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Sales Warranty Claim

Add Sales Warranty Claim

FieldAction
Claim ForSelect the purpose of the warranty claim
Customer NameSelect the customer name for whom the warranty claim is being created
Third Party NameEnter the third-party service provider name (if applicable)
Third Party ContactEnter the contact number of the third-party service provider
Third Party AddressEnter the address of the third-party service center
ProductSelect the product against which the warranty claim is raised
Spare PartsSelect the spare parts involved in the warranty claim, if any
Chassis No.Enter or select the chassis or serial number of the product
Sale DateEnter the original sale date of the product
Delivery DateEnter the delivery date of the product
Ref. PartySelect the reference party related to the sale or claim
Ref. ContactEnter the reference person’s contact number
Ref. AddressEnter the reference party’s address
InstructionEnter any special instructions related to the warranty claim
Receiving DateSelect the date when the warranty claim was received
Notification DateSelect the date when the claim notification was issued
Warranty End DateSelect the warranty expiry date
BranchSelect the branch where the claim is being processed
Delivery BranchSelect the branch from which the product was delivered
Claim Received BySelect the user or employee who received the claim
Problem DetailEnter the detailed problem reported by the customer
Display ChargeView the applicable service or processing charges
Additional ReceiveEnter any additional items, documents, or payments received

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List of Sales Warranty Claim – Search & Actions

FieldAction
FromSearch by the starting date of the claim period
ToSearch by the ending date of the claim period
BranchFilter by branch to locate the claims
Claim NoEnter the specific claim number to search for a particular claim
Claim ForSelect the type of claim to filter results
Received BySelect the employee who received the claim
ProductSelect the product name to filter claims
SerialEnter the serial number to locate a specific claim
Assigned ToSearch by the staff assigned to the claim
CustomerSearch by the customer name
Third PartySearch by the third-party service provider
Claim StatusSelect the claim status to filter results
PhoneEnter the customer’s or third party’s phone number
StatusUpdate the status of the claims directly from the list

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Sales Warranty Claim – Details View & Action

FieldAction
Details ViewView and edit all claim-related information
Status HistoryView past status changes and roll back status if needed
VouchersView and manage all vouchers linked to the claim
DeliveriesView and track deliveries related to the claim
Sale OrderCreate a sale order related to the warranty claim
BillingCreate service invoices or billing records
StatusView and update claim status

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Sales Claim Sales Centre Status

FieldAction
DateEnter the date when the status is being set
Assigned ToSelect the staff responsible at the sales center
Service CenterSelect the service center involved
StatusSelect the current sales center status
VerdictSelect the result or decision
NoteEnter additional notes or comments

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Sales Claim Service Centre Status

FieldAction
DateEnter the date when the status is being set
Assigned ToSelect the staff responsible at the service center
StatusSelect the current service center status
VerdictSelect the result or decision
NoteEnter additional notes or comments

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Sales Claim Spare Parts Consumption

FieldAction
BranchSelect the branch where spare parts are consumed
Spare InventorySelect the inventory source
Auto AcceptEnable automatic acceptance if required
Receive DateEnter the spare parts receive date
Voucher DateEnter the voucher date
Products Item / DeptSelect the linked product or department
ProductSelect the product for which spare parts are consumed
Quantity ReqEnter the required quantity
SerialEnter the product serial number if applicable

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