Before proceeding, you will need to setup a Company Contact as a General Contractor. If you’ve already done this, skip to step 2. If you need to create a Company contact, follow steps 1a-1e
Create a New Contact
Select General Contractor as the Type
Give the contact a name. (Suggestions: Company Name: Warranties)
Add the company’s billing info and invoice address
Save
Next, create a Sales Order for the customer who the warranty is for
Choose ‘Performed by General Contractor’
Select the Company contact you created in Step 1
Create the Sales Order
Set the Job Type as Company Warranty
Open the Order Lines page
Add order lines that are needed and set the price to $0.
Set the cost to what’s being paid to the installer(s)
Choose the Delivery Address, Service Location, and Unit #
Confirm the Sales Order
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