To successfully create and ship a case, you first need to enter information in different areas of the application.

 

To create and be able to Invoice a case:  

•Configure all necessary setup configurations in the File > Settings > Global > Case Options form.

•The Customer you are creating a case for must have the Do not allow Case entry option unchecked. You can find this option on the Customer > Practice Info tab.

•There must be at least one Laboratory configured for Invoicing, and one for Production. Laboratories are maintained on the File > Settings > Global > Laboratory Lists > Laboratories form.

 

To Ship a case:

•Carrier - Add the required carrier in File > Settings > CRM Lists > Shipping > Carriers.

•Route - Navigate to File > Settings > CRM Lists > Shipping > Routes to add routes.

 

Enter valid data in the following forms:

•Products - Enter all available products on the File > Settings > Global >  Products & Tasks Lists > Products form.

•Enclosures - Enter enclosures through the File > Settings > Global > Laboratory Lists > Enclosures form.

•Catalogs - Catalogs allow you to provide promotional prices for specific products to your customers. Create catalogs on the File > Settings > Global > Products & tasks Lists > Catalog Products form.

•Lot Numbers - File > Settings > Global > Products & Tasks Lists  > Lot Numbers

 

To offer special prices for products and to add remake discounts:

•Discount - File > Settings > Global > Laboratory Lists > Discounts

•Remake - File > Settings > Global > Laboratory Lists > Remakes

•Reasons - File > Settings > Global > Laboratory Lists > Reasons

 

For Follow Up Calls:

•Call Type - File > Settings > CRM Lists > Calls >Types

•Call Description - File > Settings > CRM Lists > Calls > Descriptions

•Department - File > Settings > Global > Products & Tasks Lists > Departments

 

Finally define printer settings at File > Settings > Global > Printers to be able to print Workorders, Labels, and Invoices.