The window to claim a rebate runs from a date in your own records.And it closes quietly.
We read the window out of each agreement, count it from the date that clause names, and show you which claims are still open.
- Signed agreement
- Claim window
- Date of sale
- Credit note
The first pass is free while we onboard the first ten distributors.
One agreement, three deadlines, three different dates
Every window below is transcribed from the clause that sets it.
| Agreement | The clock starts at | The window | Then |
|---|---|---|---|
| Cisco and ScanSource | Clock starts at the date of sale | 30 days | Then Automatically rejected, with no liability to honor it |
| Cisco and ScanSource | Clock starts at the month of sale | The 10th business day of the month that follows | Then Invalid, and refused |
| Cisco and ScanSource | Clock starts at the effective date of a price decrease | 30 days | Then Rejected, unless the parties agree otherwise |
A note on the evidence. HVAC, plumbing and electrical distributors do not file their supplier agreements with the SEC, because those agreements are not material under Item 601. Ace Hardware and Ruud Lighting are the direct evidence. The rest are agreements of the same shape from other industries. It is the best public evidence there is, and it is not direct evidence of your trade. Neither document on this page is one of those two, so both are quoted for the clause each one carries rather than for the trade it came from.
What the first pass does with three files
Your agreements, one statement and the purchase export. Nothing here asks your IT department for anything.
- 01
Read the window
Out of the agreement that governs the claim, in that clause’s own words.
- 02
Match every line
Each statement line against the purchase invoices that earned it.
- 03
Count from your date
The date of sale comes off your invoice line, not off their statement.
- 04
Show what is open
Which claims are still inside their window, and which one closes first.
The next question, and the trades we do this for: Supplier audits · Electrical · Plumbing · HVAC · PVF · Industrial & MRO
The window closes on a credit that never arrived
Sixty days, counted from the day the money should have come.
to dispute a credit you received, or one you never received, in another agreement
Microsoft Services Provider License Agreement, Exhibit 10.115, SEC EDGAR“You must notify Microsoft of any issues regarding the amount of the Rebate Amount issued (or not issued) to you no later than sixty (60) days following your receipt (or failure to receive) a credit for the applicable Rebate Period. You waive any and all right to dispute the amount of a credit if you do not notify Microsoft within such sixty (60) day period.”
Read the words in the brackets. The window closes on a payment that never came, counted from the day it should have come.
Questions people ask first
Both, and the first pass shows you the earlier of the two with the sentence that sets each one. Where an agreement counts from the date of sale, that date comes off your own invoice line rather than off the statement they sent. Where an agreement names no window at all, the first pass says so instead of assuming one for you.
Three files. The agreement that governs the rebate, one statement paid under it, and the purchase export covering the same period. The statement can be a PDF, a spreadsheet or a scan. The export needs date, supplier, invoice number, part number, quantity and amount, under whatever column names your system already uses.
No. Export your purchases the way you already do and send the file. Prophet 21, Eclipse, Infor and NetSuite all produce something we can read, and your IT guy never has to get involved.
Three plans between $299 and $1,199 a month, on the pricing page, with the agreement and purchase limits published for each one. Month to month, and you cancel it yourself.
Then you have a checked answer that your rebates are being paid correctly, which is what we expect on most agreements. The first pass is free for the first ten distributors, so finding nothing costs you a file transfer.
Your files are encrypted on US servers and only the people you invite can see them. We are not SOC 2 certified and we will not put a badge on this page pretending we are. If your controller wants a security review first, say so and we will work through it.
Find out which windows are still open.
Send one statement and the purchase export covering the same period. We read the window out of the agreement that governs each line and send back the date each claim closes.
Free while we onboard the first ten distributors.