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The Rebate Cold War: Is Your Most Important Data Trapped in a Spreadsheet?

Written by Mike Walkenhorst

Let’s talk about the monthly ritual. Somewhere in your distributor office, a dedicated employee is deep in spreadsheet hell, cross-referencing invoices and shipping addresses. Their mission: to file the rebate claim. Meanwhile, at Manufacturer HQ, another employee is preparing to receive this data, “scrub” it, and use it for a bit of digital archaeology. 

This is the official, established channel of communication between the two superpowers of the jan/san industry. And frankly, it’s broken. 

Welcome to the Rebate Cold War. We’ve moved beyond the era of simply hoarding secrets. Now, the conflict is fought through the grudging exchange of delayed, often messy, and context-free intelligence reports, all disguised as rebate claims. This process, designed to facilitate pricing, has accidentally become our primary method of data sharing. The result? A system where both sides lose. 

It’s time to call a truce in this paper war and build a true intelligence alliance. 

THE VIEW FROM MANUFACTURER HQ: READING YESTERDAY’S NEWS 

You get the data, technically. Thirty, sixty, even ninety days after the sale, a report lands on your desk. You know that XYZ Supply sold 100 cases of your premium bath tissue to the City General Hospital. 

This is like trying to predict tomorrow’s weather by reading last month’s newspaper. 

The rebate data tells you what was sold and where, but it tells you nothing about why. It doesn’t tell you the hospital is opening a new wing in six months. It doesn’t tell you the facility manager is frustrated with your dispenser’s battery life and is taking bids from your competitor. It doesn’t tell you the distributor’s sales rep won the deal because of their incredible service, not your product’s features. 

You are data-rich but insight-poor, making strategic decisions based on a grainy, black-and-white photo of the past. 

THE VIEW FROM THE DISTRIBUTOR’S FRONT LINES: THE BURDEN OF PROOF 

For you, the rebate process isn’t a collaborative exchange; it’s an administrative tax. It’s the tedious paperwork you must complete to get the pricing you were promised. It’s a chore, not a strategy. 

The fear of disintermediation is still there, but it’s joined by a more subtle, corrosive fear: repricing. You think, “If I provide this data too cleanly and too quickly, will they just use it to squeeze my margins on this account next year? Will my efficiency be punished?” 

So, you provide the bare minimum. The focus is on getting paid, not on providing context. The potential for a strategic conversation about the customer is lost, buried under the bureaucratic burden of proving the sale took place. This isn’t a partnership; it’s an audit. 

FROM COMPLIANCE TO COLLABORATION: BEYOND THE SPREADSHEET 

Here’s the breakthrough realization: Rebate data is the byproduct of a pricing agreement. Strategic data is the foundation of a growth plan. We must stop confusing the two. 

The goal is to establish a new channel—a secure, forward-looking line of communication that exists purely for strategic collaboration. Winning the future isn’t about perfecting the rebate claim; it’s about making the rebate claim irrelevant by building a system based on shared success. 

Here are actionable steps to get there. 

ACTION STEPS FOR MANUFACTURERS: REWARD INSIGHT, NOT JUST PAPERWORK 

  1. Automate the Grunt Work. Your partners’ time is valuable. If you’re still forcing them to use clunky, manual reporting systems, you are signaling that you don’t respect their time. Invest in a modern portal or EDI (Electronic Data Interchange) that makes submitting and processing rebates painless. Remove the friction so you can focus on what really matters. 
  2. Create a “Strategic Safe Harbor.” Establish a separate channel for forward-looking intelligence that is explicitly divorced from pricing and rebates. This could be a standing quarterly strategy call, access to a shared CRM pipeline, or a dedicated Slack channel. Guarantee in writing that “pipeline talk” will never be used to penalize “pricing agreements.” 
  3. Incentivize Intel, Not Just Invoices. Evolve your incentive programs. Keep the volume rebates, but add a “Strategic Insight Bonus.” Offer a co-op marketing fund to the partner who brings you a pilot opportunity for a new technology. Give a gift card to the distributor rep whose feedback on a faulty dispenser leads to product improvement. Show that you value their brains, not just their purchase orders. 

ACTION STEPS FOR DISTRIBUTORS: LEVERAGE YOUR KNOWLEDGE 

  1. Separate the Conversation. Treat the rebate submission as the administrative task it is. Then, be the one to proactively schedule a separate, strategic conversation. Come to your next MFR meeting prepared to talk about your top 5 growth opportunities, your top 3 competitive threats, and where you need their help. Lead with the future, not the past. 
  2. Trade Future Insights for Future Support. Your real-time knowledge is your greatest asset. Use it as a powerful bargaining chip. Frame it like this: “We’ve identified a major university that wants to overhaul its sustainability program. This is a huge opportunity for your new eco-friendly line. If you can provide us with dedicated engineering support and preferential pilot pricing, we can bring you to the table as a key partner.” 
  3. Demand a Better System. Your time is money. Go to your key manufacturing partners and ask them what they are doing to make your life easier. A partner who invests in technology to reduce your administrative burden is a partner who is serious about the future. It’s a clear litmus test for who is truly “all-in.” 

The monthly ritual of the rebate claim will likely be with us for a while. But it doesn’t have to define our partnerships. It’s time to stop fighting the paper war and start building a real-time intelligence alliance. Let’s look forward through a shared telescope, not backward through a dusty microscope at last quarter’s sales. The future of our industry depends on it. 

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Mike Walkenhorst

Mike Walkenhorst is an accomplished executive with more than 20 years of experience leading high-performance teams across the packaging and facility solutions industries. Most recently, he served as Senior Vice President of Facility Solutions at Veritiv Corporation, where he led initiatives in innovation, sustainability, and vertical specialization across North America. With a strong background in operations, international business, and supplier development, Mike combines strategic vision and executional excellence to drive performance in complex environments.

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