Dental Lab Customer & Production Management

Case form Description

Case form Description

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Case form Description

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V12 - Case form description

Case form

 

Case form is divided in two different sections with multiple tabs with information.

The upper section has the following tabs:

1.General

2.Remake & Discount

3.Shipping

4.Notes & Instructions

5.Follow Up Call

6.Invoice & Totals

7.Misc

The lower section includes the following tabs, the Action button, two options and the Save and Cancel buttons.

Products -> On this tab the Products are added. Please see How to add products to a case topic for details about this operation.

Enclosures -> On this tab the Enclosures are added. Please see How to add enclosures to a case topic for details about this operation.

Images & Attachments -> If any attachment is added to a case, it can be viewed on this tab. Note: Images can be added to a case only after the case was created, so at this point this tab will be always empty

Schedule - > allows managing the tasks that are required for product creation once the case has been saved and the schedule has generated based on the products entered on the case

Materials -> display the Materials related to each product. The default materials are automatically added upon entry of each product and may be edited or deleted at any time. Please see How to add materials to a case topic for details about this operation.

Note: Another tab will be displayed next to Images and Attachments but only after the case is saved and opened for editing

Calls & Notes -> If there is any Call that exists and is related to this case, those also can be viewed on this tab. Note: Calls can be added to a case only after the case was created, so at this point this tab will be always empty

Actions button -> This option displays several menus along with their shortcut keys. For example Ctrl+P prints the Invoice and Ctrl+W prints the Work Order. You do not have to close the Case to perform these functions.

Scan After Save - case will be scanned after save

Print Workorder on Save - WO will be printed automatically after case is saved

Print Case Label on Save- Case Label will be printed automatically after the case is saved

 

hmtoggle_arrow1Once the case is created several options are available if you right click on the case after selecting it: