The Rebates screen is where you can add, edit, duplicate, remove, import and export rebates in Projectal.
Getting to the Rebates screen
- Go to the Management screen by clicking Management on the left sidebar.
- 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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