Accurate, efficient, profitable rebates
Let’s face it, manually tracking and managing multiple rebate programs is a logistical nightmare. Manual data updates and calculations are error-prone and drain valuable resources. If you’re managing rebates without proper analysis, how do you know if you’re maximizing their full potential?
Phocas Rebates puts you in complete control.
Unlock your full rebates potential
Ensure accuracy
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
Gain efficiencies
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
Protect margins
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
Drive growth
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
Rebate types
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
Understand the past, operate better today, and plan well for the future
Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.
