Customer pricing and vendor rebates kept current
Keeps customer price tiers and fleet contract pricing current, applies supplier price changes, and tracks vendor rebate accruals and claims.
Pricing drifts and rebates go unclaimed.
Supplier price changes arrive as spreadsheets that someone has to load, then push through every customer tier and contract. Rebate programs have their own tiers, dates and claim forms. When the person tracking them is busy, margin leaks on both ends.
A supplier sends a price file with 2,400 changed lines effective the first of the month. Three fleet contracts still bill last year's prices, and a volume rebate tier passes with no claim filed.
Pricing and rebate desk, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Load price changes
Reads supplier price files and updates cost and list in the ERP by effective date.
- 2
Apply to customers
Recalculates tiers and checks fleet contracts so each account bills its agreed price.
- 3
Track rebates
Accrues rebates by program and tier and files the claim when a threshold is reached.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Contract customers billed what they agreed to
- Supplier increases passed through to every tier
- Rebate claims filed with the backup attached
Works inside the systems you already run
Before you ask.
Keeps customer price tiers and fleet contract pricing current, applies supplier price changes, and tracks vendor rebate accruals and claims. It works in three steps: load price changes, apply to customers and track rebates.
It works inside the tools your team already uses, including parts ERP, price matrix, supplier portals, spreadsheets and accounting. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
More for parts & distribution
Browse every agent- Aftermarket parts distributorsParts quote deskReads part requests from emails, PDFs and photos, matches each line to stock or an alternate at contract price and converts the quote to an order on reply.
- Aftermarket parts distributorsCross-reference lookupTakes OEM, competitor or worn-label part numbers, finds the stocked equivalent in interchange data and confirms fit specs before the counter quotes it.
- Aftermarket parts distributorsBackorder follow-upTracks every backordered line against supplier ETAs, texts the customer each new date with the PO and line, and offers an alternate or branch transfer.
Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.