Elements of a Customer Promotion Program

Here you'll understand the elements of a customer promotion program

Customer rebate programs are used to define the rules of a rebate offer from a manufacturer, wholesaler, or distributor to their customers.

Generally, the manufacturer, wholesaler, or distributor creates the customer rebate program from a program type based on their business processes, which acts as a template for the program. Terms include the customer, the additional conditions, and the product eligibility defined in the program. Rebate types include percentage and amount-based rebates. Eligible sales are obtained from sales orders, which are imported through a CSV file.

• Customer: In this section, you define the rules to identify eligible customers for the program. Supported customer types are:
  • Customer
  • Ship To
  • Bill To
  • Beneficiary
• Dates: In this section, you define the rule to identify the required program criteria. Supported date contexts are:
  • Requested Ship Date
  • Actual Ship Date
  • Invoice Date
  • Order Date
  • Requested Arrival Date
• Additional Conditions: In this section, you define the additional condition qualifiers for the program. Supported qualifiers are:
  • Customer
  • Order Line Type
  • Order Type
  • Salesperson
  • Ship To
  • Warehouse
  • Bill To
• Products: In this section, you define rules to identify eligible items for the program. Supported product types are:
  • Item
  • All Items

Note: All Items means all items that are on the sales order and defined in the item master. The item specified in the sales order CSV file must be defined in the item master as well.