Rebates Management for Dynamics 365 Business Central

Introduction to Rebates Management

“Designed to seamlessly manage rebates based on sales volume and discounts, drive customer loyalty, and unlock new levels of profitability.”

Rebates Management for Dynamics 365 Business Central is an add-on module that streamlines the computation of customer rebates based on sales volume targets in any given period. Customer Rebate Groups are used to associate customers into various rebate terms (rebate discount by amount or %) that apply to different items or item groups. The module computes past sales volumes and assesses rebate qualification for a specified period. Tailored for businesses of all sizes, this module revolutionizes the way you manage and credit rebates, ensuring accuracy, transparency, and profitability.

Visit on Microsoft AppSource Rebates Management 

Click here for tutorial on Rebates Management Guide

Key Benefits

Here is a list of key benefits.

List of Benefits

• Built on the Dynamics 365 Business Central that many organizations already use for centralized rebates and discounts management within Business Central.
• Full control of discount and rebates calculation with configuration and customization options – software without compromise. Don’t settle for second best.
• Increased efficiency to reduce manual data entry, eliminate manual processes, and accelerate invoice processing and payment times.
• Improved accuracy to minimize errors, avoid late payment reasons, and maintain data integrity throughout the invoice lifecycle.
• Revenue-creating to optimize revenue, ensure the correct terms are passed on to customers, and identify revenue-creating opportunities through invoice discount and rebate optimization.
• Scalability to scale your customer invoice processes seamlessly as your business grows. Adapt to your evolving needs and support increased transaction volumes without compromising efficiency or accuracy.

Key Features

Here are key features of the app.

Automated Calculation and Processing:

Allows for the automatic collection and processing of sales data, which is essential for calculating rebates accurately.

Rebate Tracking

Tracks all rebate transactions and ensure that each sale is matched against the correct rebate agreement and discount.

Real-time Analytics and Reporting

Power BI provides real-time analytics and reporting capabilities, giving businesses insights into the performance of their rebate programs.

Automatic Notifications

Users can receive notifications about important events or milestones within the rebate management process.

AI-driven Analytics

Copilot AI-driven analytics provide strategic insights and help refine rebate programs for better sales growth.

Built into Business Central

Seamlessly built into Business Central for a unified ERP experience. Leverage existing data and workflows to enhance rebates management without disrupting your existing operations or flipping between apps. Rebates management where it belongs – in your Business Central ERP system!

Summary

Rebates Management module for Dynamics 365 Business Central is designed to seamlessly automate and streamline the calculation and processing of customer rebates based on predefined sales volume and discount terms. The solution centers around using Customer Rebate Groups to associate customers with various rebate terms—whether based on a percentage or a fixed amount—which can be applied to specific items or item categories. By automatically computing past sales volumes and assessing qualification over a specified period, the module aims to drive profitability and enhance customer loyalty through accurate and transparent rebate management.

The primary benefits of this built-in solution include increased efficiency and accuracy. It eliminates manual data entry and processes, which accelerates invoice processing and minimizes human errors, ensuring data integrity and preventing payment issues. By offering full control and configurability over discount and rebate calculations, the app ensures that businesses can tailor commission plans to fit their specific operational models. This also helps in optimizing revenue by ensuring correct terms are applied and identifying opportunities for invoice discount and rebate optimization.

Furthermore, the module is designed for a unified ERP experience, being seamlessly built into Business Central. It utilizes existing data and workflows, avoiding the disruption and inefficiency of “app flipping.” Key features include automated collection and processing of sales data, comprehensive rebate tracking, and integrated real-time analytics and reporting via Power BI. The solution even incorporates Copilot AI-driven analytics to provide strategic insights that help businesses refine their rebate programs for superior sales growth and scalability.