Warranty claims

The idea

A warranty claim records a product problem for a customer and an item. An issue is a conversation; a claim is a product problem tied to an item.

The screens use example data from a demo company that sells flooring.

Step by step

Step 1. Open the claim

1. Open the Warranty Claim list. Each row shows the customer, status and item code. Status can be Open, Work In Progress, Closed or Cancelled.

Step 2. Read the complaint

1. The Issue box holds the complaint. The Issue Date is when it came in. Serial No is optional.

Step 3. Check the item and warranty

1. Item Code and Item Name tie the claim to the delivered product. The warranty status and the expiry dates show coverage.

Step 4. Record the resolution

1. The Resolution section holds a resolution date, who resolved it, and the details. Fill them in, then set the status to Closed.

What you may see on your own site

• Your claims, items and warranty dates are your own; blank fields here are just this example.

Common mistakes

1. Logging a product problem only as an issue. Use a claim when it ties to an item.
2. Leaving the status Open after the fix. Fill in the resolution and close it.