Intelligent Automation of Channel Partner Promotions & Rebates in NetSuite

Implementing a Promotions and Rebate portal, and automating the rebate calculation process to improve efficiency and reduce manual intervention for a global manufacturer.

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Background

A manufacturer of wireless broadband solutions sells its solutions through a channel network of 3,000+ distributors, and drives revenue growth using dynamic pricing strategies like promotions, price exceptions, and rebates. 

Key challenges:

  • The rebate calculation process and disbursement of credit is done manually

  • There is little governance or visibility into the rebates and promotional prices being issued

  • Distributors lack the ability to track the status of promotions and rebates claims

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This White Paper Addresses:

  1. Implementing a Promotions and Rebate Portal to improve the Channel Partner experience, and reduce the amount of time required to fulfill a promotion or rebate.

  2. Automating the entire rebate calculation process, checking against claims and creating a credit memo in NetSuite using the rebate module in NetSuite.

  3. How to integrate the Partner Rebate Portal solution with NetSuite ERP, Model N PoS, and Channel Management.

  4. Solving gaps within Finance, Channel Management, Product and Sales, Operations, and Channel Partner groups.

  5. Six lessons learned, including how to avoid environmental issues, and overcoming the challenges of moving from a paper-based to an automated system.

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