Portal Builder
Warranty, RMA, Electronics Solution
You can keep your service and inventory under control with the On-Top-of Exact module. It allows you to process requests quickly and provides real-time insight into their status.
Why are more and more organizations digitizing their warranty and return processes?
Processing warranty claims or returns via email, Excel, or individual phone calls takes time and makes it difficult to keep track of everything. As the number of requests grows, so does the risk of delays, duplicate work, and confusion for customers.
With a digital warranty and returns portal, every request is recorded immediately. Customers can check the status online, and employees work from a single, up-to-date record. This gives you more control over the entire returns process and provides customers with greater clarity throughout the process.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
The result
How do you keep track of warranty, RMA, and RTV requests?
A returns process involves more than just registering a request. You want to see right away which product is involved, what warranty terms apply, what documents have been attached, and what actions have already been taken.
The portal brings all this information together in a single overview. Employees can track every request from registration to completion, while customers can view the progress online. This ensures you’re always working with up-to-date information and helps prevent scattered emails, missing data, and confusion about the status.
How do you tailor the returns process to your workflow?
Every organization handles warranty and return requests in its own way. Some companies work with dealers, while others deal directly with end customers. Warranty terms, approval procedures, and responsibilities also vary by organization.
That's why you set up the portal to fit your workflow. You decide what information customers provide, what steps a request goes through, and who is responsible for assessment, repair, or further processing.
How do smart workflows help speed up processing?
Not every warranty claim requires the same approach. Sometimes a replacement part is sufficient; sometimes a repair can be performed on-site; and in other cases, a product must be returned to the warehouse or the supplier.
With smart workflows and decision rules, every request is automatically routed to the appropriate next step. This could include evaluation, repair, replacement, return, or processing by a supplier. This shortens turnaround time, prevents unnecessary returns, and helps employees work faster and more consistently.
How does the integration with Exact and other business applications work?
To ensure a smooth returns process, customer data, items, serial numbers, and statuses must always be up to date. That is why seamless integration with existing business applications is essential.
The Warranty, RMA, and RTV solution can be integrated with Exact Globe, Exact Synergy, and Microsoft Dynamics 365 Business Central. Integrations with other business applications are also possible. This allows customer and product data to be retrieved automatically, and changes to be processed immediately without the need for duplicate data entry.
Request a live demo with no obligation
Learn how to centrally manage returns, RMAs, and warranty claims within Exact. During a free live demo, we’ll show you how the Portal Builder enables faster processing, real-time status updates, and greater control over service and inventory.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Arie van Leeuwe
What kinds of extensions are available in Portal Builder?
The Warranty, RMA, and RTV solution is one of the modules within Portal Builder. As your services grow or change, you can expand the portal with additional modules that align with your business processes. For example:
Document Management
Support Tickets
SLA Management
Account Management
Training and Education
Dashboards
Service Requests
Maintenance Planning
Customer Portals for Dealers or Suppliers
In this way, you’ll build—step by step—a single digital environment where customers, partners, and employees can collaborate, and information is no longer scattered across different applications.
Why Choose Alistar?
A warranty or return process involves multiple departments. Customer service, the warehouse, scheduling, administration, and suppliers all need up-to-date and reliable information to handle requests properly.
Alistar combines expertise in ERP software, low-code platforms, custom solutions, and business processes. As a result, we don’t develop a standard RMA portal, but rather a work environment tailored to the way your organization processes warranty, return, and repair requests. This leads to shorter turnaround times, fewer manual tasks, and greater transparency for both employees and customers.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
What is the Warranty, RMA, and RTV solution?
The Warranty, RMA, and RTV solution is a Portal Builder module that allows you to digitally register, track, and process warranty claims, return requests, and repairs.
For which organizations is this solution suitable?
For organizations that supply, maintain, or repair products and want to digitize the returns and warranty process for customers, dealers, or suppliers.
How does the solution benefit internal teams?
Employees work from a single, up-to-date record, which means they spend less time searching, entering data twice, and communicating separately via email or Excel.
Can customers submit a return or warranty claim on their own?
Customers can submit a return or warranty claim online, attach documents or photos, and track the status of their request through the portal.
Can I track the status of a repair online?
Depending on the setup, the customer can see what stage the request has reached and automatically receives notifications when changes are made.
Does the solution support different warranty terms?
The configuration can be tailored to different product groups, customer agreements, warranty terms, and internal workflows.
Can the solution be integrated with Exact?
The solution supports connections with Exact Globe, Exact Synergy, and Microsoft Dynamics 365 Business Central. Integrations with other business applications are also possible.
Can the solution be expanded?
Because this solution is part of the Portal Builder low-code platform, you can add additional modules later, such as support, document management, SLA management, or other self-service processes.
Want to learn more about Exact solutions in practice? Follow Alistar: Exactly on LinkedIn.