Set up your first rebate agreement
A step-by-step walkthrough for creating your first volume rebate agreement in ClaimDS — from counterparty to slabs to your first automatic accrual.
This tutorial takes you from a blank workspace to a working volume rebate agreement that accrues on its own. If you do not have a customer and a product set up yet, the live demo comes pre-loaded.
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Step-by-step
Confirm your master data
Every agreement points at real master data, so make sure the counterparty (your customer or vendor) and at least one material (the SKU it applies to) already exist. Getting these right once keeps every downstream number consistent.
Create the agreement
Go to Agreements and click New. Choose the counterparty and pick Volume rebate as the type. Give it a clear name and a validity period — the dates the scheme is live.
Define the slabs
Add the reward tiers. For example 0–1,000 units at 1.0%, 1,001–5,000 at 1.5%, 5,001+ at 2.0%. ClaimDS applies the slab that matches each period automatically.
Activate and let it accrue
Activate the agreement. From now on, accruals build as transactions land — there is no month-end recompute, and every change traces back to the transactions and terms behind it.
Want a hand setting this up?
Book a demo and we'll walk through it on your own data — or just talk to us.
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