Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Rebate management software solution
Let’s face it, rebates can make or break your year. Whether you're paying or receiving rebates, if you’re not seeing the whole picture you could be leaving serious money and opportunities on the table. Ensure you're getting the returns and expected payouts you're aiming for.
Make your rebate programs work for you
Unlock your full rebates potential with Phocas (3:15sec)
Ensure accuracy
Unshackle valuable resources from time-sucking spreadsheets creating more time to dig into your rebates.
- Accurate, real-time data integrated into one centralized platform removes guesswork and the fear of costly mistakes.
- Prevent overpayments or under claiming rebates with accurate data and automated calculations.
- Set it up once; schedule automated calculations, clone them for next year and make easy adjustments.
In this implementation 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.
Kerridge + Phocas customer
Powerful analytics
If you’re managing rebates without proper analysis, how do you know if you’re maximizing their full potential?
- Track rebate programs including their structure, if they are driving sales, and view impact on profit and margin all in one place
- Get a holistic view of performance, profit and margin by customer, product and supplier before and after rebates.
- Interrogate data to uncover risks such as products where margins have eroded
- Schedule customized reports or set up alerts so you don't miss anything
- Create unlimited custom dashboards and quickly provide everyone with visibility and clarity
Effective selling tool
Turn rebates into a selling tool by empowering salespeople with easy access to real-time data.
- Boost sales by providing insights to customers on optimal times to increase purchases
- Effortlessly track customer target accruals, explore 'what if' scenarios for non-rebate customers, and showcase potential earnings in person
- Use near-miss analysis functionality to calculate customer upside and say goodbye to missed revenue opportunities
epicor + Phocas customer Get a demo
Phocas is a core necessity
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
Smart purchasing
- Improve purchasing decisions by strategically timing product purchases and selecting suppliers that maximize profitability
- Maximize earnings, negotiate lucrative deals, and boost profits without leaving money on the table
- Easily spot near misses and track overall performance, ensuring you always know how your rebates are performing and can make the most profitable purchasing decisions.
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.
Human-friendly software
- When everyone can access and analyze rebates, it’s easy to see their impact on business performance
- Sales, purchasing and finance can independently use the software
- When everyone can see up-to-date rebates information, they can be strategic with product offers, pricing and purchasing decisions
- Connect rebates data with other sources like stock or accounts receivable data to show correlations with other parts of the business
Rebate types
Take your pick
- 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
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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