Creating or Editing Design Groups

21/10/2024

Design groups are categories that determine what information is requested at case entry for each item. Design groups can be used to group similar items together which make it easier to select at case entry. It also determines what features and options are available for the specific item/restoration.

Here are the options available when editing your design groups:

Turning on/off the design group (Active)
Changing display order
Require instructions/designs/additional features
Enabling product types (similar product types are available to select- by tooth/arch/full mouth)

Creating a design group:

1) Settings > Product Catalog > Design Groups > Edit > New Entry

Turning off/on design group (Active)

Changing display order:

1) Click "Edit" next to Linked Items

2) Select Order from drop-down

3) If you select manual you can move by using the 3 dots.

Requiring Special Instructions at Case Entry

4) Click Yes to require instructions during case entry. Then click the green save button.

Displaying or Requiring Additional Features/Design choices

5) Click once to display, click twice to make required

Green = displayed/optional at case entry
Red = required at case entry

Design Choices

Requiring Additional Features

Enabling product types

6) Selecting product type allows you to choose which type/icons the design group will show under at case entry

Creating or Editing Design Groups

Creating or Editing Design Groups

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