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.
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.
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