HOW TO LOG A QUOTE WITH WARRANTY

HOW TO LOG A QUOTE WITH WARRANTY

WHY

So we can get extra $$ from warranty and give customer assurance that our part is good with warranty

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SETUP

Should have access to Pinnacle

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STEPS




As per "Selling warranty guides " we will offer to sell parts with warranty  

This is guide for how we record that when doing quote in pinnacle 
Our aim is to note the quoted warranty clearly so when we get order or later inquiry we can be clear as to what was said when we did the quote 


We will offer appropriate warranty and quote amount as per guides - to record this in pinnacle 
We should always offer "extra warranty " to upsell the sale 

STEPS FOR LOGGING QUOTE WHEN ITEM QUOTED WITH WARRANTY 
Select customer 
Look up parts as normal 
Select item quoted 
Open Quote 

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IF QUOTED WITH PARTS AND LABOUR WARRANTY 

1 . See WARRANTY PROGRAM DETAILS TABLE  in Row 181 to know the details and amount to enter. Make sure to print this out and stick onto your monitor for easy access.
2.SELECT PUBLIC INSERT MESSAGE AND EDIT AS REQUIRED ,IF NON ENGINE AND TRANS - JUST FREE TEXT AS PUBLIC COMMENT
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 IF QUOTED WITH MULTIPLE OPTIONS 
i.e
if offered as parts only or with 12m parts and labor 
then just free text the amounts and details 
i.e 
3MP $900, 12MPL $1200  
We do as total price so easier and simpler for customer , we do say $900 3mparts and add $300 for the extra 12 months parts and labor warranty 
 

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FAQs





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