Xcitium Platform

• Introduction To Service Desk Module
  • Quick Start
  • Login To The Service Desk Module
• Service Desk Admin Panel
  • Admin Panel Dashboard
    • View The Dashboard And Export Reports
    • View Alerts & Notifications
  • Service Desk Configuration
    • Company Profile And Support Portal Settings
    • Service Desk System Settings
    • Ticket Settings And Options
    • User Registration Settings
    • Email Settings And Options
    • Access Control Settings
    • Knowledge Base Settings And Options
    • Autoresponder Settings
    • Configure Alerts And Notices
    • Configure Two Factor Authentication
  • Manage Service Desk Components
    • Ticket Categories
    • Ticket Filters
    • Service Level Agreements (SLA)
    • API Keys
    • Client Portal Pages
      • Configure Your Support Center Page
    • Forms
    • Custom Lists
    • View And Manage Asset Types
    • Manage Materials And Expense Items
    • Manage Charging Plans
  • Email Management
    • Setup Your Support Email Addresses
    • Block User Email Addresses
    • Email Templates
    • Test Outgoing Email Settings
  • Manage Time Sheets
  • Manage Staff
    • Staff Members
    • Staff Roles
    • Departments
    • Time Sheet Templates
    • Material Approval
  • Manage Announcements
  • Generate Reports
    • Time Log Reports
    • Ticket Report
    • Asset Reports
    • Service Types Reports
    • Department Ticket Reports
    • Agent Reports
    • Users Reports
    • Resource Appointment Reports
    • Scheduled Reports
  • Finance
    • Generate Cost Reports
    • Manage Contracts
• Service Desk Staff Panel
  • Staff Panel Dashboard
    • View The Dashboard And Export Reports
    • View Staff Members
    • My Profile
  • Manage Users And Customers
    • Manage Users
    • Manage Customers
  • Manage Tickets
    • Ticket Details
  • Manage Knowledgebase
    • FAQs
    • Manage FAQ Categories
    • Canned Responses
  • Manage Projects
  • Manage Staff Time Sheets
  • Manage Calendars
• Appendix 1 - Field Types In Custom Forms And Custom Lists
• Appendix 2 - Ticket Priorities
• Appendix 3 - How Charging Works In Service Desk
• About Comodo Security Solutions

Manage Materials and Expense Items

Click 'Admin Panel' > 'Manage' > 'Materials'

• The 'Materials' interface lets you manage an inventory of consumables and expense items. These items can be added to tickets by staff members who can also apply costs for each material.

• Admins need to approve material costs and expenses added by staff. After approval, the cost will be billed to the customer. See Material Approval for more details.

Open the 'Materials' interface

• Click 'Manage' on the left then 'Materials' in the Admin Panel
  

The 'Materials' interface shows existing materials along with the dates they were added and last updated.

Add a new material

• Click the 'Add New Material' link at top-left of the interface

• Enter the name for the material then click 'Add Material'
  

• Select a pricing type:

• Price per unit - Staff will set the quantity and a price-per-unit when they add this material to a ticket:

• Price per service - Staff will only specify a price for the material when they add it to a ticket. They need to add more instances of the material if the quantity is greater than 1:

Staff can click the ‘Add Material’ button to attach the expense item to a ticket they are working on. See Add Materials to the ticket for more details.

Update a material

• Click the name of the material

The 'Update Material' screen is displayed.

• Update the name as required and click 'Save changes'

Remove a material or expense item

• Select the item and click 'Delete' at the top
  

A confirmation dialog will appear.

• Click 'Yes, Do it'

The item will be removed and will not be available for selection in the 'Add/Edit Materials' dialog in the ticket details interface.