Question about tracking products in and out under Warranty repairs
We have a number of customers that occasionally need to return a faulty product for repair, sometimes several years after making the original purchase.
We keep track of these currently in a spreadsheet in which we record basic details and provide them with an RMA number to track the item when it arrives, gets repaired, and then gets returned.
Occasionally, if the item is out of warranty, we may invoice labour or parts.
We also sometimes send these items to outside companies for the repair, or even back to the original manufacturer and occasionally, they replace the affected item.
But tracking this is becoming a nightmare and I wonder if anyone has some experience with sensible and sound advice to help me improve this routine.
We currently allocate the RMA reference from the spreadsheet. Then complete another form with the details and place item in warehouse on quarantine shelf for engineers to have a look.
When they have completed their repair, we just arrange to return item, but I am concious that we are storing info all over the place when it really can be stored in Sage effectively.
My thoughts are to book the item in as Stock Return (Damaged in) and use the RMA as reference. Then when repair is complete, again use the same RMA reference as (Damaged Out).
I could also use In and Out respectively instead but not sure what the main difference is - I think it affects stock whereas the Returns option doesn't.
But ultimately, we then have a slightly more effective and accurate picture about what should be lying in quarantine, and can search the register for the location of specific parts from specific customers/suppliers.
Does anyone have any advice or experience of this?