# Rebates & Incentives

> Rebates, special pricing, claims and loyalty on one settlement spine.

Source: https://revomo.ai/product/incentives-management/

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Rebates & Incentives beta

## Every Off-Invoice Dollar, Accounted For

Rebates, special pricing, claims and loyalty on one settlement spine.

In beta and in customer hands, not yet generally available.

[See it on your data](https://revomo.ai/contact/?plan=Rebates%20%26%20Incentives)Common questions →

### One Primitive Behind Every Program

Every incentive reduces to a conditional payment triggered when a measured metric crosses a threshold, over a defined scope and period. Six bases absorb the whole problem space.
- 01 **Rebate on Revenue** Qualifying dollars sold, flat or tiered, retroactive or incremental.
- 02 **Rebate on Volume** Units shipped, paid per unit.
- 03 **Reward Growth** Pays the tier rate on incremental revenue above a baseline.
- 04 **Align on Margin** Gross margin dollars, so the partner is paid for profitable mix.
- 05 **Reward Assortment** Category breadth, paying on a qualifying base.
- 06 **Pay for Compliance** A fixed payout for a behavior, such as data sharing.
- 07 **Authorize Special Pricing** SPAs let a distributor sell to a named end customer at a special net price.
- 08 **Adjudicate Claims** Partner-asserted amounts checked against what was actually accrued.
- 09 **Carry Points Liability** Loyalty points accrue, carry a deferred liability, and settle on redemption.

### Author, Accrue, Adjudicate, Settle

The same configuration that computed the accrual carries through to remittance with no re-keying.

**Agreements and Line Items**

An agreement is a container. The incentive logic lives in its lines.
- Three percent on all revenue and six point five on new SKUs and a growth kicker is one agreement with three lines, not three agreements.
- The header carries the partner and the period once; each line carries its own scope, basis, condition and settlement.
- The agreement’s accrued liability is the sum of its line accruals.

AGR-1041 · Summit Q3 Commercial Program demo data

*Partner***Summit Building Supply** *Period***Jul 1 – Sep 30, 2026** *Status***Active**

- **Base revenue rebate***Revenue basis, tiered, retroactive. Scope: all lines.* $225K
- **New SKU growth kicker***Growth basis against a prior-year baseline.* $86K
- **Assortment breadth***Mix basis. Pays on a qualifying base.* $41K

Accrued liability **$352K**

**Calculation You Can Choose**

The commercial intent decides the math, not the software.
- Retroactive applies the achieved tier rate to the entire qualifying base.
- Incremental applies each tier rate only to the band of attainment it covers.
- Both are computed live, and the two produce different payouts for identical attainment.

Retroactive against incremental demo data

Attainment **4600K**

- *Retroactive pays*****
- *Incremental pays*****
- *Difference*****
- *Tier rate reached*****

**Claims and Deductions**

Most money movement in a real program is partner-initiated.
- Each claim references a specific agreement line and is compared against the computed accrual.
- Verdicts are explicit: matched within tolerance, over-claim, under-accrual, or no backing.
- The partner sees claimed against accrued and the variance live, before they submit.

Adjudication queue · claimed against accrued demo data

Verdict All Matched Over-claim Under-accrual

Claim | Partner | Claimed | Accrued | Verdict |
CLM-1001 | Summit Building | $225K | $225K | Matched |
CLM-1002 | Harbor Electric | $96K | $71K | Over-claim |
CLM-1004 | Cascade Trade | $38K | $52K | Under-accrual |
CLM-1007 | Northline Co | $140K | $138K | Matched |
CLM-1009 | Ironside Group | $88K | $60K | Over-claim |

**SPAs and Chargebacks**

The channel side, on the same validate, adjudicate, settle spine.
- An SPA authorizes a distributor to resell a product to a named end customer at a special net price.
- A ship-and-debit chargeback is validated against product, window, price delta and remaining units.
- Over-claims cap at the remaining authorization and surface the excess rather than paying it.

Special pricing · authorization and utilization demo data

Status All Active Exhausted Revoked

SPA | Distributor | Per-unit delta | Utilization | Status |
SPA-2041 | Northwest Distributor | $370 | 40% | Active |
SPA-2044 | Mercy Supply Group | $212 | 72% | Active |
SPA-2051 | Cascade Trade | $148 | 96% | Active |
SPA-2053 | Harbor Electric | $305 | 18% | Active |
SPA-2038 | Pioneer Works | $260 | 100% | Exhausted |

- **Accrued, Validated, Approved, Paid** Every accrued liability moves through one pipeline. Validation reconciles each line against source, approval routing flags anything over the auto-approve ceiling, and payment records method, date and a remittance reference. Approved claims enter the same pipeline as their own runs.
- **Loyalty on the Incentive Spine** A points program is mechanically a rebate with a points currency. Modelling it here rather than as a marketing bolt-on is the difference between tracking engagement and carrying the points liability into Finance and pocket margin.

### Accrue Right, Pay Once

Turn an off-invoice liability nobody can see into a number finance can close the books on.
- **Kill the Spreadsheet Accrual** One engine computes what is owed, continuously.
- **Stop Overpaying Claims** Every asserted amount is checked against what was earned.
- **Close Gross-to-Net Faster** Accrual, settlement and the GL entry come from one record.

### Common questions

What kinds of incentive programs does Revomo support?

Six bases run through a single code path: revenue, volume, growth against a baseline, gross margin, category mix, and compliance events. Swapping the basis and the tier schedule is what distinguishes one program from another, not separate logic per type. What is the difference between retroactive and incremental?

Retroactive applies the achieved tier rate to the entire qualifying base. Incremental applies each tier rate only to the band of attainment it covers. They produce different payouts for identical attainment, and both are computed live so you can compare before committing. Why is an agreement separate from its line items?

An agreement is a commercial relationship with a partner over a period. The incentive logic lives in line items, each a full independent instance with its own scope, basis, condition and settlement. That keeps the counterparty where it belongs instead of repeating it on every rule. How are partner claims validated?

Each claim references a specific agreement line, and the asserted amount is compared against the accrual computed for that line, the same figure every other view uses. The result is classified as matched, over-claim, under-accrual, or no backing, and routed to adjudication. What happens when a partner claims more than they earned?

The variance is flagged and the claim routes for adjudication. An over-claim can be partially approved, paying the covered amount and declining the excess, rather than being accepted or rejected whole. What is an SPA and how does a chargeback work?

A special pricing agreement authorizes a distributor to resell specific products to a named end customer at a special net price. The distributor is made whole for the margin difference through a ship-and-debit chargeback, which is validated against the SPA that authorized it. What stops a chargeback against an expired agreement?

Validity is checked as part of validation. A claim against a revoked or expired SPA fails the check rather than passing silently, and utilization is tracked against the authorized units so exposure stays visible. How does a loyalty program fit with rebates?

A points program is mechanically a rebate with a points currency: trade accrues points, points carry a deferred liability, and points settle on redemption. Running it on the same spine means the outstanding balance reaches Finance and pocket margin instead of sitting in a marketing tool. Do partners get visibility into their own programs?

Yes. A partner portal shows their programs, attainment, payment history, and lets them submit a claim or report a deduction, with the claimed against accrued variance shown live before they submit.

### The Future of Pricing, Today!

From possibility to reality in days, not months or years!
[See Revomo in action](https://revomo.ai/contact/?plan=Rebates%20%26%20Incentives)[The whole platform](https://revomo.ai/platform/)