Usage:            

Tool Manager is very similar to Cases page where labs can add a Tool and Tool Products. A given tool loan record may have multiple tools. A tool loan may be linked to an existing case (not required). Return date is required. If not returned, customer will be automatically Invoiced. Once a Tool Loan is invoiced, the Invoice number will be displayed.  

 

Navigation: Tools > Tool Manager                

Tool Manager navigation

The following form will open:

Tool Manager form

 

The Tool Manager form displays current information of the Tool Loans.

 

➢ Query section- You may select an existing query from the drop-down list, which includes: All Records, Invoiced, Open, Due in next 3 Days, Due to Invoice Today, Tools Invoiced Today, Tools Invoiced Yesterday, Tools Ready to Ship.

➢Customer section- (top of the form) Displays limited customer information related to the selected Tool Loan. All fields in this section are for display only and are created to provide information about the customer with the loaned tool.

         From this section, you can easily contact the customer by clicking on:

❑ - call selected customer

❑- send E-mail to selected customer

 

➢Grid section- In the middle of the form is the grid where the Tool are displayed. A given tool loan record may have multiple tools. The Tools are visible on the Product tab. Next is Audit Trail tab which keeps track of the changes made on the selected record.

➢ Available options for Loan record:

• - New Tool Loan

• - Edit Tool Loan

• - Delete Tool Loan

• - Print Options:

➢Delivery Slip

➢Return Slip

➢Invoice for Selected Tool Loan

➢Invoices for Date Range

• - Create Shipment

• - E-mail Return Slip

• - Mark as Retuned

• - Cancel Return

• - Open Case - displays Edit Case form

• - Open Invoice - opens case form if case is invoiced

• - Go to Customer - opens the Customer form and displays details of the customer that correspond to the selected case.

• - Track Shipment

• - Refresh - refresh the page

• - Close - closes the form

 

➢ Available options for Tools of the Loan record (on the Product tab)

• - Add Tool Product

• - Edit Tool Product

• - Delete Tool Product

• -Mark Product Retuned

• - Cancel Product Return

➢ Tool Notes - Two text box are displayed to show Tool and Loan record text information.

 

➢On right Click

•New Tool Loan

•Edit Tool Loan

•Delete Tool Loan

•Create Shipment

•Void Shipment

•View Shipping Label

•Print Delivery Slip

•Print Return Slip

•Print Invoice for Selected Tool Loan

•Print Tool Invoice for Date Range

 

See also:

Loan Tools