Overview
Businesses that sell serialized goods struggle to know which units are still under warranty and when each one expires. This module lets you define reusable warranty plans, attach them to serial-tracked products, and require the salesperson to pick a plan on the sale order. When the delivery is validated, a warranty record is created automatically for every shipped serial number, with the clock starting on the actual ship date. A daily scheduled job keeps each warranty's remaining days and active/expired status current, and every customer gets a one-click view of all the warranties they hold.
Workflow
Product Warranty
Active
Expired
Key Features
- Define reusable warranty plans with a duration in days, weeks, months, or years.
- Attach one or more warranty plans to serial-number-tracked products, with a guard that blocks non-serial products.
- Let salespeople choose a warranty plan per line directly on the sale order.
- Block sale-order confirmation until a required warranty plan is selected for every eligible product.
- Automatically create one warranty per shipped serial number when the delivery is validated, starting the clock on the ship date.
- Compute each warranty's end date from its plan and prevent duplicate warranties for the same serial on a line.
- Refresh remaining days and active/expired status every day via a scheduled action.
- Show a Warranties smart button on each customer with a filtered list of all their warranties.
- Filter and group warranties by status, customer, product, plan, or units expiring within 30 days.
- Auto-number every warranty with a WRT/ sequence for clean referencing.