Dental Lab Customer & Production Management

Partial TryIn

Partial TryIn

Previous topic Next topic  

Partial TryIn

Previous topic Next topic  

Usage:

Partial TryIn - If you intend to invoice for part of the case and send the rest for TryIn, this option will cause the system to prompt the user with the list of products on the case. In turn, the selected products are invoiced and removed from the newly created case (Sent for TryIn).

 

Navigation: Customer > 4. Cases tab > Case form (open Case form to edit the case) > 6.Invoice & Totals

V12 - Invoice and Totals - before invoicing

Cases form with Invoice Case For TryIn option

1.Before Invoicing for TryIn check Partial TryIn option - If you intend to invoice for part of the case and send the rest for TryIn, this option will cause the system to prompt the user with the list of products on the case.

2.Click on V9 - Invoice for Tryin.

3.TryIn Products form displays.

V12 - Invoice Case for TryIn - TryIn Products

TryIn Products

4.Select Products that will be invoiced.

5.Click on V9 - Invoice for Tryin - long.

6.Alerts are displayed now if any is set.

7.The selected products are invoiced and removed from the newly created case (Sent for TryIn).

 

See also:

Print Invoice

How to create a case

How to add Products to a case

How to Uninvoice case