Oil & Gas Distribution Company

Salesforce Rebate Management Implementation

Overview

A petroleum distribution company required a modern system to manage complex customer and supplier rebate programs. Rebate calculations were previously handled using spreadsheets, making the process error-prone and difficult to audit. The goal was to implement Salesforce Rebate Management to automate calculations, improve visibility, and ensure financial accuracy.

Challenge

Manual and spreadsheet-based rebate processing. Complex rebate structures across customers and suppliers. Monthly sales volume data sourced from external systems. Limited visibility into rebate eligibility, payout status, and liabilities. No standardized tracking for different rebate types.

Solution

A scalable Salesforce Rebate Management solution was designed to automate rebate calculations, tracking, and payout workflows.

Key Features & Capabilities

Advanced functionality that sets this project apart from the competition

Multiple Account record types: Supplier, Customer, and Location.

Standard parent-child hierarchy between Customer and Location.

Monthly volume data processed into Rebate Member Product Aggregate.

Product-specific rebate configurations .

Automated rebate calculations based on frequency and thresholds.

Role-based dashboards for finance and operations teams.

Kanban-style rebate tracking (To Pay, Paid, Do Not Pay).

Impact

Eliminated manual rebate calculations and reduced errors. Improved transparency and audit readiness. Faster rebate processing cycles. Better visibility into rebate liabilities and payments. Increased trust with customers and suppliers