How to Add a Warranty on a Sales Order

Adding a warranty to a sales order is a straightforward process. Follow the steps below to ensure the warranty is correctly applied:

Step 1: Access the Warranty Tab

1. While processing the sales order, navigate to the Warranty tab.
2. Click on Warranties to open the warranty selection screen.

Step 2: Select a Preconfigured Warranty

1. From the displayed list of preconfigured warranties, locate the desired warranty.
2. Double-click the warranty line to add it to the sales order.

Step 3: Adding a One-Off Warranty

1. If the required warranty is not in the preconfigured list, you can create a one-off warranty directly:
   • Click the Add button within the warranty selection screen.
   • Fill in the relevant details, including:
     • Warranty Name
     • Duration
     • Cost and Retail Price (if applicable)
     • Any additional conditions or notes.
2. Save the warranty to include it in the sales order.

Tips for Warranty Management

• Preconfigured Warranties: Ensure common warranties are preconfigured in the system to streamline the process. (Refer to the "How to Set Up Vehicle Warranties" guide if needed.)
• Accurate Details: Double-check the warranty details, including costs and terms, to avoid discrepancies later.
• Review Before Finalising: Always review the warranties added to the sales order before completing the process.