Managing Warranty Claim In ERPNext

ERPNext is a Comprehensive open source ERP (Enterprise Resource Planning) system that offers a range of features to manage various business processes, including warranty management, In this blog, we will discuss how to use ERPNEXT for Warranty management.

What is Warranty Management? 

Warranty management is the process of managing warranties offered by a company for its products. It involves tracking warranty claims, managing warranty periods, and ensuring that customers receive timely support for their warranty claims.

Warranties Claim Management in ERPNext

ERPNext offers a Warranty Claim feature that allows you to manage warranty claims for your products. Here are the steps to create a warranty claim in ERPNext:

Pre-requisites:

● Warranty period  days (Item Master)

● Has Serial No  (Item Master)

● Delivery Note With Respect to Serial no

Create a Warranty Claim in ERPNext: Step by Step Process

 Navigate to the warranty claim List, Click on the “new” button.

 Enter the serial number of the product, based on which the item customer name and warranty expiry date, etc. will be auto-fetched.

 Describe the” issue” of the Product, upload the image.

 Enter the issue date.

 Set the Status of the warranty.

• Open
• Closed
• Work in progress
• Cancelled

 Warranty / AMC Status will be auto-fetched if the product warranty issue date is between the Warranty Expiry date or the AMC Expiry Date.

• Under warranty
• Out of Warranty
• Under AMC
• Out of AMC

 Enter The Warranty Resolution Details.

• Resolution Date
• Resolved by
• Resolution Details 

 Customer Details will be autocapured in the “Details” like customer name, Customer address, service Address, etc.

 Create Maintenance Visit

• Set the customer name,  Maintenance Date, maintenance Time, Maintenance type 
• Maintenance status - Partially Completed or Fully Completed

 Assign the Maintenance to the Sales team, where the user can update the issue  & work done Status. 

Conclusion

ERPNext offers a comprehensive warranty management feature that allows you to manage warranty claims for your products. By using ERPNext for warranty management, you can ensure that your customers receive timely support for their warranty claims, which can help improve customer satisfaction and loyalty. 

View the video for comprehensive insights or reach out to an ERPNext expert for further assistance today.