Dental Lab Customer & Production Management

Doctor Supply Fulfillment Management

Doctor Supply Fulfillment Management

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Doctor Supply Fulfillment Management

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Usage:

DLCPM eliminates guessing how to fulfill your doctors’ supply requests. All requests are viewable in one central place for your staff to process, while the rest of your customer service team can instantly know if the request has been processed or if it is still pending.

 

Prerequisites:

Before adding any Fulfillment Items to the customer record please make sure that the items  you wish to enter are already added to the database.

Fulfillments Items -> Path: File > Global Settings > CRM Lists > Shipping > Fulfillments Items

Carriers -> Path: File > Global Settings > CRM Lists > Shipping > Carriers

 

Navigation: Customers > Customer tab > Fulfillments tab

 

V12 - Fulfillments

Fulfillments form

 

hmtoggle_arrow1How to add a new Fulfillment record:

hmtoggle_arrow1How to change a Fulfillment record:

hmtoggle_arrow1How to ship a Fulfillment record:

hmtoggle_arrow1How to delete a Fulfillment record:

hmtoggle_arrow1How to print Fulfillment label:

hmtoggle_arrow1How to Track Fulfillment:

See also:

How to add Fulfillment Items

Fulfillment Manager

How to Print Fulfillment Label