How To: Selling a Warranty on a Current Sale (TW, DD)

Overview

This tutorial describes how to attach a warranty to one or more merchandise items on a current sale.

Before you can sell warranties you must:

1. Set up warranty codes in Warranty Code Maintenance (02-18-08-01 or 06-02-01).
2. Create warranty item numbers in Inventory Inq/Maint (03-01). All warranty item numbers must be “A” Flag, have a valid Warranty Code (Field 31), and should be flagged for Customer History if the option is activated on system.
3. Set up warranty item numbers in Warranty Item Number Maintenance (02-18-08-02 or 06-02-02).

You can add a warranty item to a transaction before or after you enter the other detail lines.

Video

Step-by-Step

Scenario: A customer wants to add warranty coverage to items that they are purchasing.

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1. Complete the Point of Sale Header block and Customer tab as you would for any TW or DD transaction (see the Selling TW Merchandise or Selling DD Merchandise tutorial).

2. Click the Detail Tab.

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3. In the Item Number field, enter the first item being sold.

4. Specify the quantity being purchased and enter any other required information for the item.

5. Click Accept.

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6. The item appears at the bottom of the screen.

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7. Repeat steps 3-5 until all merchandise is added to the transaction.

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8. Now let’s add warranty coverage to the items. In the Item Number field, enter a valid warranty item and click Accept.
• Instructions for setting up a warranty item are as described at the beginning of this tutorial.

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9. The Warranty Coverage box opens. Select the items that are to be covered by this warranty by checking the ‘Cover’ box for each.

10. When you are finished, click OK.

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11. The Warranty Coverage box closes and at the bottom of the screen, ‘Covered’ appears to the right of all items that are covered by the warranty. To make changes to the coverage, click the ‘Warranty’ button next to the warranty line.

12. In this example, there are three merchandise items, and currently one is covered by a warranty. Let’s now cover one other item with a different warranty.

13. In the Item Number field, enter a warranty item different from the one already entered and click Accept.

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14. On the Warranty Coverage Box, check the ‘Covered’ box for one of the items that is not covered by the other warranty and click OK.
• ‘Other warranty’ appears for the item that is already covered.

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15. At the bottom of the screen, ‘Covered’ appears next to two merchandise items (the third item is not covered), and the ‘Warranty’ button appears next to each warranty item. Again, you can click the ‘Warranty’ button to change the coverage.

16. When you are finished, click Done, and complete the transaction using the normal TW or DD entry procedures.