When doing warranty repairs, like replacing a transmission under warranty, you may need to return a special order part for vendor credit but still show that part line on the customer’s Service Order for history.
❌ The Problem
In EasyTruckShop, using Remove or Return on a Service Order:
Takes the part off the invoice.
Makes it disappear from the customer’s copy.
✅ The Solution
To credit the part cost AND leave it visible, split it into two simple actions:
🔹 Step 1 — Keep the Original Part on the Service Order
Do not remove or return the part directly in the Service Order.
Keep it as-is, so the customer sees it was installed.
🔹 Step 2 — Offset the Cost with a Fee or Discount Line
Add a negative fee line or discount line equal to the part’s price o.r a fee to the invoice
Example: “Warranty Credit — Transmission”
This zeroes out the part charge for the customer while keeping the line visible.
Include a clear note for your records.
Example:
✅ Key Takeaway
✔️ Keep the part line for warranty history.
✔️ Zero out the charge with a discount or negative fee.
Tip:
Always leave a note on the Service Order explaining:
“Part replaced under warranty — customer not charged. Vendor credited.”
This protects you, the customer, and your accounting.
Need help setting this up? Contact EasyTruckShop Support for help with returns or credit workflows!