Configure a product as equipment and enable tracking by unique serial numbers

The "Warranty" tab on the product form allows you to select a warranty, after which all related details such as Warranty Period, Warranty Type, Renewal Time, and more are automatically loaded.

After configuring the product, equipment must be created by entering the model and serial number, along with filling in the remaining details

Then, a sale order for this equipment needs to be created. When the sale order is confirmed, the warranty is generated

After confirming the order, you can now see the product's warranty details, like its start and end dates, directly within the "Warranty" tab. There's also a convenient "View Warranty" button to quickly access all warranty information.

The warranty is created in the default Draft state. At this stage, the customer cannot create a claim request. However, once the warranty moves to the Running state, the customer can submit a claim request from the portal side

Customer can view all their own warranties.

View all warranties in a tree view.

It lists various products like "Air Compressor" and "Dell Laptop" with their associated warranty numbers, customer, sale order, dates (start, end), and current status (e.g., "Running," "Expired," "Cancelled"). This page allows for easy sorting, filtering, and searching to quickly find specific warranty information.

Click on the Claim Request button to send a claim request.

If there is an issue with the equipment, you can create a claim request.

When you click the Claim Request button, a popup will open where you need to fill in the details regarding the issue. After saving, a ticket will be created.

Here, a message is displayed saying that your ticket has been created with this number.

You can see a summary of claims at the top, and in the "Claim History" section at the bottom, you can view specific claim details like "Air leaks" reported by "Thomas," along with their priority and stage. This allows for clear tracking of all warranty-related issues.

You can directly initiate a repair process by clicking the "Create Repair" button. This ticket serves as a central point for managing and resolving warranty-related issues.

The repair orders created are shown here.You can easily create a follow-up task directly from the ticket by clicking the "Create Task" button. This helps in efficiently managing the workflow for resolving warranty issues

You can fill in task details like the name, customer, deadline, and assigned person. Once all details are entered, clicking the "Create Task" button will generate and link this new task to the warranty issue.

You can now view associated tasks directly from this ticket using the "Tasks" button. This feature allows for easy tracking of any follow-up actions

An invoice for the warranty can be created by clicking the 'Create Invoice' button, but only if the "Warranty Type" is set to "Paid"

The Create Invoice button will be shown only for those whose warranty type is Paid, and an invoice will be generated for them.

A "View Invoice" button is highlighted, allowing users to directly access the associated invoice from this warranty record. This provides a convenient way to review billing details for paid warranties.

By clicking "Send Rating Mail" button, a customer feedback email can be sent directly from the warranty record. This feature helps gather valuable insights on customer satisfaction regarding their warranty experience.

This image displays the content of a feedback email sent to the customer "Thomas" regarding their "WAR/0002" warranty. The email prompts the customer to rate the service using smileys (happy, neutral, sad), allowing businesses to easily collect feedback and improve their warranty services.

Write your detailed review about Warranty and submit rating

Customer's feedback and rating is captured successfully on Warranty

Even after expiration, a new "Warranty Renewal" button is highlighted. By clicking this, you can easily initiate the process to renew the warranty for the product, allowing continued service and support for your customers.

In the "Warranty History" tab at the bottom, you can see details of the old warranty (WAR/0002), providing a clear audit trail and confirming the renewal. This feature ensures seamless tracking of extended warranty

the "Warranty Management" settings where you can configure automatic email notifications. The "Warranty Expired" field lets you set how many days before a warranty's end date an email reminder will be sent

The email is sent to the customer, Thomas, for their "Air Compressor" (Order S00031), notifying them that its warranty is expiring soon, specifically on June 20, 2025. This ensures customers are informed and can consider renewal options before their coverage ends

Print Warranty and Warranty Card report

You can quickly see a list of all products whose warranties have expired on the current day

By selecting "Expired Warranty" from the dropdown, you can easily see a complete list of all products whose warranties have already ended, providing a full history of expired coverage.

By selecting "Warranty Renewal" from the top menu, you can see a list of products eligible for renewal.

This helps you proactively manage and track upcoming warranty renewals.

This is the "Warranty Product" screen, showing warranty-related products with their price, cost, stock, and other key details.

Show Warranty Analysis Report

Print Warranty History as pdf report

You can set up and manage different tags for your warranty tickets

You can define different warranty templates, such as "1 Monthly warranty" or "2 Monthly Warranty," and specify their corresponding durations in months. This allows you to easily set up standard warranty periods for your products.

Define warranty type and if it's eligible for renewal, including the renewal period.

Here, you can define different warranty policies, which likely group specific terms and conditions for various product categories.