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To start a new Job press New Job on the Action Bar.
If you were unable to click New Job, that's because there's stuff going on on the Main Form and Transactor Lab Manager needs you to deal with that first. Try choosing Clear Form or finish what you are working on first.
The Main Form is ready with your blank New Job..
The Patient, Shade and Notation prompts are customisable and explained in the User Guide's Default Job Format topic. Useful for example if you wanted new jobs to also prompt for a Patient Address or any other information.
The Job Number has been automatically assigned by Transactor Lab Manager. To use your own job numbers instead, just enter the job number on a blank Main Form and press RETURN before you choose Action New Job.
Assign a Surgeon to the job
Type 'parker' into the Customer box and press Return.
Mr T Parker is already the highlighted customer so just click Select.
You could also search for a customer using just part of the Name, or instantly retrieve a customer using the Customer's ID no. These are explained in the User Guide.
Great! Now we have a Customer on the Main Form...
It doesn't matter if you have selected a different customer to our example, and you can choose Delete Job from the Action Bar if you want to start again.
Notice how the Customer's invoice address is on the left of the Main Form, and the Delivery Address (usually a Practice) is on the right.
We'll now fill out this job with some job specific items.
Use TAB key on your keyboard to move the yellow Prompt down to PATIENT then press Return (or double click the PATIENT row).
From the box that appears you can enter the patient details - enter any name you like for now and click OK.
Using TAB or by clicking, and pressing RETURN, use the same method to enter a Shade and Notation. You can make it up, or leave them blank and skip to the job line items.
That's the basic contents of a job. We could also have set a Department by tabbing to the Dept box and pressing Return, and could also set your own reference code by using the "Your ref" box. You're welcome to try setting these now.
Tab down to (or click) the first empty row below Notation and press Return.
In the Product Items selector window, click an item and press RETURN..
You can add other Items to this list by pressing Add New or by using the Control Centre - but we'll cover that later.
Note the "Begins with" box at the top, which allows for quick searches and and that the "Search" box can be changed to search by Description.
Check the quantity of the item, the Band/Grade, and the price..
Mr Parker has already been defined as usually using the NHS price band, but you can override this here - or enter a custom price.
The other entry items are optional.
Click OK when you're finished and the item will add to the job.
Let's try another useful, and quicker, method for adding a Sales Item to the Job:
Click the next empty row on the job but don't press Return. We want to add a 'Porcelain Inlay' by typing its code 'pi', so go ahead and start typing part of the code directly onto the empty line of the job, then press Return. You'll see the Sales Item selector appears with all possible matches.
Didn't find what you were looking for in the list? Check the list is searching for Code rather than Description by clicking on the "Search..." box and changing the search method. Every Sales Item has a code so if you know the code for an item it will be much quicker to add it.
Before we finish on this subject, we want to tell you about the speed entry method.
Using Transactor Lab Manager's Speed Entry
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If you know the item code you can type it in with a comma (and optional quantity) and just press RETURN. That's it! Read more in More Nice Stuff
Usual Price Band
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Line items you add to a job will inherit (start off with) the price band indicated in the Usual Price Band box.
To change the Usual Price Band, click it and press RETURN.
Read more on the Usual Price Band in More Nice Stuff
Enter 'Public' line notes
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You can add line notes by entering a dot as the product code.
On a new line, click in the Code column and type '.' (a full stop) and press RETURN, then press RETURN again in the next window.
These line notes may be seen by the customer if the delivery note or itemised invoice is printed.
Enter 'Private' job notes
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The 'Private Notes' box is at the bottom of the job. These can be edited at any time and are viewable only internally by anyone using Transactor Lab Manager in your company.
Feel free to add other Items to this job and then progress on to the next step of the tutorial.
