ClaimDS
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Learn ClaimDS — Step-by-Step Guides & Videos

Short video guides that take you from an empty account to your first settled claim — setting up your channel, configuring claim types, running a scheme, and reconciling it with GST. The written steps are on the page too.

Your first run: 7 steps

~30 min total
01Set up
Getting started

Set up your company & channel hierarchy

Create your company and map how you sell — company to distributor to dealer to retailer. This mirror of your real route-to-market is what every claim and scheme is measured against.

  • Add distributor, dealer and stockist tiers
  • Set regions, divisions and price lists
  • Invite your finance and operations users
02Configure
Getting started

Configure your claim types

Turn on the claim types you actually use — damage, shortage, scheme, expiry, price-difference, warranty — and set who approves each, and the documents required before a claim can be settled.

  • Pick claim types per industry
  • Set approval levels and limits
  • Define mandatory proof for each type
03Import
Getting started

Import your distributors & dealers

Bring your channel partners in from an Excel sheet in one upload. ClaimDS checks for duplicates and missing GST numbers so your master data starts clean.

  • Download the import template
  • Upload distributors, dealers, stockists
  • Fix flagged rows before going live
04Scheme
Trade schemes

Create a trade scheme

Build a secondary or dealer-incentive scheme: pick the products, slabs and period, choose who qualifies, and ClaimDS calculates the payout automatically as sales come in.

  • Set slabs, products and validity
  • Choose qualifying channel partners
  • Preview the expected payout
05Submit
Claims & settlement

Submit & approve a claim

See how a distributor raises a claim with supporting documents, how it moves through your approval chain, and how the status updates from Submitted to Approved at each step.

  • Raise a claim from the partner portal
  • Review proof and approve or query
  • Track every claim's live status
06Reconcile
GST & reconciliation

Reconcile with GST credit notes

Map each approved claim to a financial or tax credit note, and reconcile the totals against your GST filings — so settlements and compliance always agree.

  • Choose financial vs tax credit note
  • Match claims to credit notes
  • Export a reconciliation report
07Settle
Settled

Settle & report

Run the settlement, generate partner-wise statements, and pull the dashboards your CFO needs — trade spend by region, pending claims ageing, and scheme ROI.

  • Run a settlement batch
  • Send partner-wise statements
  • Open the finance dashboards

More tutorials

Browse by topic

Getting Started

Set up your workspace and your first agreement.

Thumbnail for the tutorial: Set up your first rebate agreementStep 1 · 6 minSet up your first rebate agreement

Setting Up Schemes & Claims

Model rebate, scheme and claim structures.

Thumbnail for the tutorial: How to set up a secondary sales scheme in ClaimDSStep 1 · 8 minHow to set up a secondary sales scheme in ClaimDS

Distributor / Dealer Settlement

Reconcile partner claims and settle them.

Thumbnail for the tutorial: Reconcile a partner's claim fileStep 1 · 5 minReconcile a partner's claim file

GST Credit Notes & Reconciliation

Issue compliant credit notes and tie out the books.

Thumbnail for the tutorial: Issue a GST credit note for a settled claimStep 1 · 7 minIssue a GST credit note for a settled claim

Common questions

How long does it take to set up ClaimDS?

Most teams finish basic setup — company, channel tiers and claim types — within a day, and run their first scheme settlement in the first week. The seven steps above are the fastest path.

Can ClaimDS handle GST credit-note reconciliation?

Yes. Approved claims map to financial or tax credit notes, and ClaimDS reconciles the totals against your GST filings so settlement and compliance always agree. Step 6 walks through it.

Do distributors and dealers need their own login?

Channel partners can submit and track claims through a partner portal, while your finance team approves and settles centrally. You decide what each partner can see.

Which industries does ClaimDS support?

FMCG, pharma, automotive, consumer electronics, electricals, building materials, paints, tyres, lubricants and agrochemicals — anywhere multi-tier channels run rebates, schemes and claims.

Ready to settle your first claim?

See ClaimDS run against your own channel structure — a short, no-pressure walkthrough. Or just talk to us.

Book a demoTalk to us
Learn ClaimDS — Step-by-Step Guides & Videos