Stock Rotation Incentive

Manage stock rotation programs to allow partners and distributors to return or scrap unsold inventory for credit, ensuring optimal stock levels and financial flexibility.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled

Set up flexible programs by configuring partner eligibility, stock rotation methods (Return or Scrap), and validity durations. Seamlessly manage executions by identifying eligible Partner Unsold Inventory (PUI) and automating the generation of claims. Foster stronger partnerships by providing clear visibility into available inventory and claim statuses for seamless collaboration.

  • Learn About Stock Rotation Incentive
    Manage stock rotation programs for partners and distributors to maintain healthy inventory levels by enabling the return or scrap of unsold products for credit. Set up flexible programs by configuring partner eligibility, stock rotation methods, and validity durations. Seamlessly manage executions by identifying eligible partner unsold inventory, automating the calculation of eligible quantities, and generating claims. Foster stronger partnerships by providing clear visibility into available inventory and claim statuses for seamless collaboration.
  • Set Up Stock Rotation Incentive
    To create a Stock Rotation program, define the rotation methods and eligibility terms, process return or scrap claims, and enable Stock Rotation in Setup. When Stock Rotation is enabled, you can use predefined templates for the Data Processing Engine, Context Definition, and Business Rules Engine expression sets.
  • Set Up Stock Rotation Incentive Claim Processing
    Build an end-to-end process to validate stock rotation incentive claims, verify their eligibility for benefits, and calculate payouts by using declarative process automation tools. Minimize turnaround times, improve the efficiency of stock rotation claim analysts, and reduce manual errors with automated processes. Build your own processes by using the preconfigured, scalable templates for flows and Business Rules Engine expression sets as-is or as a reference.
  • Manage Stock Rotation Incentive Programs
    Use a Stock Rotation Incentive Program to help partners manage their inventory levels by offering rebates for rotating old or excess stock. These programs allow Channel Account Managers to define specific timeframes, reference numbers, and grace periods for claim submissions. By automating the validation and calculation of these incentives, you can improve partner engagement and reduce manual processing errors.
  • Capture Stock Rotation Incentive Claims in Experience Cloud
    Partners can now manage the entire lifecycle of stock rotation from viewing program eligibility to submitting and tracking claims directly through their Experience Cloud site.
  • Process and Validate Stock Rotation Incentive Claims
    View pricing, payout, and processing information for stock rotation claims submitted by partners using the Stock Rotation Execution (SRE) record page. Easily track incentive amounts already claimed by program members, adjust quantities, and finalize payouts.