Returning Materials or Equipment to a Supplier for Warranty Credit

Returning Materials or Equipment to a Supplier for Warranty Credit

Returning Items that Were Replaced Under Warranty

The return of a failed material or equipment item covered under warranty will involve a three-step process:
  1. Adding the replacement item to the job invoice
    1. If the part needs to be acquired from a supplier, a Purchase Order using the Warranty PO Type will be created on the job to acquire the replacement item.
    2. If the tech is using existing truck stock, they will scan the part to the job as they do with all used items.
  2. Create a Return using the the Warranty Return type.
    1. If the replaced item was ordered on a PO, select the PO number when creating the Return.
    2. If the replacement item came from truck stock, do not select a PO on the Return, but instead, manually add the item being returned in the item list. 
  3. The Return will need to be updated to Credit Received status when we have received the warranty credit.
NOTE: While a vendor may want to offer a “part-for-part” swap, Goettl policy is that all warranty part returns should be resolved with a vendor credit NOT a part exchange.

If the Warranty Purchase Order includes an equipment item, Receiving the PO will automatically add that piece of equipment to the customer’s location record. If the piece of equipment being replaced under warranty was previously added to the location record, it should be edited and have its status set to “Replaced”.

The following document contains detailed instructions for this process- Returning Materials or Equipment to a Supplier for Warranty Credit
This video walkthrough will take you through the entire process.



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