Entering materials and alloys from the case record

This article shows you how to enter materials and alloys from the case record.

Entering Materials and Alloys from the Case Record can save valuable time during invoicing.  Pricing and quantities will already be assigned. eliminating the need to edit the invoices from the Case Record, or Invoice Creation.

(Click here to learn now to enter materials from the technician details in Production Using materials management.)

1.  Go to Case Record > View > Materials

2.  From the drop down menu, choose the material

3.  Add and/or edit Material Price, Quantity, Lot/Batch/Serial#, and Notes.  Once all information is entered, click on the green Complete button at the bottom right-hand corner of the page.

Entering Alloys from the Case Record in is similar.  

4. From the materials page, click on the Action button in the top right-hand corner of the page and choose Add Alloy

5. Choose the Alloy from the drop down menu 

6. Add and/or edit Alloy Price, Quantity, Lot/Batch/Serial#, and Notes.  Once all information is entered, click on the green Complete button at the bottom right-hand corner of the page.

7.  Prices and quantities are automatically included when creating invoices.  There is no need to edit the invoice during batch invoice creation.