Claims

To access the claims screen from the main toolbar menu click on the Claims icon. The shortcut key for accessing the claims screen is the F6 button on your keyboard.

You will then be presented with the following screen.

Claims Main Screen

The claims screen is made up of a number of different sub-screens that we will cover in detail now.

There are a number of different ways to load a claim into the claims screen. If you know what the Invoice number was of the delivery that you received, you will be able to load your invoice number and this will load the stock items from that invoice so that you can do your returns to supplier based on the stock items that you have received.

If however you do not have your invoice number, you can return stock items to your suppliers using the direct method. To load a supplier into the claims screen click on the Supplier nr button.

You will be presented with a list of suppliers that have been loaded for your branch. Locate your supplier by typing in the first few letters of the suppliers name to scroll automatically to that supplier.

Once you have made your selection click on the OK button to load that supplier into your claims screen.

·    Invoice Ref Nr:

Enter the invoice ref number for the claim in the designated field. This invoice ref number can be a credit note number that you received from the supplier or it is a reference number that your accounts department has generated.

·    Ref Number       

What happens on many occasions is that the return to supplier is normally done at the point of receipt and a manual credit note control document will be used for all returns to the supplier. If this is done then this manual reference number can be entered under the Ref Number button.

Type the reference number present on your invoice, and then click on the OK button to update your information.

·    Claims Date        

If you are processing this claim at a later stage then you can adjust your claims date by selecting the appropriate date from the drop down calendar.