Adding Materials & Alloys (Metals)

This article shows you how to enter alloys (metals), as well as other materials, and link them to restorations to items in the Old Product Catalog and Additional Items.

Linking a material or alloy to a restoration will result in an extra line item being created automatically in the billing stage.  All you have to do is enter the material quantity or alloy weight and click "Complete".

1. Billing > Materials Management > Materials List

2) Click “Add Materials”

3) Input the Material Name. 

Optional: 

1. Select manufacturer or add the material's manufacturer if desired.
2. To automatically link the material to specific items, click add.
3. Add notes. In Settings under Invoice, you can select to have notes automatically print on the invoice

If linking item(s), use the checkbox(es) to select the item(s). Then click “Update” when finished.

For Materials that will be billed or for alloys, check “Billable” and enter the price of the item

Optional:

1. Check Sales Tax or Tax 2 to charge taxes on the material
2. Check Disable Discount to keep discounts from being applied to the material

When finished, click the Add Material button

*Note if the price fluctuates, such as with gold, enter zero as the price and update pricing from the case record or during invoicing.

Example Invoice from CoCr Alloy: