Elements of a Customer Annual Co-op Program

Here you'll understand the elements of a customer annual co-op program.

Use the customer annual co-op programs based on monthly sales.

Use customer annual co-op programs to accrue rebates based on your sales, spanning the effective date of the program. This program type is a variation of an annual program. It applies to all customers, and rebates are defined for each product rule. You can define product eligibility by item, category, or for all items. Product eligibility supports exclusions by item or category. Eligible sales are obtained from sales orders, which are imported through a CSV file.

• Customers: This section defines rules for identifying eligible customers. For customer annual co-op programs, this is always set to All.
• Beneficiary: In this section, you can add beneficiary who will receive the accruals.
• Dates: In this section, you specify the date range. The date context is defined in the program type.
• Products: In this section, you can add eligible products and their rebate.