USAV / Edge members — your vendor rebate is only as good as your reporting.
If you're an Edge-aligned AV integrator (part of USAV's purchasing collective), your vendor program benefits depend on one thing: accurately reporting the purchases you ran through in-program vendors each quarter. Miss the reporting window, get the categories wrong, or include purchases that shouldn't have counted, and your quarterly rebate shrinks.
Q360 does not have a native Edge purchase report. Most shops spend a day or two every quarter building one by hand in Excel — exporting voucher data, filtering by vendor, summing by manufacturer, correcting the inevitable mistakes. It's the kind of low-value, high-attention work that shouldn't exist in a modern ERP.
Edge rebates are real money. For mid-size integrators, we've seen quarterly rebate variance of $10-30k between "reported correctly" and "reported lazily." Accurate reporting is pure margin protection.
Rubi's Edge Quarterly Purchase Report for Q360.
We built this reporting tool because our own team was doing the manual Excel thing for our Q360 implementation clients. It runs inside Q360 (surfaced under Live Data or Quick Views) and produces a clean, audit-ready report of Edge-eligible purchases for any year/quarter you specify.
Get your Edge rebate right without a day of spreadsheet work. The data's already in Q360 — we just make it readable.
What the report gives you.
- Eligible purchases by quarter — customizable year/quarter selection so you can pull current quarter, trailing four quarters, or any historical period
- Configurable vendor inclusion — control which vendors count through customer group assignments inside Q360 itself
- Summary by vendor or manufacturer — switch views depending on whether you're reporting to USAV or reviewing internal trends
- Item-type filtering — restrict to A-type (serialized equipment), Q-type (non-serialized), or K-type (kits), or combinations — matches Edge's reporting taxonomy
- Voucher-based, not PO-based — the report uses voucher data so you're counting what was actually purchased, not what was ordered and maybe canceled
How it works.
Deployment.
- Create the customer group codes (USAV_ON, USAV_OFF) in Q360 maintenance and activate them
- Assign your Edge vendors to the USAV_ON group — we provide a one-time classification template based on current Edge vendor lists
- Deploy the SQL report definitions — we provide them via support@rubi.works; they install into your Q360 database like any other custom report
- Validate against a known quarter — we'll walk you through cross-checking the report output against a past quarter you've already reported manually, so you have confidence the numbers match
- Go live. Next quarter's report is a 10-minute job.
Frequently asked questions.
The pattern is general. We've adapted it for PSA, BTX, CI Allies, and a few other collectives. Same idea — vendor classification + voucher-based reporting against the specific program rules.
The classification is date-aware — we track the effective date of each vendor's program status so a vendor that joined on April 1 only counts starting April 1, not retroactively for Q1 purchases.
Yes. If you need to restate a past quarter (corrected vendor classification, missed purchases, etc.), the report runs retroactively against any date range. We include a "corrections" mode that flags deltas against a previously-submitted report.