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The Stock Warranty Report gives you a clear, consolidated view of all stock items that have an active or expired warranty, regardless of how those items were received or issued.
It helps operational teams, service managers, and inventory controllers to:
Monitor stock items that are approaching warranty expiry.
Identify expired warranties that may require follow-up, repair, or replacement.
Compare Customer and Supplier warranty coverage on stock items.
Track warranty information across multiple stock movement types, including Goods Receipts, Manual Stock Issues, Sales Orders, and job-related stock allocations.
Reduce operational and financial risk by ensuring warranties are used before they expire.
This report brings together warranty data from multiple stock transaction sources and presents it in a single, easy-to-review view, including warranty start dates, expiry dates, and remaining days.
Getting There
To access the Stock Valuation Report in Service Geeni:
Open the Business Intelligence module.
Select the Reports sub-module.
Navigate to the Stock category.
Click Stock Warranty to open the report.
Apply the required filters, then click Apply to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to control which warranty records are included. Each filter directly affects the data returned by the underlying report logic.
Branch: Filters the report by the selected branch or depot, including engineer-associated depots. The report uses the branch selection from the main Service Geeni interface and applies this filter to both received and issued stock items.
Use this to focus on warranty coverage for a specific operational location.
Customer Account: Displays warranty information only for items issued to the selected customer account. This applies to customer-linked records such as Jobs, Sub jobs, Sales Orders, and Deliveries.
Useful when reviewing warranty exposure or liabilities for a specific customer.
Site: Filters the report by customer site, such as a job site or sales order delivery site. This helps narrow warranty activity to a specific physical location.
SKU: Limits the report to selected stock items only. Items are matched using SKU record numbers across all stock movement sources.
Use this when analysing warranty coverage for a specific product or stock line.
Warranty Type: Controls which warranty type is shown in the report. Available options are Customer, Supplier, or Any. This filter applies to both received and issued stock items.
Select Any to see a complete view of all warranty coverage.
Sort By: Sorts results by Days Left, either ascending or descending. This allows you to quickly identify items that are nearing warranty expiry.
Only Include Expired Warranty: When enabled, the report shows only items with expired warranties where Days Left is less than zero. When disabled, the report shows only items with active warranties where Days Left is zero or greater.
Column Breakdown and Key Fields
Each row in the Stock Warranty Report represents a received or issued stock item with its associated warranty details.
Column Name | Description |
SKU | The item number of the received or issued stock item. |
Description | The stock item description. |
Quantity | Remaining received qty (Received – Issued) or the qty issued/booked. |
Supplier | The supplier associated with the stock item (from Goods Receipt). |
Warranty Type | Indicates Customer or Supplier warranty. |
Start Date | Date the warranty began for the item. |
Expiry Date | The warranty end date (customer or supplier). |
Days Left | Number of days remaining until warranty expiry. Negative values indicate that the warranty has expired. |
Insight: Reviewing this report regularly helps teams take timely action on expiring warranties - preventing missed opportunities for supplier claims or customer service commitments.