📌 How to Create a Claim in the Portal
📌 Claim Locations in Salesforce
How to Create a Claim in the Portal
1️⃣ Select the order line for which you want to submit a claim.
2️⃣ Click the Claim button
3️⃣ Fill in required Fields
To add more products to the claim, click + Add more Products button
To cancel claim, click the Cancel Claim button
Write a desctiption text in the text field, where you describe your claim
Select the suitable cause of claim (Failure)
Commercial
Technical
Logistic
If needed:
Update the quantity of the defective item(s) to reflect the correct amount.
Upload media files to provide additional details for your claim.
4️⃣ Review all fields to ensure they are correct, then click the "Report Claim" button to submit your claim.
Claim locations in Salesforce
Claim Description User field (Now in chat dialog?)
The description entered by the user in the online portal is visible in Salesforce under 'Description Information,' specifically in the description line.
