Serial No Warranty Expiry

Overview

Below is a business‑focused explanation of the Serial No Warranty Expiry report, written for practical day‑to‑day use in Dafater.

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Report: Serial No Warranty Expiry

Module: Stock
Report Type: Report Builder
Based on: Serial No

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What Business Information This Report Provides

The Serial No Warranty Expiry report gives a clear view of all serialized items and their warranty expiry dates. It helps the business understand:

• Which products are still under warranty
• Which warranties are about to expire
• Which warranties have already expired
• Where those serialized items are currently located or assigned

This report connects physical assets (serialized products) with their warranty coverage, enabling better after‑sales service, risk management, and customer support planning.

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When and Why to Use This Report

You should use this report when you need to:

• Monitor upcoming warranty expiries to take proactive action
• Avoid providing free service or replacements on expired warranties
• Plan customer outreach for warranty renewals or paid service plans
• Support after‑sales, service, and claims teams with accurate warranty data
• Review warranty exposure for high‑value or critical assets

It is especially useful for businesses dealing with electronics, machinery, equipment, or any products tracked by serial numbers.

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Key Columns and Their Business Meaning

Typical columns in this report include:

• Serial No
  Uniquely identifies each individual product unit. Critical for traceability and service validation.

• Item
  The product or asset associated with the serial number.

• Warranty Expiry Date
  The date until which the item is covered under warranty. This is the most important column for decision‑making.

• Status (Expired / Active / Near Expiry)
  Indicates whether the warranty is still valid, expired, or nearing expiry.

• Customer
  Shows who the item is sold or assigned to, helping with customer communication and support.

• Warehouse / Location
  Identifies where the item is physically stored or deployed.

• Purchase / Delivery Date
  Helps validate warranty duration and confirm coverage period.

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Available Filters and Their Business Purpose

Common filters and how they help the business:

• Warranty Expiry Date Range
  Focus on warranties expiring within a specific period (e.g., next 30 or 60 days).

• Item
  Review warranty status for a specific product or product line.

• Customer
  Check warranties related to a specific customer, useful for account management.

• Warehouse / Location
  Identify warranty exposure by branch, site, or storage location.

• Warranty Status
  Filter for expired, active, or soon‑to‑expire warranties for targeted action.

These filters allow teams to quickly narrow down what matters most at that moment.

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How to Interpret the Results for Business Decisions

• Warranties Expiring Soon
  → Trigger customer notifications, upsell extended warranties, or schedule preventive service.

• Expired Warranties
  → Ensure service teams charge appropriately and avoid warranty misuse.

• High‑Value Items Near Expiry
  → Prioritize follow‑ups to reduce service risk and improve customer satisfaction.

• Large Volume of Expiring Warranties
  → Plan staffing, spare parts, and service capacity in advance.

The report helps move from reactive support to proactive warranty management.

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Common Use Cases and Scenarios

• After‑Sales Service Teams
  Validate warranty coverage before approving repairs or replacements.

• Sales and Account Managers
  Contact customers with expiring warranties to offer renewals or service contracts.

• Operations and Asset Managers
  Track warranty status of deployed equipment across locations.

• Finance and Risk Teams
  Reduce unexpected service costs by identifying expired warranties early.

• Customer Support
  Quickly answer customer queries about warranty validity using serial number data.

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Summary

The Serial No Warranty Expiry report in Dafater is a critical tool for managing product warranties effectively. It improves customer experience, reduces financial risk, and supports smarter service and sales decisions by providing clear visibility into warranty timelines at the individual product level.

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Report Information

• Module: Stock
• Related DocType: Serial No
• Report Type: Report Builder
• Standard: Yes