This guide will walk you through buying warranties from start to finish. From selecting your hardware assets through to the checkout, we'll make sure you're covered.
Tip: Verify your hardware assets' addresses are correct, in case a service call is ever required.
You must confirm your hardware assets are in full working order before buying warranties.
Click the Warranties button in your left-hand navigation bar
In this walkthrough, we're selecting Bando Inc. from the list.
Select either servers, networking or workstations from the Hardware type section. Then, select the appropriate boxes on the left side of the hardware asset table.
Previously, there was no easy way of finding particular assets for warranty renewal or to find assets that fit specific criteria. To quickly find the devices you are trying to renew or propose for renewal, you have options to narrow down your client's assets available for renewal by using the following checkboxes.
- Selected items - Selecting this option only show selected items.
- Out of warranty assets - Selecting this option shows assets available for warranties with expired or soon to expire warranties.
- Assets between x and x years old - Selecting this editable option shows only assets within an asset lifecycle based on aging requirements. Note that assets with an unknown age are not shown when this filter is applied.
You can also use the search bar to narrow down a search focus. The search bar acts as a filter and is really beneficial when you know exactly what you’re targeting. For example, using the search bar to identify a serial number, asset name, or model.
In the following example, there are 65 eligible workstations for warranty purchase. Assuming a policy of a 5-year "workstation replacement cycle, you could set a filter to see only workstations between the ages of 3 and 5 yrs old to reduce the number of assets to search through. In this example, applying that filter reduces the filtered list to 24 available assets from 65. Note that assets are listed from oldest to youngest in the list view. The list is further refined by adding a specific model type in the search bar.
With minimal effort, 65 workstation assets available for warranty purchase are refined to 5.
The total cost of warranties for purchase is identified in the Cost column of the asset list view and summarized above the asset list view.
Use the drop-down menu under SLA (response) to choose from 4-hour (if available), or Next business day.
Customize settings for a specific client
Click the Gear icon to adjust the Buying Warranties settings for this particular client. See the Client-specific settings guide for more information.
Create multiple warranty coverage proposal(s)
If you'd like to customize and generate multiple Warranty coverage proposal(s) to show to your clients before proceeding to checkout, click the Customize proposal for 'client' button.
When you click Customize proposal for 'client' you are taken directly to the Warranty coverage settings tab. Once you’ve changed the settings, you can use the breadcrumbs to navigate directly back to the warranty cart to generate proposals based on the new settings.
Click the download button to obtain the proposal PDF document.
Click the Go to Checkout button.
- Verify the Client name and site address are correct
- Fill out the Payment Method information
- Select the checkbox "I certify that these hardware assets are in full working order and do not currently require service." to continue with order.
- Click the Place Your Order button.
Once you've placed your order, you'll receive a confirmation email that includes your Warranty Coverage Card.
Updated 17 days ago