How it works

Setting the job type to WARRANTY will automatically zero the labour and items when invoicing, create other job cards for chargeable work and invoice all at once.


When the warranty job and lines are invoiced, a warranty claim is created. This warranty claim is just like a sales order, where you can adjust each line to match the warranty suppliers credit note.


The warranty claim is then converted to an invoice where you can receive payment, allocate payment as a credit on your suppliers creditor account, or edit the warranty sales order if receiving replacement item.


1 - Processing Warranty Job

  1. Set the job type to WARRANTY
  2. Confirm warranty supplier and reference
    1. Will prompt on first save
    2. Set manually in job card warranty supplier field
    3. Will prompt when invoicing if not set
  3. Process job as normal: book items, log time, add details, and update status
  4. When recalling the warranty job EVOPOS will zero labour and items booked
  5. Invoicing the job will create the warranty claim


2 - Processing Warranty Claim

  1. Find your warranty claim in Sales\Recall\Warranty Claims
  2. Recall the warranty claim you want to process
  3. Adjust the transaction to match your warranty suppliers credit note, two options for adjusting:
    1. Adjust each line to match credit note
    2. Or add new line for difference
  4. Convert warranty claim to invoice


When invoicing, items will not be removed from stock, items are removed when the original invoice to the customer was finalized. Any items that are added to the warranty sales order after it has been created will be removed from stock.


Credit on supplier account

  1. Recall warranty claim
  2. Finish/Invoice
  3. Choose SUPPLIER ACCOUNT payment method
  4. Save Invoice


Replacement item on credit note

  1. Recall the warranty sales order
  2. Enter a new line for the replacement part, set quantity to -1 and price to 0.00
  3. Save or finalise warranty sales order


Replacement item on purchase order/invoice

  1. Recall the warranty sales order
  2. Delete line from warranty sales order
  3. Receive line on purchase order at zero cost


Unit Warranty Claims

Our warranty claim system is designed for standard items, so units are not supported.


Settings

You have the option to prompt or automatically create your warranty sales order when finishing an invoice, we recommend using the automatically create option. 


You can find the setting in Settings\System\General\Warranty Sales Order