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Use case

Claims settled from verified data, not scanned paper.

Structured claim submission, outlet-level verification, a clear approval workflow, and reconciliation — so claim turnaround drops and disputes fade.

submission, not scanned paper
Structuredsubmission, not scanned paper
against outlet-level data
Verifiedagainst outlet-level data
approval & reconciliation TAT
Fasterapproval & reconciliation TAT
8,572 Cr
Distribution GMV processed
45
Enterprise clients
83,785
Farmer accounts powered
2.3 Lakh+
App users in the field

In short

SalesPort claims management replaces paper and email claims with structured submission, verification against outlet-level redemption and sales data, an approval workflow, and clean reconciliation — cutting the turnaround time and disputes that plague distributor and trade claims.

Why claims drag on

Distributor and trade claims — schemes, damages, returns, promotions — typically arrive as scanned paper or email, get approved on trust, and take weeks to reconcile. There's no structured trail, no automatic verification against actual sales, and no clear status, so claims pile up, disputes recur, and distributors chase payments.

The longer claims take, the more distributor trust and working capital it costs both sides.

How SalesPort manages claims

The specific workflows and screens that solve it.

1

Structured submission

Claims are submitted in a structured form with supporting evidence, replacing scanned paper and email threads.

2

Automatic verification

Claims are checked against outlet-level redemption, sales, and stock data, so approvals rest on facts, not trust.

3

Approval workflow

A clear, role-based approval workflow with status visibility means every claim has an owner and a state — no more black holes.

4

Reconciliation

Approved claims reconcile against payouts and accounting, closing the loop instead of leaving it open into the next cycle.

5

Audit trail

Every claim, approval, and rejection is logged, so disputes are settled by evidence and the process is auditable.

What faster claims are worth

Cutting claim turnaround from weeks to days frees distributor working capital, reduces disputes, and recovers the leakage that hides in unverified approvals — strengthening the distributor relationships that carry your volume.

What it connects to

This use case plugs into the rest of your distribution stack.

SalesPort DMS Scheme Management AccountBook CRM (debtor tracking)

Claims Management — FAQs

What kinds of claims does it handle?

Scheme claims, damage and expiry claims, returns, and promotional claims — submitted in a structured form with evidence.

How are claims verified?

Against outlet-level redemption, sales, and stock data already in the system, so approvals are evidence-based.

Does it speed up settlement?

Yes — structured submission plus automatic verification and a clear workflow cut turnaround from weeks to days.

Is there an audit trail?

Yes — every claim, approval, and rejection is logged for dispute resolution and audit.

Does it integrate with accounting?

Yes — approved claims reconcile against payouts and AccountBook.
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