Periods & Customer Targets/Rebates
Description
A period is a timeframe within rebates are applicable, and within each timeframe, we can establish the customer targets to trigger the rebates.
Rebate Periods
The first step is always to create the rebate period.
Set Customer Targets/Rebates
Customer Targets are created within the periods and contain the criteria for applying the rebates and their benefits.
Learn how to set targets/rebates for your customers.
Accrue Amounts
We can accrue amounts of a customer target to be distributed over time periods or at the end of the period.
Post Rebates
Rebates can be posted at any time through the action of generating rebates.
Give Coupons
We can provide sales discount coupons in addition to amounts by assigning coupon-type benefits or settling rebates using coupons.
Offer Other Benefits
Rebates can include customized benefits in addition to coupons; they can be entries for a concert, trips, spa tickets, or any gift that incentivizes sales.