Inventory Disputes

Manage and resolve discrepancies in inventory deliveries through the Inventory Disputes page, ensuring accurate inventory records and strong supplier relationships.

The Inventory Disputes page allows you to:

• View Active Disputes: See all inventory discrepancies that have been identified during delivery receipt.
• Search Disputes: Use the search bar to find specific disputes by PO number, supplier name, or other details.
• Resolve Disputes: Update dispute records, including settlement status, compensation, and notes.
• Preview Dispute Details: View detailed information about the disputed items and associated purchase orders.

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Permissions

To view and manage inventory disputes, the user account requires specific permissions:

• View Inventory Management: Allows access to the Inventory Disputes tab.
• Edit Inventory Management: Enables resolving disputes and updating dispute records.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

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Resolving Disputes

To manage and resolve disputes effectively, follow these steps:

Steps to Resolve a Dispute:

1. Locate the Dispute: In the Inventory Disputes page, find the dispute you wish to resolve.

2. Click the Resolve Button: Click the Resolve button next to the dispute.

3. Open Dispute Resolution Modal: A modal window will appear, allowing you to update the dispute details.

4. Update Dispute Settlement Status:

   • Click on the Dispute Settlement Status dropdown.
   • Select the appropriate status (e.g., "Resolved", "Escalated").

5. Settlement Date:

   • In the Date Settled field, select the date when the dispute was resolved.
   • Use the date picker to choose the correct date.

6. Enter Compensation Amount (if applicable):

   • In the Compensation field, enter the monetary compensation agreed upon with the supplier.

7. Add Notes:

   • In the Note section, add any relevant information or comments about the resolution process.

8. Escalate to Head Office (if necessary):

   • If the dispute needs to be escalated, check the Escalated to Head Office checkbox.
   • This indicates that higher-level management is involved in resolving the dispute.

9. Confirm Updates:

   • Click the Update button to save the changes.
   • The dispute record will be updated accordingly.

10. Review Updated Status:

    • The dispute's status in the table will reflect the changes.
    • Ensure that the dispute is now marked appropriately.

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Previewing Disputes

You can view detailed information about each dispute, including the items involved and the nature of the discrepancy.

Steps to Preview a Dispute:

1. Locate the Dispute: Find the dispute you wish to preview in the Inventory Disputes list.

2. Click the Preview Icon:

   • In the Preview column, click the preview icon next to the dispute.
   • A modal window will open displaying detailed information.

3. Review Dispute Details:

   • PO Number: Confirm the purchase order number.
   • Supplier Information: View the supplier's name and address.
   • Site Information: See the site where the dispute originated.
   • Disputed Items: Review the list of items involved in the dispute, including SKU, Name, Category, Ordered Quantity, Received Quantity, and Price details.
   • Dispute Amounts: Check the total dispute amount and individual item discrepancies.

4. Close the Preview:

   • After reviewing, click the Close button to exit the modal.

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Tips

• Timely Resolution: Address disputes promptly to maintain good supplier relationships and accurate inventory records.
• Detailed Notes: Provide comprehensive notes during resolution to create a clear audit trail.
• Regular Monitoring: Frequently check the Inventory Disputes page to stay updated on outstanding discrepancies.
• Communication: Keep open lines of communication with suppliers and internal teams to expedite dispute resolutions.
• Escalation Protocol: Use the Escalated to Head Office option when disputes require higher-level intervention.

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Disputes Table

The table displays detailed information for each dispute:

PO Number	Supplier Name	Site Name	Created Date	Dispute Amount	Status	Preview	Resolve
String	String	String	Date	Currency	String	Action Button	Action Button

• PO Number: The purchase order number associated with the dispute.
• Supplier Name: The name of the supplier involved in the dispute.
• Site Name: The site where the discrepancy occurred.
• Created Date: The date when the dispute was created.
• Dispute Amount: The monetary difference due to the discrepancy.
• Status: The current status of the dispute (e.g., "Open", "Under Review", "Resolved").
• Preview: A button to view detailed information about the dispute.
• Resolve: A button to open the dispute resolution modal.

Searching and Filtering

• Use the Search bar to quickly locate specific disputes by entering keywords such as PO number, supplier name, or site name.
• The search function filters the disputes list in real-time based on the entered keyword.

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Related Pages

Complete Purchase Orders View the history of received purchase orders.

Inventory Management Manage inventory operations and settings.