Track Warranties

Although warranties are associated with serial numbers, you don’t need to be selling the serial numbers to keep track of the warranties on item but you do need to create them in your company file.

After you have entered the serial numbers for the item, AccountEdge will begin to keep track of the warranty for the item beginning on the date the item was sold.

To track a warranty

Go to the Inventory command center and click on Items List. The Items List window opens.

Select an item you want to track a warranty on and click Edit. If the item is a new item, click New.

Click I Track Serial Numbers for This Item. When this option is selected the Serial Number tab is now available.

Click the Serial Numbers tab.

Select Warranty Applies when Sold. Enter the number of either days, months or years in the Warranty Period field.

NOTE: You do not have to track the serial numbers on an item but you do need to create them to track the warranty.

Click OK to close the window.

The Items List window re-appears. Click Close.

If the item you are tracking a warranty for is a new item then go to the Purchases command center and click Enter Purchase. If the item you are tracking a warranty for has already been purchased, then go to the Sales command center and click Enter Sales.

Enter the information needed to record the purchase/sale of this item.

In the description field, click on the serial number indicator. The Assign Serial Numbers window appears.

In the New field, enter the serial number to start the sequence.

Select Add. The amount of serial numbers to create is the amount of items on the purchase/sale.

Click Create. The serial number are listed.

Click OK to close the window. The purchase/sale window re-appears.

Click Record.

Go to the Item Information window for that item and click the Serial Numbers tab.

The serial number(s) will be listed with the warranty expiration date only after the item was sold.

NOTE: If the date of the warranty is not listed, after the item was sold, the Warranty Applies when Sold option was not selected before the sale of th e item was recorded.

Click OK to close the window.