Hey there! In this article, we’re diving into Damage Allowances — what they are, how they work, and how you can stay on top of damage claims quickly and efficiently.
What is Damage Allowance?
So, first things first — what is a Damage Allowance? It’s a report used to track and resolve claims for damaged products. It gives you a clean and simple way to manage and monitor any issues, whether they’re still being handled or already resolved.
Where to Find It
Alright, let’s jump in! On the sidebar, head over to Reports.
Under Management Tools, click on Damage Allowances.
This is where you’ll find everything related to damage claims.
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Damage Allowance Filters
Let’s go over the filters to help you narrow things down:
Search bar
Use it to find a specific Order Number or Model Number.
Date Range
Lets you look up orders from a specific time period.
Brand
Will filter by manufacturer
Location
Filters by store or warehouse
Delivery Method
Includes all of the active and archived methods from the POS!
Driver
And the Driver filters by name across all of the delivery records!
Reset Filter
Need a clean slate? Just hit the Reset Filter button!
Damage Allowances Tabs
You’ll see two tabs here:
Open
The Open tab shows all active, unresolved claims — the ones still being worked on.
Resolved
The Resolved tab shows everything that’s been taken care of. To move a report from Open to Resolved, you’ll need to update its status — but more on that later.
Export Reports
You can also export these reports — super helpful for sharing or record-keeping.
Click Export to download the data as a PDF, CSV, or Excel file. Just remember, the export follows whatever filters you’ve applied.
Create a Damage Allowance Report
First Method
Now for the good part — let’s create a new Damage Allowance report. Click the Add button to start.
You’ll get a popup with two sections: Order Details and Damage Allowance Details.
Let’s start with Order Details: First, type in the Order Number — you’ll find this at the top of the order that includes the damaged model.
Then enter the Model’s SKU. If the order has multiple models, double-check you're picking the right one.
Next — and this part is crucial — the Serial Number. You can’t create a Damage Allowance without it.
How to Add a Serial Number
Here’s how to add it: Go to the Order page and Click In Warehouse & Reserve
Then, Hit Add next to the model!
Once the popup shows, enter the Serial Number!
Make sure it’s unique, and hit Save!
And that's your serial Number!
Now, back to the report — enter that Serial Number into the form.
Next, fill in the Amount Offered — this is how much you’re compensating the customer for the damage.
Then upload up to 3 photos as proof of the damage.
Edit the entry.
Now for the second section: Damage Allowance Details. Pick the Date of Damage
Next, Add the Driver Name!
Then, write a short Description. This one's optional.
And finally, the Resolved Notes. This last one’s important — even if the report’s not resolved yet, you need to fill this out so the report can later be marked as resolved. Don’t worry — you can edit it anytime from the Open tab.
When everything looks good, hit save!
Once saved, your report will show up in the Open tab — complete with all the details you just entered.
Second Method
But that’s not the only way to create a Damage Allowance. You can also report damages straight from the Driver App — super handy when you're out on a delivery. Here’s how:
Scroll to the bottom of the app, and you'll see Report Damage
Hit Report Now
Select the Order that includes the damaged item
Then, pick the specific Model from the dropdown!
More fields will pop up — choose the Serial Number for the damaged unit
Add a short Description of the item's damage!
And upload pictures as proof
Once you're done, simply hit Submit.
You’ll get a confirmation message!
And the report now appears in the Open tab on the Damage Allowance page.
Resolving Damage Allowances
From there, just edit the Amount Offered, Credit Amount, and add the Resolved Notes to complete it.
When you’re ready to mark it resolved, just click the green arrow next to the report.
It’ll move over to the Resolved tab and join the rest of the resolved report
And that’s how you manage Damage Allowances in Appliance.io. Thanks for reading, and we’ll see you in the next one!