Instructions
Instruction video: Warranty Management
1. User access rights
To grant user access rights in the Warranty management software, navigate to Settings ‣ Users & Companies ‣ Users, select the employee account that needs to be configured, press Edit and go to the Warranty Management section.
2. Product warranty information management
Next, you need to configure the warranty information of the vendor or customer on each product.
3. Warranty management
In the Viindoo Warranty Management software, both the warranty provided by vendors and the warranty provided to customers are supported. Following are the detailed instructions for the warranty provided to customers. You can do the similar steps to manage warranty provided by vendors.
Step 1: Search for product warranty information
Upon receiving a warranty request, first, you need to search for the product warranty information.
Step 2: Create a customer's warranty claim
To create a new customer's warranty claim, navigate to Warranty ‣ Warranty Claim ‣ Draft, and press Create to generate a new warranty claim. On this claim, you need to change the Partner Type to Customer.
Once all the necessary information is added, press Investigate to start evaluating this warranty claim.
Step 3: Evaluate each warranty claim
On the details of each warranty claim, press Confirm to accept the warranty claim or Disclaim to reject this request.
Once done with the warranty tasks, on the claim, press Mark as done to finish the warranty process.
4. Warranty reports
To see the warranty reports, navigate to Warranty ‣ Reporting. From here, you can analyze data by various criteria such as by partner, warranty period, warranty status, etc.