TB Wood's, now part of Altra Industrial Motion, is a leading manufacturer of mechanical power transmission equipment, including belt drives, couplings, sheaves, bushings, and electronic drives and controls. This comprehensive guide will help distributors efficiently manage product returns and claims to ensure optimal customer service and business profitability.
Introduction
As a TB Wood's distributor, managing returns and warranty claims effectively is crucial for maintaining customer satisfaction and business efficiency. Power transmission components represent critical elements in industrial machinery and equipment, and proper handling of product issues ensures minimal disruption to end-users' operations. Understanding TB Wood's procedures ensures smooth processing and timely resolution of all claims and returns while strengthening your partnership with TB Wood's and maintaining your reputation in the industrial supply and components industry.
Types of Returns/Claims Available
Limited Warranty Claims
TB Wood's provides warranty coverage for their products, including:
- Belt drives and belts
- Sheaves and pulleys
- Couplings and power transmission components
- Electronic drives and controls
- Bushings and QD hubs
- Sure-Flex and Dura-Flex couplings
- Form-Flex disc couplings
- Variable speed products
Standard warranty periods typically cover products for 12-18 months from the date of shipment or 12 months from installation, whichever occurs first. For electronic drives and controls, specific warranty terms may vary by product line. TB Wood's limited warranty covers defects in materials and workmanship under normal use and service conditions.
Defective Product Returns
For products exhibiting manufacturing defects or failing to meet performance specifications, TB Wood's maintains a structured return process for evaluation and replacement through their Return Goods Authorization (RGA) system.
Damaged Goods Claims
When products arrive damaged from shipping or handling, distributors can file freight damage claims, which require specific documentation and prompt reporting within the carrier's timeframe (typically within 5 business days of receipt).
Technical Support Program
For complex application issues or product failures, TB Wood's offers technical support services to determine root causes and provide appropriate solutions, including failure analysis of returned products.
Custom Product Return Policies
For custom-engineered or specially configured products, TB Wood's has specific evaluation processes that consider the unique nature of these items when addressing performance or quality issues.
Product Exchange Program
In certain circumstances, TB Wood's may offer product exchanges when standard catalog items need to be swapped for different sizes or configurations due to application requirements.
Before Filing a Claim/Return
Required Documentation
Gather these essential items:
- Original purchase order and invoice
- TB Wood's order confirmation number
- Product part numbers and serial numbers
- Installation date and service history
- Detailed description of the issue or failure
- Photos of defects or damage
- Application details and operating conditions
- Maintenance records and lubrication history
- Original warranty registration information
- Operating hours and load characteristics
- Shaft alignment documentation (if applicable)
- Horsepower, torque, and speed specifications
Eligibility Verification
Before proceeding, verify:
- The product is within warranty period
- Proper installation procedures were followed
- System was installed by qualified personnel
- No unauthorized modifications made to the product
- Operating parameters within product specifications
- Environmental conditions within product tolerances
- Proper maintenance has been performed
- Alignment specifications were met and documented
- Compatible components were used together
- Proper lubrication practices were followed
- Operating speeds and loads within specified limits
- Proper storage and handling procedures were followed
Product Condition Requirements
For returns, ensure:
- Products are clean and free of excessive debris
- All components and accessories are included
- Original product markings and part numbers are intact
- Evidence of failure is preserved
- No additional damage beyond reported issue
- Proper packaging to prevent transit damage
- Return authorization information clearly visible
- No unauthorized repair attempts evident
- Coupling elastomers/inserts preserved for analysis
- Belt drives properly secured to prevent shipping damage
- Electronic components protected from moisture and static
The Claims/Returns Process
- Document the issue thoroughly with photos and detailed descriptions
- Contact TB Wood's customer service at 1-888-829-6637
- Complete the Return Goods Authorization (RGA) request form with all required information
- Submit all required documentation to info@tbwoods.com
- Receive claim evaluation and Return Goods Authorization (RGA) number
- Package product according to TB Wood's guidelines
- Include all required documentation with RGA number clearly marked
- Ship to designated TB Wood's facility using specified carrier
For critical application failures, TB Wood's may offer:
- Expedited failure analysis
- Priority replacement shipping
- Field technical support for complex issues
- Application engineering consultation
Best Practices for Distributors
- Maintain detailed records of product specifications and applications
- Document installation parameters and procedures
- Perform initial inspection of products before delivery
- Take clear photographs showing defects or damage
- Verify proper product selection for applications
- Build relationships with TB Wood's technical representatives
- Train team members on proper documentation procedures
- Create a dedicated process for handling warranty parts
- Understand power transmission application guidelines and limitations
- Keep detailed records of all correspondence related to claims
- Maintain knowledge of proper installation requirements
- Document horsepower, torque, and speed requirements
Common Pitfalls to Avoid
- Incomplete documentation of product information and part numbers
- Failing to check for application-related issues (misalignment)
- Returning parts with obvious misuse damage
- Submitting claims without proper inspection and diagnosis
- Missing critical information about operating conditions
- Not involving TB Wood's technical support for complex issues
- Overlooking maintenance issues vs. actual product defects
- Insufficient packaging causing additional damage during return shipping
- Attempting unauthorized repairs or modifications
- Improper disassembly damaging evidence of failure mode
- Mixing different types of returns in a single RGA
- Not verifying proper sizing and application
Tips for Expedited Processing
- Use the standardized TB Wood's RGA form for all submissions
- Include complete part numbers and serial information exactly as shown on product
- Provide detailed failure description with specific symptoms
- Submit clear, focused photos of defects and product markings
- Include all relevant application information and operating conditions
- Establish single point of contact for claim follow-up
- Reference original order numbers in all communications
- Submit claims promptly after issue discovery
- Categorize issues correctly (warranty vs. damage vs. application)
- Send appropriate samples that clearly demonstrate the issue
- Include shaft alignment data and installation measurements
- Provide operating speed, horsepower, and torque information
- Specify application type and duty cycle
Conclusion
Effective management of returns and warranty claims strengthens relationships with both TB Wood's and your customers. Following these guidelines ensures efficient processing and resolution of all claims, helping you maintain profitability while providing excellent customer service for critical power transmission components.
For access to TB Wood's portal click here.
Did you know?
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