Manage Warranties on an Asset

Every warranty you track lives against a specific stock unit — the exact SKU the coverage protects. When you’re already working in Inventory, the quickest way to look after one unit’s coverage is its Documents panel: add a new warranty, check what’s on file, renew, edit or remove it, all without leaving the asset.

Open the Documents Panel

  1. Go to Assets → Inventory and open the asset.
  2. On the SKU row you want, click the folder icon in the row’s actions.

The Documents panel slides in from the right. The header shows the unit’s SKU and a Total count of everything on file. Warranties and documents (invoices, manuals, certificates, photos) share this panel and are all listed under All Documents.

Read an Existing Warranty

Each warranty is shown as a card with the provider as its title, a Warranty badge and a status badge — Active, Expiring soon (ends within 15 days) or Expired. Below the title you’ll see the provider, the coverage dates and the date it was added. If a file is attached, View and Download icons let you open or save it.

Add a Warranty

  1. Click + Add.
  2. Set Document Type to Warranty. The form becomes New Warranty.
  3. Optionally attach the policy file (up to 3 files, 5 MB each).
  4. Under Warranty details, fill in Warranty Type, Provider, Start Date and End Date (all required) and Coverage Details. Open More details for the Policy #.
  5. Click Save — you’ll see “Warranty added successfully”.

Renew, Edit or Delete

Each warranty card has three actions:

  • Renew (circular-arrows icon) — opens Renew Warranty. Enter the New Expiry Date, optional Renewal Cost and Notes, then click Process Renewal. See How to Renew a Warranty?
  • Edit (pencil icon) — opens Edit Warranty to change the type, provider, dates or coverage, or Replace file. Click Save.
  • Delete (trash icon) — removes the warranty after you confirm Delete this entry?

Adding, editing and deleting need the assets.write permission. Without it, the panel is read-only.