Post

2 followers Follow
1
Avatar

Warranty Replacements

What is the best way of sending a customer a product as a replacement under warranty?  I want to remove the item from inventory, but don't want to mess up my Margins reporting.

 

Karen Crisp

Please sign in to leave a comment.

1 comment

0
Avatar

Hi Karen,

 

Thank you for submitting your query.

 

Using a Stock Adjustment you will be able to send a warranty item to your customer without affecting your overall margin, to do this:

 

  • Navigate to Inventory > Transactions > Stock Adjustments
  • Click on the green ‘Add Adjustment’ button (found on the top right-hand corner of your page)
  • Input the product that you wish to remove for the warranty
  • Enter the quantity (- negative value as you are removing items)
  • The value field will populate automatically
  • Using the ‘comments’ text-box you can enter that this adjustment is for a warranty (as a reference you can also input a Sales Order number)
  • Add you your product line using the green ‘Add’ button
  • Once you have added all your warranty items to the Stock adjustment click on the green ‘Complete’ button

 

For more information on Stock Adjustments click here.

 

I hope this information was helpful, should you have any further queries please do not hesitate to contact us.

 

Kind Regards,

Ayub

 

Ayub Khayre 0 votes
Comment actions Permalink