Viewing Rebate Programs
The rebate program is primarily designed for use by the Sales and Marketing department admin. The rebate programs page provides a comprehensive listing of existing rebates and lets you filter, sort, and delete a rebate as required. You can also create new rebate programs from this page.
Rebate Program Search
You can narrow down the rebate programs list using the search feature. You can either define a search criteria to search for a range of rebates or use the rebate search option.
Basic Search
In basic search, you can search for a rebate program using keywords. For example, you can search using the name of the rebate program.
- Click the search icon (
) or press Enter.
CPQ returns all rebates that contain that keyword in the rebate names.
Advanced Search
- Click the Advanced Search (
) icon . The Advanced Search pop-up is displayed.
The Advanced Search pop-up is displayed.
Sorting Rebate Programs
You can sort the rebate list by clicking the column names. The rebates are sorted alphabetically in ascending order using the rebate name. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.
- Click Create New to create a new rebate.
- Click the rebate name to view or edit the details of the rebate
- Click the ellipsis icon next to the rebate name to delete an existing rebate.
Items per page
At the bottom of the page, you can see the total count of rebates available. You can control the number of rebates to be displayed on each page. You can select the number of rebates from a predefined list. You cannot configure this list. By default, you see 20 records on each page.
By default, you can sort 10, 20, 30, 50, and 100 rebates per page using the Rows per page drop-down. This feature works in association with the search and filter functions to display search records per page. You can use the < and > buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.
- Click on a rebate name from the list of rebate to view details for for all sections that is Information, Scope, Criteria, and Benefit.
- All the sections have 'Expand' and 'Collapse' effects to view the details. The data is displayed in read-only mode.
- You can edit a section of the rebate from the Summary page. For example, open a Rebate and expand Benefits. Click Edit to modify the benefits that are applied to the selected rebate .