Adding a Document and Automatic Data Extraction

The system features automatic data extraction, making claim creation faster and more efficient. Instead of manually entering details, the system will extract and populate them for you.

Steps:

1. Click on "Upload Document" – Select and upload an image of the document.
2. Click on "Auto Capture" – The system will scan the document and automatically extract key details, such as the Claim Number, Store, Principal, and other relevant fields.
3. Review and Confirm – Simply check the extracted data for accuracy instead of entering it manually. If everything is correct, proceed with the claim.

This feature saves time and reduces errors, ensuring claims are processed efficiently.

When creating a claim, you need to provide the following details:

1. Customer Claim Number – A unique identifier for the claim from the customer.
2. Wuma Reference – Automatically generated by the system and cannot be edited.
3. Store – The store associated with the claim.
4. Principal – The main supplier or responsible entity.
5. Reason – The reason for the claim submission.
6. Type – The type/category of the claim.
7. Document Total (Incl. VAT) – The total amount of the claim, including VAT.
8. Tag Number – A reference number for tracking purposes.
9. Captured By – The user who submitted the claim (Can’t be edited).
10. Comments – Any additional notes or details related to the claim example it is a telly sale or promotional claim.

To add products to a claim, follow these steps:

1. Search for the Product – Find the product you want to add.
2. Add the Unit Amount – Enter the unit price for the product.
3. Add the Quantity – Specify the number of units being claimed.
4. Add the Line Amount – The system will calculate this based on the unit amount and quantity.
5. Click the Plus (+) Button – Add the product to the claim.

Once you are sure that all the data is correct, click on the "Submit" button to submit the claim.