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ZINFI UPM GuideRebates Managementfor Channel Partners

Partner Guides/Rebates Management

What's in Rebates Management

1

Introduction

Administrators manage and track all rebate programs, accruals, and partner progress in a central repository, ensuring transparent and efficient financial incentive management.

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2

View Rebates

UPM administrators use this feature to view, filter, and customize all accrued rebates, enabling effective tracking and management of partner incentives. Partner role required.

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3

View a Rebate

UPM administrators use this feature to view and manage all partner rebates, monitor financial incentives, and ensure accurate processing before final payment.

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4

View Rebate Claims

UPM administrators use this feature to centralize, track, and manage all submitted rebate claims, including reviewing details and performing deletions.

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5

Add/Edit a Rebate Claim

Administrators manually create and manage partner rebate claims, associating them with programs for financial review and approval.

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6

View a Rebate Claim

Administrators view partner-submitted rebate claims, including status, amounts, and detailed approval history, ensuring transparent management and efficient disbursement.

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