Rebates Management — Product Tour

Full walkthrough

1. Welcome to your Incentivize earnings hub. Rebates sit right alongside Commissions and MDF — and the best part is that the system auto-calculates every rebate from your closed Deals or posted Invoices, so there is no manual math on your side.
2. This is the View Rebates landing grid. You get one row for every rebate program you are enrolled in, so a single glance tells you what you have earned and what is still accruing.
3. Think of these columns as your earnings summary: Name and Partner Account identify the program, Timeframe tells you how often it is allocated, and Accrued Rebate, Admin Contribution and Total Rebate Amount show exactly where the money stands.
4. Type is your entitlement model. Fixed pays a consistent, predefined amount regardless of deal size, while Percentage scales proportionally with deal value. Your vendor sets this in the Rebate Entitlement configuration — you simply see the result here.
5. Application In Use tells you which data source feeds the calculation for that record: Deals or Invoices. It is worth checking, because it decides which of the two related sections on the record will be populated.
6. Everything you need to shape this list lives in one toolbar — Create View, Search Rebates, Filter and Saved Filters, all within reach.
7. Use Search Rebates when you already know what you are looking for — type a program name or a partner account and the grid narrows down instantly.
8. Filter gives you Basic and Advance modes. Basic covers the everyday fields; Advance lets you combine criteria across any field on the record when you need a precise slice.
9. Saved Filters keep your favorite views one click away. Pick one to apply it instantly, and use the Edit and Delete sub-options to keep your saved configurations tidy.
10. Let's open a record. Click the rebate name to drill into the full detail page — press Next and we will take you there.
11. You are now on View a Rebate. The record is organized into four collapsible sections — Rebate Information, Deal(s), Invoice(s) and Rebate Claim — and the arrows in the header let you page through neighboring records without going back to the list.
12. The left column carries the identity of the rebate: Name, the Partner Account it belongs to, the Timeframe it is allocated on, and the Quarter it applies to.
13. The right column carries the mechanics: Type, Application In Use, Fiscal Year and Currency ISO Code. Read Admin Contribution, Accrued Rebate, Total Rebate Amount, Total Amount and Rebate Percentage together and you have the whole payout calculation — Total Amount is the business you transacted, Rebate Percentage or the Fixed entitlement converts it, and Accrued Rebate shows what has landed so far against the Total Rebate Amount.
14. Status is your progress marker. "New" means the rebate has been created for you but has not yet been processed or claimed — nothing is wrong, it is simply waiting on your next move.
15. Because Application In Use is Deals, the Deal(s) section is where your earnings come from. Every linked deal is listed with its Deal ID, close date and amount, so you can trace each dollar of the rebate back to a specific closed deal.
16. The Invoice(s) section is empty on this record, and that is expected — this rebate runs off Deals. When a rebate is configured with Application In Use set to Invoices, this section becomes the primary data source instead.
17. The Rebate Claim section is how you request your payout. No claims have been filed against this rebate yet, and with US$ 1,600.00 already accrued you are ready to ask for it.
18. Click Add Claim to open the claim form — press Next and we will walk you through it.
19. Notice that the claim is already linked to the rebate you came from — name, Rebate ID, Partner Account and currency are auto-attached, so there is nothing to look up. The Claim ID is generated for you on save.
20. Claim Amount is pre-filled from your Accrued Rebate, so in most cases you can leave it as-is. Description is optional but genuinely useful — it is the context your vendor reviewer reads first.
21. Submit Claim routes the request straight to your vendor for review. Press Next to submit it and head back to the record.
22. Back on the record, two things changed: Status now reads Pending Approval, and your claim appears in the Rebate Claim table. That is the lifecycle in action — no email chasing required.
23. Here is a record further along, and one that is invoice-driven. Because its Application In Use is Invoices, the Invoice(s) section is populated with each posted invoice — while Deal(s) sits empty, the exact mirror image of the record you just left.
24. And here is an Approved claim already on file — the full lifecycle, New to Pending Approval to Approved, end to end. Back on the list you can compare Accrued Rebate against Total Rebate Amount across every program to see where you still have money to earn. That wraps up the Rebates tour.

Questions about this tour

How do partner rebates work in ZINFI?

A rebate entitlement is either a fixed amount or a percentage, and an Application In Use setting decides whether registered deals or invoices feed the payout. The partner sees the earnings summary, the deals and invoices behind it, and files a rebate claim for vendor review.

What statuses does a rebate claim move through?

A claim starts as New, moves to Pending Approval while the vendor reviews it, and ends as Approved once the payout is agreed, with the status visible on the rebate record throughout.

What is the difference between rebates and commissions in ZINFI?

Commissions pay a partner for individual transactions as they close. Rebates reward achievement measured across deals or invoices over a period, which the partner then claims against the entitlement.

How long does the ZINFI Rebates Management tour take?

About 8 minutes at a normal pace — 24 guided steps through the Rebates Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Incentivize pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Rebates Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.