Add Stock Rotation Incentive Program Members

Channel Partner Managers can enroll partners to stock rotation programs by creating Rebate Program Member records. Add partners who get the stock rotation rebates to a stock rotation program as accounts.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.
User Permissions Needed
To enroll a Stock Rotation Program Member: Stock Rotation Admin permission set
  1. On a Rebate Program record, on the Members related list of the Related tab, click Add Member.
  2. Find and select the account of the partner to enroll.
  3. Select a status for the member being enrolled.
  4. Enter an alias for the account.
    If you don’t enter a name, the account name is used as the member’s name.
  5. If you don’t want to calculate payouts for the member, enable Skip Payout Calculation.
  6. Save your changes.
Note
Note Make sure all members are in Active status for the program to run successfully.