Managing Rebates

Modified on Thu, 22 Aug at 2:52 PM

The Rebates screen is where you can add, edit, duplicate, remove, import and export rebates in Projectal.


Getting to the Rebates screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Rebates button to display the Rebates screen.



Rebates screen toolbar


The Rebates screen toolbar has the following buttons:

  • Add - to add a new rebate
  • Edit - to edit the selected rebate
  • Delete - to delete the selected rebates
  • Duplicate - to make a copy of the selected rebate
  • Import - to import a list of rebates from a spreadsheet or PDF file
  • Export - to export the list of rebates to an Excel spreadsheet (XLS) file
  • Quick Search - to search and filter the list of rebates using some text
  • Filter - to search and filter the list of rebates using fields
  • User Views - to save and recall your favorite user views on this screen
  • Color By - to color the list of rebates by the designated color of a selected data attribute


Editing Rebates


Double-click on a cell to edit a value for the rebate.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.


Tip: Enter text into the Filter edit box and click the Search button to find specific rebates.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 


Tip: Click on a column header to sort the list ascending or descending.


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