Before you begin
Version: v6 (what does this mean?)
Plans: All plans
You can attach warranties to equipment records for easy access to information such as the warranty’s expiry details, its provider, and other details. Multiple warranties can be attached to one equipment record.
To add a new warranty:
- In Assets > Equipment, click the equipment record you want to add a warranty to.
- Click the Warranties tab.
- Do one of the following:
- If this is the first warranty on this equipment record, click the Create warranty button:
- If there are already warranties on this equipment record, click Create:
- If this is the first warranty on this equipment record, click the Create warranty button:
- Select the warranty’s usage term type (whether your warranty expires on a date or meter reading).
- Do one of the following:
- If you selected Date, click the calendar icon (
) in the Expiry Date field to specify an expiry date.
- If you selected Meter Reading, click the Add in the Meter field to add a meter that is already attached to this equipment record, and then enter a value for the Meter Reading Value Limit field.
Notes
- Only meters that are unidirectional and ascending can be added to warranties. Other meters will not display in the selection slide-out panel.
- A meter attached to a warranty cannot be deleted until it has been removed from the warranty.
- If you selected Date, click the calendar icon (
- Enter a warranty description.
- (Optional) If you want to add a warranty contact, do the following:
- Click Add in the Warranty Provider field and select a warranty provider.
Your warranty provider must be an existing business in Supplies > Businesses. - Click Save.
- Click Add in the Warranty Provider field and select a warranty provider.
- Click Save.