Let's get to grips with Supplier Warranties and how they work!
Warranties can be set up in several areas of the system. They can be set against Suppliers, Stock Parts and Equipment items so that any jobs you raise under warranty can be easily identified and cost correctly.
Getting There
First, select Suppliers Records from the Records menu.
Select the Supplier Account you want to create the warranty for.
Click edit and open the supplier record.
You can also create the warranty if creating a new supplier record from scratch.
Supplier Warranty
There are five different sections where you can set Warranties:
Stock
Miscellaneous
Catalogue
Equipment
Tool
Stock
A Warranty can be applied against any Stock parts or Miscellaneous parts that may be supplied by this supplier.
If you are setting a warranty for parts here, this will prompt users, when creating a new stock item in the system for this supplier, that the Supplier has a standard warranty in place and ask if you want to add the warranty to the new part as you create it.
Catalogue
Warranties can be set against any Catalogue items.
Equipment
Warranties can be set against any individual Equipment items that the supplier may provide.
Tool
Warranties can be set against Tools coming from the supplier.
Supplier Stock Warranty
There are 2 types of Warranty that you can set in the system, you have Customer Warranty and Supplier Warranty.
Customer Warranty
A Customer Warranty is the Warranty that you pass on to your customer.
This has a Charge Code associated with it, and this Code will be used to charge for any jobs raised for the customer whilst the item is under warranty.
You may need to consider setting up specific Charge Codes for any Warranty Work that you do carry out, to ensure that you have the correct charging in place for your customers.
Supplier Warranty
A Supplier Warranty is the warranty that your supplier gives to you.
This can be used to raise a warranty claim against your supplier in the system.
Supplier Stock Warranty
To set up a customer warranty, select a duration for the warranty and then enter a numerical value.
You can then select a Charge Code to be used when any warranty claims are raised.
This Code will be automatically selected when a job is raised, but
Other Details
In this section, you can tweak and make some 'bespoke' changes to the warranty.
Additional Information
Here you can add further details:
Add Notes.
Choose an Approval Status.
And Integrate Profiles.
The Approval Expiry date is based on the select Approval Status.
Congratulations you have successfully navigated through Supplier Warranties.