Produced
The order is in the Produced status when the laboratory finished the order production and clicks the button Produced.
With the orders in the Produced status, you can do the following:
- Edit the Order
- Change the delivery date
- Change the Customer
- Create a plan work
- Make a Copy
- Calculate Salary
- View the payment instructions
- Change the price
- Send the order to the Dentist
Edit the Order
You can make changes in the order if needed.
To add/edit information in the order, do the following:
- Click the Actions button and select Edit from the drop-down list.
-
As a result, the order page appears.
-
Make changes and click the Save button to save changes.
Change the delivery date
To change the date when the dentist must receive the produced order, do the following:
- Click the Actions button and select Update due at from the drop-down list.
- Select a new date from the calendar in the dialog.
- Click the Submit button to save changes.
Change the Customer
You can change the customer in the order (the dentist, who created an order).
To change the customer, do the following:
- Click the Actions button and select Change Customer from the list.
- Select the customer from the drop-down list.
- Click the Submit button to save changes.
Create a plan work
You can create a work plan when you create a new order.
If the order is in the Produced status and doesn’t contain the work plan or you need to add a new task(s) to the plan, do the following:
- Create the work plan automatically or add tasks manually. Select the function you need in in the Order page.
OR
- Click the Actions button and select Plan Work from the list.
Please, read the detailed information here.
Make a Copy
You can copy the order if you need to create a new one for the same patient (but this patient needs other services).
To copy the order do the following:
- Click the Actions button and select Copy from the list.
Here:
#E33E1B813D - is the number of the copy, #ba5f6c65de - is the number of the source.
Calculate Salary
You can pre-calculate the compensation the technician (or technicians) will receive after completing the order.
Click the Actions button and select Payroll from the list.
Select an employee from the list and enter the salary sum.
Click the Add button.
Reopen the Order
Reopen returns the order to rework. Select the Reopen from the drop-down list and confirm your selection (click the OK button).
As a result, the system changes the order status to Published.
Print the Order
You can print an order form listing the services and tasks you must complete.
Click the Actions button and select Print from the drop-down list.
Define the print parameters and print the order.
Cancel the order
To cancel the order, click the Actions button and select Cancel from the drop-down list.
Click the OK button to confirm your action.
View the payment instructions
To view the payment instructions, do the following:
- Click the Payment button and select Payment Instructions from the drop-down list.
-
In the dialog that appears, you can view the payment details.
-
Click the Close button to close the dialog.
Change the Price
To change the price of an order, do the following:
- Click the Payment button and select Adjust Price from the list.
-
In the Adjust Order Price dialog change the price of the order and currency (if needed).
-
Click the Submit button to save changes.
Send the order to the Dentist
After the laboratory produced the order, you must send it to the dentist.
To send the order, do the following:
- Click the Ship button.
- In the Ship this order dialog add the Tracking Number.
- Click the Submit button.
As a result, the system changes the order status to Shipped.