Raise a stock-protection claim
Claim a manufacturer price drop on held inventory in ClaimDS — declare the eligible stock or use a snapshot, enter the old and new prices, and submit.
When a manufacturer cuts the price on goods you're still holding, stock protection is how you recover the drop. In ClaimDS it's a purchase-side claim — you're claiming up to the vendor — and the maths is built in once you tell it the inventory and the prices.
Before you start
Be clear on what you're claiming: the fall in cost, the fall in MRP (recovering an agreed pass-through of it), or both. And decide how you'll evidence the inventory — by declaring it, or against an inventory snapshot for a tighter audit trail.
Raise the claim
Follow the numbered steps below. For the concept behind it, see what is stock protection; for why "price protection" lands here, see price protection in ClaimDS.
Step-by-step
Open Claims → Purchase → Stock protection
Stock protection is a purchase-side claim — you're claiming up to your vendor or principal. Go to Claims, choose Purchase, and start a new stock-protection claim against the relevant purchase agreement.
Tell ClaimDS which inventory it covers
You can do this two ways. Declare the eligible quantity yourself (entering the material and a signed declaration reference), or file against an inventory snapshot, which pre-fills the material and quantity for you so you only add the prices.
Enter the price drop
Enter the old and new prices for the change you're claiming — the cost, the MRP, or both. The effective date of the price change tells ClaimDS when the drop took effect.
Set the MRP pass-through if you're claiming MRP
When you claim the MRP component, you set the pass-through percentage — how much of the MRP drop you're recovering, with the rest staying with the vendor. ClaimDS applies it to the MRP difference on your quantity.
Add tax and submit
Because there's no source invoice to derive tax from, you enter the tax components manually (leave them blank for none). Then submit the claim — it moves from draft through submitted and approved to posted, like any other claim.
Frequently asked
How is the recoverable amount worked out?
The cost component is the cost drop times your eligible quantity; the MRP component is the MRP drop times your quantity times the pass-through percentage. If you claim both, ClaimDS adds them together.
What's the difference between declaring and using a snapshot?
Declaring means you enter the eligible quantity and a declaration reference yourself. A snapshot files against a fixed inventory record, which pre-fills the material and quantity — a stronger audit trail with less to key in.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.