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Let's follow a supplier
claim for Panadería Norte,

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from the supplier's reply
to receipt of a credit note.

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Our fictional case
concerns heat pump UNIT-001

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and three amounts worth keeping together.

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By the end, the row will
explain what was claimed,

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what was approved and what has arrived.

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On the EquipSpan Resources page,
download Supplier warranty claim tracker.

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Open the CSV in Excel or your
usual spreadsheet application.

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Save a working copy and replace
the fictional example with your own case.

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If the contents appear in one
column, choose comma and UTF-8.

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Keep the seventeen
original headers in order.

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Each column holds a different part of
the claim, its evidence or its follow-up.

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Enter CLAIM-001 as the claim reference
and UNIT-001 as the unit reference.

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Record Example supplier
and the supplier's reference, SUP-001.

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Keep that external reference handy:

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it will help when you read the supplier's

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reply or contact the person
handling the claim.

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The claim was submitted on
the sixteenth of October.

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Save the evidence link so the report

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and supporting documents
can be found together.

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The link in this example is fictional.

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On the twentieth of October,
the supplier gives partial approval.

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Record that reply under Supplier decision
and keep the document that explains it.

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Set Currency to EUR.

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Enter two hundred and fifty as Claimed
amount, two hundred as Approved amount,

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and zero as Received amount.

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At this point, the credit note
has not arrived.

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All three amounts belong
to the same claim and currency.

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We update them ourselves
when we check the documents.

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The next action is Request
the approved credit note.

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Álex will follow it up on
the twenty-third of October.

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Keep the status as Awaiting compensation
while we wait for the document.

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The row now shows what is expected,

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who will continue and when
to review the response.

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On the twenty-third of October, we
confirm a credit of two hundred euros.

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Update Received amount and save CN-001,

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with its date, in Compensation reference.

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Fifty euros remain to be reviewed.

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Change the next action to Review
the EUR 50 difference with the supplier.

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Álex will continue on
the third of November,

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so the outstanding question stays visible.

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In the local EquipSpan demo, the claim
is linked to the request and equipment.

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Claimed, Approved and Recovered
show the same amounts.

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The supplier's reference and next action
remain attached to this case.

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We keep partial approval while
reviewing the difference.

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The spreadsheet and demo
are prepared separately,

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without import or synchronisation.

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The cards show observed demo values;

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the amounts are operational
records, not a bank reconciliation.

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The claim now has evidence, a documented
credit and a pending review.

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Start with one case,
check its three amounts,

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then give the next action
a person and a date.

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You will find the free template and
practical manual on the EquipSpan website.

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Continue at your own pace.