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All About Damage Allowances

Everything you need to know about Damage Allowances

Naufal avatar
Written by Naufal
Updated this week

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.

Click 'insert_chart'

Under Management Tools, click on Damage Allowances.

Click 'Damage Allowances'

This is where you’ll find everything related to damage claims.

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Email Notification

Want to stay in the loop? Click the Subscribe button at the top to get notified by email whenever there’s a new update.

Click 'Subscribe Now'

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.

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Date Range

Lets you look up orders from a specific time period.

Click 'Select Date'

Brand

Will filter by manufacturer

Click 'Select Date'

Location

Filters by store or warehouse

Click 'Select Date'

Delivery Method

Includes all of the active and archived methods from the POS!

Click 'Select Date'

Driver

And the Driver filters by name across all of the delivery records!

Click 'Select Date'

Reset Filter

Need a clean slate? Just hit the Reset Filter button!

Click 'Select Date'

Damage Allowances Tabs

You’ll see two tabs here:

Click 'Select Date'

Open

The Open tab shows all active, unresolved claims — the ones still being worked on.

Click 'Select Date'

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.

Click 'OpenResolved'

Export Reports

You can also export these reports — super helpful for sharing or record-keeping.

Click 'file_download'

Click Export to download the data as a PDF, CSV, or Excel file. Just remember, the export follows whatever filters you’ve applied.

Click 'Export PDF Export CSV Export Excel'

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.

Click 'Damage Allowance'

You’ll get a popup with two sections: Order Details and Damage Allowance Details.

Click 'Add Damage Allowance
                                  close'

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.

Click 'Order #'

Then enter the Model’s SKU. If the order has multiple models, double-check you're picking the right one.

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Next — and this part is crucial — the Serial Number. You can’t create a Damage Allowance without it.

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How to Add a Serial Number

Here’s how to add it: Go to the Order page and Click In Warehouse & Reserve

Click 'New'

Then, Hit Add next to the model!

Click 'Add'

Once the popup shows, enter the Serial Number!

Click 'Serial Number:'

Make sure it’s unique, and hit Save!

Click 'Save'

And that's your serial Number!

Click '1-156016
                     edit delete'

Now, back to the report — enter that Serial Number into the form.

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Next, fill in the Amount Offered — this is how much you’re compensating the customer for the damage.

Click here

Then upload up to 3 photos as proof of the damage.

Click 'add add add'

Edit the entry.

Click 'edit  add add'

Now for the second section: Damage Allowance Details. Pick the Date of Damage

Click 'Select Date'

Next, Add the Driver Name!

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Then, write a short Description. This one's optional.

Click 'Description'

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.

Click 'Resolved Notes'

When everything looks good, hit save!

Click 'Save'

Once saved, your report will show up in the Open tab — complete with all the details you just entered.

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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:

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Scroll to the bottom of the app, and you'll see Report Damage

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Hit Report Now

Click 'Report Now'

Select the Order that includes the damaged item

Click 'Select Orderarrow_drop_down'

Then, pick the specific Model from the dropdown!

Click 'Select item is damagedarrow_drop_down'

More fields will pop up — choose the Serial Number for the damaged unit

Click 'Select Serial Numberarrow_drop_down'

Add a short Description of the item's damage!

Click 'Description'

And upload pictures as proof

Click 'Upload Picturesadd0%add0%add0%'

Once you're done, simply hit Submit.

Click 'Submit'

You’ll get a confirmation message!

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And the report now appears in the Open tab on the Damage Allowance page.

Click '$0.00'

Resolving Damage Allowances

From there, just edit the Amount Offered, Credit Amount, and add the Resolved Notes to complete it.

Click '$0.00'

When you’re ready to mark it resolved, just click the green arrow next to the report.

Click here

It’ll move over to the Resolved tab and join the rest of the resolved report

Click 'Total Amount Offered $1,519.00 Total Credit Amount $764.00'

And that’s how you manage Damage Allowances in Appliance.io. Thanks for reading, and we’ll see you in the next one!

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