Creating or Editing Design Groups
21/10/2024Design 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
