Rebates, ship and debit agreements and promotions each have their own terms, data sources and approvals. When they live in spreadsheets, accruals drift from what is owed, claims are paid late, and finance cannot explain margin.
Rebate management software puts the programs, the transactions that earn them and the payments that settle them in one system, so what you accrue matches what you pay.
Volume, growth, tiered and mix-based rebate programs, calculated from invoices, orders and point-of-sale data.
POS and rebate managementSpecial pricing agreements, distributor claims and approvals, with EDI 844/849 and settlement built in.
Ship and debit managementValidate and pay rebate, promotion and chargeback claims, and match customer deductions to the agreements behind them.
Claims managementAccrue every rebate as sales happen, true up each period and post to the general ledger, including ASC 606 treatment.
Accounting and ASC 606 servicesAutomate credits and claims when supplier prices drop, based on inventory on hand and eligibility.
Price protectionSee true gross margin after rebates and commissions, and what each program returns.
Margin dashboard