Dental Lab Customer & Production Management

Outsource to Vendor

Outsource to Vendor

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Outsource to Vendor

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Usage:  

The Outsource to Vendor option contains the following functionality:

•Update a case log when a case is outbound to an outsourced vendor or if the case is received inbound from an outsourced vendor

•The inbound or outbound Tracking # is available for entry for record keeping purposes

•Case status will be updated to selected status when marked as outsourced to a vendor

•A packing slip is available to print when setting the outsourced vendors on cases

•When using the outsource to vendor option, the Case Audit trail log will update with the date and time the case information was entered from this option

Please note:  In order to use the outsource case to vendor option, there must be a task(s) scheduled on the case that is marked for outsource to vendor.  

 

Navigation: Tools > Batch processing  >  Update Case Status  

V14 - Batch Processing - Outsource to Vendor - navigation

Outsource to Vendor navigation

 

hmtoggle_arrow1How to use the Ousource to Vendor option

1.Open the Outsource to Vendor form by following the navigation path.

2.Select Outsource to Vendor or Received from Vendor.

3.Enter Tracking Number.

4.You may Update Case Status. If this option is added, select a Status from the dropdown.

5.You may Print Outsource Packing Slip and select the Printer.

Please Note: All the above options must be selected before scanning. After the first case is scanned the options become unavailable.

6.Scan the case barcode or enter the Case Number and click V9 - Add .

7.Repeat previous step to enter all cases you want.

Please Note: If you entered a wrong case, you can remove it from the list by selecting it and clicking the V9 - Remove button. If you wish to remove all cases you can simply click on V9 - Clear List - red

8.Click V9 - Update.

9.Case Number Status will be updated. You can check it on Customer > Cases tab or on Case Finder form.

V12 - Batch Processing - Outsource to Vendor - form

Outsource to Vendor form