Introduction
Sales claim refers to the process of making a request for reimbursement or adjustment related to a sales transaction. The sales claim serves as a formal request by the customer to address concerns such as product defects, incorrect pricing, damaged goods, delivery issues, or unsatisfactory service.
BizGaze’s “Sales Claim App” helps businesses address and rectify any shortcomings, maintain customer loyalty, and uphold their reputation for quality and customer support. Properly managing sales claims ensures fair and prompt resolution of customer issues, ultimately fostering positive customer relationships and enhancing overall business performance.
Stage Workflow
Default stages of Sales Claim App:
| Stage Name | Description |
| Draft | Sales claim created but not processed |
| Approval | Approval claims that have been sent to a manager for review and approval |
| Active | Approved Claims which may involve a refund, a replacement product, or some other form of compensation. |
| Rejected | Rejected Sales Claims which does not met the conditions |
| Partial | Partial claimed entries |
| Completed | Claims that have gone through all stages of the claims process and have been fully processed or resolved. |
| Void | The nullified or canceled claims |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Sales Claim App.
Actions
| User can print or download the Sales Claim | |
| Return DC | Allows user to create the Return Dc to the Sales Claim |
| Outward DC | User can create the Outward Dc to the Sales Claim |
| Credit Note | User can generate Credit Note for the Sales Claim |
| Field name | Description |
| Ordered | Quantity of the items added in the sales claim |
| Invoiced | Displays the total invoice quantity of the Items |
| Delivered | Displays the total Delivered quantity of the Items |
| Claim Inward | Displays the quantity of Inward claim |
| Claim Outward | Displays the total quantity outward claim |
Details
This widget contains the summarized details of the Sales Claim
| Field name | Description |
| PO Date | Date on which the Purchase Order is placed. A PO(Purchase Order) is generated when the customer places an order |
| Claim Date | Date on which the claim for an order is raised. It is important for tracking purposes and helps determine the expected delivery timeline |
| Ref No | Displays the reference number of the Sales Claim. Reference number is assigned for quick identification purpose |
| LoB Short Code | Short code or short name of the Line of Business segment |
| Expected Delivery Date | Displays the delivery date of the Sales Claim |
| Total Amount | Displays the Total amount of the Sales Claim |
Items
Sales claim items refer to the specific products or items for which a sales claim is being made by a customer. This widget contains Items details like Item name, SKU and Quantity
| Field name | Description |
| Item Name | Item name refers to the name or title of a product, service, or item that is being offered for sale or purchase. It is typically used to describe the product or item in a concise and clear manner, so that customers can easily understand what it is and what it does. |
| SKU | Displays SKU code of the item. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Quantity | Quantity refers to the numerical value that represents the number of items, products, or units that are being purchased or sold in a transaction. It is the total number of units of a product or service for which sales claim is raised |
Claim Value summary
Sales claim value summary refers to a concise overview or summary of the total value or monetary amount associated with sales claims made by customers.
| Field name | Description |
| Gross Amount | Gross Amount refers to the total amount of money or value of a transaction before any deductions or expenses are taken into account. It includes all charges, fees, taxes, and other costs associated with the transaction. |
| Discount | Total discount value given on the item. The “Discount on Items” value is loaded automatically. |
| Total Tax Amount | Total Tax Amount refers to the sum of all taxes that are applicable to a transaction or purchase. |
| Assebl. amount | Assessable Amount refers to the before tax and after discount amount. |
| Net Total | Net Total refers to the final amount that remains after all deductions, discounts, taxes, and other charges have been subtracted from the Gross Amount. It is the actual amount that a customer is required to pay for a product |
Addresses
This widget provides the address details of the customer
| Field name | Description |
| Billing Address | The billing address refers to the address associated with the customer or entity responsible for payment for the purchased goods or services |
| Delivery Address | The delivery address represents the specific location where the purchased goods or services are to be delivered or shipped. It is the address provided by the customer or recipient for receiving the products |
| Sold By | The sold by address refers to the address of the entity or business that sold the goods or services in question. It represents the physical location or contact information of the seller. |
| Delivery From | The delivery from address denotes the location or address from where the goods are dispatched or shipped to the customer’s delivery address. It represents the originating point of the delivery process |
Description: Comments or short notes about the Sales Claim are displayed
This section contains transaction details of the Sales Claim. A transaction is an event or action that involves the exchange of goods, services, or financial assets between two or more parties.
Invoices
This section contains the Invoice details of the Sales Claim like Invoice Number, Date, Pending Amount, Due Date and Amount Paid.
| Field name | Description |
| Invoice No | Invoice number of the Sales Claim. The invoice document consists the details of sale or supply by one business to another business or consumer. |
| Invoice Date | Displays date of when the Invoice is created |
| Due Date | Displays the date on which payment needs to be made |
| Total Amount | Total amount of the Invoice |
| Paid | It refers to the payment amount paid for the Invoice. |
| Pending | It can refer to an outstanding balance of Customer as well as an unpaid invoice or bill for goods or services rendered. |
Delivery Challans
This section contains the Delivery Challan (DC) details like contains DC Number, items, quantity, Date, shipper name, and stage.
| Field name | Description |
| DC No | The Delivery Challan Number is a unique identifier or reference number associated with the delivery or shipment of goods in a sales claim |
| Items Qty | Items Quantity refers to the quantity or number of items being claimed in the sales claim. It represents the count or measurement of the products or goods that are subject to the claim |
| Ref Date | Displays the reference date on which the sales claim is generated. It serves as a reference point for tracking the timeline of the claim process. |
| Shipper | Name of the shipper or shipping organization. The Shipper refers to the party responsible for shipping or delivering the goods associated with the sales claim. It can be the seller, a logistics provider, or any other entity involved in the transportation of the goods. |
| Stage | Displays the current stage of the Sales Claim |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Field Description |
| Comments | User can write short notes or comments about the Sales Claim |
| Audit | |
| Created Date | Date when the Sales Claim is created |
| Created By | Name of the person who created the Sales Claim |
| Last Updated Date | Last stage changed of the Sales Claim |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Sales Claim |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Sales Claim Reports