As an integral part of our integration with JB Warranties, the Sera Admin portal gives the user the opportunity to approve which warranties are purchased and when.
When an invoice is approved with a warranty program where JB Warranties is listed as the provider, an item will appear on the Warranties To-Do list under the Accounting tab. Pertinent information for the registration of the warranty is pulled from that invoice, including the customer's name, equipment information, warranty purchased, etc.
The Admin Portal user will click the link for the Warranty Program on the line that they wish to approve for registration, validate the information in the pop-up re: purchase date, effective date, equipment, etc and approve by hitting the Save & Complete button.
Note: To ensure that the warranty is registered properly, please ensure that the equipment information is linked from the invoice. If the equipment information is not linked from the invoice, you will see a hyperlink on the right hand side of the window that says Change mapping on invoice. For more information on linking the equipment to the warranty program, please see our article on Tracking Equipment and Service History.
Once the warranty is approved by hitting the Save & Complete button, it will be sent through our integration over to JB Warranties to be registered. If there is any issue with the registration re: the account with JB Warranties, your saved payment method, the equipment registered, etc. a JB Warranties rep will reach out directly.
If you need to go back and review warranties previously purchased, you can use the To Do/All toggle at the top of the screen and the list is available to be downloaded into .xlsx format by selecting the Download button on the upper right.