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

Overview

This tutorial describes how to attach a warranty to one or more items that were sold on an earlier date and are in Customer History.

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).

Video

Step-by-Step

Scenario: A customer wants to add warranty coverage to an item that they purchased a few weeks ago.

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1. Complete the Point of Sale Header block and Customer Tab as you would for any TW or DD transaction.

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2. On the Detail Tab, in the Item Number field, enter a warranty item number and click Accept.

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3. The system recognizes this item as a warranty item and the Warranty Coverage box appears. Click Prior Sales.

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4. A list of items previously purchased by this customer appears. Check the Cover box for all items that will be covered by this warranty.

5. Click OK.

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6. In the item summary box at the bottom of the screen you will see the warranty item number. To verify coverage or add/remove items covered by the warranty, click the Warranty button and make any necessary changes.

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