Warranty Tracker
Warranty Tracker registers a warranty, AMC or extended-warranty contract against a product and customer, tracks its expiry, prints a signed certificate, logs claim history, and can send a one-tap WhatsApp renewal reminder as the expiry date approaches.
Overview
Every warranty record stores product details (name, brand, model, serial, IMEI), customer details (name, phone), the sale/purchase date, warranty length in months, a Warranty Type, and free-text notes; the expiry date itself is calculated and stored by the backend from sale date + warranty months.
Five warranty types are supported — Manufacturer, Extended, In-Store, AMC and Insurance — and selecting Insurance reveals two extra fields (Insurer Name and Policy/Certificate Number) specific to insurance-backed cover.
A dedicated "Sell Extended Warranty" button opens the same registration form pre-set to warrantyType Extended, distinct from the general "Register Warranty" button used for warranties that came bundled with a sale.
Status badges are computed client-side from the expiry date and a RENEWED flag: Renewed (purple), Expired (red), Expiring (amber, within 30 days) or Active (green).
Before You Start
- No plan-tier restriction beyond the route's general "billing" feature gate.
- A customer phone number is required to use the WhatsApp reminder or renewal-reminder actions — records without a phone simply do not show that icon.
- Renewing an AMC contract only appears as an action for records with Warranty Type "AMC"; other warranty types have no renew shortcut.
Step-by-Step Guide
1 Register a new warranty
- Click Register Warranty.
- Fill in Product Name * (required) plus optional Brand, Model Number, Serial Number and IMEI (up to 20 characters).
- Fill in Customer Name, Customer Phone, Sale Date, Warranty (months) (1–120) and pick a Warranty Type — Manufacturer, Extended, In-Store, AMC or Insurance.
- If Warranty Type is Insurance, also fill Insurer Name and Policy/Certificate No.
- Add any Notes, then click Register.
2 Sell an extended warranty at time of sale
- Click Sell Extended Warranty instead of the general Register button — it opens the same form with Warranty Type pre-set to Extended and Warranty (months) defaulted to 12.
- Complete the remaining fields exactly as a normal registration and click Register.
3 Print a warranty certificate
- Click the print icon on any warranty row.
- A new browser tab opens a formatted certificate — product details, customer details, the warranty period with a from/to date pair, an ACTIVE/EXPIRED status line, any notes, and a signature line — and the print dialog is triggered automatically after a short delay.
4 Log a warranty claim
- Click the claim-history (clipboard) icon on a warranty row.
- Review any previously logged claims (each shows its date, description and outcome).
- Fill in Date, Outcome (Repaired under warranty, Part replaced, Rejected by OEM, Pending assessment, Escalated, or leave blank) and Description * (required), then click Log Claim.
5 Renew an AMC contract
- The renew (↻) icon appears only on AMC-type warranties with 60 days or fewer left and not already Renewed.
- Click it — a pre-filled "Register Warranty" form opens with the same product/customer details, today as the Sale Date, Warranty Type set to AMC, and a note referencing the old contract number.
- Adjust anything needed and click Register — this creates a brand-new warranty record for the renewed term, then automatically marks the original contract's status as Renewed.
6 Send a WhatsApp expiry/renewal reminder
- The WhatsApp icon appears on any row with a customer phone number where the warranty expires within 30 days (or has already expired) and is not Renewed.
- Click it to open WhatsApp Web/App with a pre-filled message naming the product and stating whether it expires soon or already expired, inviting the customer to extend cover with an extended warranty or AMC plan.
7 Search, filter and manage records
- Use the search box to filter by product name, customer name, serial number or IMEI.
- Use the All / Active / Expiring / Expired tabs to narrow the list — Expiring uses the same "within 30 days" window as the dashboard alert.
- Click the edit icon to update any field on an existing warranty, or the trash icon to permanently delete it after a confirmation prompt.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Sell Extended Warranty | Opens Register Warranty pre-set to Warranty Type = Extended, 12 months. |
Register Warranty | Opens a blank warranty registration form. |
Product Name * | Required; the device or product covered by the warranty. |
Brand / Model Number / Serial Number / IMEI | Optional identifying details for the covered device; IMEI capped at 20 characters. |
Customer Name / Customer Phone | Buyer contact details; phone is required to send WhatsApp reminders or renewals. |
Sale Date | Purchase date the warranty period is calculated from. |
Warranty (months) | Length of cover in months, 1–120; combined with Sale Date to compute the expiry date. |
Warranty Type | Manufacturer, Extended, In-Store, AMC or Insurance; selecting Insurance reveals Insurer Name and Policy/Certificate No. |
Insurer Name / Policy / Certificate No. | Only shown for Warranty Type = Insurance. |
Notes | Free-text notes on the warranty record. |
expiring-soon banner (page header) | Amber banner and count shown whenever any ACTIVE warranty is within 30 days of expiry; clicking View switches the table to the Expiring filter. |
Search box | Filters by product name, customer name, serial number or IMEI. |
All / Active / Expiring / Expired tabs | Active = status ACTIVE and not yet past expiry; Expiring = ACTIVE and 0–30 days left; Expired = no expiry date or expiry date in the past. |
Status badge | Renewed (purple), Expired (red), Expiring (amber, ≤30 days), or Active (green), computed live from the expiry date and RENEWED status. |
WhatsApp icon | Sends a pre-filled expiry/renewal reminder via wa.me; only shown when a phone number exists and days-left ≤ 30 (including negative/overdue) and status is not Renewed. |
Renew (↻) icon | Only shown for AMC-type warranties with ≤60 days left and not Renewed; opens a pre-filled new registration and marks the old contract Renewed once the new one saves. |
Claim History (clipboard) icon | Opens the claim log for that warranty — view past claims and log a new one. |
Print (printer) icon | Opens a print-ready warranty certificate in a new tab. |
Edit / Delete icons | Edit opens the form pre-filled; Delete permanently removes the record after a confirmation prompt. |
Tips & Best Practices
- Use "Sell Extended Warranty" at the point of sale rather than the general Register button — it saves a step by pre-setting the warranty type.
- Log every claim through Claim History, even minor ones — it becomes the audit trail you need if a customer disputes what was already covered or repaired.
- Renew AMC contracts as soon as the ↻ icon appears (60 days out) rather than waiting for expiry — it keeps the customer's cover continuous and avoids a lapsed-cover argument at claim time.
- Send the WhatsApp reminder as soon as it appears rather than waiting until the last few days — it is the same one-tap pattern used for khata/EMI reminders elsewhere in BazaarPOS.