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FWA-CN.SZ_Pricelist USD

Sales Agreement & Warranty Management

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Add blanket order functionality for sales, including warranty management and repair order integration. Features include discounted repair pricing, independent and repair warranties, serial/lot tracking, and streamlined repair-based sales

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US$ 0.00 VAT Excluded

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Sales Agreement & Warranty Management

Add blanket order functionality for sales, including warranty management and repair order integration. Features include discounted repair pricing, independent and repair warranties, serial/lot tracking, and streamlined repair-based sales

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

STORY BEHIND THE FEATURE

ODOO BEHAVIOR

In Odoo,  blanket orders are only available for purchases, with no native functionality for creating blanket orders in sales. This limits users' ability to manage recurring customer orders with predefined terms or scheduled deliveries under a single sales agreement, reducing flexibility for businesses needing to streamline repeat sales transactions.
 

 

CLUEDOO BEHAVIOR

Cluedoo introduces a robust blanket order feature for sales, which includes comprehensive Warranty Management options. This feature allows businesses to establish sales agreements covering recurring customer orders while integrating warranty terms. Key capabilities include:

  • SAV Pricelist: A discounted pricing model for repair orders that provides predefined repair costs for specific parts or the entire product.
  • Sales Warranty and Repair Warranty: Sales warranties can be set independently from the original warranty, and a repair warranty offers extended coverage following repairs.
  • Repair Order Linkage: Easily create and link repair orders directly from the blanket sales order.
  • Product Serial/Lot Tracking: Link products with specific serial numbers or lot details to the blanket order for precise tracking.
  • Repair Sales Orders: Generate sales orders directly from repair orders, streamlining the process for repair-based sales.

This feature provides a seamless experience for managing repeat sales, warranties, and repairs under a single, integrated framework.

CLUEDOO RECOMMENDATIONS

​​Install on 100% of the database.


​ ​ ​ ​ ​ ​ ​ ​ ​ ​HOW TO USE THIS MODULE

1. Go to Sales > Orders > Blanket Orders > New to create a new sales agreement > Fill in the necessary information > Confirm

You will see an option to choose Warranty Management and 3 new sections:

  • SAV Price List:  a discounted price for repairs on specific parts or the entire product, agreed upon by both customer and provider
  • Sales Warranty:  a flexible warranty duration,  allowing the sales warranty to exceed the original warranty period (e.g., an original 1-year warranty with a 2-year sales warranty)
  • Repair Warranty:  extends warranty coverage post-sales warranty, specifically after repairs have been conducted, offering additional protection for the repaired product

After you confirm the Blanket Order, you can create a New Quotation or Create Repair Order

2. NEW QUOTATION

2.1. Create a New Quotation > Confirm > Delivery > Generate/Import Serials/Lots for the product(s) you want > Validate

Note: Make sure the product is tracked by Lots/Unique Serial Number

After validating the transfer, you will see the Traceability report, Detailed Operations, and Valuation

You can also check the product's lot/serial number under the tab Related Lot in Blanket Order

2.2. Go to Detailed Operations > Internal link of the serial number(s) > You will see Last Move Date (the day you send out the sales agreement), Sales Warranty Expiration, and Repair Warranty Expiration (based on the length you chose on sales agreement)

3. CREATE REPAIR ORDER

3.1. Create Repair Order > Fill in the necessary information > Confirm Repair/Create Quotation

3.2 If you click Create Quotation, it will be linked to Repairs and will take the Repair pricelist SAV

4. Head back to the blanket order and you will see the 2 quotations and the repair order has been linked to it