Warranty Setup Tab
The Warranty Setup screen is used to create warranty records that can, in turn, be attached to a part record. These warranty records are designed to function across all locations within the database. The warranty records are the same regardless of the location.
Once set up, warranty messages can be associated with parts that have a warranty. The 'Warranty' button in the Main Part Entry screen displays the 'Active Warranty Terms' window that enables the linking of a warranty to a part.
Menu Path: Inventory, Part Utility, Warranty Setup, Warranty Setup screen, 'Warranties' tab
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Warranty Setup 1 of 2 - 7 minutesWarranty Setup 1 of 2 - 7 minutes
Warranty Setup 2 of 2 - 8 minutesWarranty Setup 2 of 2 - 8 minutes
Warranty Returns at POS - 5 minutesWarranty Returns at POS - 5 minutes
Warranty Code
Allows for entry of a 3-character alphanumeric code that acts as the identifier for the selected warranty.
Active
Checkbox that determines whether or not the warranty is active.
'Y' activates the warranty record. Note: The warranty code may not be applied to any new parts.
'N' deactivates the warranty record and removes it from the Warranties tab, but does not remove it from the file. Note: The record remains in the file for historical purposes so that Invoice Images and other reports can continue to show the representative warranty values from the date of the original transaction.
Part Sub Type
Drop-down menu that allows the user to choose the part type for the selected warranty.
Options are:
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'None'
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'Tire'
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'Battery'
Description
Allows for entry of a 30-character alphanumeric description that acts as a secondary identifier for the selected warranty.
Usage
Determines whether the warranty will be used for Standard use or Commercial use.
If both are set up, when a part with a warranty is returned, the system prompts to specify whether the standard or commercial usage applies to the warranty.
Determines the amount of money to be saved when returning a warrantied item.
Options are:
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'Free' - Used to specify a period during which the customer will get a full refund if a defective return is done.
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'Refund' - Used to specify a period or periods which the customer will get a specific refund percent if a defective return is done.
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'Prorate' - Used to specify a period during which a regular prorate applies if a defective return is done.
Note: 'Free' may be used in conjunction with 'Refund' or 'Prorate', but 'Refund' and 'Prorate' may not be used on the same warranty.
An example of a warranty period is demonstrated in the image below.
Specifies the unit of measure for the warranty.
Options are:
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'Month' (only available unit of measure for batteries)
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'No' - No warranty
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'Mo' - Month in time
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'Da' - Day in time
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'Yr' - Year in time
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'Wk' - Week in time
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'Hr' - Hour in time
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'Lt' - Lifetime warranty
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'Ll' - Limited lifetime warranty
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'Ml' - Number of miles for the warranty
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'Td' - 32nds of tread depth for a warranty
Allows the choosing of the number of months or other unit of measure in the free, refund, or prorate period.
Price Level
The value of this price level is used to calculate the refund amount.
Note: Only applies when the 'Amount' column is 'Prorate' or 'Refund'.
Refund Percent
The percentage used to calculate the refund.
Note: Only applies when the 'Amount' column is 'Refund'.
Manifest Type
Indicates the type of manifest to place the part onto when returned when the part falls into the period indicated by the row.
Note: If the 'Part Sub Type' is 'Battery', then the 'Manifest Type' choices are 'Battery Warranty', 'Battery Core', 'Warranty', and 'Core'. If the 'Part Sub Type' is 'None' or 'Tire', the 'Manifest Type' choices are 'Warranty' and 'Core'.
Note: Also controls the cost to be used on the manifest. Battery Warranty and Warranty will be costed using both the part and the core cost. Battery Core and Core will be costed using the core cost only.
Usage
Displays whether the warranty will be for commercial or standard user, per the fields above the grid.
Amount
Displays the selection from the 'Amount' drop-down, per the fields above the grid.
UOM
Displays the unit of measure for the selected warranty, per the fields above the grid.
Duration
Displays the amount of time in the periods for the Prorate or Refund warranty, per the fields above the grid.
Price Level
Displays the price level, used to calculate the refund amount, per the fields above the grid.
Refund Percent
Displays the percentage of the refund the customer will get back upon returning the warrantied part, per the fields above the grid.
Manifest Type
Displays the manifest type that the warrantied part is returning too, per the fields above the grid.