Manage Sales Claim

Sales Claim Management refers to the claiming of all the sold products from a company. PrismERP can manage the claim of a sold product sequentially from the application. Basically, the claiming is done whenever there is any fault, problem or issues in the product that are being sold and if it falls under warranty, it can be generated for the claim as warranty service.

1) Add New Sales Claim: RMA--> New Sales Claim

( Note that the interface and information requirement field is the same for both sales and purchase claim )

From the Application when you are applying for a new sales claim, the following window will appear as shown above and some of the requirements needs to be filled up in order to generate a claim.

i) Servicing Type: Allows you to choose the type of service whether the service is third party servicing or non-serial servicing

ii) Basic Information:

a) Customer: Name of the company of the customer claiming

b) Name: Name of the person who is the customer

c) Contact details: Contact number of the customer

d) Third Party Name & Contact: If the service type choosen as Third party, then the name and contact of the third party from whom the product or service was taken

e) Product: Name of the product for which the claim is generating

f) Vendor information Reference party: Name of the Vendor from whom you (company) bought the product

g) Ref name: Name of the Vendor

h) Ref Contact: Contact of the Vendor


iii) Add Claim Information:

a) Receiving Date: Date of receiving the claim product

b) Notification: Date of Notification of claim

c) Warranty End date: Date of Warranty expired

d) Branch: Branch assigning or claim generating from another branch if there is any of the company (optional)

e) Delivery Branch: if there is any delivery branch assigned (optional)

f) Claim Received By: Name of the person who is receiving the claim from your company of the product. it can be the admin, sales person or any employee of your company receiving the claim


2) Sales Claim List: Shows the list of all sales claim and it's status with full information related to product and claim

RMA--> Claim List (Sales)

Note: ( For both sales and purchase claim list, the interface is the same as well as the requirement fields just one shows for sales and other for purchase)

From the list, you can see user can track all the claims easily from the list page view which states with claim number, claim for, name of the customer, third party, product serial of the claim product, delivery management details, sale order number, name of the claim receiver, condition, relation etc.

Even from the list page, you can change the condition or status of a particular sales claim depending on the service. Basically this list page will help you to stay in track of all the claim functions of products.

If you want to see a particular claim list in more broader aspect or in better aspect, you can select a particular claim by clicking on the claim number. Then a window will appear as shown below:

As you can see after clicking a particular claim number, the interface is showing the overall status and information as a history page, The upper tabs will give you details in brief which includes basic info,status history, vouchers, deliveries.

On this interface you can perform action of the status and services more accurately and easily by clicking on the option provided on the top right corner of the above window. You can also generate bill from the depth interface, check out the sale center status, spare parts required or not for the product or service,  as well you can generate a token for the sales claim.


Generating billing service invoice for claim: Billing Service refers to the billing for a service claim which have any clauses extra costing depending on the warranty services. Screenshot is shown below for better details.

Note: This option is for generating a bill for the service that has been taken by customer. the provision is there.


Spare Parts Consumption: This option can fall under warranty claim list. For example if a product has been claimed that is falling under a warranty service and some parts of the product are damaged or having problem, so in order to change the parts you need to consume from the spare parts and will replace all those parts since it lies under warranty. In order to go for spare parts consumption click on the spare parts consumption button on the top right corner of the particular Claim number details page which requires spare parts. The screenshot is given below:

From the above screenshot, we can see the claim of warranty for consuming the spare parts .

Branch: Branch assigning for taking the spare parts

Spare inventory: Choosing the inventory for taking the spare parts for consume

Receive date: Date of receiving the spare parts

Voucher Date: Date of voucher created

Choosing the item, product, stock in inventory status, Quantity requirement of spare parts for the product. product serial etc.