A Warranty Claim is when a Customer claims free repairs within the Warranty Period of the item/service you're providing.
If you are selling Items under warranty or if you have sold and extended service contract like the Annual Maintenance Contract (AMC), your Customer may contact you about an issue or a break-down of the product and provide you the Serial No of this Item.
To access the Warranty Claim list, go to:
Home > Support > Warranty > Warranty Claim
Before creating and using Warranty Claim, it is advised that you create the following first:
2. How to Create Warranty Claim
- Go to the Warranty Claim list, click on New.
- Select a Customer.
- Select the Serial Number of the Item on which Warranty Claim is to be recorded. The system will then automatically fetch the Serial No’s details and indicate whether this is under warranty or AMC.
- Enter a description of the Issue. User can upload and image and create a table.
2.1 Additional Options when Creating a Warranty Claim
- Status: While creating a Warranty Claim, the status will be set as "Open". User can change the status to:
- Work In Progress: Fix/repairs are being done on the Item.
- Closed: The repairs have been done and the Warranty Claim is now closed.
- Cancelled: The Warranty Claim was invalid and the claim was closed.
- Issue Date: While creating the Warranty Claim, the current date will be captured. This field is editable.
3.1 Item and Warranty Details:
Once a Serial Number is selected, the following details about the Item will be fetched:
- Item Code
- Item Name
- Item Description
The details about Warranty/AMC will be fetched according to the Serial Number.
- Warranty / AMC Status: The possible options are "Under Warranty", "Out of Warranty", "Under AMC", or "Out of AMC". The status can be changed to Out of Warranty/AMC if the Item has been tampered with or Warranty is void depending on your terms of service.
- Warranty Expiry Date
AMC Expiry date
3.3 Customer Details
The following details of the Customer will be fetched:
- Customer Name
- Contact Person
- Customer Group
- Customer Addresss
Service Address: User can enter the Service Address if it is different from Customer Address.
3.4 More Information
- Company: The Warranty or AMC is created from the company will be selected automatically.
- Raised By: User can enter the Name of the person who has raised the Warranty or AMC in case the Customer is an organization.
- From Company: User can enter the name of the company from which the warranty or AMC has been created.
If a Customer visit is required to address the issue, you can create a new
Maintenance Visit record from this.
- Maintenance Visit
Next: Maintenance Visit