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.

Required Editions

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

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.
Add Stock Rotation Incentive Program Members
Channel Partner Managers can enroll partners to stock rotation programs by creating Rebate Program Member records. Add partners who get the stock rotation rebates to a stock rotation program as accounts.
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.
Configure Validity Duration for Stock Rotation Incentive
Define the Validity Duration to establish the timeframe for eligible transactions. This ensures that only inventory purchased within a specific window can be returned or scrapped.
Manage Budgets and Allocations
Define financial limits for your incentive programs to ensure profitability and prevent over-payouts. You can create hierarchical budgets and allocate specific amounts down to the individual Rebate Program Member level.