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 have all the information you need.
You should verify that your hardware assets' addresses are correct, in case a service call is ever required.
1. Navigate to your Warranties page
Click the Warranties button in your left-hand navigation bar.
2. Select the client to buy warranties for
In this walkthrough, we're selecting Bando Inc. from the list.
3. Selecting eligible hardware assets
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.
4. Filtering eligible hardware assets
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 106 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 4 and 5 yrs old to reduce the number of assets to search through. In this example, applying that filter reduces the filtered list to 13 available assets from 106. 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, 106 workstation assets available for warranty purchase are refined to 4.
Cost of warranties
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.
Warranty term length and markup percentages can be directly adjusted on the Warranty cart for selected assets.
5. Select your SLA
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
Create multiple warranty coverage proposal(s)
Once you’ve changed the settings, you can download proposals based on the new settings. Click the download Download Proposal PDF button to obtain the proposal PDF document.
6. Proceed to Checkout
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.