When to use this: Use Supplier Claims when a supplier owes you money, goods, or an adjustment.
Create a claim
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Open Purchases → Claims and click New Claim.
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Select the Claim Type:
- Expiry
- Breakage / Damage
- Rate Difference
- Missing Scheme
- Short Supply
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Select the supplier, then Invoice Number — this picks from that supplier's actual receipts (showing the invoice number, its date and total), not a number you type yourself. Claim Date defaults to today.
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Add the medicine, batch, quantity, and claim amount. For a Rate Difference claim, BitMed can calculate the amount from the invoiced rate and agreed rate.
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Click Create Claim.
In the picture, 1–4 are the claim's header fields. 5 is one item line — the medicine, its batch, and how much of it was Received on that invoice, which is the ceiling for Qty. 6 is Amount, shown here in red with "Can't be 0" — it's required and Create Claim stays disabled until every line has one. 7 is the optional Reason / Remarks.
Track and settle a claim
Use the filters for claim type, status, supplier, or date. Open a claim to change its status to Pending, Approved, Rejected, or Settled.
1–4 are the filters. 5 is a claim row — its ID, type, supplier, source invoice, line count, total, current status and date. The small icon at the row's end opens it to update its status.
When settling a claim, select the Settlement Method — Credit Note Adjustment, Replacement Stock, Partial Adjustment or Cash Adjustment — and enter the Credit Note No. and Settled Amount when the method calls for them.