Dental Lab Customer & Production Management
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Version 15
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Introduction
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Case tabs description
Audit Trail
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Taxes
Case Status
New Case
Case form description
General
Rush Case
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Notes and Instructions
Invoice and Totals
Products
Add Products to a Case
Enclosures
Add Enclosures to a Case
Add multiple Enclosures
Images and Attachments
Add Attachments to a Case
Edit Case
Edit Case Products
Delete Products from the Case
Edit Enclosures list
Delete Enclosure from the list
Set Case Location
Cancel Case
On Hold Case
Invoice Case
Invoice for Try-in
Delete Case
Duplicate Case
New Estimate
Convert Estimate
Accept Web case
Remake case
Set Case as Remake
Credit Case
Add New Call
Add Alert to Case
Un-Invoice Case
Reschedule Case
Track shipment
Reports
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Print
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Accounting
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Communication
Cases
Case Icons legend
Case Finder
Calls
My Calls
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Web Calls
Digital Case Import
Scanners
Setup and Configuration
Configure Product Mapping
Configure Lab Default CustomerID
Importing Files
Monitoring the progress
Accounting
Preparing for Month End
Receive Payment
Create and Process Statement
Prior Statements
New Statements
View QB Errors
Employees
Employees
Time Clock
Reports
Reports Center
Calls Analysis
Shipping
Update Shipping Information
FedEx
UPS
Tools
Send ePop Message
View ePop History
View Failed Emails
Docking Info Configuration
Administrator
User Management
Settings
Global
Accounting
Accounts receivable
E-mail
QuickBooks
Calls
Case Options
Case Entry
Case Invoicing
Shipping
Try In Invoicing
Case Scheduling
Currency/Date Format
E-mail
E-mail Templates
General
Lab ConneX
Settings
Default Values
Laboratory Lists
Laboratories
General
Settings
Forms
Business Hours
Users
Invoice Comments
Statement Comments
Shipping Carrier
UPS
FedEx
Purolator
Merchant Accounts
Preferences
Discounts
Remakes
Reasons
Enclosures
Tax Rates
Medical Excise Tax
Case Location
Holidays
GL Accounts
Miscellaneous
TimeClock Activities
Products/ Tasks Lists
Products
Add/Edit/Delete Products
Translucencies and Shades
Product Tasks
Related Products
Product Taxes
Product Invoice Notes
Customer Portal
Catalog Products
Production Tasks
Add/Edit/Delete Tasks
Pay Rates
Technicians
Associated Products
Production Methods
Metal Finish
Pay Rate Codes
Departments
Types
Categories
Groups
Sub-Groups
Translucencies
Shades
RX Categories
RX Design
CRM Lists
Calls
Descriptions
Types
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Customers
Affiliations
Classes
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Sales People
Dental Groups
Types
Sources
Source Names
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States
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Statement Classes
Education
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Types
Methods
Shipping
Carriers
Routes
Carrier Service Types
Route Drivers
Fulfillment Items
Personal
Email Preferences
Customer Settings
General
Auto Pay
Credit Cards
Preferences
Sales Commissions
Special Prices
Taxes