Country Clipper Dealer Help Guide
Davisware 514 Market Loop, Suite 111
West Dundee, IL 60118 Phone: (847) 426-6000
Fax: (847) 426-6027
Contents are the exclusive property of Davisware. © Copyright 2015. All Rights Reserved.
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Table of Contents
Registration ………………………………………………………………………………………………………………………….3
Entering a Claim from Dealer Stock ....................................................................................... 7
Entering a Claim ................................................................................................................. 14
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Registration
Purpose: To Show the Dealer and Direct Dealer how to register a product. Note that you have to have the product registered before you can file a claim.
Log into Global Warranty Training Go to http://globalwarranty.davisware.com/globalwarranty 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.
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Use the calendar function and enter the purchase date.
Select Add Owner. Select the business type from the drop down and enter all remaining information. Select “Save”.
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Add any notes. Make sure you read the 2 statements at the bottom and check the boxes. Then select submit.
You have successfully submitted the registration. Now you can either email the registration and thank you letter or individually print them.
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There is another way to register a product. Go to Warranty Claims > New Claim
Enter the serial number and tab out of the cell. The model number automatically populates and you will see a pop up message. “Do you want to register?” Answer yes.
And now you are back to the same registration screen above.
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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
Enter the serial number and tab out of the cell. The model number automatically populates 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.
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Fill 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 items as required.
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If the part is a miscellaneous part, check that box and add item description, quantity and unit price.
Now go to the Labor Detail tab and select “Add Labor Line”.
Enter the technician name, date and hours and select “Save”.
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Make sure you are aware that some parts have flat rates and are automatically reflected on the labor tab. Part number 629FN-001A was entered on the parts tab and the flat rate was automatically entered on the labor. Do not duplicate the labor line.
Now go back to the summary tab and select “Submit Claim”
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The next step is to select “OK” to submit the claim. Note in this example the claim requires at least 1 part that needs to be returned for approval and payment. Direct dealers are submitting the claim to the Country Clippers, while distributer dealers will be submitting the claim to the distributer.
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If the claim requires a part to be returned, the warranty claim return authorization form will automatically auto populate for you to print.
To print the report, select “View Report”
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Print the report.
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Entering a Claim
Purpose: To Show the Dealer and Direct Dealer how to use Global Warranty to Enter a New Claim and Search for a Serial Number.
Log into Global Warranty Training Go to http://globalwarranty.davisware.com/globalwarranty 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 list will give you a quick snap shot of all your claims that are in various stages in the claim process.
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Find the “Warranty Claims” menu from the upper left of the screen and hover your mouse 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 out the necessary and select “Save”. The required information is highlighted in blue and marked by a red asterisk (*). Depending on the size of the computer screen, scrolling up and down, left and right on the page may be needed.
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You will see 6 new tabs. Select the parts tab. The claim status will automatically change to “Staging” at this point.
Select add line item.
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Enter the item number and tab out of the cell. The item description will auto populate. 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 enter multiple 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 item description, 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.
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Now 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 these hours.
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” column when necessary. You can enter labor hours by either entering a “Time Started” and “Time Completed” or directly into the “Hours” field.
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As 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 want to upload are a picture of the part or piece of equipment or a copy of the invoice.
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Select “Browse” and find the file, then select “Upload”.
After all entering parts, labor, optional activity and file room, return to the Summary tab and select “Submit Claim”.
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After you select “Submit Claim” a window will open summarizing the claim. If any of the top fields show a red “X”, you will need to fix the issue relating to the claim before 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.
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Print the report.
