Dispute Management: working POC

This is an interactive prototype of the new dispute experience. Click through it as either an affiliate or a disputes-team member to validate the flow before development starts. State persists in your browser, so you can come back later and pick up where you left off.

Note. Visual styling is intended to communicate layout and flow, not the final iSUITE design. Real data is never touched. The data here lives in your browser only.

Current mode:
What you can try
As an affiliate:
  • Start a new dispute and pick from the five sample jobs to see how the form adapts (regular PO, X job, ADJ job, bundled PO, Sample Job).
  • File a bulk dispute on the X job by selecting multiple UPS vendor bills.
  • Try filing on the Sample Job to see the policy block.
  • Try entering a credit amount at or below $10 in the new field. You'll see an inline note about the minimum, but you can still submit; the team will review and decide.
  • Pick the "iSHIP Loss and Damage Claim" reason to see the dispute auto-classify as iShip L&D.
  • Click the sales-tax help link to confirm it routes to salestax@ipromoteu.com.
  • Open an existing dispute from the list to see the affiliate-side view (timeline of milestones, status, and now an "Add an update" panel).
  • Add an update as an affiliate on an open case. Post a plain note (asynchronous, goes on the case file) or Post & Email disputes team (also fires a notification for time-sensitive changes).
  • Notice that sales-tax reasons do not appear in the reason dropdown.
As the disputes team:
  • Switch to the team view from the buttons above. The same list page changes columns.
  • Open any case and add a CAP note (templates auto-fill the supplier name).
  • Send a vendor email or affiliate email; both auto-log onto the case.
  • Place a dispute on Awaiting Credit hold with a check-back date and see it stop looking overdue. Try it on the EG Threads case.
  • Move a Pending case to Under Review using the new manual button in the case header (never auto).
  • Resolve and close a case with one of the seven resolution outcomes; use the new optional CC toggles (Invoice Team, AR) on the close panel.
  • Compare Days Open with Days Open (excl. hold) on the queue and the case header, especially on the Alphabroder case that's on hold.
  • In team mode, start a new dispute yourself; the resulting case shows an "Internal" filer badge with the affiliate listed separately.
  • Any dispute flagged below $10 minimum shows a "review required" banner on the case and a flag icon in the queue.
  • Open the pre-seeded Pinnacle Promotions DNFU case (Coastline Wealth job) to see 2/2 attempts with the ready-to-close prompt. Filter the queue by Ready to close (DNFU) to see it there.
  • Use the new team filter bar to slice by follow-up date, classification, vendor, affiliate, pre-pay, DNFU, ready-to-close, or credit check-back due.
  • When adding a CAP note, use the new Next follow-up date picker to override the default +3 business days.
  • When you close a DNFU case (2/2 attempts, no response), the affiliate closure email uses the DNFU-specific wording you provided. Standard closures use the plain notice.
  • Compare the Last CAP column with the follow-up date to spot cases that haven't been touched.
  • Open the Reports page (link in the team top nav, or the button above in team mode). Filter by status, class, vendor, affiliate, date range, pre-pay, DNFU. Toggle "By vendor" for a rollup with top reasons and resolution mix. Click Download CSV to export the filtered view.
There are 4 seeded disputes in different states to work with. Use the "Reset POC data" button to start over at any time.