---
schema_version: "1"
id: 11ed5a745c9e5bc5af0b5425681ea50cf65754b79a8b2cdea1eb97004104ebea
title: Create a Stock Rotation Incentive Program
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_create_a_program.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_create_a_program.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04fef8bb5f7c6c5b4fe2fd784895ba3f988058bae8a66d3db0d3d4a6f850fec9
description: Rebate program managers can create a stock rotation incentive program to help partners manage inventory by offering rebates for rotating old or excess stock.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Create a Stock Rotation Incentive Program

Rebate program managers can create a stock rotation incentive program to help partners manage inventory by offering rebates for rotating old or excess stock.

### 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 Stock Rotation enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d52233e63">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e63 ">To create a Stock Rotation Incentive Program </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e63 ">Stock Rotation Admin permission set</td>

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

1. From the App Launcher, find and select **Rebate Programs**.
2. Click **New**.
3. Provide values for these fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52233e122">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52233e125">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">Name of the program.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Status</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">
                  <p dir="ltr">Status of the program.</p><a name="chrm_stock_rotation_create_a_program__ul_mdr_cb1_33c"><!-- --></a>
                  <ul id="chrm_stock_rotation_create_a_program__ul_mdr_cb1_33c">
                    <li dir="ltr">
                      <p dir="ltr">Draft</p>
                    </li>

                    <li dir="ltr">
                      <p dir="ltr">Active</p>
                    </li>

                    <li dir="ltr">
                      <p dir="ltr">Inactive</p>
                    </li>

                  </ul>
                  <p style="margin-bottom:0;" dir="ltr">A program is created in Draft status. To process claims, set the
                    program status to Active.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Start Date</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">Start date of the program. Claims with an activity date before the start
                  date aren’t considered for payout calculations.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">
                  <p>Type of the program. </p>
                  <p style="margin-bottom:0;">Select 'Stock Rotation' as the type to
                    create a stock rotation rebate program.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">End Date</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">End date of the program. Claims with an activity date after the end date
                  aren’t considered for payout calculations.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Program Reference Number</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">User-defined reference number of the stock rotation program. Partners
                  submit stock rotation claims against this reference number.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Frequency</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">
                  <p dir="ltr">Frequency for generating payout periods. </p>
                  <p style="margin-bottom:0;" dir="ltr">Select ‘On Demand’ for Stock Rotation Incentive program type.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Transaction Grace Days</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">The extra number of days for partners to submit claims after the program
                  ends.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e122 ">Link to Program Details</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d52233e125 ">Optional field to add a link to the program details and share the link with
                  partners using the Experience Cloud site.</td>

              </tr>
            </tbody>
          </table>
4. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_example.png)

Example

A manufacturer creates a stock rotation program to help distributors manage seasonal inventory levels. Here’s how they create the program.

- Name: Winter Seasonal Stock Rotation 2026
- Status: Draft
- Start Date: January 1, 2026
- End Date: June 30, 2026
- Frequency: On Demand
- Link to Program Details: https://partnerportal.com/winter-stock-rotation
- Description: A stock rotation program for seasonal winter inventory items.
- Program Reference Number: SR-WINT-2026
- Type: Stock Rotation