Dealers need a portal path to submit a claim with proof, see approve or reject status, and track the resulting credit without email ping-pong. Week one on Parcel Build is that first working version for known dealer accounts. You own the code. Flat monthly. See custom software for wholesalers. If dealer claim credits in the portal is the gap, start a free 30-day build.
How is a dealer claim different from a simple RMA return request?
An RMA return request starts a return path from an order or invoice line. A dealer claim is a commercial credit request: short-ship, damage, or scheme claim with proof, then approve or reject, then a credit status the dealer can track. Week one can cover submit with proof, a review queue, and credit status without turning into a full reverse-logistics suite.
On Parcel Build, week one is a first working version of that claim path. Flat monthly. You own the code.
Why spreadsheet claim ledgers miss credits and create AR disputes
Claims land in email. Someone logs a row in a spreadsheet. Proof sits in a different thread. The dealer asks again because credit status is not visible. AR then disputes whether the credit was already issued.
A portal path keeps the claim, the proof, the decision, and the credit status in one place the dealer and your team both see.
What stays out of month one
Defer full credit-memo automation claims. Defer every scheme engine. Defer AI dispute resolution as the primary job. Month one is submit with proof, approve or reject, and visible credit status for known dealer accounts.
FAQ
Can claims be limited to invoices and ship-tos on the dealer account?
Yes. Week one can scope claim starts to invoices and ship-tos on the signed-in dealer account so credits stay tied to known commercial history.
Does week one need to post credit memos into every ERP automatically?
No. Week one can show approve or reject and credit status in the portal for humans. Deeper posting can wait until the claim path earns its keep.
Next step
If dealer claim credits in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.