Defining Benefits for a Rebate

Benefits panel has three sections, namely Rate Type, Adjustments, and Unit Of Measure. Based on the type of rebate selected, some of the following fields are either enabled, disabled, or default selections are displayed.

There are three types of Rates:

Single Rate: Selecting this option allows you to define lump sum benefits that do not depend on transaction volume or amount. This is an ideal option when your rebate is not dependent on the amount or quantity of the line items. Select this value if your rebate calculation has no dependency on the amount or quantity ordered. For example, a seasonal rebate that offers 15% off for smartphones
Rate Table - No Tiers: Allows you to conditionally define incentive amount. Examples of conditions are products, regions, and account types.
Rate Table - With Tiers: Selecting this option allows you to define incentive adjustment that depends on transaction volume or revenue.

Note: In the Benefits section, Product field is available only if you selected the Buy X Get Y rebate. You can select one or more products or choose "All Products" to apply the rebate, with the ability to search by product name or code using the dropdown.

Do one of the following:
- If you are creating a new rebate, complete Defining Criteria for a Rebate before defining the benefits.
  - If you are editing an existing promotion, then navigate to ADMIN SETUP > Incentive Management > Rebates and click the rebate name. Click Edit > Save & Next to navigate to Benefits page.

On the Benefit panel, select a Rate Type from the drop-down.


If you select	Then additional fields are
Single Rate	Adjustment Applies To: The value of this field controls to which price point the adjustments are applied. Select from the following options: Base Price List Price Base Extended Price Extended Price Net Unit Price
Rate Table - No Tiers	Adjustment Applies To Define Rate Table Columns: Select the required price dimensions in the fields. The Price Dimensions are of the "Standard" type in the "Line Item" context.
Rate Table - With Tiers	Adjustment Applies To Rate Table Tier Type: The value of this field controls how the rebate is calculated. Choose from Highest Tier Rate: rebate is calculated based on the total volume or revenue. Each unit receives the same incentive amount. Rate Per Each Tier: rebate is calculated at different pricing levels. The rebate amount for each unit depends on which tier the unit falls under. This is the most common scenario for customer rebate calculation. Tier Metric Type: The value of this field controls which metric is to be used to qualify for tiers. Choose from Volume: Volume or quantities are used to qualify for tiers. Select this value if your rebate varies based on the purchase quantities but has no dependencies on the dates. Revenue: Total quote amount is used to qualify for tiers. Select this value if your rebate varies based on the revenue amount but not on the dates. Metric Value Source: The value from this field determines the source based on which the volume or revenue is calculated. The calculated volume or revenue amount is used to determine the tier. Based on the value selected in this field, the "from" and "to" column headings in Rate Table are updated. For example, the "from" and "to" columns become "From Quantity" and "To Quantity". MetricValueSource Aggregator: If an Aggregation method, Sum, is selected, the tier rates are evaluated by combining all scope products. If None is selected then tier rates are evaluated separately for each product. Define Rate Table Columns: Select the required price dimensions in the fields. The Price Dimensions are of the "Standard" type in the "Line Item" context.

In the Adjustments panel, do the following:

If you select Single Rate then select the required Adjustment Type and enter the value in Adjustment Amount.


Adjustment Type	Select a value to define how you want to apply the benefit to the value selected in Adjustment Applies To field. The supported values are: % Discount: A percentage discount specified in the Adjustment Amount field is applied. Discount Amount: A discount amount specified in the Adjustment Amount field is applied. % Markup: A percentage markup specified in the Adjustment Amount field is applied. For example, if you want to increase the price of laptops during the month of September, you can apply a percentage markup that adds to the List price. Markup Amount: A markup amount specified in the Adjustment Amount field is applied. For example, if you want to increase the price of laptops during the month of September, you can apply a markup amount that adds to the List price. Price Override: The amount specified in the Adjustment Amount field overrides the option selected in Adjustment Applies To field.

If you select Rate Table - No Tiers, then select the following to create a rate table:


Field	Description
Rate Value Type	Choose from % Discount Discount Amount % Markup Markup Amount Price Override
Adjustment Amount	Enter the adjustment amount. Note: CPQ now supports setting the adjustment amount to Zero (0).

If you select Rate Table - With Tiers, based on the selections made in Defined Rate Table Columns, enter the appropriate values in the rate table.

Enter the appropriate values in the columns.
Select the Set Max Quantity checkbox in the last tier of the rate table to set the quantity to the maximum value (999999999). When selected, the maximum value is automatically passed to the To Auto Renewal Term field. If the checkbox is left unchecked, you can manually enter a value.

Click the '+' icon to create additional entries and use the delete icon to delete a row.

Select a benefit type.
When you select 'Price and Quantity', an adjustment amount is required. However if you select 'Quantity Only', then you must enter a value in the Benefit Quantity field. This is applicable for 'Buy X Get Y', 'For Every X Get X', and 'For Every X Get Y' programs. For Buy X Get X and Buy X Get Y, the defined benefit quantity is treated as the exact Free Off Cost (FOC) quantity. For For Every X Get X and For Every X Get Y, the benefit quantity is multiplied by recurrence count, based on how many times the "Buy" condition is met.
Click Save or Save & Next review the summary.
Click Close.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Defining Benefits for a Rebate

Footer Section

Explore