When something is damaged, lost, or in for service, move it to the quarantine to take it out of availability. A quarantine page is created so you can store any related information.
To move a product or asset to the quarantine, click Add to quarantine under Actions on the right hand side.
Fill out the fields on the create quarantine screen:
Why are you quarantining this item? e.g. “Found damaged in warehouse” or “Cracked display”
Which product are you quarantining? If creating a quarantine from a product page, this will already be filled out for you.
Damaged, lost, or in for service?
- Stock type
Are you quarantining a rental or sale stock level?
If serialized, choose an asset that you’re moving to the quarantine.
If bulk or non-stock, specify how many stock levels that you’re moving to the quarantine.
Enter any additional notes about the damage, loss, or service here.
Start & end date
Use the start & end date to tell the system when the products or asset should be unavailable to and from. Current uses these dates to update your availability.
You can forward-date this if you need to book an item in for a service in future and want to record that it's unavailable.
If you don't know when something will be ready to book out of the quarantine, toggle open ended to YES. This sets the products or assets as unavailable indefinitely, until you explicitly book it out of the quarantine.
Hit create quarantine when you're done.
Add activities, attachments, and discussions
On the quarantine page, store any relevant details of the damage, service, or loss. For example, take a photo of the damage and upload as an attachment.
Print a quarantine note
Click the document under the Print heading on the right hand side to pull off a PDF of the details of this quarantine.
Any photos that you added to an attachment are automatically pulled through to the document – great for presenting details of damage to kit.
Book items out of the quarantine
To return open-ended quarantines to availability and to mark a quarantine as completed, use the Book out link under Actions.
Our guide runs through this, see: Book out items from the quarantine
Check items into the quarantine
Don’t forget that you can specify that items are damaged, lost, or in for service when you’re checking-in items on the opportunity detail view. To learn how, see: Check-in (return) your products