Accidents happen; what goes out doesn’t always come back in – or not intact anyway! The quarantine can help you manage items that are lost, damaged, or in for service.
- Move items to the quarantine during check-in, or manually move items from the product page.
- Products or assets in the quarantine are taken out of availability.
- You can see quarantines in the availability screens throughout your system.
- Quarantines can be for a set period of time or be “open ended,” meaning the product or asset is unavailable indefinitely.
- Record as much information as you need against a quarantine – take photos of damage, log correspondence with the manufacturer, or print off quarantine notes.
- Book out a quarantine when you’re done with it to adjust your stock levels automatically.
In this guide, we'll give you a quick overview of the quarantine. To learn how to move an item into the quarantine, check out: Add a product or asset to the quarantine
Types of quarantine
There’s six types of quarantine that you’ll see:
You can’t find the item. Check-in an item as lost or manually record that something’s lost.
The item is broken. Check-in an item as damaged or manually record that something’s damaged.
Take something out of availability for a service by manually recording that it’s in for service.
- Sale return
When you check-in sales stock from an opportunity as “returned,” a sale return quarantine is created.
- Swapped component
A serialized component that’s been swapped out of a serialized container.
- Supplier return
When you check-in sub-rent stock from an opportunity, a supplier return quarantine is created.
A supplier return reminds you to return sub-rent stock to the sub-rent supplier. Supplier returns pull through to the tile on the Dashboard so you can view these at-a-glance.
If you mark a sub-rented item as damaged or lost, a damaged or lost quarantine is created instead. The subject tells you that it’s a supplier return.
- When you create a quarantine by checking-in, a quarantine is created that’s “open ended”. This means the product or asset is booked out indefinitely, until you book it out of the quarantine.
- When you create a manual quarantine, you can set a start and end date on the quarantine to record when it should be unavailable from & to.
- When you book an item out of the quarantine, it’s made available again based on your availability period. For example, if your availability period is set to “day”, an item booked out today will be available from tomorrow (i.e. the next full availability period).
Print a quarantine note
Need a summary of the damage or the service for your customer? Use the quarantine note document. It’s available to print from a quarantine page under the Print heading.
It will pull through thumbnails of any attachments that you've added, perfect if you've taken photographs of the damage.
- Check-in (return) products
- Add a product or asset to the quarantine
- Book out items from the quarantine
Is there a way to schedule quarantines?
You can create quarantines in advance by adding in dates, but there’s no way of automatically scheduling them right now. Building on the quarantine functionality is something that’s on our customer wishlist.
Can I add my own types of quarantine?
Not right now, but you can add a description to the quarantine item which is great for adding notes.