K-Sales Claims

Overview

Businesses like manufacturers or distributors, who often lack direct access to channel partner sales data, frequently require resellers to upload proof of sale. This process involves a sales rep submitting a claim that includes product information, sale amount, and date. The claim is then reviewed and approved before any payout is made, often using points.

This process can be streamlined with Kademi’s AI scanning feature, which automatically extracts sales data from an uploaded invoice, saving the sales rep time inputting each claim line item.

A common benefit of using a sales claim workflow is that it provides sales data to the manufacturer, who might distribute their products through intermediaries and lack direct access to sales data from retail channels.

Feature highlights

  • Customize claim forms

  • Support real-time validation of claims using things like serial numbers

  • Includes auto and manual approval workflows

  • Shows the user pending, rejected, and approved claims

  • Supports automated email communications on the status of claims

This application is also commonly used alongside other applications, including:

K-Promotions Used to manage points that are awarded for an approved claim. View
K-Sales Data Used to manage sales data. View
K-Commerce Provides features to manage product selections available to users when submitting a claim. View
K-Journeys Used to set up a workflow that communicates the progress of a claim. View