How can I create a new rebate scheme?
Have you agreed on a certain discount with your client?
You can create a rebate scheme so you can easily apply it to your estimations.
In this article, we will show you step by step how to create a rebate scheme!
Would you rather read the written version of this FAQ? Then scroll on!
How can I create a new rebate scheme?
To create a new rebate scheme, you can go to "System" in the Cavalato.
Under "System", press the "Rebates" tab.
You will get an overview of the rebate schemes already created. To create a new rebate scheme, you can press the 'Create' button.
Name your rebate scheme and fill in the date fields. These fields are mandatory!
All fields completed? Then 'save' your changes.
Your rebate scheme has now been created. Time to add the discount lines! Press new to add a new line.
You can choose to apply discount on tasks and/or discount on products/parts.
Select the desired task/product and enter the discount percentage. Don't forget to save your modification!
Adding multiple discounted lines? Then press the 'Save and new' button .
All lines entered? In the rebate scheme, you will see an overview of all the lines you have added in the scheme.
Checked everything again? Then press 'Save' to save your adjustments. You can now apply the rebate scheme in your estimation.
