Step 1 · The customer
The customer reports the problem
The customer describes the problem and attaches a couple of photos. Doclane finds the original order and the order lines the case is about.
Order no.Item numbersQuantityReason
Claims
Claims handled, from complaint to credit note.
A claim is not data waiting to be typed. It is a decision: credit note, return or a new invoice. Doclane finds the original order, and your own workflow decides the rest.
Book a demoMatched against the original order or invoiceItem numbers matched against your master data
Step 2 · The workflow
Your workflow decides the action
The workflows you built decide what happens: credit note, return order or a new invoice on over or under delivery, automatically or with a person involved, as you prefer.
Credit noteReturn orderNew invoiceAutomation
Created as a return, credit note or order in your own system, ready to process.
Modules
Sales orders
The lines are read, the item numbers matched, the prices pulled from your own system per customer. Only then is there an order to approve.
Product data
A supplier product sheet is always missing something. An HS code, a product group, a unit. Doclane reads what is there, and a colleague can fill in the rest if you want.
Customer onboarding
The VAT number has a typo. The company name does not match the register. Doclane checks against the company register and VIES while the customer types, so the record is right before it is created.
Claims handled, from complaint to credit note.
Doclane finds the original order, extracts the lines and the reason, and your own workflow decides whether it becomes a credit note, a return or an invoice.
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