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.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions
that have Stock Rotation enabled |
Capabilities of Stock Rotation Incentive
| Capability |
Business Outcome |
| Define and configure Stock Rotation rules, including Return and Scrap methods. |
Optimizes partner inventory health by providing clear exit paths for unsold
stock. |
| Configure eligibility based on specific timeframes, products, and partner
unsold inventory (PUI). |
Ensures financial control by only allowing rotations for eligible inventory.
|
| Manage execution through simulation of payout amounts and eligible quantity
calculations. |
Improves operational efficiency and transparency before finalizing claims.
|
| Automatic generation of rebate claims and debit ledgers for processed items for
scrap methods. |
Reduces manual errors and speeds up the credit issuance process for partners.
|
| Integrated budget management to track and allocate funds at the program or
member level. |
Provides real-time visibility into incentive spend and prevents budget
overruns. |
| Real-time notifications and a consolidated execution console for partners and
OEMs. |
Enhances collaboration by allowing partners to submit quantities and track
claim progress in one place. |
- Capabilities of Stock Rotation Incentive
Use Stock Rotation to create a robust, scalable process that enables your partners to manage inventory levels by returning or scrapping unsold products for credit. Review the capabilities of Stock Rotation and see how you can achieve various business outcomes with it.
- Stock Rotation Incentive Workflow
Understand the complete workflow for the stock rotation incentive program, including the roles and responsibilities of Salesforce admins, stock rotation program managers, and partners.
- Key Roles in Stock Rotation Incentive
Learn about the key roles to set up and execute Stock Rotation Incentive.
- Key Terms in Stock Rotation Incentive
Review the key terms to understand the Stock Rotation Incentive process.
- Understand Scrap and Return Methods
Stock Rotation supports two distinct handling methods for unsold inventory: Return and Scrap. Each method follows a unique technical path to ensure financial accuracy and inventory reconciliation.
