Adding Products To Workflows In VisualDLP

Adding Products To Workflows In VisualDLP

What You’ll Need

You should have already read the article Workflow Basics before following the steps below.   You should have already created the workflow you want to add a product to before following the steps below.  You will also need to know which Workflows a Product can follow through the lab.   It is probable that a product may have more than one workflow depending on production technique.

Steps

  1. Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module.
  2. Click on Production/Workflows and Search for the Workflow you are adding products to and click it.
  3. Click on the Products Tab
  4. In the field labeled “Type The Product Name To Add” enter the the name or part of the name of the product you are adding to the workflow.
  5. From the search results, click on the name of the product you want to add.
  6. Click on the Add Product button.
  7. If this Workflow is the default Workflow for the product you added, click on the menu icon on the far right of the Product record you just added, and select “Set As Default”
  8. This Workflow is now an option on Order Entry when you add this product to an Order.

 

Discussion

A product may follow several paths through the lab as its being manufactuered.  Workflows are those paths.   If a product can have options, then you can create mutltiple workflows and assign that product to each workflow.

    • Related Articles

    • Adding Products in VisualDLP

      What You’ll Need Unique product name, and optionally, a description that you want to use internally and on invoices.   You may also categorize products by department, and type. Steps Required Steps have an asterisk next to them. Log into VisualDLP as ...
    • Custom Work Tickets for Workflows and Products

      There are times when a particular product or workflow needs to have a custom Work Ticket.  For example, if your lab were to out-source production of a product or component to a partner lab or manufacturer you may need to send a work order request ...
    • Adding Tag-Along Products

      Often a product or many products accompany the selection of a main product on an order.  For instance, if you always add a Disinfection product line to an order, or always add an Alloy product to a particular crown, you can now use Product ...
    • 2022 VisualDLP Updates

      Below is a running list of the enhancements and bug fixes for VisualDLP released in 2022 September · Added ability to batch shipment orders when creating a shipping label · Enhanced price list page Bug Fixes · Extended Account Name column for Doctor ...
    • 2023 VisualDLP Updates

      Below is a running list of the enhancements and bug fixes for VisualDLP released in 2023 July A new option for zipping invoices has been added to the account page. From the transaction tab, select the invoices you want to download and zip, then ...