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
Setting the warranty period in the product dialog window
You can always set or change the warranty period in the product profile.
1. Open the target product profile (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 My company > Products 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 My company > Products 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 My company > Products 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 My company > Services page and download an Excel file template. 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 My company > Services 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 profile
1. Double-click the desired service on the My company > Services page.
2. Entry or edit the Warranty to client field and hit the Save button.
Setting the warranty period in the work order or in the sale
This method is perfect if you are making a one-time guarantee on a product or service in a work order / sale. Because when you set the warranty period in this way, it is not saved in the product or service profile.
1. In a work order or sale, double-click on the line with a product or service.
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 products and services from a target work order in the following format: August 21, 2020.
You can configure the warranty start date on the Settings > General > Work Orders page.
Remember: This variable will display the “No warranty” value if the work order is in the status of the New, In progress, or Pending group. In this case, transfer your order to the Done, Closed, or Dropped off (depending on the configured settings on the Settings > General > Work Orders page).
Find out more about setting and editing printed documents templates here.