What's in Rebates Management
Introduction
Administrators use the Rebates module to manage retrospective revenue-based reward programs for partners, configuring rules, tracking accruals, and handling claims.
View Rebates
Administrators and partners use the Rebates module to view and manage all calculated rebate amounts, customizing views with filters to monitor performance and ensure accurate disbursements.
View a Rebate
Administrators and partners view and manage individual rebate records, including associated partner, timeframe, calculated amount, and status.
Add/Edit a Rebate
Administrators manage partner rebate records, track accrued rebates, add admin contributions, and finalize details before payment processing.
View Rebate Rules
Administrators define and manage partner rebate rules based on sales performance, ensuring transparent incentive programs through proper configuration.
View a Rebate Rule
Administrators and partners view rebate rule details to understand program configuration, eligibility, and entitlements for retrospective revenue-based rewards. Administrators must have permission.
Add/Edit a Rebate Rule
Administrators define and manage retrospective rebate rules for partners, configuring criteria and eligibility to ensure accurate and automated financial incentives.
Import Rebate Rules
Administrators import rebate rules and associated data in bulk via CSV/Excel, managing configurations, viewing details, and downloading templates. Access from the Rebate Rules list view.
View Rebate Claims
Administrators and partners use this module to view, manage, and filter all submitted rebate claims for accurate processing and payment.
View a Rebate Claim
Administrators use this feature to view all submitted rebate claims, review individual claim details, and track their approval history, ensuring accurate processing of earned rebates.
View Rebate Projections
Administrators use the Rebate Projections module to view, monitor, and manage anticipated partner rebate earnings, ensuring budget alignment and effective program management.
View a Rebate Projection
Administrators and partners use the Rebate Projection tool to view and manage projected rebate earnings. Partners can understand potential rewards, and administrators can forecast rebate liabilities.