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Making Claims

This page helps you to understand 'Making Claims'.

It's part of the 'Accounting' getting-started series.

You'll see how to navigate the store claims screens.

Searching Claims

This section of the tutorial describes how to search for claims.

In the main menu, go to the Claims And Returns section.

Select 'Store Claims' > 'Search'.

Note

If you only want to see Sell Thrus, go to 'Store Claims' > 'Search (Sell Thru)' in the main menu.

There you'll find the same screen as above.

The only difference is it only shows sell-throughs.

The search screen lists all your claims.

You can search for specific claims by using the search filters at the top.

Creating Claims

This section of the tutorial describes how to create claims.

Returns are done in a different section of KNAPS. If you wish to know how to create a return please use this link.

If you want to create a claim go to the Claims And Returns section.

Select 'Store Claims' > 'New'.

Notice the 'Store Claim Header' section.

These are the input boxes:

  • Claim Type
  • Claim From
  • Claim Reference
  • Comments

Select a 'Claim Type'.

Select the 'Claim From' entity.

Not all claims can be made against Head Office.

Below is a list of possible outcomes.

Type Claim From Head Office Claim From Dist
Advertising Allowance
Sundry Claim
Damage Allowance
Rebate
Store Support
Manual Price Protection
Overcharge

Lastly, enter the:

  • Claim reference.
  • Comments (if needed).

You'll notice that a new section pops up underneath called 'Claim Details'.

From now on, the steps for each claim type vary.

We'll cover each claim type seperately.

Advertising Allowance

So far you should have followed the general steps here to create a claim.

To continue and finish making an advertising allowance claim you need to do the following:

Select 'Advertising Allowance' in the claim type dropdown.

Select one of the two 'Claim From' options in the dropdown, either:

  • Head Office
  • Distributor

If you selected head office:

  • Enter the claim amount (excl).
  • Select the 'Apply' button.

Otherwise, if you selected distributor:

  • In the 'Claiming From' input box, search for and select a distributor.
  • Enter the claim amount (excl).

To complete the claim, follow the steps here (Finalising A Claim).

Sundry Claims

Sundry claims have the same steps as advertising allowance claims.

Damage Allowance

So far you should have followed the general steps here to create a claim.

To continue and finish making a damage allowance claim you need to do the following:

Select 'Damage Allowance' in the claim type dropdown.

Select one of the two 'Claim From' options in the dropdown, either:

  • Head Office
  • Distributor

The steps for creating the claim are the same for both head office and distributor:

  • In the 'Product' input box, search for and select a product.

  • A pop-up will appear.

  • Select the stock item to claim on.

  • Select the 'OK' button on the pop-up.

  • Enter the 'Unit Claim Price (excl.)' dollar value.

To complete the claim, follow the steps here (Finalising A Claim).

Rebates

Rebates are claimed from head office only.

They have the same steps as advertising allowance claims

Store Support

So far you should have followed the general steps here to create a claim.

To continue and finish making a store support claim you need to do the following:

  • Select 'Store Support' in the claim type dropdown.
  • Head Office is the only 'Claim From' option in the dropdown.
  • Add the Claim Amount (excl).

To complete the claim, follow the steps here (Finalising A Claim).

Manual Price Protection

So far you should have followed the general steps here to create a claim.

To continue and finish making a manual price protection claim you need to do the following:

  • Select 'Manual Price Protection' in the claim type dropdown.
  • Distributor is the only 'Claim From' option in the dropdown.
  • In the 'Product' input box, search for and select a product.

  • A pop-up will appear.

  • Select the stock item to claim on.
  • Select the 'OK' button.

  • Add the Unit Claim Price (excl).

To complete the claim, follow the steps here (Finalising A Claim).

Overcharges

So far you should have followed the general steps here to create a claim.

To continue and finish making a overcharge claim you need to do the following:

  • Select 'Overcharge' in the claim type dropdown.
  • Distributor is the only 'Claim From' option in the dropdown.
  • Search for the invoice that's overcharged.

  • Next, in the 'Claim Details - Invoice' section, select the invoice line to claim on.

  • After selecting the line, the 'Unit Claim Price (excl.)' value will be filled for you.

To complete the claim, follow the steps here (Finalising A Claim).

Finalising A Claim

This section of the guide describes how to finalise a claim.

This is the final step of the Creating Claims section.

  • Select the 'Apply' button on the claim line.
  • Select the 'Complete' button.
  • Next you'll see an option to print or email the claim.
  • Notice the claim status is now 'Completed'.

Accounting


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