Dental Lab Customer & Production Management

Supplies

Supplies

Previous topic Next topic  

Supplies

Previous topic Next topic  

Usage: Fulfillment Manager that includes Supplies and Literature list is available on this form.

 

Navigation: Shipping > Fulfillment Manager > Supplies `

V12 - Fulfillment Manager - Supplies

Fulfillment Manager form - Supplies tab

 

Available operations:

Please Note: In order to see any record on this form you need to previously enter them on Customers > Customer tab > Fulfillments tab

 

1.Modify - This button enables users to update a selected record. For additional information please review the Modify Fulfillments section

2.Delete - This button will delete the selected fulfillment record.

3.Complete - Click this button after a Pending fulfillment is selected to ship the fulfillment. Status will be set to Shipped.

4.Packaged - Click this option to set the fulfillment status to Packaged.

5.View Customer - Select this button and the customer form will open and display all information related to the customer which corresponds to the selected fulfillment record

6.Print Label - Selecting this button will print a label for the selected fulfillment

7.Batch Complete - Instead of completing each fulfillment one by one, you may click this button to complete the entire batch of fulfillments shown in the grid.

8.Print Return Label - Selecting this button will print a return label for the selected fulfillment

9.Create Shipment - Create new shipment form will open.

You need to provide information about:

Shipping Carrier

oShipping Lab - select from dropdown

oCarrier - select from dropdown

oService Type - select from dropdown

o# of pieces - enter number of pieces

oWeight - enter weight

Customer Shipping Address

oYou can leave the Customer address that is displayed, or you may select a different shipping address by clicking on V9 - select alternate address and select one of the available shipping addresses.

If fulfillment includes Return Label, Click on Print Return Label before creating shipment

Before creating the shipment you have an option to select if you want to print the shipping label right after saving. The fulfillment's status will be changed to shipped and the tracking number field will populate accordingly.  

Click on V9 - Create Shipment button

V12 - Fulfillment Manager - create shipment

Fulfillment Shipping form

10.Track Shipment

11. View Label

12.Close - Selecting this button will close the Fulfillment Manager form

 

See Also:

Fulfillment Manager

Fulfillments on the Customer form