Rebate management for finance teams

Account for every commercial deal and rebate agreement

Deal types

With its comprehensive and unrivaled set of deal mechanisms, you'd find it hard to put together a business deal that cannot be represented in DealTrack. With over 3,000 manufacturer and supplier deals already represented on the system, clients throughout the world rely on DealTrack to ensure they're getting the best deal possible for their business.

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Highly configurable

Currency

Whatever currency you're dealing with, DealTrack has you covered. It can create and calculate deals regardless of the medium of exchange.

Turnover and earnings submission

Partners can submit their turnover and earnings within the trading partner portal through partner turnover and earnings submission functionality.

Baseline earnings

Draft a new deal and feed in recent purchase or sales transactions to see how the deal would perform.

Selection rules

Whether it's products, branch locations or any other relevant deal-impacting item, DealTrack's powerful selection rules allow them be included or excluded from each deal based on rules that you can simply click and create.

Unit of measure conversion

Different units of measure are no problem for DealTrack. It creates deals in any unit of measure and manages conversion factors on a per-deal basis.

Data integration

Using our standard data interfaces, DealTrack imports suppliers, customers, products, branches and purchase or sales invoices or goods receipts on a set frequency. Typically daily.

Lots. Of. Data.

Any report, any time

DealTrack provides you with highly detailed granular reporting courtesy of our calculation algorithms which calculate deal earnings at the level of the deal as a whole, and at the level of each turnover line that contributes to the deal.

Deal earnings report

Deal-by-deal rebate earnings.

Daily earnings report

Rebate earnings for a selected supplier expressed per time period and, optionally, per deal.

Turnover report

A report of the turnover data present in DealTrack for a selected supplier.

Forecast earnings report

A report of the turnover and earnings predicted for your deals.

See our reporting guide

Automation

Let us handle it

Sales & purchase transaction integration

Allows rebates to be calculated automatically from raw sales and/or purchase transactions accumulating in sales and purchase order processing systems. Sales can be based on sales orders or invoices, and purchases can be based on purchase orders or goods received.

Internal & external contract sign-off

Allow suppliers to view relevant information online. Have deals authorized and signed off online. A configurable rules engine routes each deal based on its contract value. Invite suppliers to login to review and sign-off deals as well.

Supplier invoice generation

Automatically produced invoices to suppliers for rebate earnings.

Supplier statements

Automatically compiled data reports in support of supplier invoices.

Statement schedules

Allocate deals to an automated invoicing schedule.

Report, collect and allocate deal money

The most complete cash management capability

DealTrack's cash module functionality allows you to record and track payments received from suppliers against DealTrack-calculated deal earnings. Additionally, a standard set of reports are included.

Debtors report A summary of the due and overdue rebate, grouped into aged time periods. Learn more

Payment allocation report An overview of earnings, receipts, adjustments and resulting balance per payment frequency period for a deal. Learn more

Payment history report A log of receipts, allocations and adjustments. Learn more

Cash collection Review due and overdue rebate earnings, grouped into aged time periods and see cash activities in the activity log. Learn more

No more surprises

Objectifying deals and rebates

Margin warnings

In situations where a distributor has pricing support from a manufacturer, this facility allows the distributor to check the absolute margin of sales orders as they are placed (taking manufacturer support into account), and so highlighting incorrect selling prices and ensuring that all margin support deals are registered in the system ready for invoicing.

Year on year reporting

Review spend and rebate performance for the current year vs. previous year, vs. forecast for the full year as well as reviewing actuals so far.

Performance tracking

While many companies still track performance of deals manually at year end or at best quarterly, DealTrack offers a daily dashboard of deal performance which ensures you always have your finger on the pulse of your business. This next level of tracking enhances the performance of purchasing and sales teams by enabling them to make trading decisions far more frequently and proactively using dashboards for a range of job roles and seniority levels.