Create a rule

Owned by Denise McGettigan
Last updated: Aug 21, 2023
3 min read

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 other settings. You can also clone (copy) existing rules to quickly create a batch of new rules with the same setup, which you can edit individually, as required.

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

  2. On the Rebates tab, create the rule(s) using one of these methods:

    • Clone one or more rules: 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 one rule: Click New, then on the rule setup screen, leave Create > A single rule selected. Proceed to step 3.

    • Create multiple rules:

      1. Click New, then on the rule setup screen, click Create > Multiple rules based on a dimension.

      2. Select the dimension and items 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.

      3. Edit the default rule name and description, if required*. Proceed to step 3.

  3. (Optional) Select a template** from the list. The rule settings update 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. The grid updates to display all the new rules, which have the same last modified date.

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

When you create multiple rules at the same time, each rule gets the same setup and their default names and descriptions are generated in the following way:

  • Name: DIMENSION name - ENTITY name - TEMPLATE name

  • Description: DIMENSION name - ENTITY name - TEMPLATE description

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.

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.