Set Up Stock Rotation Incentive

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

Use Salesforce Go for a streamlined setup experience. This guided flow walks you through the entire process, including enabling the feature and managing required licenses and permission sets in one place. See Set Up Stock Rotation By Using Salesforce Go

• Set Up Stock Rotation Incentive By Using Salesforce Go
  Set up Stock Rotation quickly with the guided setup flow in Salesforce Go.
• Enable Stock Rotation Incentive
  Turn on Stock Rotation in Setup to create programs, define rotation methods, and process return or scrap claims. When Stock Rotation is enabled, you can use predefined templates for the Data Processing Engine, context definitions, and Business Rules Engine expression sets to automate the identification of eligible inventory and the calculation of Rebate Claims.
• Assign Permission Sets for Stock Rotation Incentive
  Give your admins and users access to Stock Rotation by assigning the appropriate permission set licenses and permission sets. With these permissions, users can access Stock Rotation features and objects such as Stock Rotation Executions, Stock Rotation Execution Line Items, and Rebate Claims.
• Experience Cloud Site Setup for Stock Rotation Incentive Members
  Use Experience Cloud to give your partners access to Stock Rotation Incentive. Create an Experience Cloud site where partners can view the stock rotation incentive program and payout details and submit their claims and proof documents. You can use the predefined Manufacturing Experience Cloud template to create a site for partners. You can also use an existing site in your org, or create a site from scratch and add the Stock Rotation objects to your Experience Cloud site.