Installed base

Sell

Paid

Track every serial unit delivered to a customer, the components it was built from, and the warranty that decides who pays for a repair.

About this module

Installed base registers every serial-numbered unit you deliver as an asset at the customer's site, automatically from the delivery. Each asset records the client, the product and its serial number, where it is installed, its status from shipped to in service, under repair, retired or scrapped, and the parts and lots it was actually built from, taken from the manufacturing order that produced it rather than from today's bill of materials. Every asset gets its warranty when it ships: the policy that names its product, or the default one, sets what is covered (parts, labour or both, and at what percentage) and for how long. The end date is computed once and frozen, so changing a policy never re-warranties units already delivered. Coverage is one decision the whole system asks: it is refused after the end date, when the warranty was voided with a reason, or when the fault is one the policy excludes, such as a customer error. Installed base works with Clients Management, Products, Lots & Serial Numbers, Sales Orders, Stock Moves, Manufacturing Orders, Customer cases and Returns.

Events contract

This module neither publishes nor consumes domain events.

Permissions introduced

installed-assets:createCreate installed assets
installed-assets:readView installed assets
installed-assets:updateEdit installed assets
installed-assets:soft_deleteMove installed assets to trash
installed-assets:hard_deletePermanently delete installed assets
installed-assets:restoreRestore installed assets from trash
installed-assets:exportExport installed assets
installed-assets:importImport installed assets
warranty-policies:createCreate warranty policies
warranty-policies:readView warranty policies
warranty-policies:updateEdit warranty policies
warranty-policies:soft_deleteMove warranty policies to trash
warranty-policies:hard_deletePermanently delete warranty policies
warranty-policies:restoreRestore warranty policies from trash
warranty-policies:exportExport warranty policies
warranty-policies:importImport warranty policies
warranties:createCreate warranties
warranties:readView warranties
warranties:updateEdit warranties
warranties:soft_deleteMove warranties to trash
warranties:hard_deletePermanently delete warranties
warranties:restoreRestore warranties from trash
warranties:exportExport warranties
warranties:importImport warranties

Information

Version1.0.0
CategorySell
PricingPaid
SettingsNo settings
Tags
crminstalled-basewarrantyafter-salesserial-numbers

Required modules