1.Open Tools Loan form

Tools Loan Form

2.Enter Customer Id by clicking on next to Loan To field and selecting Customer.

Please Note: If you access the Tools Loan form from the Customer page or menu then Loan to, Doctor Name and Lab are already populated. However you may change them now or later when editing this form

3.Doctor Name and Lab get filled in when Customer is selected. You may change them if necessary.

4.Choose between:

➢Never Invoice this Tool

➢or, Invoice if not retuned by... (select future date)

5.Tools Returned on - will be populated once the Tool is Returned.

6.Estimated Total - will be populated based on Total Charge of the loaned tools.

7.You may link the Loan to a case by selecting case number in Tool is shipped with this Case. Click on and select a case from the Case Finder form. Case number can be removed by clicking on

8.Patient First and Last Name are filled in when case number is selected. You can change if necessary.

Please Note: If you access the Tools Loan form from the Customer > Cases or Case Finder page ,then the loan is automatically linked to a case.

9.Enter Tools. You can Update and Remove tools if necessary before continuing.

Please Note: When entering a new tool loan, only products with the box checked for tool on File > Global Settings > Global > Products & Tasks Lists > Products form are displayed.

10.Enter Notes.

11. Check Print the Delivery slip if you need the Delivery slip after saving

12. Click

13. Tool record is saved and further operations can be processed such as: Add more Products, Return/Cancel Return, Create Shipment and much more. Please read more info on Tool Manager topic.

Please Note:  Automation Job 'Auto Invoice Un-Returned Tools' runs to invoice the tool loans for those that are not marked as returned and set to invoice by a certain date if not returned.

1.Navigate to Tools > Tool Manager  

Tool Manager form

2.Select the Tool Number you wish to update

Please Note: Tools can be also updated on Customer > Cases > Tools Loan tab and Case Finder > Tools Loan tab.

3.Click on - Edit Tool Loan

4.Make all necessary changes on Tools Loan form

Please Note: You can Enter Tools, Update and Remove tools if necessary.

5. Click

1.Navigate to Tools > Tool Manager  

Tool Manager form

2.Select the Tool Number you wish to remove.

Please Note: Invoiced Tools cannot be removed.

Please Note: Tools can be also deleted on Customer > Cases >Tools Loan tab and Case Finder > Tools Loan tab.

3.Click on - Delete Tool Loan

4.Select Yes when asked for confirmation.