Case study · Wholesale & Distribution
Recover margin lost in rebates, billing errors and price inconsistencies
Rebates, special pricing agreements and billing mistakes were quietly eroding margin. Prices varied between customers and channels, and order-to-cash work was still manual. DataplexLabs rebuilt the price-to-invoice trail, matched contracts to transactions and added monitoring for the top leakage causes.
A North American wholesale distributor
Client details are anonymized at the client's request.
The challenge
- Rebates, discounts and billing errors were only found during month-end close.
- Prices were inconsistent across customers, channels and contract tiers.
- Order and invoice work depended on spreadsheets and email handoffs.
What we did
- 1
Connected ERP, contract and rebate records into a single price and margin model.
- 2
Built a profit-leakage finder that matches every transaction to the right contract, price and rebate rule.
- 3
Automated order and invoice exception handling with clear escalation rules.
Results
Margin leakage identified by cause and customer, not just a variance line.
Cleaner, faster pricing decisions with contract terms visible at the point of quote.
Less manual reconciliation, with finance focusing on exceptions instead of rows.
Solutions and services used
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Next step
Discuss your use case
Bring one pain point, a data source, a workflow, a margin question. We'll come back with a focused assessment and a clear ROI hypothesis.