Automated Ship and Debit
Add Precision and Efficiency to
Partners Claims Management Process
Automated Ship and Debit
The Automated Ship and Debit module removes this burden by establishing a centralized safe haven for all your channel partner and direct sales data. Through robust automation, our ship and debit process cleanses channel POS and inventory data, and normalizes this data into a scalable format, providing you with actionable business intelligence. By implementing an Automated Ship and Debit into your financial workflow, you have the capacity to identify “revenue leakage,” without doing the dirty work of evaluating each claim manually.
How it Works
Key Features
Automated Ship and Debit is an integrated cloud-based module that allows you to easily manage and keep track of all your indirect sales programs, POS transactions and show you exactly what you owe partners, as well as what you already paid them.
Provides a detailed audit trail for every discounted transaction.
Resolve payout disputes in real-time with complete retrieval of data to ensure integrity.
Automated ship and debit supports complex program goals and parameters that are exclusive to your business.
You can:
- Choose start and end dates
- Segment by program type
- Set thresholds for volume incentive rebates
- Select products or product categories
- Select partner participation eligibility
- And much more
Ties sales and marketing programs to POS data so you can identify each transaction that qualifies a credit.
Compares cleansed POS data/SKUs against rules to determine qualifying price adjustments.
Alerts you of improperly reported claims.
Instantly match calculated price adjustments against partner submitted claims for 100% verification of reimbursement.
Auto-import POS/inventory data directly from your ERP/CRM systems or partner feeds from differing distributor formats or on-premise applications.
Stacking allows the proper combinations of multiple rebates, so multiple programs can be applied to a single transaction. You can rearrange which program is the higher priority than another, as well determine stack order and exclusivity of a program.
Benefits
Our Ship and Debit program minimizes human error and automates processes so that vendors have complete visibility into not only what is owed to their partners, but the value of their business. Vendors will be able to determine net revenue and easily validate claims submitted by their channel partners.
Our Automated Ship and Debit Solution abides by your sales and marketing programs rules and auto-matches them against your payment requirements—telling exactly what is owed and what needs to be paid to your channel partners.
Therefore, unnecessary loss of funds due to miscalculated formulas on spreadsheets/human processing errors, inadequate resources and outdated solutions that lead to overpaid price adjustments.
Real-time partner claims processing significantly cut payout approval time, which leads to higher partner satisfaction and continued program participation.
Automated calculation, verification, and payout of claims reduce overhead costs associated with time-consuming manual-based processes (e.g., Excel spreadsheets, ad-hoc collection).
A built-in audit trail ensures the proper reconciliation of financial statements.
Provides visibility into the performance of partners, programs, products, customers, territories, etc.
Manage and Automate All Price Adjustment Programs:
- Promotional Rebates
- Special Pricing Authorizations (SPAs)
- Registered Deals
- Spiffs
- Coop Funds
- Market Development Funds (MDF)
- Price Protection
- Breakage Allowance
- Any Miscellaneous Marketing Program
“Computer Market Research’s Ship and Debit application works extremely well for us. We formerly had a manual process and that just wasn’t adequate. We can’t afford to have long delays in issuing meet competition authorizations – that would kill us. We use this application every day. It’s a major strategic tool for us.”
— Rick Flores, Distribution Sales Manager, LSI
Start Generating More Partner Satisfaction Today
See how our Automated Ship and Debit Management software works
Frequently Asked Questions
What is Automated Ship and Debit?
Our Automated Ship and Debit platform is a robust and easy-to-use channel management tool that helps manufacturers better manage their incentive programs.
- A platform for managing Channel programs
- Tracking price adjustments
- Validating claims
- Determining Net Sales
- And much more…
What Kinds of Programs Can CMR's Automated Ship and Debit Handle?
Sales Programs
- Promotional Rebates
- Volume Incentive Rebates (VIR)
- Sales Performance Incentive Funds (SPIF)
- Deal Registrations
- Special Pricing (SPA)
- Co-op
- Freight/Damage/Returns Allowance
Fixed Cost Programs
- MDF
- Discretionary Funds
Inventory Programs
- Price Protection
- Obsolete and Slow Moving Inventory (OSMI)
What Type of Data Do I Have to Provide
In order for us to audit/manage your claims, we will need the following:
- Sign a non-disclosure agreement
- Sign a service level agreement
and provide us with:
- POS with customer names
- INV (If handling inventory programs)
- Your channel sales and marketing programs
- Your channel partner claims
- Parts/Pricing
- Customer List
How Does it Work?
- Enter Programs via web form (do it yourself or have CMR do it as a service)
- Automatically compare program rules to POS to create Price Adjustment data
- This tells you the maximum owed to your partners if everything is claimed
- Tells you the net cost of your sales
- Enter claims (you or your partners can submit them, or CMR can do it as a service)
- Enter single claims via web form
- Upload claims in bulk via spreadsheet
- Validate claims against price adjustments
- Identify bad claims and correct or deny them
- Track claims so that you are not double paying
How do I know your reporting is accurate?
We will take the results of our findings and compare them to yours.
What Are the Benefits?
Reports
- Transaction details for each program/partner/product
- Summary reports by program/partner/product
- Dashboards
- Custom reports
Auditing
- See complete revision history for programs and claims
- See who approved and when
Automation
- Automatic price adjustment calculation
- Expedited claim validation
- Clone similar programs