To define when a rebate applies to a product or a list of products, create a rebate
type and define a filter on the program rebate type.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions that have Stock Rotation enabled. |
| User Permissions
Needed |
| To define the filter: |
Stock Rotation Admin permission set |
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From the App Launcher, find and select Program Rebate Types.
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Click New.
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Enter the details such as name, status, and rebate program.
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On the Product Filter Type field, select an option.
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Include Products: Includes only the products listed in the related list.
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Exclude Products: Includes all products except those in the related list.
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Click Save.
A Program Rebate Type record is created.
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Click the Related tab on the Program Rebate Type record.
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In the Included or Excluded Products related list, add your items using Add
Product or Add Product List.