Track Every Dealer Rebate and SPIFF

Create incentive programs, connect eligible products, automatically track expected payments from each sale, reconcile dealer payments, and see exactly what remains unpaid.

The Problem

When a Profitable Sale Looks Like a Loss

The amount a customer pays at checkout does not always represent the full revenue from a device sale. When a dealer, carrier, distributor, or manufacturer offers a rebate or SPIFF, your business is still owed money after the transaction closes, and that expected income is easy to lose track of.

A profitable sale appears as a loss because the expected incentive is missing.
Staff must maintain separate spreadsheets or handwritten records.
Rebate and SPIFF payments can arrive days or weeks later.
Dealers may combine many incentive payments into one deposit.
Partial or missing payments are difficult to notice.
Tracking the phone, receipt, IMEI, incentive type, and program manually is time-consuming.

How Dealer Incentive Programs Work

Set it up once, then let every eligible sale track itself.

Create a Program

Set up a location-specific program with a name, start and end dates, and an active status
Add the products that are eligible for this program

Configure Rebate and SPIFF Rules

Set a rebate or SPIFF amount for each eligible product
Use a fixed dollar amount or a percentage of sale price or cost
Disabled or zero-value incentives are automatically skipped

Automatic Incentive Tracking

Every eligible sale automatically creates an expected incentive record
Each record keeps the program, product, receipt, incentive type, amount, and IMEI
No manual entry required for eligible transactions

Reconcile Payments

Select one or more claims and match them to a dealer payment
Record full or partial payments as they come in
Void unreconciled claims tied to removed or refunded transactions

Track Program Performance

See eligible items sold, reconciled, and still outstanding
View total expected, received, and remaining amounts per program
Review detailed, clickable claim records at any time

Reconciliation

See Every Claim, Match Every Payment

The reconciliation workspace brings every incentive claim together in one place, so your team can see what has been paid and what is still outstanding.

Each claim shows the program, product, receipt, IMEI, and whether it is a rebate or a SPIFF.
Expected, received, and remaining amounts are shown side by side.
Select one or more claims and match them to a single dealer payment.
Record full or partial payments as they come in.
Void unreconciled claims tied to removed or refunded transactions.

Program Reporting

Know How Each Program Is Performing

Every program has its own report, so you can see exactly how it is performing without digging through spreadsheets.

Configured products, eligible items sold, and reconciled item counts at a glance.
Total expected, received, and remaining incentive amounts for the program.
Detailed, paginated claim records with clickable receipts.
Each claim is clearly marked as a rebate or a SPIFF.
A phone that earns both a rebate and a SPIFF counts as one eligible item sold, with both incentives shown separately.

Business Benefits

Why It Matters

Understand real profitability: See true margin per sale once expected dealer income is factored in, not just what the customer paid at checkout.
Know what is owed: View expected rebate and SPIFF amounts by product, program, and sale, so nothing is left to memory or guesswork.
Catch missing or partial payments: Compare expected and received amounts to spot incentives that arrived short or never arrived at all.
Reconcile combined deposits: Match a single dealer deposit back to the individual sales and incentive claims it was meant to cover.
Review performance by location: See incentive activity broken down by store, replacing scattered spreadsheets and handwritten notes.
Keep an audit trail: Every incentive stays connected to its sale, product, and IMEI, so records hold up when you need to look back.
Simplify program setup: Configure rebate and SPIFF rules once per program, then let every eligible sale track itself automatically.
Cover new and resale inventory: Track dealer incentives on used and resale devices the same way you track them on new ones.

Example Scenario

A Rebate and a SPIFF on the Same Sale

Here is how a single sale flows through a Dealer Incentive Program.

Purchase cost: $300
Customer price: $50
Expected rebate: $250
Expected SPIFF: $45
Total expected incentive income: $295

The rebate and the SPIFF are recorded as two separate incentive claims, each connected to the same sale and the same device IMEI.

Stop Letting Dealer Incentives Disappear Into Spreadsheets

Give every rebate and SPIFF a home. Create incentive programs, connect eligible products, and see exactly what dealers still owe you, without digging through spreadsheets or old receipts.