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Now you can either click the New Rebate Agreement button or you can duplicate an existing agreement if it's already got some of the information that you need and duplicate it

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The draft document will autosave as you work through the creation process.

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At the very top of the page, you can edit the name of the Rebate Agreement using the pencil icon.

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You'll update this one to Demo Rebate Agreement 2021.

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Select customer(s) and product(s) as required using the searching icon. These input parameters are configured by the different rebate types your organization has set up, and so will differ depending on the rebate type you have selected.

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Here you can see that three items or condition types have been added to this agreement and you can view the specifics of each one by selecting it and then opening the details and setting sidebar on the right-side.

 

The sidebar allows us to configure the items or view the details for the agreement.

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