To create a case and to have the ability to ship it you need to enter accurate information in different areas of the application.

 

To create and be able to Invoice a case you need:  

•To do all necessary setup configuration in File > Settings > Global > Case Options form

•An active Customer that has Do not allow Case entry option NOT checked. You can find this option on Customer >Practice Info tab

•Two Laboratories, one for Invoicing, the other one for production. Laboratories are maintained in File > Settings >  Global > Laboratory lists > Laboratories form

 

For Shipping the case you need:

•Carrier - Add them in File > Settings > CRM Lists > Shipping > Carriers

•Route - Follow File > Settings > CRM Lists > Shipping > Routes path to add routes to database

 

Make sure that you have correct data in following forms:

•Products - enter all available products into: File > Settings > Global >  Products & Tasks Lists > Products form as you will need to add them to cases

•Enclosures - File > Settings > Global > Laboratory Lists > Enclosures form is available for adding Enclosures to DLCPM

•A Catalog with promotional prices for some products that you might want to offer to your customer. Create catalogs in File > Settings > Global > Products & tasks Lists > Catalog Products form

•Lot numbers - File > Settings > Global > Products & Tasks Lists  > Lot Numbers

 

To be able to offer special prices for products and to add remake discounts you need to have:

•Discount record added in File > Settings > Global > Laboratory Lists > Discounts

•Remake value added in File > Settings > Global > Laboratory Lists > Remakes

•Valid Reasons entered in File > Settings > Global > Laboratory Lists > Reasons

 

For Follow-up Calls enter:

•Call Type - Add them in File > Settings > CRM Lists > Calls >Types

•Call Description - Should be added in File > Settings > CRM Lists > Calls > Descriptions

•Department - entered in File > Settings > Global > Products & Tasks Lists  >Departments

 

Finally make the settings for all three printers available under File > Settings > Global > Printers form to be able to print Workorder, Labels and Invoice.