Phase 3: Mail-in Rebates Automation

Right now, mail-in rebates (both Manufacturer and Nationwide) have to be handled manually. That means we need to type them in ourselves, keep track of updates, and figure out how to show them properly to customers. It’s a lot of work and easy to make mistakes.

On top of that, Nationwide rebates aren’t restricted by membership in the system. Customers who aren’t eligible can still see them, which causes confusion. And because the rebates are mail-in, customers don’t always understand that they have to apply for them after purchase.

This creates several problems:

  • Customers may not even realize rebates exist, which can hurt sales.

  • Staff spend too much time manually entering rebates and tracking them.

  • Customers can get frustrated if they don’t know how or when they can actually claim the rebate.

What we’d love is full automation for mail-in rebates:

  • Manufacturer rebates show up for everyone, while Nationwide rebates only show for Nationwide members.

  • Rebates automatically pull into the system from the source and update as promotions change.

  • Quotes, invoices, and the website cart clearly show mail-in rebates as a post-purchase savings opportunity (not deducted upfront like instant rebates).

  • Customers see clear instructions on how to claim their rebate, including links in order confirmations and invoices.

This would save time, reduce mistakes, and make rebates a much stronger sales tool while giving customers a smoother experience.

Request: Please add automation for Manufacturer and Nationwide mail-in rebates, with clear visibility and instructions for both staff and customers.

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Status

Scoping

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Feature Request

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Date

6 months ago

Author

Chris Johnson

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