Do you already have a bill of materials created to manage a custom set for a surgeon based on their preferences? Why not use that BOM to create a new Preference Card for that surgeon?
Creating a preference card will allow you to use it to request inventory, store additional preference data, and quote a case.
Navigate to the Preference Card page
Click "New Preference Card" in the upper right corner
Enter a Name for the Preference Card so you can identify it
Select the Procedure from the dropdown menu
Add Physicians to associate with this Preference Card
Add notes to store physician preferences and context about the preference card. You may also use the "Additional Preferences Field"
Select the Bill of Materials from the drop down menu
Click “Add New” to add any additional items to the Preference Card
Click “Create"
