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Manage Batch Sales or Group Claim

Batch wise or group-wise sales claims can be efficiently managed through the application. This feature allows processing multiple claims at once.

Add Batch Sales or Group Claim​

Navigation to Create Batch Sales Claim

Required Fields:​

Claim For: Purpose of the claim

Basic Information:

  • Customer: Name of the customer
  • Contact: Customer contact details
  • Third Party Name (Optional): Name of third party (if applicable)
  • Third Party Contact: Contact number of third party

Add Claim Information:

  • Receiving Date: Date of receiving the claim
  • Notification Date: Date of claim notification
  • Branch: Assigning branch (if applicable)
  • Delivery: Delivery branch (if applicable)
  • Claim Received By: Name of the employee receiving the claim

2) Specific Batch Sales Claim Page​

The specific batch sales claim page follows a similar process as other claim list views, with the main difference being that it handles group-wise claims, which are displayed under the Claims tab.

Features:​

  • Generate service invoices for billing
  • Generate claim tokens for tracking

Identifying Batch Sales or Purchase Claims:

  • In the Claim List Window, check the Relation column.
  • If the relation is marked as Batch, it indicates a batchwise claim.

This structured system ensures an efficient batch sales claim management process, improving workflow and tracking within the company.