Published at: 2026-10-12
Configure rebate posting
Post rebate amounts or products to Customer Fund Accounts after the accounts are enabled.
Overview
Rebate posting is available only after Customer Fund Accounts are enabled. Rebates can return an amount or return products. Keep the rules consistent with the company rebate policy.
Before you begin
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Applicable scope: ShareOrder Professional Edition.
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Role and permission: Use an admin account with ShareOrder management permission.
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Prerequisites: Prepare test accounts, products, and price data.
Steps
Post rebates to accounts
Rebate posting is available only after Customer Fund Account are enabled. Rebates support returning an amount or returning products. Keep the rules consistent with the enterprise rebate policy.
- First complete Customer Fund Account enablement in Enable and manage Customer Fund Account, and confirm the test account already has an available wallet.
- Choose return amount or return products according to the business policy. Then follow the product guide Post rebates to accounts to complete rebate rules and posting configuration.
- Use a test account to trigger one rebate. Check the rebate object, amount or product, and the matching wallet record.
- After the test result matches the policy, apply it to the production account range.
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Follow the product guide for field-level rebate rules and approval. Confirm the result on a test Customer Fund Account before you apply it to production accounts.
Expected results
Use a test account to confirm the saved settings take effect on the related pages and records.
Undo or roll back
Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.
Related Online Pay settlement may also use rebate posting.