RTV Case Management

Case view and statuses

  • The case will begin in the status “In Store awaiting claim approval”
  • In the “Next Action” tab, you will have the ability to flag the claim as either approved or rejected
  • If the vendor rejects the claim, upon selecting “Rejected” under “Claim outcome,” the case will close as “Claim rejected, Closed”
  • If the Vendor approves the claim, they should provide an RA which will need to be entered into Solvup
  • Following this, the product will need to be physically sent back to the supplier/Vendor.

 

Approved Claims & Product dispatch

  • Once the claim is approved in Solvup and the RA number has been entered, the case will enter the status of “RTV Awaiting Pickup”
  • When the courier is booked and the item is being collected, enter the courier details to check the item out of the store to the Vendor
  • Click “Item has left the store” once the courier takes the item
  • Note – if the vendor organises their own courier, follow the same process to enter courier details and check the item out

 

Case Closure – approved claims

  • Once the item is checked out, the case will close as “Claim approved, closed”
  • The “Next Action” tab will disappear because there is no further action required on this case
  • You can still add notes to a closed case if required

 

Please Note : Depending on your Solvup configuration this flow may not necessarily be available, Contact support@solvup.com if you require further information.