Point Of SaleIncentive Claim Submission

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What is Point of Sale Incentive Claim Submission?Submitting via POS upload is a process of uploading exported files from your point of sale (POS) system into 360insights platform for incentive claim submission and processing. Once the claims have been validated, the approved claim amounts will be paid out automatically to your sales associates (in the case of SPIFFs) or, in the case of other incentives, you will be paid or credited based on your arrangements with the vendor.

Why Submit Incentives Claims Via POS Upload?Significant Time Savings

• Sales associates and SPIFF/Dealer Managers no longer need to spend time entering claims one at a time. All claims are automatically created and submitted for them, allowing them to focus on other important work

• This point of automation also speeds up processing and payment times

Simplified Processing• No invoice backups are required at time of POS file submission • Only one file is required to submit claims for your entire store

Reduced Errors• Exporting data from your POS system ensures that all sales are captured and paid

out accordingly. No more missed claims and no need to worry about typos.

“Thank you so much! Today I accomplished in 28 minutes what would normally take me 7-10 days each month. I am very pleased and happy.”- E.B., retail SPIFF & incentives manager

POS Dealer RegistrationEffective July 1, 2015, all POS dealers must register, accepting the 360 POS policy in order to be able to submit their POS files. This policy is designed to increase controlsaround the quality of data received and compliance of the programs that are being offered on our platform, while continuing to facilitate the claims filing process for Authorized Dealers. Only dealers that have registered and are approved by the respective manufacturer become Authorized Dealers that can take advantage of the POS Upload functionality.

Registration can quickly and easily be completed online at http://www.360insights.com/pos

If you meet the “Authorized Dealer/User” requirements, simply fill out the required information, agreeing to the terms and conditions. Your registration will then be submitted for review. A detailed version of the terms and conditions is available on the online registration page. A digital signature will be captured to record the acknowledgement of the terms and conditions.

Once your registration is approved, you will get a confirmation email from posregistration@360incentives.com.

All dealers who register for POS claim submission will be subject to a full review, including historical reviews on sales associates who have had any claims referred to 360’s Risk and Compliance Team.

*Any user submitting POS files on behalf of an authorized Dealer is subject to the POS registration requirements

How to become an Authorized Dealer:In order to be eligible to register as a 360 POS Qualified Dealer the following criteria must be met:

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Must be a licensed reseller of goods in good standing for one or more of 360insights’ active customers

No dealer or its principal’s may ever have been charged with fraud or had to repay 360insights or any of its manufacturer customers, any trade promotion funds (spiffs, co-op, rebates, etc.) that were appropriated in any manner that contravened the policy of that promotion

The user/registrant who registers for the POS process must have the right to bind the dealership

Have agreed to the terms and conditions set forth in this policy

Formatting RequirementsAll POS files uploaded via this enhanced process must meet the following criteria:

• Formats allowed will be limited to Excel, CSV or plain text with comma, tab or semi-colon delimiters only.

• PDF, JPEG, TIF, PNG, GIF and other image formats will not be accepted.

• Each file must contain at least 20 lines of transactional data.

• Each product must appear on its own line using the SKU or the Model number as it appears in the manufacturer’s literature.

• All relevant information must also appear on the same line as the product information adhering to the specific manufacturers program requirements (Example. Sell Price, Date of Sale, Date of Delivery, Serial Number etc) *please see the program rules, info sheets and/or terms and conditions

• Returned products must be clearly identified marking the quantity field with a negative line item (example. -1)

*Please note that all submitted dealer files will be subject to frequent auditing by 360insights to ensure data accuracy and integrity. Any discrepancies detected may result in an unsuccessful audit. Unsuccessful audits may result in the re-evaluation of your POS upload access.

POS Program Audit Requirements:

• For the first 3 months post registration, 360 will audit each authorized POS dealers on a monthly basis per module/per manufacturer

• The size of the audit will be determined by the volume of the claims submitted by the authorized POS dealer

• Dealers will be sent an email from 360 Risk and Compliance Team which will contain all the required information to comply with the audit request

• Upon 3 consecutive months of successful audit results, the frequency of dealer audits will decrease to once per quarter per module

• Upon receiving an audit request, the dealer must provide the requested supporting documentation within 5 days of receiving of the audit request

• The audit request will be sent via e-mail directly from riskandcompliance@360incentives.com

• Audit documentation not received within the 5 day deadline will result in the Dealer being placed on hold with their claims suspended from processing until all audit documentation has been received

• There may be additional audits conducted as set out by specific manufacturer requirements above the normal POS audit guidelines

• In the event of an unsuccessful quarterly audit, the dealer’s audit schedule will be reset to require 3 successful consecutive monthly audits to return to a quarterly audit schedule

Once sales invoices are received, 360incentives Risk and Compliance Team will ensure their compliance between the data provided on the POS submission and the sales invoice provided.

Any unsuccessful audits may result in the removal of POS upload access.

Any indication of potential fraud may result in the dealer being disqualified from all current and future incentive programs at the discretion of 360insights and/or respective manufacturer.