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Channel Revenue Management
Process and Validate Stock Rotation Incentive Claims

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Process and Validate Stock Rotation Incentive Claims

View pricing, payout, and processing information for stock rotation claims submitted by partners using the Stock Rotation Execution (SRE) record page. Easily track incentive amounts already claimed by program members, adjust quantities, and finalize payouts.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.
  • Review Partner Claim Requests
    Once a partner submits their rotation quantities, the manufacturer (Stock Rotation Program Manager or Claim Analyst) must review the request.
  • Resolve Stock Rotation Warnings
    Stock Rotation warnings are automated flags that identify discrepancies in inventory data or ongoing processes that could impact the accuracy of a claim. These warnings must be reviewed and, in some cases, resolved before a final rebate claim can be generated.
  • Simulate and Generate Stock Rotation Incentive Claims
    Validate partner submissions and calculate final credit amounts before issuing financial rewards. Use the simulation feature to preview the impact of rotation requests on your budget and verify quantities before permanently generating rebate claims.
  • Track Stock Rotation Incentive Payouts and Usage
    Monitor the financial impact of your stock rotation programs and track how credits are disbursed across your partner network. By using automated snapshots, you can maintain a clear audit trail of all return and scrap payouts for financial reporting and reconciliation.
 
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