Setup

To	See
View the permission sets.	Permissions
Run the assisted setup.	Use Assisted Setup
Set up the parameters that define how the Sales Rebates app works	Set Up Sales Rebates
Create groups to manage the items included in a rebate.	Create Item Rebate Groups
Create groups to manage the customers included in a rebate.	Create Customer Rebate Groups
Assign an item rebate group code to an item.	Assign an Item Rebate Group
Assign a rebate group to a customer and define who receives the rebate payments.	Set Up Customers
Create rebate categories, which are used to group similar rebates.	Create Rebate Categories
Define the accounts to use when posting rebate transactions.	Create Rebate Posting Groups
Create a rebate.	Create Rebates
Set up rebate journal templates and journal batches.	Create Rebate Journal Templates
Create job queues for calculating rebates and posting rebates to general ledger.	Create Rebate Job Queues

Customer Insights

If the Customer Insights app is installed, you can evaluate customer insights based on metrics collected from the Sales Rebates app.

To	See
Set up the Customer Insights app.	Setup
Set up the ranges for Sales Rebates targets	Set Up Sales Rebates Metrics
Set up the ranges for Sales Rebates metrics	Set Up Sales Rebates Metrics