Who can set up rebates?
Admin users
Sales managers
Your dedicated Airship representative
Types of Rebates Supported
Airship supports multiple rebate types, including:
Manufacturer Rebates
Utility rebates
Tax credit rebates
Creating a Rebate
To create a new rebate in Airship:
Navigate to Settings > Rebates
Select Create New Rebate
Create the required rebate fields:
Rebate name
Description
Dollar amount discount
To edit an existing rebate, navigate back to the Rebate Setup page, and click on the name of the rebate that you would like to make changes to. Rebates will appear while building proposals in the order in which they are created.
Adding Rebates to Proposals
Adding rebates to a proposal is simple:
Open the proposal option you would like to apply the rebate to
Click Add Rebate
Select the appropriate rebate
The rebate will automatically apply to the proposal and update pricing accordingly.