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Rebates 
CRM Profit-driven rebate management
Rebate profit margins are too important to manage manually. Spreadsheets and complex calculations could be costing you lucrative opportunities. Phocas Rebates automates calculations, simplifies tracking and gives full visibility – so you never leave money on the table.
4.8/5 on Capterra
4.6/5 on G2
Know exactly where you stand, with Phocas - 3:15s
Automated rebate management
Relying on spreadsheets, ERP reports, or year-end vendor payouts to track rebates and understand profit margins is likely costing you money. It's time to embrace automation!
- Correct, first time: set up rebate structures once, automate calculations, clone them for next year, and make easy adjustments.
- Efficient: rebate data updates automatically, ensuring teams have instant access anywhere, anytime
- Self-serve: easy-to-use software empowers more people to actively track and analyze rebates; sales, purchasing, finance, operations
- ERP compatible: fast integration – automatically pulls ERP data + any source into one platform
Fast integration with your ERP
- Infor
- Oracle NetSuite
- Epicor
- Kerridge Commercial Systems
- Microsoft
- MYOB
- Sage
- SAP
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.”
— Phil Osborn, Director of FP&A at North Eastern Supply.
Maximize margins, incentivize sales
Without clear visibility, it’s easy to miss rebate targets, misjudge margins, and leave money on the table. Gain the visibility you need to maximize earnings and drive smarter sales decisions.
- Visibility: instantly see which products and vendors drive the most rebates
- Hit targets: use near-miss analysis to see exactly how close rebate targets are, adjust purchasing decisions before periods close
- Analyze: compare profit margins by customer, branch, product, supplier – before and after rebates
- Capitalize: track target accruals and explore 'what if' scenarios to uncover new earning opportunities
- Margin control: see true product costs after rebates to make better pricing and purchasing
Empower your sales team
"Before Phocas, we were less likely to use sales rebates as a tool as it was so cumbersome to provide information to the customer and track ourselves. Now our sales people know this is a tool they can use when selling."
Scott Sokoly
Business System Administrator at Trade Supply Group
Customer quote
"One of our reps was using Phocas in real time in front of a customer. They saw immediately that he was just below another rebate break band, so he straight away upped his order by £2,000 to take him into that next rebate level. We wouldn’t have had that instant win without easy access to rebate data in Phocas!"
— Paul Whittaker, IT Manager at Ring Automotive.
Self-serve tracking
If you're managing rebates without proper analysis, how do you know if you're maximizing their full potential?
- Track: regularly review rebate programs including their structure, if they're driving sales, and view impact on profit and margin in one place
- 360º view: get a clear view of performance; profit and margin by customer, product and supplier before and after rebates
- Drill-down: analyze data by vendor, product line, or branch to spot risks such as product margin erosion
- Automate: create custom reports and dashboards in minutes, and set up alerts so you don't miss anything
Trusted by companies worldwide
The Phocas platform empowers over 3,000 businesses who make, move and sell products. 97% of customers stay with us year-on-year because our platform gives people confidence to run their businesses better.
- Asko
- Bayer
- Bupa
- Fuji Xerox
- Gazman
- Repco
- Sistema
- Thermofisher
- Hoyts
- KYB
- Husqvarna
- Johnstone Supply
- Karcher
- WD-40
- Yamaha
- Bunzl
Payable & receivable rebates
As your business grows, so does the need for more efficient rebate management. Ditch the manual calculations and tracking for both vendor and customer rebates – whether they're simple or complex. Manage it all efficiently and accurately, with Phocas.
- Volume: Tiered rebate pricing that varies depending on order volume
- Growth: Paid on condition of targeted percentage in volume
- Retrospective: Reward and incentivize customers after/from a specific threshold. Can be applied to absolute or growth rules.
- 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
Customer quote
"We found issues with what we were doing manually. Now we've automated it, taken out hours and hours that were being put into it every quarter, and it's all in Phocas now. Our reps will have information that they can talk to their customers about every day instead of waiting until mid quarter or end of quarter. So, it just turns into more of a selling tool."
— Randy Scott, ERP Manager at Tom Duffy Wholesale Distribution.
Award-winning rebate management software
Based on 270+ customer reviews
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 forecasting… We can help.
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