Using the Main Form

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We'll start by taking a look at Transactor Desktop's Main Form and try a few common things.



Introducing the Main Form


The screenshot below shows how your Main Form will look to begin with.

Note, if you haven't already closed the Control Centre you should do this now to reach the Main Form.


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Let's show you how to get started!.



Select a Customer


Select a customer by using the 'Customers' button on the toolbar...


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The 'Customers' window will let you search for existing customers, or add new ones.


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You can narrow down your search by choosing from one of the options in the 'Search' dropdown menu.


Notice that the second column (above) displays the Delivery Address which is usually the Practice. Out of interest, if we had searched for 'All Customer accounts', the results would contain Direct Patients, other Dental Laboratories etc. In this case, the list's columns would show the customer name, invoice address and delivery address.



The selected customer's details will now appear on the Main Form.


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Customer History


We will move onto actually creating a job for this customer in the next topic but for the moment we'll simply select an existing job from this customer's account history.


Click the Customer History button on the toolbar (next to the Customers button)...


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Now click on any job then click Select. You can also just double-click the job or select it with the arrow keys then press Return.

The job you have selected will now show on the Main Form.



Job Selected onto the Main Form


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If the status of the job you have selected is not 'Completed', there will be no invoice number or date visible.



Job Status


You can always tell the current status of a Job by looking at the 'State' box.


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Navigate to the Next or Previous Job


The Arrow buttons on the toolbar allow you to move through the jobs on the system, in order of their job number.


Navigation Controls


Try moving around between jobs now. You will notice the white areas of the Main Form change to be shaded blue when you're viewing the jobs that are already in the database. This means the details can't be accidentally modified in the current state - more on modifying or deleting jobs later.


Sometimes Transactor won't let you move to another job using this form. This may be because the current job is being edited and something needs to be done with it first (eg. Action - Bookout, or Action - Book In).

There is a way to have several Main Forms on the go at the same time, see the User Guide.



The Prompt/Focus



The yellow background is used to highlight the piece of information you're currently working with. Move onto the next box by using the TAB key or just click in the box you want to use.


main form - focused screen object - jobno




Job Items


This area forms the middle section of the Main Form and lists the items for this job. These items are added by the user and can be modified at any time prior to the job being booked out and invoiced.


Transactor Desktop can also be configured to add default items to new jobs to save you having to enter these every time a new job is created, see the User Guide.


In this section, many types of items or information can be entered, these include:


Special template notes (for example: patient details, shade required or notation)

Products and Services




Action Bar


This area shows which actions are available to you, along with the hotkey you can press on your keyboard to complete that action. These icons can also be clicked.


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The actions available will change depending on what you are doing at the time.





Attachments are files that have been linked to the job, such as photos, 3D scans and PDF documents.


The Attachments area lists any files that have been linked to the job. Files attached by the lab are shown with an "L ->" to the left of the file name. Files attached by the customer (via the Cloud interface at the practice) will show "P ->" to the left of the file name.


To add a file, click the green bubble at the top right of this area, or right click this area and choose "Add new", or press the Insert key when this area has the focus.

To open a file, double-left-click on it, or select it and press the space bar, or use the right click menu. Note that you must have an appropriate viewer installed on your computer for that type of file.

You can also delete an attachment from the right click menu.


If your lab is Transactor Cloud connected, attachments you add will also be visible to the customer from their Cloud interface.


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General Notes


This area lists any comments that have been added by the lab, or by the customer via the Cloud interface at the practice.

Lab staff's names will be preceded by an "L.", and practice staff's names will be preceded by a "P."


To add a comment to this area, click the green bubble at the top right, or right click this area and choose "Add new", or press the Insert key when this area has the focus.

You can delete a note from the right click menu.



If your lab is Transactor Cloud connected, notes will be visible to the customer unless you tick the box "Private note for lab use only".



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At the bottom of the main form you will often see a helpful prompt, this changes depending on what you're doing at the time so if you're wondering what to do next, check what it says here!

Additionally, hover your mouse over a button or control to see a helpful prompt.


Action bar hint




If you're Stuck


Most of the screens within Transactor Desktop will have a question mark icon in one of the corners, clicking on this will show a help window for the screen you're currently looking at.


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