Master data & transactions

Add a material

Add a material or SKU to ClaimDS master data with its code, name, HSN and unit of measure, so agreements, claims and invoices share one catalogue.

Materials are your product catalogue inside ClaimDS. Because agreements target materials and invoice lines reference them, a clean catalogue — correct codes, HSNs and units — is what lets rebates accrue against the right products and settle with the right tax.

The Materials list in ClaimDS — the SKU catalogue showing each item's code, HSN, unit of measure, category and status.

Master Data → Materials: your product catalogue, with options to add one or import in bulk.

What a material carries

Each material has a code (how transactions refer to it), a name, an HSN (its tax classification) and a unit of measure. Those four keep the item consistent everywhere it's used — from the agreement that rebates it to the invoice that sells it.

Add the material

Follow the numbered steps below. To load a whole catalogue at once, see import your data from Excel.

The New material form in ClaimDS, with sections for basics, classification, measurements and pricing.

The New material form — code and name at the top, then HSN, unit of measure and pricing below.

Step-by-step

  1. Open Master Data → Materials

    Go to Master Data and choose Materials. This is your product catalogue — the SKUs that agreements target and that invoice lines reference.

  2. Create a new material

    Choose New and enter the material's code and name. The code is how invoices and agreements refer to the item, so use the one your transactions actually carry.

  3. Add the HSN and unit of measure

    Enter the HSN classification and the unit of measure (UOM). The HSN drives tax classification, and the UOM keeps quantities consistent between invoices, claims and settlements.

  4. Save

    Save the material. It's now selectable when you define which products an agreement covers and when you load invoices, so the whole chain references one catalogue entry.

Frequently asked

Why does a material need an HSN?

The HSN classifies the item for tax. Keeping it on the material means credit notes and tax treatment derive from one place rather than being re-entered per document.

Can I import materials in bulk?

Yes — like counterparties, materials can be imported from Excel with validation, which is the usual way to load a full catalogue.

Still stuck?

Book a demo and we'll walk through it on your own data — or just talk to us.