Service Warranty
Warranty decides whether a repair is free. Because a service request points at the document the item was sold on, the ERP knows the purchase date — so it can work the cover out rather than asking somebody to remember it, and a repair that should be free defaults to free.
How cover is worked out
The warranty term is taken from the most specific rule that applies:
| Level | Applies to |
|---|---|
| Item | One stock item. |
| Category | Everything in an item category. |
| Company default | Everything else. |
The term is a number of months. The cover runs that many months from the purchase date, and the request shows the state plainly:
| Shown | Means |
|---|---|
| In warranty | Covered, until the date shown. |
| Warranty expired | It was covered and no longer is. |
| No warranty | No term applies to this item. |
| Not purchased from us | There is no purchase to work it out from. |
What being in warranty changes
An in-warranty request defaults to Free. Lines are then marked as covered rather than chargeable, and the consequence follows through to stock and the ledger — see Parts and Billing.
It is a default, not a rule. A repair caused by misuse is not a warranty repair however recent the purchase, and the lines can be made chargeable. What the app does is make the right answer the easy one.
Warranty Terms
Terms are set up in Service Plus settings. Each says what it applies to — an item, a category, or everything — and how many months. Zero months means no warranty.
Items bought elsewhere
A request can be raised for something the customer did not buy from you. There is no purchase date, so there is no warranty to work out, and the job is chargeable from the start. The customer is found by phone number, or added if they are new.
Related pages
- Settings — where terms are defined
- Parts and Billing — what cover changes
- Service Requests