YPO Rebate Collection System

Tender description

YPO is engaging in preliminary market engagement to identify systems that can be used to collect spend data from YPO suppliers. Lot 1: YPO framework suppliers are required to submit monthly spend data which is used to calculate the amount of rebate owed to YPO. The system will have the following features • Provide an easy way for YPO suppliers to upload their spend data. • Multiple uploads per month per supplier • Data validation - rejecting data before it enters the system if key data fields do not match records held on file (e.g. customer account numbers, framework number etc.) • Self-service capability, allowing suppliers to rectify any errors in their data after submission, but prior to it being invoiced by YPO. • Capability to set various rebate rates and calculations, including calculating rebate based on spend and quantity, tiers of rebate and option to input bespoke rebate rates for specific customers / suppliers / frameworks. • Capability to connect the data to Power Bi. • Capability to differentiate between which rebate has been invoiced and which hasn't. YPO is not seeking suppliers who can build or develop a suitable system to achieve the core requirements; it must be available off-the-shelf and ready to go with little configuration.