---
schema_version: "1"
id: f6daff1ee565e236944c8d29203331a4e0a521bfb8c5660c28f2503fbb9610b9
title: Key Terms in Rebate Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_key_terms.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_key_terms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cd46601b5be146504042b659a38cd0059fc4fe5e9dfa1dbefb5d375fe2775731
description: Review the list of key terms in the Rebate Management with definitions and examples.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Key Terms in Rebate Management

Review the list of key terms in the Rebate Management with definitions and examples.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions that have Rebate Management enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.440514469453376%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d47761e66">Term</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d47761e69">Definition</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d47761e72">Example</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Rebate Program</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Incentive structure to reward partners for meeting sales goals based on
            transaction volume, revenue, growth, and more. You can add members and rebate types to
            a program and specify the payout frequency.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">Rayler Company wants to create a rebate program for its APAC-based channel
            partners. They create a Rebate Program record called Incentives for APAC Partners. The
            program starts on January 1, 2022 and ends on December 31, 2022, and has a monthly
            payout frequency.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Rebate Program Member</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Account enrolled in a rebate program. The transactions of active members are
            eligible for payout calculations. You can enroll members individually or in batches by
            using account list views.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">Rayler Company creates a list view for partner accounts in the APAC region. The
            list can be added to a rebate program to enroll partners as members.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Payout Period</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Period within a rebate program when transactions are processed and payout is
            generated. The number of payout periods depends on the duration and frequency of
            payouts in a rebate program. At the end of the period, the payout is calculated based
            on the transactions aggregated within the payout period.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">The Incentives for APAC Partners rebate program has a monthly payout frequency.
            The program starts on January 1, 2022 and ends on December 31, 2022. The program has
            12 payout periods. For the January FY 2022 payout period, eligible transactions from
            January 1 to January 31 are considered, and the payout is finalized on January
            31.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Rebate Type</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Incentive type of a rebate program. Rebate types are volume-based, revenue-based,
            and growth-based incentives. A rebate type record contains details on how to aggregate
            transactions, how to compute payouts, and which parameters to consider for payouts.
            The Program Rebate Type record stores the information on rebate types. You can enhance
            rebate types with benefits, additional benefit criteria, and eligibility
            rules.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">The Incentives for APAC Partners rebate program has a volume-based rebate type.
            The transactions for a payout period are aggregated by member and product. The payout
            benefit is based on the total quantity sold by a member, and given out as an amount
            per unit of that quantity. The member’s benefit tier is decided based on the total
            quantity sold.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Rebate Type Benefit</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Range of sales targets and corresponding benefit value. A benefit contains
            details of minimum and maximum qualifying thresholds and applicable benefit
            values.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">
            <p>Rayler Company wants to create a tier-based benefit structure for the
              volume-based rebate type in the Incentives for APAC Partners program.</p>
            <ul>
              <li>First benefit tier: Members selling fewer than 100 units get a $5 rebate per
                unit.</li>
              <li>Second benefit tier: Members selling more than 100 units get a $10 rebate per
                unit.</li>
            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Benefit Mapping</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Additional criteria to map benefit variation. From a Rebate Type Benefit Mapping
            record, you can configure additional benefit criteria, such as product, region, or
            payout period.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">
            <p>The benefits of the volume-based rebate type can vary by product.</p>
            <ul>
              <li>For Product A, members selling 100 units or more in a payout period get a $5
                rebate per unit.</li>
              <li>For Product B, members selling 100 units or more in a payout period get an $8
                rebate per unit.</li>
            </ul>
            <p style="margin-bottom:0;">Define Product as the criteria by using Rebate Type Benefit Mapping.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e66 ">Rebate Type Eligibility Criteria</td>

          <td data-label="Definition" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e69 ">Eligibility rules for a member’s transactions to be considered for payout
            calculations for a rebate type.</td>

          <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d47761e72 ">Rayler Company wants to restrict rewards for the Incentives for APAC Partners
            program to members in the Gold tier. The program manager can define Member Tier as an
            eligibility criteria for the volume-based rebate type. Transaction records of members
            in the Silver or Bronze tiers aren’t considered for payout calculations.</td>

        </tr>
      </tbody>
    </table>