Overview of Customer Annual Volume Programs

Customer annual volume programs execute annual volume agreements with channel customers.

These programs aggregate and track cumulative sales revenue or quantity across orders for a specified period.

These programs benefit wholesalers, distributors, and manufacturers by:

  • Promoting greater channel loyalty
  • Improving customer satisfaction
  • Reducing administration cost
  • Reducing invalid promotional deductions
  • Increasing the efficiency and effectiveness of your claim and reducing Days Deductions Outstanding (DDO)
  • Improving visibility and a better understanding of annual incentives and liabilities at the program, customer, and business unit levels.

These programs encourage customers to accrue rebates. Customers accrue rebates based on cumulative sales volumes across orders. You can define volume rules for tiered rebates by either defining a percentage rebate based on sales volume, or by defining the amount per unit rebate based on sold quantity. These programs support retrospective calculations on a periodic basis and enable you to define product eligibility with exclusions. You can define product eligibility based on customer, warehouse, order type, order line type, salesperson, and dates including invoice date. Additionally, you can prequalify customers with a proven track record to start at a higher tier.