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Claim Details Overview

Ryan Haidinger avatar
Written by Ryan Haidinger
Updated yesterday

Overview

The Claim Details page is the primary area to resolve any newly submitted claims by your customers. The details page gives a complete overview of the original order, claim details by the customer, customer information and the verification status of the claim address.


Get Started

To begin reviewing your claims, go to: Claims > (select any row in Claims History). Once a row has been selected, the Claim Details page will open.

We recommend to watch this tutorial video that covers all areas of Claim Details


Claim Detail Sections

The Claim Detail page is divided into several areas which are meant to give your team a complete overview of the order, claim and customer information.

Shipping Claim

The 1st section (top left) provides a detailed breakdown of the original order alongside the claim detailed filed by the customer. This section provides the following:

  • Order Total

  • Shipping Carrier & Tracking Number

  • Claim submission reason (ex: Damaged)

  • Claim submission date & time

  • Claim submission preferred solution

  • Claim submission details & photos

Order Details

The 2nd section (bottom left) provides information around the products related to the order itself. Each row will consist of the product details such as the photo, title, and price paid.

If you're utilizing the integration with Address Guard for address verification, the address status will show here as well.

Customer

The 3rd section (top right) gives a brief overview of the customer who has submitted this claim including their information, and their claims history. To see an overview of all claims submitted by this customer click the # next to Total Claims or click the View Customer button on the top right.

Shipping Address

The 4th section (center right) provides the original shipping address used on the order, and the updated shipping address (if entered) for the claim submission. If you're utilizing the integration with Address Guard, we will display the address verification status. This is helpful to ensure your replacement product is shipped to an real, verified address instead of a unknown or unverified address which could result in carrier fees.

Timeline

The 5th section (bottom right) gives a quick breakdown of the history for this order within an timeline, similar to the one found in your Shopify orders page. This will detail out any actions taken from the point of order placement, to claim submission and claim actions.


Claim Actions

There are a few available actions to consider when reviewing a claim, each one is described below with a link to our tutorial guide.

  • Approve Claim - this button allows you to replace or refund the customer for their claim. Be sure to review our support guide which walks you through how to approve claims.

  • Deny Claim - this button allows you to deny the customer for their claim, including entering in a reason for the claim before notifying them. Be sure to review our support guide which walks you through how to approve claims.

  • View Customer - this button gives you a complete breakdown of the customer's past claims, including the status and resolution by your team. Our support guide provides more information over this screen and how to add tags & notes.

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