How to Configure Warranty Types?
Before you start recording warranties against your assets, it helps to define the Warranty Types you actually use. A warranty type is a reusable label — such as “Manufacturer Warranty,” “AppleCare,” or “Third-Party Insurance” — with its own name, description, and color tag. Set them up once, and they appear as ready-to-pick options every time you add a warranty.
Why Set Up Warranty Types?
- Consistency — everyone on your team picks from the same list instead of typing free-form labels.
- At-a-glance identification — each type carries a color tag, so warranties are easy to scan in lists and timelines.
- Cleaner reporting — grouping coverage by type makes it simple to see how many assets carry each kind of protection.
Managing warranty types requires the
settings.writepermission. Without it, you can still view the list, but the Add, Edit, Disable, and Delete controls are disabled.
Accessing Warranty Settings
Navigate to Settings → Warranty Types.
You will see a table of every warranty type in your organization, each row showing its color dot and name, description, and current Status (Active or Inactive). A search box lets you filter by name or description, and the toolbar shows running Total and Active counts.
Creating a New Warranty Type
- Click the Add Type button in the top right.
- In the Add Warranty Type dialog, fill in the fields below.
- Click Create.
| Field | Required | Notes |
|---|---|---|
| Name | Yes | A descriptive label, e.g. “Extended Coverage.” |
| Description | No | Optional details about what this coverage usually includes. |
| Color | No | Pick one of the preset swatches as a visual tag. A color is selected by default. |
New types are set to Active automatically, so they are immediately available when adding a warranty. There is no status field to check on the create form.
Tip: You don’t have to come here first. While adding a warranty, the type picker lets you create a new type inline by typing a name and choosing
+ Add "<name>". Use this page whenever you want to manage the full list, add descriptions, or set colors.
Editing a Warranty Type
Click the Pencil icon in the Actions column for the type you want to change. The Edit Warranty Type dialog opens with the same Name, Description, and Color fields. Make your changes and click Save Changes.
Disabling vs. Deleting a Type
You have two ways to retire a warranty type you no longer offer:
- Disable (toggle) — Click the toggle switch in the Actions column and confirm. The type moves to Inactive status and stops appearing as an option when adding new warranties, but every warranty already using it keeps its label and history. This is the safe choice for retiring a type without losing past records. You can re-enable it any time by toggling it back on.
- Delete (trash) — Click the Trash icon and confirm. Deletion is permanent and cannot be undone.
Prefer disabling over deleting if a type has ever been used. Disabling preserves your historical warranty records while keeping the option out of new entries; deleting removes the type entirely.