Adding an Item to the Product Catalog
21/10/2024This article will show you how to add an item/restoration to your product catalog in 3Shape LMS. We suggest reading through the entire instructions before entering your first item. For an item to be visible at case entry, you must complete the required configuration under the "Add Item' “General” tab.
Please note: The item name will appear exactly the way it is entered in the Product Catalog on your invoices
Go to Settings > Product Catalog > Item Management > Edit
The steps for entering the required configuration are listed in order; you cannot make selections out of order. Once a step has been completed, the number will convert to a check in the bullet.
1) Click "Add Item" to open the item entry form
Note: Type and Material chosen can affect configuration requirements
2) Scroll through the drop-down menu, to select the Product Type. Only Product Types you select will be visible at case entry.
3) Select the “Material” from the drop-down menu.
*Note: In this instance “Material” refers to a subcategory under your Product Type, NOT, the materials entered in “Materials Management”
** Regardless of Product Type, any Material can be chosen.
4) Depending on the Material chosen, you might be required to select a Manufacturing method.
5) A suggested name will appear in the “Name” box. Leave as is, or enter a name if you'd prefer to customize your item name.
If an item with the same Type, Material, & Manufacturing Method already exists with that name, there is an alert message. Edit the name to continue.
Customize the item name if desired or needed
Note: Once you click the 'Add Item" the required configurations cannot be edited--including the item name.
Clicking the “Add Item” button now will allow you to select the item at case entry. Price, schedule, and options other than the required configuration can be updated at any time. Note: Leaving the "Price" box empty on the “Prices” tab sets the price at zero.
OPTIONAL ENTERIES:
The Prices Tab: Adding a price when entering a new item
Click on the Add Item “Prices” tab. Enter the item price in the box.
Click "Add Item" if finished.
The Schedules Tab: Selecting a manufacturing schedule when entering a new item
OPTIONAL: Your LMS site has a default 10 day 1-step schedule that is automatically assigned to all items. If you've created other schedules, you choose a different default schedule (the schedule automatically selected in case entry), or more than one schedule. From the New Items “Schedules" tab:
- Click the “Add Link” icon to add a schedule. You can have more than one schedule for an item. For example, in addition to the default schedule, you might have a “rush” schedule
- Click on the circle under “Default” to change the default schedule
- Click the “Broken Link” Icon to remove a schedule
Click "Add Item" if finished.
Click here for more information on manufacturing schedules
The Production Tab: Linking alloys and or material when entering a new item
You can link alloys and materials to specific items so they are automatically included when an item is selected at case entry.
*Note: Materials and alloys are created in Materials Management, not in the Product Catalog.
From the Production tab, click the “Add Link” icon to link any alloy(s) or material(s) you want to link to the item.
Click “Add Item” when finished.
Click here to learn about adding alloys and materials
Once you've completed entering the required information and any optional information you've chosen, click the Add Item button. Your item will be visible in your Product Catalog and available at case entry.