Shipment lifecycle · Vendor claims

Stop losing vendor creditsto missed follow-ups.

TracerFlow automates the vendor claims workflow your team hates — so every credit gets filed, followed up, and collected.

The product

Built for the warehouse floor, not the spreadsheet.

Instant visibility into open claims, pending credits, and vendor response times — across every store.

app.tracerflow.com/dashboard

Overview

Claim Activity

New Claim

Awaiting Vendor

12

Avg wait: 4.2 days

Needs Attention

3

2 draft, 1 pending

Outstanding Value

$4,280

across 15 claims

Recovered This Month

$1,640

from 8 claims

Receiving

Shipment Status

View Shipments

Open Shipment Issues

2

mostly damaged goods

Awaiting Processing

5

not yet vouchered

Recent ClaimsView all
Claim #VendorStatusAge
CLM-0042Acme Co.Resolved2d
CLM-0041BrandX Inc.Pending5d
CLM-0040Metro SupplyOpen7d

The old way

Most retailers still do this
manually.

Google Docs

Claim forms rebuilt from scratch for every return, one tab per store.

Email threads

Vendor replies buried in inboxes. No record of which claims got responses.

Spreadsheets

Credits tracked manually. Errors surface at month-end, if at all.

How it works

From claim to credit,
automated.

Claims

New Claim

Store

Berkeley — Telegraph Ave

Vendor

Acme Distributors

Return Voucher #

RV-2048
Create Claim
Cancel

01

Create a claim in seconds

Warehouse staff fill a structured form — store, vendor, voucher number. No docs, no formatting, no copy-paste.

Claim Sent

Delivered
Toclaims@acmedist.com
Fromwarehouse@fivemonkeys.com
SubjectCLM-0042 — Damaged goods

Hi Acme team, please find attached our claim for 3 damaged units (SKU #4892) totaling $240.00…

Sent automatically · 2 min ago

02

Claim auto-emailed to vendor

TracerFlow sends a formatted claim email directly from your connected mailbox the moment you submit.

CLM-0042

Open

Acme Distributors

Email Thread

Y

Attached claim for 3× damaged SKU #4892 ($240).

9:14 am

A

Thanks, we'll review and issue a credit memo.

11:32 am

A

Credit memo #CM-2048 issued. $240 approved.

2:05 pm

Reply captured automatically

03

Vendor replies captured in-system

Replies attach to the original claim automatically. Your inbox stays clean; your records stay complete.

Management

All Claims

New Claim
Claim #VendorStatusAge
CLM-0042Acme Co.Resolved2d
CLM-0041BrandXPending5d
CLM-0040Vendor YOpen7d
3 claims · 8 stores$645 in recovery

04

Track and close every claim

The dashboard surfaces open, pending, and resolved claims across all stores in one view.

Get started

See TracerFlow in action.

Schedule a 20-minute demo for your team. No commitment required.