Managing vendor claims is a critical part of ensuring smooth operations in the metals industry. Our latest video demonstrates how our custom-built CRM Case module simplifies the vendor claim request process, allowing users to submit claims efficiently when quality issues or delivery delays arise.
From the Claim Requests section, users can quickly create a new vendor claim, select the vendor, and choose the relevant items from the case. The system automatically generates a Vendor Claim Request with a unique claim number, vendor details, and itemized claim information. A preformatted Claim Document can then be created with a single click, ensuring vendors receive all necessary details without manual data entry.
Once submitted, claim values are automatically calculated and displayed within the Case Detail section, providing real-time financial tracking. Whether dealing with a single vendor or multiple claims, this structured approach streamlines the process and improves accuracy.
In our next video, we’ll explore how claims involving sister plant locations are managed within our system. Stay tuned!
