Warranty Sale
| Lines of Code | 119 |
| Technical name | to_warranty_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_warranty_sale |
| Read description for | v 12.0 v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) |
| Included Dependencies | Warranty Management Product Milestone |
| Extensions | Warranty Sale Stock |
Demo video: Warranty Sale
Problems
By default, warranty policies are not applied to the relevant sales order. Therefore, product warranties are difficult to manage.
What it does
This module adds some features to the to_warranty_management app.
Key Features
- To manage product warranties, the system automatically attaches product warranty claims to the relevant sales order.
- When creating a warranty claim with a SO information, the warranty policy applied to this sales order will automatically apply to the warranty claim.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_warranty_sale.
- Press Install.
Instruction
Instruction video: Warranty Sale
1. Set up access rights
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.
2. Manage product warranty information
Create a product and set up the customer's warranty information such as warranty period, warranty milestone.
3. Create sales order
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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