Rebates

Phocas Rebates allows you to manage the rebates you pay and receive, automatically calculate the rebate amounts, and then post the results to your Phocas database for analysis.

Use the search box to quickly find what you are looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.

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Overview of Rebates

Learn about the concept of rebates and the process for managing rebates in Phocas.

Projects

Ready to go? Get the structure right; create projects to store your rebate rules.

Rules

Set up the rules that determine how your rebates are to be calculated.

Calculations

Run calculations based on the rebate rules and post the results to the underlying database.

Seasonal calendars

Create calendars to manage the impact of seasonal variations on your rebate calculation results.

Analysis

Analyze the results of your rebate calculations in the underlying Phocas database.

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