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Work With Warranty Templates

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Updated at Jul 27, 2024
By Kali Patrick

Table of Contents

View, Create, or Edit Warranty Templates Charge Customers for a Warranty

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Warranty Templates help you standardize warranty terms and conditions for specific inventory items (i.e., Products and/or services). 

If you want, you can charge your customers for warranties as separate Invoice line items.

View, Create, or Edit Warranty Templates 

To view, edit, or create Warranty Templates, follow these steps:

  1. Navigate to Admin > Inventory - Warranty Templates:  
     
    The Warranty Templates table displays: 
  2. To view and/or edit an existing template, either click its hyperlinked Name, or the Edit (pencil) icon. The Edit Warranty Template page displays, allowing you to make any changes: 

  1. Click Cancel or Save Warranty Template to return to the Warranty Templates table. 
  2. To create a brand new template, click +New Warranty Template. 
    1. On the New Warranty Template page displays, enter values for the fields (all are required):
      • A Name for this warranty
      • The Warranty Information you want to convey to your customers
      • The Warranty Term (in months)
      • A number for the next Warranty Certificate that Syncro generates
    2. Click Create Warranty Template. A confirmation page appears:
    3. Click Back to redisplay the Warranty Templates table, or Edit to make more changes.

Tip: You can also see a running list of all open warranties under Reports > Warranties, using the “Warranties By Expiration Date” link:

Then whenever you create or edit a Product, you can select a Warranty Template to associate it: 

Charge Customers for a Warranty

To charge your customers for a warranty, you'll first need to create it as its own Product.

  1. Navigate to Products & Services. The Products table displays.
  2. Click +New Item. The New Product page displays with the Product Details subtab selected:
  3. In the Name field, enter a name for your warranty (e.g., “3 Year Warranty”), and provide a Description.
  4. Verify the “Product or Service” radio button is selected.
  5. In the Price field, enter the charge you want for your warranty.
  6. In the Warranty Template field, select the Warranty Template you previously created.
  7. If desired, supply values for other fields on the page.
  8. Click Create Product. Your warranty product appears in the Products table.

Then you can add the warranty as a line item to future invoices:


And after the Customer pays, the warranty will be displayed on the Customer's Details Page:

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