Note: When working with ANY Invoice, each user will need to click save button at least every 20 minutes.  If a user walks away from the open Invoice without saving within that 20 minute time frame changes to the Invoice will be lost!

Warranty Process in Dx1 

1. From the Dx1 Launch pad scroll to the right and click on the Sales Tile or from the menu on the left hand side as shown.

2. Click on New Estimate under Active Invoices 

3. Add or search for the customer for the warranty job.

4. If this is an existing customer, any units that have been sold or serviced at the dealership, the unit will appear automatically. Choose an existing unit by clicking on the unit and then the Add Selected button. If it is a new unit for the customer click the Add Button and search for the desired unit, so do not add it as a private unit if not needed, this is a common mistake.

Note: If a new unit is being added, dealers can search by the VIN number to locate the correct model information.  Click the link to review how the VIN Lookup can be used. 

VIN Lookup 

5. If the customer has fully agreed to having the Warranty work done click the Convert To R.O. button in the upper right hand corner.

Note: The Warranty Toggle will not be available until the estimate has been converted to an RO. 

6. Click on Job 1 from the left hand menu or the edit pencil.   This will take the user to the main portion of the R.O.

Note: for further information on tech job sheets please click the link below 

Technician Job Sheet

7. Click on the Warranty toggle on the right-hand side across from Job Title.

4. Once the Warranty Toggle has been activated a new field will appear on the left hand side menu called Warranty.  The only required field is the Authorization #. 

Note:  If a deductible is required for the warranty, fill in the highlighted field as well. Once filled in process the rest of the repair work as normal.

5. Once all work is complete choose Complete Sale in the upper right hand corner

6. If you need to do work on an internal unit here are the steps

When you click on the search customer icon, rather than search for a customer you will click the Charge to MU button in the top right hand corner of the pop up.

Once you have clicked the Charge to MU button you will see the Select Inventory Unit list where you can find the unit you need to do the warranty work on. Highlight the unit and click + Add Selected

This next step is very important. Make sure you choose the proper Type of Sale, Pre-Delivery. Here are the options you will s:

Charge to Mu:

Setup Parts and Labor are Tax exempt.

Will reflect as a Cost, but will not reflect in the Sale Price in Deal Profitability.


Installed Parts and Labor will be Taxed at the Major Unit Rate.

Will reflect as a Cost and Sale Price in Deal Profitability.


Non-Installed Parts will be Taxed at the Dealership Rate.

Will reflect as a Cost and Sale Price in Deal Profitability.

Pre Delivery:

Pre Delivery/Warranty Parts and Labor are Tax exempt.

Will not reflect as a Cost or Sale Price in Deal Profitability.

Note: You can change the Type while the invoice is in the Work Estimate state. Once converted to a Repair Order you will not be able to change the sales type.


For additional support or questions regarding functionality, you can contact our customer support team in a number of ways shown below. Again it is mandatory for dealers to get with their accounting and business departments to understand the rules and regulations for your local, state, and federal laws.