Finance · Live demo
Retailer claims and deductions inbox
Reads retailer remittances and claims, matches every deduction to promotions, price files and proof of delivery, and disputes the ones that don't match.
Talk to Isla at Tussockvale Foods
Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Retailers deduct for promotions, pricing and short deliveries, often with little detail. Unchecked deductions quietly eat margin, and disputes go stale before anyone gathers the evidence.
How it works
- Reads every remittance and claim sent to the deductions inbox
- Matches each deduction to promotion agreements, price files, credit notes and proof of delivery
- Clears valid deductions in the finance system
- Replies to the retailer with evidence for any that don't match
- Tracks each dispute until it is reversed or resolved
- Hands large or repeated disputes to the credit controller
What it connects to
- MeganHi, remittance RA-88214 is attached. We've deducted $61,700 for the crackers promotion and $1,180 for a short delivery on PO 60117.
- AgentThanks Megan. The $61,700 matches the agreed funding for promotion PR-2291, so that's cleared. For the $1,180, our proof of delivery shows all 212 cases on PO 60117 signed for at your Auckland distribution centre with no exceptions. The signed copy is attached.
- MeganOur receiving note says 172. Let me check with the DC.
- AgentOf course. Our copy was signed at dock 3 at 5.40am. If the DC agrees, could you reverse the $1,180 on your next remittance? I'll mark it as disputed in the meantime.
- MeganFound it, it was keyed wrong. I'll reverse it in the next run.
- AgentThanks Megan. I've logged the reversal against RA-88214 and let Rachel Kingi in our credit team know.
Illustrative conversation. Names, numbers and details are made up.
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