, suppliers, or branches. You can select the checkboxes of the entities one at a time, click and drag to select multiple entities at the same time or click the checkbox above the list to select all of the entities.

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

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

  6. Click Save and Close.

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

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.

The rules are now ready for calculation.