Rebates release notes

December 11, 2024 (Version 24.11.18) - general news

Homepage enhancements

Now when you apply one or more filters and sort orders to the grid on your homepage, your selections are retained. This means the next time you view your homepage, it'll look exactly as you left it. This effectively lets you set up your homepage to always display only the items you're interested in.

In addition:

• We introduced a Clear filters option to simultaneously clear all the filters you've applied.

• We changed the filtering behavior, so fewer clicks are required to get the results you're looking for. Now if no options are selected, this is equivalent to all options being selected.

• We changed the style of the tab filter buttons above the grid to make them easier to see.

• We now display the description of items in the grid, where available, so you can quickly determine their contents.

New navigation now turned on for all users

In September 2023, we launched a new navigation menu on the left side of Phocas. Recently, we identified that some users were still using the old navigation method, so we migrated them to the new navigation today. If you’re one of those users, you’ll notice the visual difference. The new navigation brings the following benefits:

• Easier movement between the different Phocas products and sections.

• Resource Centre: Easy access to in-product help and news, new user documentation site, and other learning resources. The old navigation pointed to the old user documentation site, which is no longer being updated.

• Upgrades and service request form: Quick way to contact us about making additions to your site.

• Product feedback form: Tell the development team what you like about Phocas.

November 28, 2024 (Version 24.11.5)

Continuing from recent releases where we introduced the quarterly and monthly options, you can now calculate rebates on a yearly basis and for a whole rule period. These additional options give you greater flexibility when it comes to choosing the period of calculation in the rule setup Amounts per setting.

November 5, 2024 - general news

We're delighted to announce two exciting items...

Upgrades and services form

A new form, available in the side navigation in Phocas, makes it easy for you to request upgrades and services from within your Phocas site. Your email address is automatically inserted into the form, and you can select from a list of common requests. For example, you might need additional user licenses or databases, or service work, such as ERP migration or training. If you don't see the request you need, simply select the Other option. Then give us some brief information and submit the form. We'll get back to you within a few days with a quote, and then we can get started on your upgrade or service!

New user documentation site

If you're reading this note, you're looking at our new user documentation site! We've moved our user documentation to this new platform and given it a fresh look with enhanced content display and search functionality, along with an easy-to-remember URL: docs.phocassoftware.com

Please update any bookmarks you have to the old site, which will be retiring soon.

October 17, 2024 (Version 24.10.5)

Continuing from the last release where we introduced the quarterly option, you can now calculate rebates on a monthly basis. The other options are coming soon.

September 19, 2024 (Version 24.8.4)

You can now calculate rebates on a quarterly basis. Of the many variations of calculating rebates, a primary differentiator is the period of calculation and payout. Up to now, you could calculate for a period of a year or the calculation period. We are introducing more period options to allow you to calculate in smaller intervals within a period of a year. We’re starting with quarters but soon, we’ll introduce options for months and a fiscal year. The new Quarters option is being rolled out to customers in stages, so you should see it in your rule setups soon.

July 31, 2024 (Version 24.7.2)

We added more retrospective options in the rule setup, giving you flexibility in calculating retrospective rebates. Watch the video for a quick overview, or read the user documentation.