V9 - 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, the «Warranty» merge field can be added to a shipping form template.
- Go to Tools & settings > Configuration > Lists > Form templates.
- On the Form templates list, select the Template library link in the upper right corner, which goes to the Template library list.
- Under the Filter, select Shipment, then use the Get (copy to account) or Download action for the template Packing Slip with All Available Field Codes.
- Modify the default packing slip in the Form templates list as needed, then upload the revised template. For additional assistance with modifying form templates, refer to the article Form templates or the video tutorial Customizing form templates.
An alternate option is to view or download Customizing Form Templates with Merge Field Codes. This PDF document includes instructions and a comprehensive chart of available merge field codes for all form template types in SOS Inventory.
Creating a warranty in SOS Inventory
To define a warranty in SOS Inventory, go to Tools & settings > Configuration > Lists > Warranties, then select +Add. 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 serial 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 > Inventory > Serial inventory). This includes the warranty name, warranty start date (initially, the date the unit was shipped), and the warranty end date. The information can also be viewed by enabling the warranty-related columns of the Serial inventory list with the Column feature.
For non-serial items, warranty information is seen only on PDFs that have included the «Warranty» merge field on the shipping form template, as described above.