Dental Lab Customer & Production Management

Set Remake to case

Set Remake to case

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Set Remake to case

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Usage:

Remake discounts are offered when some or all products of a case are remade due to different reasons. Remakes may be applied as a percentage or as a fixed value that will be decreased from the initial price of the product. You may enter a Remake Case number  as the case for remake.

 

Remake value can be applied

➢To a single product when this is added to a case.

➢To a single product after it was added to the case. You need to open the case for editing and you can set the Remake value for any product.

➢To all products of the case by setting Remake to case form and not on a specific product.

 

hmtoggle_arrow1Prerequisites

•A case that is not Invoiced (usually discount is set when products are added to a newly created case). To create a case see How to create a case topic

•Products added to case

•You also need :

➢Remake value entered in File > Global Settings > Global > Laboratory Lists > Remakes. You should have at least one Remake record with flat amount Type, and one with Percentage Type.

➢Reason entered on File > Global Settings > Global > Laboratory Lists > Reasons form.

 

Navigation: Customer > 4.Cases > Open case > 2. Remake and Discount

V12 - Add Remake to a case - Case form

Case form with Remake applied

 

hmtoggle_arrow1How to add Remake value to a case

1.Select the case. Make sure products are added.      

2.Click on 2.Remake&Discount tab. Is the second tab on the top of the Case form.

3.Select the Remake Checkbox.              

4.Once the Remake is checked the Remake, Rate, Reason and Remake Case # field will be enabled.

5.Now you have two possibilities:

I.  Add a Percentage Type Remake

V12 - Add Remake to a case - percentage

Add Remake to the products as Percentage

 

➢Select a Remake from the droptdown list.

➢Rate will be added automatically and cannot be changed.

Note: Next to the Rate field is the "%"(percentage) sign which will confirm that the selected Remake has Percentage type.

➢Enter the Reason why this discount is being applied.

➢Click on V9 - Edit - short button next to the Remake Case # field. Case Finder form displays and you can search the case you want to remake

 

  II. Add a Flat Amount Type Remake

V12 - Add Remake to a case - flat amount

Add Remake to the products as First Remake Discount

 

➢Select a Remake from the droptdown list.

➢Enter Rate value. This can be any value that is less than the Total Price. You cannot offer a greater discount than the initial price of the product.

Note: Next to the Rate field is the "$" (dollar) sign which will confirm that the selected Remake has Flat Amount type.

➢Enter the Reason why this discount is being applied.

➢Click on V9 - Edit - short button next to the Remake Case # field. Case Finder form displays and you can search the case you want to remake

6.After you selected the desired remake value you will notice that the Remake column in the grid is updated for each product with the amount of money that will be reduced from the Extended Price.

7.Click V9 - Save to close the Case form and save the changes you made.

 

See also:

Add Discount to a case