Items
Click on the Items tab on the top of the window:
Moving onto the Items tab, you select the Condition Types (by clicking on Add Items) to be included in the Rebate Agreement.
The Condition Types are the basic building blocks of any Rebate Agreement and you can find out more specifics about them on their own dedicated tutorial.
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 you to configure the items or view the details for the agreement.
If you select no items and open the sidebar, you can see details, input parameters, and calculations for the whole agreement.
However, if you select the last item, Fixed Percent, and then open the sidebar, you can now see the input parameters for this specific condition type. So in this case you can see selected a specific customer and products with a rebate of 4%. That means that if this specific customer sells any of the products mentioned they will receive a fixed percentage payment.
If the Pay To field is left blank, the payment will default to the main account specified under the header tab. Here you can see the information if you deselect the Fixed Percent Item and open the sidebar view again.
But if this were a new agreement you'd select Add Items and when you do that you can see all the different condition types that you may want to add. You can add as many as you need, changing the customers, the products, and the conditions as much as you need.
And if your Rebate Agreement has many items and is beginning to get messy or confusing, you can organize them into folders and subfolders. Add a new folder and call it Demo 1.
And now if you wanted you can set input parameters for the folder and item level.
If you select the Demo 1 Folder and open the sidebar you can see the “+” symbol and that allows you to add and set the parameters that you need. Select a customer, rebate %, and a few products.
And now you add a new item or condition to this folder. Select a Fixed Amount and see what happens.
The parameter values have now automatically been inherited from the parent folder are displayed as placeholder text in the input field. You can still go in and amend it manually if needed.
At any time in the process, you can hit the recalculate button. It appears at a different point in the sidebar but is also permanently available at the top of the page. This will help you to spot issues early on in case of errors, or track progress as you go.
The other option that you have on this page is to mass edit existing attributes, so if you needed to change the rebate percentage across all products, or wanted to change customers or products, this can be done via the mass edit option.
You can also copy all the items to the clipboard, or paste items from the clipboard. This is useful if you have items in another rebate agreement and you want to copy them across. You can simply copy them to the clipboard and then paste them from the clipboard where you'd like to place them.
Table layout changes can also be saved as a view preference. See Common Table Actions for information on how to customize the table (filter, sort, auto fit, etc.).