Skip to main content
Creating a Rebates Catalog

How to set up all your rebates in one place

Customer_Success avatar
Written by Customer_Success
Updated over 4 years ago

You can create an unlimited number of Rebates on the office side of the app. This will become your Rebates Catalog. You and your team will access the Catalog when building a proposal to offer Rebates to the customer.

The Catalog items cannot be edited from inside the proposal app.

You do not have to set up the Catalog and continue creating every rebate on the fly before presenting a proposal to the customer.

How does it work

  1. From Office >> Rebates & Discounts >> create a new Rebate

  2. Fill out a name (up to 600 characters long)

  3. Input the amount

  4. Select other settings: Customer Direct, Apply Contribution

  5. Save

Example of creating Rebates Catalog item:

You can Publish or Unpublish the Rebates -- That will show or hide them from the Catalog view on the proposal app.

You can also see who and when last updated the Rebate record.

Example: Updated Jul 9, 2020 by Admin Super

Did this answer your question?