Dental Lab Customer & Production Management

Production Stages

Production Stages

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Production Stages

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Usage:

Within the Production management section, stages will need to be defined:

•Each Stage add will contain a sequence number, color coding and the ability to ‘Hide Notes from Previous Stages’.

•For each Stage defined, product departments need to need defined in order for tasks to be associated with each stage. This will directly correspond to what is displayed through the various views in the production management module.

 

Navigation: File > Global Settings > Global > Production Management > Production Stages

V14 - PM - Production Stages - form

Production Stages form

hmtoggle_arrow1How to add a new Stage

1.Click V9 - New Stage and the New Stage form will open.                                

2.Enter the new Stage name.

3.Enter Sequence.

4.Select Color.

5.You may Hide Notes from Previous Stages if you check this option.

6.Click V9 - OK 2 and the new record will be added.
hmtoggle_arrow1How to edit Stage

1.Select the Stage record you want to update by clicking on it.

2.Click V9 - Edit Stage and the New Stage form will open.

3.Make the necessary changes.

4.Click V9 - OK 2 and the changes will be saved.
hmtoggle_arrow1How to add Departments and Tasks

1.Select the Stage record.

2.Select Departments Tab - Select the departments for which the product Stage is visible

3.Click on V9 - add department

4.Select Department

5.Click V9 - OK 2

6.You can Remove the Department from the list by clicking on it and selecting V9 - Remove Department.  

7.Also you may add or remove departments by clicking on V9 - Edit Department List, checking or unchecking boxes.

 

8.Click on Tasks tab - Here are tasks that are part of the selected Stage. Edit the Production Tasks to change it's Stage.
hmtoggle_arrow1How to delete Stage

1.Select the Stage you want to delete by clicking on it.

2.Click V9 - delete stage

3.Select YES when prompted for confirmation. 

Note: Record will be deleted from the database, but you can add it back at any time.

 

See also:

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