Step 1: Setting Up Order Type

1. In the Navigation panel, click Administration> Advanced> Order Types
2. Click New to create a new order type
3. Enter a descriptive Name e.g.: Warranty Charge to Manufacturer

4. Turn the tick on the check box for 'Charge To Manufacturer' 

5. Ensure you set the transaction type = SRVWAR (Service Order Warranty) 

   
   

Step 2: Setting Up the Card

1. In the Navigation panel, click Relationships> Cards.

2. Select the Manufacturers CardId and check the Is Customer,  Is Manufacture check boxes in the card settings are ticked if this is the Charge to Manufacturer cardid
   

   
   

3. At least one Address on the Card must be flagged as 'Physical'
4. At least one Contact on the Card must be flagged as 'Is Service' & 'Is Payable'

Step 3: Setting up the Manufacture onto the Product for the Machine

1. Log onto Readysell>Inventory>Products
2. Search for the Product code that stands for the Machine
3. Click on the tab >General
4. Add the Cardid that stands for the Manufacturer cardid of this machine to the 'Manufacturer' field on the product

   
   

   
   

Step 4: Reviewing Workflow Nodes

Inserting a Service Order for Warranty and charging the Manufacturer

1. In the Navigation panel, click Service>Service Orders>New Service Order
2. Select the Customer 
3. Select the relevant Machine
4. Select the Order Type for this service order to be the one to stand for 'Warranty'
   

Enter Warranty Reference number if needed on the Tab = general on the service order
Continue with the service order/service order call/meter counts workflow as per normal. Click here to see more on Service orders.