Rebate Management

Microsoft SharePoint Solution

Rebate Management

Manufacturers selling their products through third-party distributors will often use rebates as a sale incentive. With that, however, comes the need for a system to manage the issuing of rebates.

Our solution manages the end-to-end process of agreeing intermediary and end-user rebates from the point of quotation through to the contract end. It can be integrated with both CRM and ERP to create one or more Claim Forms for each quotation and then identify if the claimed product has actually been sold to the distributor. Internally, the system routes each of the claims through multiple levels of approval. Distributors can upload their claims to the system periodically and see a history of claims.

BI provides level analysis of the breakdown of discounts between list price and selling price and automatically generates all discounts by product by distributor based on preloaded mathematical algorithms. At the end of each month, the solution provides a quote, distributor, claim and product line analysis of all rebates for loading into the ERP system for the creation of Credit Notes.

What success looks like to our customers

Grundfos have been working with Mercurius on the development of an integrated Claims Management solution.

Based on Microsoft technologies it integrates with our CRM and ERP systems to substantially improve our claims management process. It also offers our customers a much-simplified approach to raising and completing a claim and enables them to both view and add claims online. Mercurius have shown themselves to be very responsive to our needs and we believe they represent great value for money.

Jason Funnell

Director of Operations, Grundfos