Navigate to Settings > Users & Companies > Users, select an existing user, or press Create to create a new user. Provide this user the access right to the Sales app, the system will auto add the Warranty User right.
With this access right, the employee can create/edit/work on the warranty claims.
Navigate to Sales > Orders > Quotation, press Create to create a Quotation, after filling in the information, press Confirm to change the Quotation to a Sales Order.
4. Create and manage warranty claims
Navigate to Warranty > Warranty Claim > Draft, and press Create to create a customer warranty claim. Here, the system will show the sale order that attached to the selected customer and at the same time, shows the warranty policy of that product.
Press Save to save the information. After confirming that the information on the claim is accurate, press Investigate to start investigating the warranty claim.
5. Track the warranty claims that are attached to the sale order
Return to the sale order, you can track the quantity of the warranty claims attached to this sale order
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