Job items can be marked as Remakes, and set as either the prescriber’s or lab’s fault | New sales reports/listings | Backup reminder |
“Sage 50” CSV export templates | Managers can view a list of open Transactor Lab Manager applications, and remotely close them | Compatible with the latest Windows Updates |
New look+feel templates | Sub locations are now defined and selectable from dropdown list | Emailer can be set to sleep for a period |
Increased size of notation quadrants | Pre-booked jobs automatically displayed on the Main Form with reduced columns | Customer account creation date is now displayed |
GDPR compliancy – produce customer details and changes record, erase customer, configure how patient names appear internally and externally | General notes can be copied to a new note | Improved menu and page displays in the Control Centre |
Bar code scanning – Job Ticket, Delivery Note, Patient statement and Invoice include a Bar Code next to the Job number. Jobs can be instantly brought up on Transactor Lab Manager by scanning the bar code | Notes and file attachments – can be added to jobs at any time at lab or practice from anywhere | Price bands – ‘Allow custom prices’ – You can change the price of a product item without the price band changing. If a price band is defined as not allowing custom prices, this makes the prices of that band fixed or read only |
Due Date Calendar – lab closed days – can be assigned. A warning message pops up if you Book in a job with a closed due date specified. When adding a new job, turnaround days can be set to skip ‘closed days’ | Export lists to CSV file – all selection lists in Transactor Lab Manager have the option to “Export this list to CSV file” | New SendTo types – (i) Printer (Windows default) this works without the need to ‘Assign to printer’, (ii) Printer (report size) – the page size automatically matches the report being printed, (iii) Attachment – job related reports are added as job attachments |
Easier selection of previously used customer – when viewing a job, if you press BackSpace on the Customer box, the job details clear from the form and the customer details remain | ‘Customer details’ & ‘Sub Totals’ display – areas on the main Transactor Desktop screen can now include coloured text and backgrounds. eg. The Account Balance shows in RED when the account is in debt | Emailing is faster, more streamlined |
Customised ‘Letter’ reports – from/to Dentist(s) and Practices(s). | Job snapshots – are automatically saved to file. The snapshots are PDF files with a filename of the job number, date and time, containing the main job details. These files are written to a designated ‘snapshots’ folder | Job no’s prefix character |
Job locations – set where the job is currently located, such as in lab, en route to practice, ready for collection by lab. | Delivery Runs report – add jobs to a delivery driver’s route and produce documents for the delivery driver to check and sign off as they go | Attach files to customers – attach files to a customer’s profile, such as Purchase Order agreements, special instructions, photos, 3D scans |
More job attachment file types supported – an expanded choice of file types can be attached to jobs. | More Printing Rules options – more complex printing rules can be created, and more documents can be created on book in or out | Save a job after changes – after editing a job, the user can save the job with it’s original status. Previously booking a job back in would record a new booked in date |
New report – Unfinished Jobs reminder letter – produce a reminder letter to a customer for jobs despatched to them that are not yet invoiced | Expanded month-end emailing option – addition of a customer statement email address | Product Code Mapper usability improvements |