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 and enter the invoice number, claim date, and optional remarks.
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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.
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.
When settling a claim, select the settlement method and enter the credit note number when needed. Available methods include credit note, replacement stock, partial adjustment, and cash adjustment.