Learn how to create and use warranties on the serialized items you sell.

What you’ll learn in Warranties

  • Create a warranty
  • Assign warranties to serial items
  • Enable warranties for serial items to appear on packing slips
  • Locate warranty information on serial items in SOS Inventory

Video Transcript

Welcome to our video on Warranties. In this presentation, we will cover how to create a warranty, assign warranties to serial items, set up warranties to appear on packing slips, and locate warranty information on individual serial items.

Although a warranty can be used for any inventory or assembly item in SOS Inventory, the focus of this video is on how warranties work with serial items. The tracking capability of serial items makes them ideal for use with warranties.

Before you can apply a warranty to a serial item, you must first define the warranty in SOS Inventory. To create the warranty, go to the Company Menu on the Task Bar, then select Warranties. Then select Add New.

On the Warranty page, enter the Name you want to give to the warranty and a Description, if desired. The Duration and Units fields work together. Enter a number in the Duration field, and select either Days, Weeks, Months, or Years from the Units drop down. Then save.

The newly defined warranty will appear on the Warranties list.

It will also be included in the dropdown list of Warranty field options on item Edit pages.  Warranties may be assigned to both new and existing items.

You can authorize SOS Inventory to include warranty information on the packing slips of shipment transactions. Go to the Settings menu, select Sales Settings, and then open the Shipment tab. Scroll down to the bottom and check Show Warranty on Serial Units, and then save.

Choose the PDF option on the Actions Menu of the shipment transaction and select a packing slip template. The serial number of the item, along with its warranty and warranty expiration date, will appear in the packing slip’s Description column. A warranty goes into effect on the day the item is shipped.

The Serial Inventory list, accessible from the Inventory section of the Operations Menu, has several columns that include warranty information. Warranty, Warranty Start, and Warranty End are the column options available. If you select Edit on the Actions Menu, you can see all the information pertaining to an item. Notice the Customer field. If the serial item has been sold, the name of the customer that purchased the item will be listed here.

This concludes our video on Warranties. Thank you for watching this presentation!

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