Using materials management

Adding materials from a case record

1) In the case record, under "View" click Materials:

2) To create a new material or Alloy, click "Actions" then choose "Add New Material" or “Add Alloy”.

3) To have this material/allloy automatically default to an item going forward, Go to: Settings > Product Catalog >Item Management > Edit

 4) Materials can be entered by the technician in the Production Dashboard or Technician Portal view of the case record:

Add, edit or view materials/alloys list from the Billing Dashboard

Billing > Materials Management > Materials List
 

Showing materials on invoice

Settings > Billing > Invoices > Always show materials notes on invoices > Save

Sample Invoice: