Introduction

Overview

Oracle Channel Rebate and Point of Sales Management enables suppliers to manage their product inventory and prices, create budgets for customer and partner rebates, offers, and incentives, and enlist the help of channel partners such as distributors and retailers to manage execution of these offers at points of sales in the channel.

Customers

Customers are the organizations, persons, or channel partners that a supplier does business with. Channel partners can include distributors and retailers. You create budgets and offers for individual customers or buying groups and you use customer accounts to settle claims and deductions,

Products and Price Lists

These are the products that suppliers manufacture, purchase, or sell, and what they maintain in their inventories and in the inventories of their partners.

Quotas

Suppliers use these to focus on markets, products, partners, and sellers. They create quotas or sales targets specifying either the amount of revenue to be generated or products to be sold, and allocate these quotas to sellers and partners to better target, organize, and track sales activities.

Budgets

These are the repository of funds that a supplier creates to fund trade promotion activities for quotas, allocates to sellers and partners, and tracks the utilization of and the returns on these investments.

Account Manager

This is the dashboard that channel partners use to view sales targets and target allocation to customer accounts, access account plans, create and evaluate offers, capture retail pricing of your and competitor product, and analyze sales performance. Sales managers allocate sales targets to individual sales representatives. These sales targets are automatically re-allocated to customer accounts and an account plan of sales activities such as campaigns and offers generated for the customer account. Suppliers and seller such as sales managers and sales representatives can then track sales performance of these and competitor products. s

Trade Planning and Offers

This is the planning of sales activities such as selecting campaigns, forecasting, evaluating, and creating offers, requesting a budget for funding of these offers, approving the offer, and executing and managing the offer.

Campaigns and Programs

These are marketing activities designed to promote product sales and advertising and increase customer awareness. You can use them with offers to more effectively meet your sales targets.

Point-of-Sale

This is the channel through which channel rebates or sales activities and trade promotions are executed and sales targets met. Sales of products happen at various points in the channel. For example, a distributor buys products from a supplier, the retailers in turn buy from the distributors, and the end customers buy from the retailers. Before sales can be made, suppliers need to validate and approve channel requests for discounts or special prices, or budgets or funds for trade promotion activities, and channel claims for referral bonuses, incentive and discount accruals, and chargebacks.