Damage Claims
Damage Claims records goods damaged in the warehouse, in transport or at the customer, so each loss is claimed, approved or rejected and tracked.
Why and when you use it
Broken bottles and torn cartons are a steady leak of money in distribution. Recording every damage as a claim shows who bears the loss: a transporter, a supplier or your own team. The warehouse or delivery staff raise claims; the owner or accountant approves them.
Before you start
- Product in Inventory
- Photos or a note from the driver or customer
Step by step
- Open Damage ClaimsIn the left sidebar, under Stockivio ERP, open Damage Claims. The list shows Claim #, Type, Product, Qty, Amount Claimed and Reason.
- Start a claimPress New Claim.
- Choose the typePick Warehouse Damage, Transport Damage or Customer Damage, depending on where it happened.
- Describe the damagePick the product, enter the quantity and the amount claimed, and write the reason in a sentence.
- SubmitPress Submit Claim. It starts as Pending.
- Approve or rejectThe owner reviews the claim and marks it Approved or Rejected. Use the filters to see each group.
Worked example
When Van 1 reaches Gupta Kirana Store on 13 Nov 2026, 6 packs of detergent 1 kg are torn because a carton shifted on the road.
- Open Damage Claims and press New Claim.
- Type: Transport Damage; Product: detergent 1 kg; Qty: 6; Amount Claimed: ₹1,200.
- Reason: 'Carton shifted in van, packs torn, customer refused them.' Press Submit Claim.
- The owner reviews it and marks it Approved.
Result: The claim shows as Approved for ₹1,200. The owner can see transport damage over the month and decide on better loading.
💡 Tips
- Raise the claim the same day, while the driver remembers what happened.
- Review Transport Damage claims monthly; a pattern points to a loading problem.
⚠️ Common mistakes
- Choosing Customer Damage for goods that broke in your van. The type decides who bears the loss, so be accurate.
- Writing off stock with a stock adjustment and no claim, which hides the cause. Raise the claim too.
Questions
Does a claim change stock?
Treat the claim as the record of the loss. Correct the stock itself with the Damage / Spoilage option in Inventory's Stock Adjustment if the goods are written off.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Damage Claims and explain the three types.
- Scene 2: Press New Claim and pick Transport Damage.
- Scene 3: Enter detergent, 6 packs, ₹1,200 and the reason.
- Scene 4: Press Submit Claim and show Pending.
- Scene 5: Approve it and filter by Approved.