Accurate, efficient, profitable rebates
Unlock your full rebates potential
Proactively seek opportunities
- Consolidate rebates with other business data and quickly identify purchasing and inventory opportunities to impact bottom line revenue
- Drive sell-through of specific products to maximize margins while offering incentive programs to build customer loyalty
- Use near-miss analysis functionality to highlight proximity to next rebate targets, incentivizing strategic purchasing decisions or driving specific product sales
- Run ‘what-if’ scenarios to efficiently test the impact different sales or margin mixes will have on net profitability
Customer quote
“With Phocas, we can track every rebate program to the penny. We’ve even renegotiated some tiers because we finally had the visibility we needed. Previously we missed thousands of dollars in rebates simply because the information wasn’t easy to access. Now we don’t leave money on the table.”
Infor + Phocas customer
Powerful analytics
- Improve profitability and cashflow forecasts with accurate analysis of individual product margins, pricing and profitability after rebates
- Use real-time tracking to negotiate rebate agreements or make adjustments to incentive programs while safeguarding profit margins or creating a surplus
- Use pro-rata analysis to forecast sales and accurately determine what rebate claims customers are on track to receive
Customer quote
"Our world before Phocas Rebates was just simply spreadsheets and manual tracking of rebates by vendor. The value of rebates to our company is all in profitability. We're a very high margin, wholesale distributor in our industry. Our profitability is attributable largely to rebates.”
Calculations you can trust
- Accurate, real-time data integrated into one business intelligence analytics solution removes guesswork and the fear of costly mistakes
- Ensure you’re never making overpayments or under claiming rebates with accurate rebate data and the automation of rebate calculations
- Track your rebates program alongside purchasing and sales data and gain a holistic view of rebate performance, product margin and profitability
Automated rebate management
- Create and edit multiple rebate rules in bulk, from simple to complex, saving countless hours of administration
- Efficiently manage multiple payable and receivable rebate programs with all source data integrated into one easy-to-access solution
- Unshackle valuable resources from labour-intensive spreadsheets and empower wider teams with automated rebate software
Customer quote
Take your pick
- Volume: Tiered rebate pricing that varies depending on order volume
- Growth: Paid on condition of targeted percentage in volume
- Mix: Encourages the sale of larger product volumes with a higher profit margin
- Retention: Can be volume, growth, or mix - usually accrued over a specified time
- Percentage: Offered as a percentage of total revenue such as a rate of 2%
- Multi-bracket: Calculate all rebate rules across a range of brackets and dimensions
All-in-one platform
The EDA Suite integrates directly with your Epicor ERP and provides you with a single platform for business intelligence and financial planning that your whole business can use.
Each product within The Suite works harmoniously together, helping you carry out deeper analysis and data-driven planning with confidence.
Understand the past, operate better today, and plan well for the future
