Using the New Product Catalog Transition Tool

FAQ: 

• How will I know when the transition tool is available again? A pop-message will appear when entering a case with the Old Product Catalog. The How to Transition link will open this article in a new tab. 

• I'm not sure when my site was created. How can I verify that I need to transition items? Go to Settings > Product Catalog. If the only thing on the page is Additional products and Item Management, you do not need to transition your items. *Note: If all you see is Additional features, please email support@3shape.com immediately, and include the 3Shape company email and lab name. Your lab will need to be moved to a cloud license to transition. 
• If transitioned all of my items when the tool was available previously (before the July update), do I need to do so again? No! However, for custom pricing to update on those items, you will need to open the tool. The first time you access the tool, you'll get a pop-up alert confirming the number of items transitioned and the custom pricing update. 

• Can I transitions items in batches? No, you must transition one item at time.
• Can 3Shape transition my items for me?  No, unfortunately there are selections that only lab personnel can determine. Please note the user must have access to LMS Settings to use the Transition Tool
• How soon do I need to complete the transition? All items need to be transitioned within 90 days of the tool being available.
• How long does the process take? That will depend on how many items are in your Product Catalog. In general, each item is a fairly quick process.
• Do I need to complete the transition in one session? No, you can do a little at a time and your progress will be saved.  
• Can you deactivate items during this process? Yes, you select deactivate items individually. We recommend keeping your current items active until you've fully transitioned to the New Product Catalog. This will avoid the inconvenience having to use both the old and new case entry systems simultaneously.  
• Once an item is added, can I change the Product Type, Material, Manufacturing Method, or Name? No, you will need to make the item inactive and retransition it (or create a new item from scratch). We suggest someone with a good understanding of categories transition your items to the New Product Catalog. You might need to consult a technician for some selections.
• What fields can I edit while using the transition tool? You are able to edit the name of an item only. 
• Will I need to re-enter or reconnect manufacturing schedules? No, the same default manufacturing schedule, as well as any additional manufacturing schedules assigned to an item, will be assigned to the item in the New Product Catalog.
• Will I need to re-enter the pricing for my items? All pricing, including custom pricing will transition to the item. If you began the transition process previously, any custom pricing that did not transition will do so the first time you use the updated transition tool.
• What happened to my Design Groups? Design Groups have been discontinued; Any requirements selected in Design Groups will not transition over & are not an option at this time.
• Will items in the Old Product Catalog marked as inactive be copied to the New Product Catalog? No, only items active in your Product Catalog now will be available to transition.
• What happens to my Additional Features? You will need to manually re-enter any Additional Features as Additional Products, Items, or as Materials in Materials Management (see 5. Examples of replacing Additional Features with Items, Additional Products & Materials for more information). If you are using Materials Management and need to link multiple items to the same “material” we strongly urge you enter them prior to transitioning your items. Click here for how to add materials.
• What if I need help with the transition process?  Call the LMS teams direct line at 1-908-291-8969 or click here to book a session with an LMS team member.
• Are there any qualifications requirements to use the Dental System integration with LMS? Yes-your lab must be running on Dental System 2024 (Click here for more information upgrading to the latest version--FREE for LabCare subscribers!)
• What happens if I don't finish the transition before the deadline? Any items not transitioned ,as well as all Additional Features, will automatically become inactive and no longer visible at case entry. You will have to manually re-enter those items. The case entry option for Old Product Catalog/New Product Catalog will be removed, so the site shows only Create a Case. If you've transitioned no items, there will be nothing to select from case entry.
• Help us make LMS better fit lab needs! We love collaborating with customers! After transitioning your items, and using the New Product Catalog, please send us your feedback (positive & negative). Email support@3shape.com with the subject line: Feedback on New Product Catalog. You can also send feedback on the transition process for the future.

1. Go to > Settings > Product Catalog > Item Management (New) > Edit

2. Click Transition Tool button 

The first time you open the Transition Tool, an informational dialog box will open. Click Next for basic how to instructions, or use the X to close the box. The next page includes simple instructions and a link that will open this article in another tab. You can reopen the dialog box any time by clicking on the question mark icon in the top right-hand corner. 

All active items in your current product catalog will appear. 

Note: Items cannot be transitioned in a batch

3. To transition a specific item, click on the item. Trying to find a specific item in a long list? Use the Search function to search by Old item name, Product type, or Design group 

4. From the "General" tab select Type. Then select the Material (Material Family). Depending on the Type you may also need to select the and/or Elements. 

A universal name will auto-populate based on your previous selections. You can leave the name as is, or simply type over it to customize the item name.  *Note: This is the name your clients will see in future integrations with Unite Cloud & Trios/Communicate

 5. After completing the required fields, click the blue "Add Item" button at the bottom right of the screen to move the item to the new product catalog.  *Note: Once an item has been added, information under the "General" tab cannot be edited.

6. If your item is currently available under more than one Product Type (eg. Crown and Bridge or Crown and Implant), You will need to transition the item for each Product Type. 

Transitioned items will continue to appear in the Old Product Catalog (be available for Old Product Catalog Case Entry), until they are made inactive. If you have items you aren't using, you can deactivate them without leaving the transition tool by clicking on the three the dots and selecting Deactivate item. Any item not transitioned before the transition deadline will automatically be deactivated and will not be available in case entry.

Note: If you choose to deactivate items as you transition them, you will have to switch between “New Product Catalog” and “Old Product Catalog” for case entry until all items have been transitioned.

We recommend taking this opportunity to assess your product catalog and clean up any unused items to keep your LMS relevant to today.

Don't forget to review the FAQ's in the first section of this Help Center article.

Additional Features are not a part of the New Product Catalog. You will need to re-enter them manually as an Item, Additional Product, or as a Material in Materials Management (Click here to see how to add a material). 

Before choosing, consider if the Additional Feature needs to:

1. Be automatically linked to a specific item(s) - (Material)
2. Be an option when the lab enters the case, such as fees - (Additional Product)
3. Be visible to clients when the Unite Client Portal & Trios integrations are released - (Item)

The table below highlights common Additional Features that labs have shared with us, along with suggestions on how to categorize each one within the new system.