Most companies in the service industry provide a warranty for services and products to their clients. In Orderry, you can set the warranty period for a product or service, as well as mark the warranty period for a product from the supplier. Then automatically substitute this data in the printed document templates.

The Warranty period for products/goods

Setting the warranty period in the product dialog window

You can always set or change the warranty period in the product dialog window.

1. Open the target product window (click on the name of the product anywhere in Orderry or double-click the name of the product on the “Inventory > Stock” page).

2. Check the “Warranty to client” checkbox on the “General” tab.

3. Set or change the value in the field. You can set the warranty period in days, months.

Setting the warranty period during importing or posting products

You can set the warranty period when you import the products on the “Inventory > Stock” page. To do this, fill in the appropriate columns in the Excel file example.

Also, you can update the warranty using products import. To do this, export products on the “Inventory > Stock” page. Change the warranty period in the downloaded file (to remove the warranty put “0” or leave the cell empty). Then, save and upload the file by importing the products on the “Inventory > Stock” page.

During the posting of products, you can specify the warranty period from the supplier in the field “Supplier warranty”, in days or months.

After that, you will see the supplier warranty date on the “Shipments” tab for non-serial products or in the “Product unit passport” for serial products.

The Warranty period for services/works

Setting the warranty period during importing services

Hit the “Import” button on the “Settings > Services list” page and download an Excel file example. Fill in the appropriate columns in the file and upload the file to Orderry using the “Import” button.

Also, you can update the warranty period. To do this, export services on the “Settings > Services list” page. Change the warranty period in the downloaded file (to remove the warranty put “0” or leave the cell empty). Then, save and upload the file using the “Import” button.

Setting the warranty period in the service dialog window

1. Double-click the desired service on the “Services list”.

2. Entry or edit the “Warranty to client” field and hit the “Save” button.

Setting the warranty period in the order or in the sale

This method is perfect if you are making a one-time guarantee on a product or service in an order/sale. Because when you set the warranty period in this way, it is not saved in the product or service dialog window.

1. Click the Shield icon in the order/sale.

2. Set the warranty period and hit the “Save” button in the popup.

Remember, that you can display the warranty period in the printed document templates using these variables:

{Product Client Warranty} variable represents the client warranty period for a specific product or service in the following format: 14 days.

Note: This is the variable of the “Table” group and you can use it only within tables. “Table” group variables don't display any data outside tables scope.

{Order Warranty Expiration Date} variable represents the total warranty value for all parts and services from a target order in the following format: August 21, 2020. You can configure the warranty start date on the “Settings > General > Orders” page.

Remember: This variable will display the “No warranty” value if the order is in the status of the “New”, “In progress”, or “Pending” group. In this case, transfer your order to the “Done”, “Won”, or “Lost” (depending on the configured settings on the “Settings > General > Orders” page).

Find out more about setting and editing printed documents templates here.

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