---
title: "Creating a New Service Ticket"
slug: "creating-a-new-service-ticket"
updated: 2024-10-14T13:37:36Z
published: 2024-10-14T13:37:36Z
canonical: "docs.avontus.com/creating-a-new-service-ticket"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a New Service Ticket

Once you place a Product into the To Be Serviced queue, you can create a Service Ticket for it and and charge associated service costs to the Job Site.

## Creating a New Service Ticket

Before one or more items can be serviced, a Service Ticket must be created for them. The procedures below show you how to do that.

To create a new Service Ticket:

1. Locate and click the appropriate Branch Office, click the **Service Tickets** tab
2. Click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/20a83ec1-1b87-416f-98df-35680e5344b4.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/service%20ticket.gif)

The *Service Ticket* dialog appears. Quantify has assigned a sequential ST number to the Service Ticket. By default, the **Service Date** text field contains the current date and the **Serviced By** text field contains your login role. If the Product is serialized, Quantify has populated the **Serial Number** field with the item's serial number. If it is not, this is blank.
3. As necessary, click the **Service Date** calendar icon ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/c94841e4-4990-4d91-be41-bd56f248a876.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-34M9T8IR.png) The calendar appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/d6a4edc4-5378-4ec5-8e36-8a29a072733d.png)
4. Locate and click the correct service date.
5. Click the **Serial Number** search button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/0462a142-da0c-4aa9-b654-956777883422.png)). The *Choose Product* dialog appears.
6. Click the checkbox to the left of the Product you want serviced and click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/service%20ticket%202.gif)

7. Click OK or use the procedures below.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-TDQAZTE0.png) The *Service Ticket* dialog returns, displaying the Product's information in the **Items to Service** area.

### Adding a Consumable Item to the Service Ticket

Use the **Service Details** tab in the *Service Ticket* dialog to add Consumable items used to service the Product to the Service Ticket. Quantify adds the entries you make here to the **Total** field in the *Service Ticket* dialog (bottom-right corner).

To add a Consumable item to the Service Ticket:

1. Click the **Service Details** tab, then click the **Consumables Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2d64f4d4-a537-48e3-a8d3-b959ac4a5fe4.png)). The *Consumable for Product* dialog appears.
2. Click the **Consumable** dropdown and select the appropriate Consumable item.

> **Note:** If you check the **Permanently Add this Item to the List of Consumables for this Product**, this consumable item will be part of the default for all future Service Tickets created for this Product. Quantify also adds this information to the Product Catalog for the item. Refer to [*Products that Always Require Service*](/v1/docs/products-that-always-require-service).
3. Click **OK.** ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/service%20ticket%20consumables.gif)

Quantify adds the item to the **Consumables** section of the **Service Details** tab.
4. As necessary, double-click the **Quantity** text field and enter the quantity of the Consumable item used for this Service Ticket.
5. As necessary, double-click the **Price** text field and enter the customized price of the Consumable item used for this Service Ticket. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-P15C8XGR.png)
6. Repeat the above steps as many times as necessary for this ticket.

> **Note:** Quantify updates the **Total** text field, which tracks and displays the total on the ticket.
7. When you are done, use the procedures below to add Additional Charges.

### Adding Additional Charges to the Service Ticket

Use the **Service Details** tab to add any Additional Charges needed to service the Product in the Service Ticket. Quantify adds the entries you make here to the **Total** field in the *Service Ticket* dialog (bottom-right corner).

To add an Additional Charge item to the Service Ticket:

1. Click the **Additional Charges Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2d64f4d4-a537-48e3-a8d3-b959ac4a5fe4.png)). The *Additional Charge for Product* dialog appears.
2. Click the **Additional Charge** dropdown and select the appropriate charge.

> **Note:** If you check the **Permanently Add this Item to the List of Additional Charges for this Product**, this charge will be the part of the default for all future Service Tickets created for this Product. Quantify also adds this information to the Product Catalog for the item. Refer to [*Products that Always Require Service*](/v1/docs/products-that-always-require-service).
3. Click **OK.**

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/service%20ticket%20add%20charges.gif) Quantify adds the item to the **Additional Charges** section of the **Service Details** tab. Quantify pulls the price shown from the Rate Profile, but it can be overwritten if necessary. As necessary:
4. Double-click the **Quantity** text field and enter the quantity of the Additional Charge used for this Service Ticket.
5. Double-click the **Price** text field and enter the customized price of the Additional Charge used for this Service Ticket. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/service%20ticket%20add%20charges%203.gif)
6. Repeat the above steps as many times as necessary for this ticket.

> **Note:** Quantify updates the **Total** text field tracks the total on the ticket.
7. When you are done, use the procedures below to set service results.

### Setting the Service Result

Use the **Service Result** section, in the bottom of the **Service Details** tab of the *Service Ticket* dialog, to indicate the result of servicing the Product.

To set the service result;

1. Click the appropriate **Service Result** radio button. Your options are:

| Normal (return to stock) | You can add Additional Charges and Consumables and charge them back to the Job Site through the Service Ticket. Quantify returns the Product to available stock at the Branch Office. |
| --- | --- |
| Damaged (not billable) | Quantify may add Additional Charges and Consumables and charge them back to the Job Site through the Service Ticket. Quantify moves the Product to the Out of Service queue. |
| Scrap (billable) | Quantify may add Additional Charges and Consumables and charge them back to the Job Site through the Service Ticket. Quantify moves the Product to the Out of Service queue. |

If you select **Damaged** or **Scrap**, Quantify moves the Product(s) to the Out of Service queue. Both allow entries for Additional Charges and Consumables to be added to the Service Ticket and charged back to the job site. If a selection also is Billable or Not Billable, then:

| Billable | Quantify charges the replacement cost of the Product as defined in the Rate Profile as a damage charge. The **Damage Charge** text field becomes active and displays the damage charge. |
| --- | --- |
| Not Billable | The **Damage Charge** text field is disabled. |

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-7QD7X2RV.png)
2. If you selected a **Billable** option, click in the **Damage Charge** text field and enter a customized damage charge. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-FGUC0TU5.png)
3. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-D7BWZHYM.png) You can then find the Service ticket in the Service ticket column.

## Creating a Service Ticket for a Product in the To Be Serviced Queue

If a Product is already assigned to the To Be Serviced queue, Quantify enables you to create a Service Ticket for it. The procedures below show you how to do that.

To create a Service TicketService Ticket for a Product in the To Be Serviced queue:

1. Locate and click the **To Be Serviced** node in the appropriate Branch Office, then click the **To Be Serviced** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9b61866b-3363-4021-8c1c-49868d2203f6.png)
2. Locate and click the appropriate product, then click the **Change** dropdown and select **Create Service Ticket for Selected Product**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/54bf3b19-775b-48f8-90e4-08d5f2e06791.png) The *Service Ticket* dialog appears, with the **General** tab active. Quantify has assigned a sequential ST number to the Service Ticket. By default, the **Service Date** text field contains the current date and the **Serviced By** text field contains your login. If the product is serialized, Quantify has populated the **Serial Number** field with the item's serial number. If it is not, this is blank. The **Qty** text field displays the quantity of the Product, the **Shipment** text field displays the Shipment number and the **From Location** text field displays the location from which the shipment originated.
3. Click the **Order** dropdown and select the order number that must be associated to the Service Ticket for the customer. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/a334a8ec-8a46-42f4-8acb-19dcea12595e.png)
4. To complete the ticket, refer to The following sections above: *Adding a Consumable Item to the Service Ticket* *Adding Additional Charges to the Service Ticket* *Setting the Service Result*