Dental Lab Customer & Production Management

Case form Description

Case form Description

Previous topic Next topic  

Case form Description

Previous topic Next topic  

Navigation:  

See Add new Case

V12 - Case form description

Case form

 

The Case form is divided into two different sections with multiple tabs of information.

The upper section contains the following tabs:

1.General

2.Remake & Discount

3.Shipping

4.Notes & Instructions

5.FollowUp Call

6.Invoice & Totals

7.Misc

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

Products -> This tab is where Products are added. See how to add products to a case for more information.

Enclosures -> This tab is where Enclosures are added. See how to add enclosures to a case for more information.

Images & Attachments -> This tab is where Images and Attachments are added.

Schedule -> This tab allows you to manage product tasks once the case has been saved. Upon saving, the schedule will be generated based on the products added to the case.

Materials -> This tab displays the Materials related to each product. The default materials are automatically added upon entry of each product and may be edited or deleted through this tab. See how to add materials to a case for more information.

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

Calls & Notes -> This tab displays any Calls related to the case.

Actions button - Clicking this button displays several menus along with their shortcut keys. For example, Ctrl+P prints the case Invoice and Ctrl+W prints the case Workorder.

Scan After Save - When enabled, the scanning module will open after saving the case. From this module you can scan documents to associate with the case.

Print Workorder on Save - When enabled, the case Workorder will print automatically after the case is saved.

Print Case Label on Save - When enabled, the Case Label will be printed automatically after the case is saved.

 

hmtoggle_arrow1Once the case is created, you can access many options by right-clicking on it: