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Managing Warranty Claim In ERPNext
ERPNext is a Comprehensive open source ERP (Enterprise Resource Planning) system that offers a range of features to manage various business processes, including warranty management, In this blog, we will discuss how to use ERPNEXT for Warranty management.
What is Warranty Management?
Warranty management is the process of managing warranties offered by a company for its products. It involves tracking warranty claims, managing warranty periods, and ensuring that customers receive timely support for their warranty claims.
Warranties Claim Management in ERPNext
ERPNext offers a Warranty Claim feature that allows you to manage warranty claims for your products. Here are the steps to create a warranty claim in ERPNext:
Pre-requisites:
● Warranty period days (Item Master)
● Has Serial No (Item Master)
● Delivery Note With Respect to Serial no
Create a Warranty Claim in ERPNext: Step by Step Process
Navigate to the warranty claim List, Click on the “new” button.
Enter the serial number of the product, based on which the item customer name and warranty expiry date, etc. will be auto-fetched.
Describe the” issue” of the Product, upload the image.
Enter the issue date.
Set the Status of the warranty.
- Open
- Closed
- Work in progress
- Cancelled
Warranty / AMC Status will be auto-fetched if the product warranty issue date is between the Warranty Expiry date or the AMC Expiry Date.
- Under warranty
- Out of Warranty
- Under AMC
- Out of AMC
Enter The Warranty Resolution Details.
- Resolution Date
- Resolved by
- Resolution Details
Customer Details will be autocapured in the “Details” like customer name, Customer address, service Address, etc.
Create Maintenance Visit
- Set the customer name, Maintenance Date, maintenance Time, Maintenance type
- Maintenance status - Partially Completed or Fully Completed
Assign the Maintenance to the Sales team, where the user can update the issue & work done Status.
Conclusion
ERPNext offers a comprehensive warranty management feature that allows you to manage warranty claims for your products. By using ERPNext for warranty management, you can ensure that your customers receive timely support for their warranty claims, which can help improve customer satisfaction and loyalty.
Frequently Asked Questions
How do I claim a warranty?
To claim a warranty in ERPNext, you create a warranty claim doctype, provide details about the product, issue, warranty terms, and then submit the claim for review and processing.
How do I process a warranty claim?
For processing a warranty claim in ERPNext, you'll have to verify the validity of the claim, assessing the nature of the issue, and taking appropriate actions such as repair, replacement, or refund- as per the warranty.
How do I make a claim under warranty?
To make a claim in ERPNext, you have to initiate the process by creating to a warranty claim doctype by providing the necessary details about the product, issue and the supporting documents.
View the video for comprehensive insights or reach out to an ERPNext expert for further assistance today.
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