---
title: "Rebates"
description: "Review rebates and promotion support, update rebate status and track claims through to completion."
source: "https://docs.aplt.ai/docs/rebates-workbench"
updated: "2026-10-16T03:31:01.84+00:00"
product: Autopilot
content_type: documentation
---

# Rebates

Review rebates and promotion support, update rebate status and track claims through to completion.

Use the **Rebates** Workbench to review deal rebates and promotion support, find claims that need action and update their status as you work.

## Open the Rebates Workbench

```video
tutorials/rebates-nav-v1.mp4
Open the Rebates Workbench
```

1. Select **Home** in the main navigation.
2. Scroll within the left sidebar to **Workbenches**.
3. Select **Rebates**.

You can also open the **Command Center** from the Autopilot button in the bottom-right corner, search for **Rebates** and select it. The Command Center is available wherever you are in the workspace.

If the sidebar is collapsed, select **Expand sidebar** first. See the [Workbenches overview](/docs/workbenches-overview) for more about finding these views.

## Find the rebates you need

The Workbench opens with **Follow-up: Needs action** selected, showing rebates with a **Pending** or **Claimed** status.

Use the controls above the list to narrow your work:

| Control | What it does |
| --- | --- |
| **Follow-up** | Choose **Needs action** for Pending and Claimed rebates, **Completed** for Complete rebates, or **All rebates** to include every status. |
| **Rebate status** | Show a particular rebate status, or choose **Any status**. |
| **Group** | Organise the list by **Delivery month**, **Rebate status**, **Salesperson** or **Channel**, or choose **No grouping**. |
| **Salesperson** | Narrow the list to a salesperson, when this filter is available to you. |
| **Channel** | Narrow the list to a sales channel when your dealership has more than one. |

Search using a customer, vehicle, VIN, stock number or deal number. Select **Reset** to return the controls to their starting settings.

The default grouping is **Delivery month**, based on each deal’s estimated delivery date. Expand a group to review its rows.

## Read a rebate record

Each row brings together the deal, vehicle and rebate information available to your account:

- **Deal rebate** is the rebate amount entered on the deal.
- **Reason** shows the recorded rebate reason.
- **Promo support** shows rebate support from promotions on the deal.
- **Total** combines the deal rebate and promotion support.
- **Rebate status** shows the claim’s progress.

Select the vehicle or customer to open the underlying deal. Use the deal to review its details before changing a rebate record.

## Update rebate status

If you have permission to edit it, select the **Rebate status** field on a row and choose the appropriate value:

**N/A**, **Pending**, **Claimed** or **Complete**.

Use **Pending** for a rebate awaiting claim work, **Claimed** once you have submitted the claim, and **Complete** when the claim work is finished. Choose **N/A** when follow-up does not apply.

The change saves when you select a value. If saving fails, an error appears and the field returns to its previous value.

## Complete and review claims

1. Complete the claim work in your dealership’s claim system.
2. Set **Rebate status** to **Complete** on the relevant row in Autopilot.
3. To review finished claims, choose **Completed** from **Follow-up**.

Updating the status records your progress in Autopilot. It does not submit a claim to another system.

If a claim needs more work, set its status to **Pending** or **Claimed** as appropriate. It will belong in **Needs action** when you refresh the view.

To keep the list steady while you work, changing a status does not immediately move the row out of its current filtered group. Change a filter or reload the page to refresh where it belongs.

## If you cannot find or update a rebate

- Check the search text and filters. Switch **Follow-up** to **All rebates** to include completed and N/A records.
- Check collapsed groups. **Delivery month** uses estimated delivery dates, which may differ from the month you expected.
- Only deals with a positive combined rebate total appear in this view.
- Your access determines which deals and rebate fields you can see. Opening the Workbench requires access to both stock and deals; editing **Rebate status** requires permission for that field.

For more about navigating your workspace, see the [Workbenches overview](/docs/workbenches-overview).