Table of Contents
Key Rebates Functionality
In this tutorial, we'll be exploring the key functionality of Rebates in Pricefx.
The Rebate functionality within Pricefx allows you to manage and maintain off-invoice discounts and incentives that come into play after the invoice price on the pricing waterfall shown here. It has been designed to provide workflows that simplify the rebate process, with configurable agreement types, customizable customer templates, and the ability to embed rebate functionality directly into your CRM system.
What are Rebate Agreement Types?
In This Tutorial, we'll be exploring Rebate Agreement Types and how they are used in creating Rebates within Pricefx. With Rebate Agreement Types you can speed up the process of creating new Rebate Agreements. A Rebate Agreement Type is a template that is created by an administrator or configuration engineer, and it specifies the header, Condition Type filtering, workflow logic, Edit and View Access, and the configuration for dynamic tabs.
How to Create a Rebate Agreement
In this Tutorial we'll be exploring creating a new Rebate Agreement using the Pricefx Rebates module.
What are Rebate Condition Types
Here we'll be exploring a range of different rebate condition types set up in the Pricefx Demo system. This is not an exhaustive list of conditions, but rather an insight into how the system works and what is possible.
Rebates conditions come into play in a variety of ways in a Rebate Agreement, such as rebates based on percentage growth targets, rebates based on volume sold or a multi layered target agreement with different tiers of rebates based on the volume of goods sold.