If you are selling Items under warranty or if you have sold and extended service contract like the Annual Maintenance Contract (AMC), your Customer may call you about an issue or a break-down and give you the Serial No of this Item.
To record this, you can create a new Warranty Claim and add the Customer and Item / Serial No. The system will then automatically fetch the Serial No’s details and indicate whether this is under warranty or AMC.
You must also add a description of the Customer’s issue and assign it to the person who needs to look into solving the issue.
To create a new Warranty Claim:
Support > Warranty Claim > New Warranty Claim
If a Customer visit is required to address the issue, you can create a new Maintenance Visit record from this.
Next: Maintenance Visit