Transcription

Country Clipper Dealer Help GuideDavisware514 Market Loop, Suite 111West Dundee, IL 60118Phone: (847) 426-6000Fax: (847) 426-6027Contents are the exclusive property of Davisware. Copyright 2015. All Rights Reserved.

2 Global WarrantyDealer GuideTable of ContentsRegistration .3Entering a Claim from Dealer Stock . 7Entering a Claim . 14Minimum RequirementsThe Web pages and Web-based applications for Global Warranty require a minimum (or higher) Webbrowser of Microsoft Internet Explorer 9, Firefox 27, Apple Safari 5.1.4, Google Chrome 30, or anyother Web browser that is fully compatible with these browsers. Global Warranty is no longersupported by Internet Explorer 8. If you are unable to upgrade to IE9, IE10 or IE11 you may want touse Google Chrome or Firefox.If you are using IE11 you need to put the page in compatibility mode. To learn about compatibilitymode, click here.If you are not sure of the version of your browser, select Help in the menu bar of your browser andchoose About.NoteTurn off pop up blocker as some pages require.2

3 Global WarrantyDealer GuideRegistrationPurpose: To Show the Dealer and Direct Dealer how to register a product. Note that you have to have theproduct registered before you can file a claim.Log into Global Warranty TrainingGo to You can obtained the login information from your manufacturer. If you have forgotten or do not have a login or password.You can also use the “Forgot Password?” function.Enter the serial number and select search.3

4 Global WarrantyDealer GuideUse the calendar function and enter the purchase date.Select Add Owner. Select the business type from the drop down and enter allremaining information. Select “Save”.4

5 Global WarrantyDealer GuideAdd any notes. Make sure you read the 2 statements at the bottom and check theboxes. Then select submit.You have successfully submitted the registration. Now you can either email theregistration and thank you letter or individually print them.5

6 Global WarrantyDealer GuideThere is another way to register a product. Go to Warranty Claims New ClaimEnter the serial number and tab out of the cell. The model number automaticallypopulates and you will see a pop up message. “Do you want to register?” Answeryes.And now you are back to the same registration screen above.6

7 Global WarrantyDealer GuideWarranty Claim from Dealer StockPurpose: To Show the Dealer and Direct Dealer how to make a claim from a product that is in dealer stock.There may be a situation where you want to make a claim on a piece of equipmentyou have in dealer stock. To do this go to Warranty Claim New ClaimEnter the serial number and tab out of the cell. The model number automaticallypopulates and you will see a pop up message. “Do you want to register?” Answer no.Another pop up will then ask “Is this serial from the dealer’s stock. Answer yes.7

8 Global WarrantyDealer GuideFill out the required information on the summary screen and select “Save”.You will see 7 new tabs. Select the parts tab. Select “Add Line Item”.Add the part number and tab out of the cell. Select “Save”. Add additional line itemsas required.8

9 Global WarrantyDealer GuideIf the part is a miscellaneous part, check that box and add item description, quantityand unit price.Now go to the Labor Detail tab and select “Add Labor Line”.Enter the technician name, date and hours and select “Save”.9

10 Global WarrantyDealer GuideMake sure you are aware that some parts have flat rates and are automaticallyreflected on the labor tab. Part number 629FN-001A was entered on the parts taband the flat rate was automatically entered on the labor. Do not duplicate the laborline.Now go back to the summary tab and select “Submit Claim”10

11 Global WarrantyDealer GuideThe next step is to select “OK” to submit the claim. Note in this example the claimrequires at least 1 part that needs to be returned for approval and payment. Directdealers are submitting the claim to the Country Clippers, while distributer dealerswill be submitting the claim to the distributer.11

12 Global WarrantyDealer GuideIf the claim requires a part to be returned, the warranty claim return authorizationform will automatically auto populate for you to print.To print the report, select “View Report”12

13 Global WarrantyDealer GuidePrint the report.13

14 Global WarrantyDealer GuideEntering a ClaimPurpose: To Show the Dealer and Direct Dealer how to use Global Warranty to Enter a New Claim and Searchfor a Serial Number.Log into Global Warranty TrainingGo to You can obtained the login information from your manufacturer if you have forgotten or do not have a login or password.You can also use the “Forgot Password?” function.When you login to Global Warranty, you will first see the “Claim List”. The claim listwill give you a quick snap shot of all your claims that are in various stages in theclaim process.14

15 Global WarrantyDealer GuideFind the “Warranty Claims” menu from the upper left of the screen and hover yourmouse over it.When the menu opens, select “New Claim” from the list.The model number will be displayed below the serial number at a minimum. Fill outthe necessary and select “Save”.The required information is highlighted in blue and marked by a red asterisk (*). Depending on the size of the computerscreen, scrolling up and down, left and right on the page may be needed.15

16 Global WarrantyDealer GuideYou will see 6 new tabs. Select the parts tab. The claim status will automaticallychange to “Staging” at this point.Select add line item.16

17 Global WarrantyDealer GuideEnter the item number and tab out of the cell. The item description will autopopulate. Enter the quantity. Select “Save”.If the item number color is:Red – RMA required and flat rate part.Green – RMA required and no flat rate part.Blue – No RMA required and flat rate part.No Color – No RMA required and no flat rate.NOTE: The part auto populates as you type. If the number stops auto populating, it is not a valid part number. You can entermultiple different item lines. The App Quantity field is for the distributer or manufacturer.To enter a miscellaneous part, check the box to the right. Then enter the itemdescription, quantity and unit price.Enter additional parts as required.Note in the example below that 2 parts have a flat rate. This is indicated by the (2) on the Labor Details.17

18 Global WarrantyDealer GuideNow go to the labor tab and select “Add Labor Line”.Note in the example below that 2 parts have a flat rate and the labor hours are system generated. Do not duplicate thesehours.Enter the technician name, date and hours and select “Save”.Note 1: Technician is a required field.Note 2: The “Actual” column is for use by the Dealer. Distributer and Manufacturer logins will fill in the “Approved” columnwhen necessary. You can enter labor hours by either entering a “Time Started” and “Time Completed” or directly into the“Hours” field.18

19 Global WarrantyDealer GuideAs an option, you can select the “Activity” tab.Select the “Add” button to open up the activity info. Enter a note and select “Save”.Another option, you can select the “File Room” tab. Examples of files you might wantto upload are a picture of the part or piece of equipment or a copy of the invoice.19

20 Global WarrantyDealer GuideSelect “Browse” and find the file, then select “Upload”.After all entering parts, labor, optional activity and file room, return to the Summarytab and select “Submit Claim”.20

21 Global WarrantyDealer GuideAfter you select “Submit Claim” a window will open summarizing the claim. If any ofthe top fields show a red “X”, you will need to fix the issue relating to the claimbefore you can submit. If you have all green check marks, you can select “Ok”.Note: This submits the claim to the manufacturer for direct dealers and to the distributer for distributer dealers.21

22 Global WarrantyDealer GuidePrint the report.22

7 Global Warranty Dealer Guide 7 Warranty Claim from Dealer Stock Purpose: To Show the Dealer and Direct Dealer how to make a claim from a product that is in dealer stock. There may be a situation where you want to make a claim on a piece of equipment you have in dealer stock. To do this go to Warranty Claim New Claim