A rebate statement is one total.The invoices behind it are yours.
We match every statement line to the invoices that earned it, every period, and read the clause behind the figure.
- The statement
- The purchase export
- The signed agreement
The first pass is free while we onboard the first ten distributors.
Why this cannot be a lookup
The same parts, in agreement after agreement, under different names.
Share of 1,495 agreements that carry each part
- Lets the supplier change the terms at its own discretion87.9%
- Carries a confidentiality clause85.8%
- Names a measurement period74.6%
- Gives the supplier the right to audit what you claimed74.2%
- Names a claim window or a deadline52.0%
- Sets a level or a threshold at all46.5%
- Says which way the rate applies once a level is reached33.4%
Fewer than half of them set a level at all, and where the paper is silent there is nothing to look up.
What those agreements call the thing the rebate is measured against
- “net sales”10.5%
- “Net Purchases”3.7%
Neither is the term, so there is nothing to search your own paper for.
“This session will cover the basics of setting up P21 to properly track vendor rebates using sales price pages.”
The reference practice, taught by a distributor at the user group, borrows the sales pricing engine to track purchase agreements. One of the five bullets in that same listing reads "Common issues and things to look out for - where P21 fails".
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. The corpus counted above is drawn from that same public record, so it inherits the same limit.
What we do with three files, every period
We read the agreement, then check every line
Every one is written differently, so we lift the rate, the levels, the dates and the exclusions out of each.
When your group calculates it too
- 01
Send three files
The agreement, one statement paid under it, and the purchase export for the same period.
- 02
We match every line
Each statement line against the invoices that earned it, on that agreement’s own dates.
- 03
You see the gap
What they paid, what the agreement says you earned, and the clause that decides it.
- 04
The next statement lands on it
That agreement stays set up, so every period after the first one is checked against it.
For distributors in: Electrical · Plumbing · HVAC · PVF · Industrial & MRO
What it costs to take the statement at its word
sat in WESCO supplier rebate receivables at the end of 2025, all of it estimated
WESCO International, Form 10-K for 2025, supplier volume rebates note“represent the estimated amounts due to Wesco based on forecasted purchases during the rebate period and the rebate provisions of the various supplier contracts”
The filer calls it an estimate off a forecast, read against the clause in each contract. That is what a rebate receivable is until somebody puts the statement next to the invoices.
Questions people ask first
Whichever that agreement names, read out of the paragraph that sets it rather than worked back from the total they sent you. Where one supplier runs two programmes on two different bases, each is counted its own way. Where the basis needs a column your export does not carry, the first pass says so instead of estimating around it.
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.
Put one statement next to what you actually bought.
Send the agreement, one statement paid under it and the purchase export for the same period. We match every line and send back the difference.
Free while we onboard the first ten distributors.