Skip to main content
Labs and suppliers are under Associates in the side menu.

🧪 Labs

Go to Associates → Labs and click New Lab: New Lab Enter the Name, Company Number (phone, used to send lab order messages), Email and Details. Open a lab to see its Lab Orders, Lab Items, Expenses, Files and Communications. Lab Items are the lab’s products with their prices, for example a zirconia crown. Choosing a lab item in a lab order fills in its name and price. See Dental Lab Orders.

🚚 Suppliers

Go to Associates → Suppliers and click New Supplier. The fields are the same. Open a supplier to see its Expenses, Inventory Orders and Files. Choose the supplier on inventory Purchase orders and on expenses. What you owe a lab or supplier is tracked through their Expenses.
Mark a lab or supplier Disabled instead of deleting it: it’s hidden from the lists but keeps its history. A lab with orders or lab items, or a supplier with expenses, can’t be deleted unless Allow Delete is on in Advanced settings, and then its lab orders and items are deleted too.
Messages to the lab: add a message template with When Lab Order is created in SMS. It’s sent to the lab’s Company Number each time a lab order is created, with a link to the printable order.