Solutions · Core

Claims and returns — handled the right way, every time.

In distribution, claims and returns are inevitable. What matters is how quickly and accurately you process them. SalesAssist automates the entire claims and returns workflow — from field initiation to settlement — so nothing slips through the cracks.

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Part of SalesAssist Core

Field-initiated returns

Automated credit notes

Full audit trail

The workflow

A structured end-to-end process

Field initiation

Returns and claims are raised directly in the field via the salesman's app — with photo evidence, quantity, and reason captured at the point of return.

Validation & approval workflow

Claims move through a structured approval chain with configurable rules — no more manual reconciliation over phone or WhatsApp.

Credit note generation

Approved claims automatically generate credit notes against the relevant distributor or retailer account.

Settlement & ledger update

Settlements are reflected in real-time against customer ledgers — keeping accounts accurate and up-to-date.

Audit trail

Every claim — raised, approved, rejected, or pending — is logged with a full history for compliance and dispute resolution.

What gets automated

Returns handling at the salesman level

Damaged goods and expiry claims

Promotional claims reconciliation

Bulk promotion uploading and budget management

Credit note generation and ledger posting

Multi-principal claim handling on a single platform

Part of SalesAssist Core

Connected to your full order-to-cash cycle

Claim automation is part of SalesAssist Core — the distribution engine that manages your complete order-to-cash operations. Claims data connects directly to inventory levels, financial ledgers, and analytics — giving you a complete and accurate picture of your distribution costs.

See how SalesAssist handles claims and returns

Book a Free Demo

Solutions · Core

Claims and returns — handled the right way, every time.

Book a Free Demo

Part of SalesAssist Core

Field-initiated returns

Automated credit notes

Full audit trail

The workflow

A structured end-to-end process

Field initiation

Returns and claims are raised directly in the field via the salesman's app — with photo evidence, quantity, and reason captured at the point of return.

Validation & approval workflow

Claims move through a structured approval chain with configurable rules — no more manual reconciliation over phone or WhatsApp.

Credit note generation

Approved claims automatically generate credit notes against the relevant distributor or retailer account.

Settlement & ledger update

Settlements are reflected in real-time against customer ledgers — keeping accounts accurate and up-to-date.

Audit trail

Every claim — raised, approved, rejected, or pending — is logged with a full history for compliance and dispute resolution.

What gets automated

Returns handling at the salesman level

Damaged goods and expiry claims

Promotional claims reconciliation

Bulk promotion uploading and budget management

Credit note generation and ledger posting

Multi-principal claim handling on a single platform

Part of SalesAssist Core

Connected to your full order-to-cash cycle

See how SalesAssist handles claims and returns

Book a Free Demo