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Is your rebate process costing you valuable time?
Integrate effortless rebate management directly with Microsoft Dynamics 365 Business Central
If you've been manually processing your rates, matching up individual products/customers/dates to their rebate rates, or working out rebates from spreadsheets, we have the solution for you. Rebate Management by Clever Dynamics streamlines, simplifies and increases efficiency when it comes to rebate management; keeping your entire pricing process within Dynamics 365 Business Central.
Rebate Management replaces time-consuming rebate accruals and credit memo creation with fast batch processing, full visibility into your pricing and cash flow, as well as easy reporting.
Boost your profits and drive ROI
With a clear view of your rebates and your cash flow all in one place, you’ll avoid missed growth incentive targets and mistakes while having a complete view of potential rebate opportunities & liabilities.
Cut down on admin time
Stop wasting time processing individual accruals and document outputs. Make the move to batch processing of both accruals and document outputs, such as credit memos, to save you time and effort.
Build strong relationships with customers with sales rebates
With total accrual payment transparency, and detailed reporting options, you can provide excellent service to your customers while cutting down your workload. See what rebates are available and owed to your customers without having to lift a finger.
Work closely with vendors with purchase rebates
Rebate Management isn’t just for managing your outgoing rebate accruals, keep track of your vendors’ rebates too. Keep your own records of what rebates you’re owed all within Dynamics 365 Business Central allowing you to easily collaborate with vendors and make sure you’re all on the same page.
Rebate Management at a glance
Why you should integrate Rebate Management with Microsoft Dynamics 365 Business Central.
Incentives, Rebates and Loyalty Schemes in one place
The days of flitting between different software and spreadsheets are over. With Clever Rebates, you'll have all your rebate information in one place—and it's easy to use!
We've made our rebate management functionality integrate directly with Dynamics 365 Business Central, so you can see all your rebate information in one place. No more digging through spreadsheets, just a clear view of your rebates, including different rates for individual customers, Items and vendors.
Get clearer visibility of your margins and open your eyes to new pricing opportunities.
A 360° view of your cash flow
When you’re running a business, it can be difficult to see the full picture of both your sales and purchase rebates and incentives, and their impact on your cash flow.
With Rebate Management, you can manage your rebates for both customers and vendors in Dynamics 365 Business Central with just a few clicks. You’ll know exactly how much money is coming in and going out, so you can adjust your pricing accordingly, meaning you’re always in control and in the know.
Flexible set-ups and rebate options to suit you
Make rebates work for you. If you want to set up your rebates, our flexible options put the power in your hands. Custom date ranges mean you’re in control over how long each rebate is active, giving you one less thing to worry about.
Whether you’re looking for an addition to help you manage rebates, incentives, and rewards, or you’re looking for a system to manage your loyalty system, our Rebates solution will work for you. Fixed and stepped rebate options are both available, whether you’re basing these on amounts or quantities, plus they work flawlessly when assigned to specific or grouped customers & vendors against items. The whole process is smooth and flexible to give you complete control over your setup.
Given a customer a special price that you don’t want a rebate assigned to? No problem! At the click of a button, you can exclude individual items from rebates when needed so whether you’re creating a quote, order or invoice you know they’ve all been created correctly.
Flexible options are here to make things easy, with all your rebate data ready for your finance team to process payments.
Batch process credit memos and automatically calculate payments
Wave goodbye to manually processing individual rebates and start batch-processing them! Simply select a date period and create credit memos for all accrued rebates in one go, rebate totals are automatically calculated saving you even more time.
Set up job queues to keep your system working at full speed. With batch processing running overnight, rebate handling won’t slow down Dynamics 365 Business Central, keeping you working efficiently. You can sleep easy knowing if there are any errors, you’ll be notified via email along with an error message telling you exactly what the issue is. So, you don’t need to start digging through documents to find the problem.
Once your rebates are set up, you’ll only need to update them as new ones come in or existing ones need to be updated. Rebate Management takes care of everything else for you so your finance and sales team can focus on other areas of your business.
Reportable and auditable
With everything all in one place, reporting has never been easier. You can retrieve rebate statements at the touch of a button, giving a full report on all rebate activity for a select period.
Simple reporting means audits can be carried out smoothly and you can easily check both your and your customer’s, or vendor’s rebate details are correct by cross-referencing statement reports without the need to dig through heaps of data. Full history of accrued rebates right at your fingertips.
Want to know more?
Helping make businesses run smoothly is what we do, so if you’d like to find out more get in touch. One of our experts will be happy to get to know your business’s needs and show you how Rebates could transform your finance department.