Define Stock Rotation Incentive Eligibility Using Rebate Type

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
  1. From the App Launcher, find and select Program Rebate Types.
  2. Click New.
  3. Enter the details such as name, status, and rebate program.
  4. On the Product Filter Type field, select an option.
    1. Include Products: Includes only the products listed in the related list.
    2. Exclude Products: Includes all products except those in the related list.
  5. Click Save.
    A Program Rebate Type record is created.
  6. Click the Related tab on the Program Rebate Type record.
  7. In the Included or Excluded Products related list, add your items using Add Product or Add Product List.
Note
Note If no products are selected, all products are eligible by default.