Rebates & claims

Overview

Kademi’s versatile claim feature is a powerful tool for supporting both sales claims and rebates.

Businesses like manufacturers, who often lack direct access to sales data, frequently require retail partners to upload proof of sale. This process involves a sales rep submitting a claim that includes product information, sale amount, and date. The claim is then reviewed and approved before any payout is made, often using points.

This process is streamlined with Kademi’s AI scanning feature, which automatically extracts sales data from an invoice, saving the sales rep time.

A common benefit of using a sales claim workflow is that it provides sales data to the manufacturer, who might distribute their products through intermediaries and lack direct access to sales data from retail channels.

Kademi’s claim form and workflows can also be used for rebates. A claim for a rebate can be submitted, and once approved, it calculates and pays out the rebate in various currencies.

Feature highlights

  • Customize claim forms

  • Support real-time validation of claims using things like serial numbers

  • Includes auto and manual approval workflows

  • Shows the user pending, rejected, and approved claims

  • Supports automated email communications on the status of claims