Partner Rewards Management — Product Tour

Full walkthrough

1. Partner Rewards Management is reached from Incentivize → Rewards in the left menu, which holds three sub-pages: Rewards Account, View Rewards and View Rewards Shop. Points are earned automatically when the invoices you submit are validated and approved by your channel manager, and each award stays tied to the opportunity and sales order behind it, so every point is auditable.
2. Current Totals consolidates your whole points history into four figures — Total Points Earned, Total Points Redeemed, Total Points Expired and Total Current Balance. They are kept current in real time, so the balance shown here is exactly what you can spend in the shop.
3. As your history grows, the search bar and the action buttons above it let you filter the list or locate a specific transaction quickly.
4. The history is organized by fiscal quarter. A row is either an earned award tied to an invoice — Invoice SI-2018-0083 awarding 8,000 points — a redemption with its work-order reference, such as Redemption WP-152 consuming 2,000 points, or a points-expiration entry from a prior quarter. Every row is labeled by the quarter it occurred in.
5. Create New Invoice opens the Add / Edit an Invoice form — the primary way you submit sales evidence to earn points. Press Next and we'll open it.
6. Account, Opportunity, Sales Order, Invoice Date and Sales Order Date are captured here. Owner is pre-populated with your name, confirming the invoice is attributed to you.
7. The Billing and Ship To details give your channel manager the context to validate the sale and approve the points award.
8. Submit sends the invoice into the approval queue. Press Next and we'll submit it.
9. View Rewards is a detailed record of every reward event tied to your opportunities — Name, Partner, Points Earned, Points Expired, Points Redeemed, Transaction Date and Quarter.
10. This opportunity earned 760 points, of which 350 were later redeemed and 20 expired — an instant audit trail that breaks your overall balance down to the deal level.
11. Click any row to open its full detail record. Press Next and we'll open it.
12. Rewards Information identifies the Transaction Type, the Invoice reference, the linked Deal, the Partner contact and the Partners Account — a complete linkage back to the originating sale.
13. Points Details shows Points Earned, Points Redeemed and Points Expired for this single transaction — useful for confirming a credit, verifying the channel manager's distribution rule, or documenting your balance for a partner account manager.
14. View Rewards Shop is the partner-facing merchandise catalog. Your current point balance is shown prominently at the top, so you always know what you can afford.
15. Each card shows a product image, name, point cost, estimated delivery and quantity remaining — from Bi-color Frame Oval Sunglasses at 150 points up to higher-value items such as a Premium Tablet or a DSLR Camera. More Details opens the full description before you commit.
16. The Merchandise Category dropdown narrows the catalog to one product type instead of scrolling the full grid. Press Next and we'll open it.
17. Selecting a category such as Electronics instantly filters the visible cards to that group.
18. Filtering like this becomes more valuable as the catalog grows, helping you zero in on the reward that motivates you most.
19. Locate the item you want and click Redeem Points. Press Next and we'll start the redemption.
20. The confirmation deducts the item's point cost from your balance and creates a redemption record with a work-order reference. Redemption is entirely self-service — there is no need to contact your channel manager.
21. Confirm the redemption. Press Next and we'll complete it.
22. Total Points Redeemed and Total Current Balance update immediately. The delivery time on the card sets your expectation for arrival, and quantity remaining always reflects live inventory.
23. Back on the Rewards Account, the redemption is already reflected. Submitting invoices promptly, watching View Rewards for points nearing expiration and redeeming consistently are what keep these four figures — Earned, Redeemed, Expired and Current Balance — telling a good story.
24. Shop Merchandise and Transfer Points let you manage your balance proactively. That completes Partner Rewards Management — from earning through a validated invoice, to tracking by opportunity, to redeeming self-service in the shop.

Questions about this tour

How do partner rewards points work in ZINFI?

A partner has a Rewards Account showing current point totals and a quarterly transaction history. Points are earned by submitting qualifying activity such as an invoice, tracked by opportunity in View Rewards, and redeemed in the Rewards Shop.

How does a partner redeem reward points?

Redemption is self-service in the Rewards Shop: the partner browses the available items, checks the point cost, and redeems without raising a request off-system.

How does a partner earn reward points?

Points are earned against qualifying activity — for example submitting an invoice for a closed deal — and each earning event appears in the account's transaction history alongside the opportunity it came from.

How long does the ZINFI Partner Rewards Management tour take?

About 8 minutes at a normal pace — 24 guided steps through the Partner Rewards 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 Partner Rewards 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.