How to Approve Warranty Registration?

How to Approve Warranty Registration?

The guide will walk you through the steps to manage approval-based warranty registrations. In this process, customer-submitted warranties remain in a pending state until reviewed and either approved or rejected by the client. Follow these simple steps to complete the process efficiently.

Step-by-Step Guide for Approval-Based Warranty Registration

1. User Registers Warranty

  • The customer submits the warranty registration through website or scanning QR code.

  • Once submitted, the warranty status is set to “Pending.”

  • An email is automatically triggered to the customer with the information about their Pending Registration.


2. Client can Review these Registrations in Back Office and Approve/ Reject

  • Log in to the Back Office.

  • From the Dashboard, go to Registrations Click on Warranty ID


3. Approve or Reject the Warranty

  • Open the Warranty Details page.

  • Click on Status




  • Choose one of the following actions:

    • Approved  : Enter the reason of Approval. Select the checkbox to send the approved warranty certificate to the customer via email.


    • Rejected: Enter the reason for rejection; this message will be shared with the customer.





Conclusion

This approval workflow allows clients to verify warranty registrations before activation. It ensures better control, clear communication, and a reliable customer experience.

FAQ

1. Why does the warranty show as “Pending”?

Because the customer has submitted the warranty, but it requires manual approval from the client before activation.

2. Will the customer receive an email when they submit the warranty?

Yes. An automatic email is triggered to inform the customer that their registration is in Pending status.

3. Can I edit customer details before approving the warranty?

Yes. You can open the Warranty ID, review the details, and edit fields if needed before approving.

4. What happens after I approve the warranty?

Once approved:

The warranty becomes Active

A warranty certificate is emailed to the customer (if the checkbox is selected)

5. Will the customer be notified if their warranty is rejected?

Yes. The client must enter a rejection reason, and this message is sent to the customer automatically.

6. Can I approve or reject multiple warranties at once?

Currently, approvals are done one warranty at a time by opening each Warranty ID.

7. Can I reverse an approval or rejection?

No. Once a warranty is approved or rejected, the action cannot be undone.

To correct an entry, you may edit the warranty details or ask your Dyrect support team for guidance.

8. Where can I view all pending approvals?

Go to Registrations → Warranty List, and filter by Pending status.