V8 - Warranties
The Plus and Pro plans of SOS Inventory allow you to issue and maintain warranty information on items that you sell. This feature is most commonly used with serialized items. To use this feature, a warranty must be defined in SOS as well as assigned to an item.
Once your warranties are configured and assigned to items, warranty information for serial inventory items will be included on packing lists of shipments to customers. The warranty goes into effect on the date the item is shipped.
For non-serial items, additional fields are available that can be added to the shipping form template. Field names can be found under Company menu > Form templates > Template library. Execute a Quick Search using the search string all available field codes to find the packing slip with all codes--or download a comprehensive list of available merge codes for all form template types in SOS Inventory.
Creating a warranty in SOS Inventory
To define a warranty in SOS Inventory, go to Company menu > Miscellaneous > Warranties and select Add new. Then complete the following fields:
- Name. A unique title for the warranty.
- Description. Additional information about the warranty. The description is limited to 4000 characters.
- Duration. A number or text that corresponds with the Units field (for example, enter 5 in the Duration field for a five-year warranty).
- Units. A dropdown list that includes options for Days, Weeks, Months, and Years.
Upon saving, the newly defined warranty will appear on the Warranties list and be included in the dropdown list of Warranty field options on item edit pages. Warranties can be assigned to new and previously existing items.
Viewing item warranty information
Warranty information will be added automatically to a serial unit’s item record, which is stored under the Serial Inventory list (Operations menu > Inventory > Serial inventory). The information can also be viewed by enabling the warranty-related columns of the Serial Inventory list with the Column chooser feature.
For non-serial items, warranty information is seen only on PDFs that have included the warranty field on the shipping form template.