Overview
Line items represent the individual components of a case, detailing the specific products or services required. They are essential for managing the financial aspects of a case, including pricing, invoicing, and inventory tracking. Line items are created when you add products to a case. Each line item corresponds to a specific product and includes details such as quantity, rate, discount, and tax amount. The line items collectively determine the financial outcome of the case, including the total amount invoiced.
Setup Options
Pilot provides lots of product behaviors, making entering products easy. The product behaviors will determine how line items work. Here is a mapping of behaviors:
Taxable. Determines whether Pilot needs to calculate tax for that product.
Allow Rate Change. Determines whether a line item's product rate (a.k.a., unit cost) is adjustable. If on, the "Rate" column box on the line item is enabled.
Allow Shades. Determines whether a line item can have a shade. If on, the shade and stump shades input boxes for the line item will be enabled.
Allow Discount. Determines whether a line item is discountable. If on, the individual discount box will be enabled on the line item and the line item will be shows in the bulk discount dialog.
Both Arches Only. Determines whether this product is counted as having quantity 1 for both arches. If on, it will automatically make quantity equal to 1 and notation will be "Upper, Lower" without the ability to adjust it.
6. Bridge Notation. Determines whether "A" (abutment) and "P" (pontic) notation is allowed to be entered for a product.
7. Allow Custom Price. Determines whether this product's price is allowed to be customized on a per-doctor basis. Sometimes, the price for a product will be consistently outside of the set pricelists but only for specific clients. If on, this product will appear on the list to be selected for custom price creation.
8. Quantity Type. There are 3 options available:
1. Tooth Selection. This setting makes products only have units with numbers 1-32 in UNN notation. Combine with Bridge Notation for bridges. The quantity will be disabled because it's synced automatically based on the number of teeth selected.
2. Arch Selection. Gives ability select Upper and Lower arches. There can only be 1 upper and 1 lower arch selected, so the maximum quantity is 2. The quantity will be disabled because it's synced automatically based on the number of arches selected.
3. Custom. Enables the quantity field. Quantity is not synced to notation. This is useful for precious metals and custom appliances.
How Line Item Notation Works
Select a line item and use the graphical tool to select units/arches
Open the notation box to:
Input comma-separated digits (e.g., "9, 10, 11")
Append "A" for Abutment or "P" for Pontic (e.g., "9A, 10P, 11")
Input "Upper" or "Lower"
(incoming) Input a range with a dash (e.g., "4-6")
How Quantity is Synced to Notation
If a product has Quantity Type = Arch Selection, you can only select/type Upper and Lower. The maximum quantity is 2, just like with arches. To make it more than 2, add another product with the same name.
For Tooth Selection products, selecting all units on the same arch would combine them all into Upper or Lower
Unless even one of those units has "A" or "P" appended to it
Remakes
In Pilot, if your case has a remake connection to another case, you can select the line item and click on "Remake" options button. In there, you can:
Specify whether this line item is a remake or not.
Specify a remake reason
Specify which product is being remake
Specify which units are being remade.
Manage Line Items
Add Line Items
On Line Items Table, click + Product button
In the left-side search, select the products you want to add
To add notation, either:
Select the added product and use the graphical tool
Click on the Notation box and type the notation in manually
After you're done editing the products to add, click on Add [x] Products button
Remove Line Items
Select the existing line item from the Line Items table
Click on the Trash button
Updating Line Items
To update line item remake configuration, select a line item and click on the Remake button
To update line item financials, click on the Crossed Teeth icon next to the + Discount button to close the graphic and see the financials
To apply a discount to all discountable items, click on the + Discount button