We’ve got another round of features rolling out, built to automate the complexities of rebate management while supporting your growth journey. Check out the new tools that will help you track important details and more easily manage your rebate programs.
Introducing Automated Baselines, a feature designed to save time and reduce errors – especially for growth-based rebate programs. Instead of manually calculating and inputting baselines from past transactions, Enable now automatically pulls in the data and calculates accurate baselines for you to streamline the entire rebate setup process.
For added flexibility, users can switch to manual baselines if needed, and any existing programs with manual baselines will retain their current settings. Automated baselines use target transactions for accuracy, with future updates planned to support G&I and alternate definitions of previous periods.
The original core set of capabilities allows users to create buying groups, assign and manage members, and set up agreements with ease. With this release of Buying Group Agreements, we've enhanced the feature's usability by introducing powerful bulk actions and comprehensive reporting, making managing buying groups faster and more efficient. Users can now:
This feature enhances our platform’s flexibility by allowing users to group claims by product category or other business-specific divisions, in addition to trading partner. With this customization, customers can organize Claims in a way that matches their business setup, making it easier to ensure accuracy and stay compliant. Users can easily set up categories in Settings and assign agreements to them directly from the claims listing page.
With the new Payment Allocation feature, users can seamlessly add and assign payments to Claims through API or directly in the platform. When creating a new payment directly, users specify a reference, trading partner, amount, payment date, and currency, with the option to save without immediate claim allocation. The payment listing area further simplifies management, allowing users to filter payments by partner, status, date, or reference, making it easy to find and allocate payments at any stage of the claim lifecycle.
This update enhances visibility by displaying payment status—whether fully allocated, partially allocated, or unallocated—and provides an auditable trail that ensures compliance and accuracy.
To more easily track and manage unsupported transactions, the Support Report now displays transactions split with supported and unsupported units and the specific reason code. Transactions that exceed the SPA quantity limit are marked as “X units over quantity limit,” and those lacking available units in the LIFO/FIFO ledger are now labeled “No viable stock in ledger.”
Have questions or feedback about our latest release? We’re eager to hear from you. Reach out via email, or schedule a discussion with one of our experts—your input is crucial to our continued improvement. Join the Rebate Strategist Community and share your insights to help shape the future of our products.
We’re confident you’ll find these new features valuable. Stay tuned for our next live release on December 21, 2024.
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