Claimlane

Learn how to submit a new case in Claimlane, from selecting the brand and adding product details to reviewing and submitting your ticket. Includes tips for solving common submission issues.

Create / Submit Claims & Returns

This feature allows suppliers to create tickets for retailers directly inside Claimlane.

Create Tickets on Behalf of Your Retailers

Learn how suppliers can add internal comments and reminders for specific retailers in Claimlane, so team members see important notes while handling tickets without exposing them to the customer.

How to Add Comments/Reminders for Specific Customers (Supplier-Only)

Brand-specific guidelines shown to retailers when submitting tickets to suppliers through the B2B portal.

Brand-Specific Guidelines

Allows retailers to add multiple products to a single B2B ticket in one step by uploading an Excel file.

Bulk Product Upload With Excel

Suppliers can invite a new user to an existing retailer account only in certain cases. For freemium retailer accounts, inviting is only possible when the retailer account is connected to…

Invite a user to an existing retailer account

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B2B portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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