How to create a claim in Claim'd

How to Create a Claim in Claim'd

How to Create a Claim in Claim'd

  1. Navigate to Claims tab, and select "Create"




  2. Fill in all fields:
    1. Supplier - Supplier you need to claim from.
    2. Invoice Date - Date on the relevant invoice sent from the supplier.
    3. Whole invoice - If you are raising a claim for all inventory on the invoice.
    4. Default Reason - Set a default reason for claim for each inventory line (this can be entered line-by-line if there are multiple reasons).
    5. Invoice Number - Reference number of the relevant supplier invoice you are claiming from.
    6. Comments - Any additional notes you wish to add to the claim.
    7. Default Action - Set a default action (credit/exchange/resupply/refund) for each inventory line (this can be entered line-by-line if there are multiple action requests).
    8. Sales Order number - Reference number of the relevant sales order you are claiming from.
    9. Add line - Add inventory lines to your claim.
  3. Select "Save"


  1. Navigate to the subsection "In Progress".
  2. Locate your most recently created claim at the top of the list.
  3. Here you can edit, send or delete your claim.
    1. Sending will notify the supplier that a new claim has been raised and needs to be reviewed/approved.




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