Overview
Within
DentaLab for QuickBooks (DQB) you may setup your own custom fields for these
records:
Cases
Customers
Items
In
addition, you can setup QuickBooks custom fields from a list of case fields for
use in QuickBooks invoices, purchase orders and reports.
How to Setup DQB Custom Fields
For
each of these, you can establish up to 10 custom fields, each with a name or
identifier. These can be setup in
Options/Custom Fields. For Customers or
Items, these can also be setup in Basic Lists- Customers or Items.
Note
that for Items, the custom fields can be entered in Case Entry/Case Items.
Here
are some examples of names/identifiers:
Cases: Referenced By, Special Medical Issue, Priority
Customers: Specialty, Referenced By, Rating, Status
Items:
Shade, Tooth, Category
For
the case and customer list screens for these, from the Actions Menu you can
customize the grid to include columns for these custom fields.
Keep
in mind that these extra fields can be useful for analysis, business
development, marketing, and customer relationship activities.
How to Use DQB
Custom Fields
For each of up
to 10 custom fields for each type of record that you have setup, you may enter
up to 50 characters of information for each individual case, customer or case
item. Once you have made an entry, it
will appear on the drop-down selection list for subsequent entries. Here are some examples:
Case –
Priority: in Case Entry, you can
enter one of your standards for priority such as Rush, One Day Turnaround
Customer –
Status: in Basic Lists – Customers or
in the Customer Center, you can enter one of your standards for status. You may want to use Platinum, Gold, Silver,
Bronze or A, B, C or still another standard list.
Analysis and Reporting on DQB Custom Fields
There are a
variety of ways custom fields are used for analysis and reporting:
Display in Grids
In Basic
Lists-Customers and Case List you can use the Action Menu to indicate that you
want to see the custom field(s) in the column(s) of the grid. The custom fields can also be viewed when you
elect to see the details of any record in the grid.
Customer Profile
The profiles
include the custom fields entered for each customer. These are available in
Basic Lists-Customers, Customer Center and Reports and may be displayed or
printed.
Custom Field Analysis (available
2014 Q3 release 1.40)
This option is
available in the Reports menu. You can
choose to view/print:
Case Custom Fields by a range of
entered dates
Case Item Custom Fields by a range
of entered dates
Customer Custom Fields
Each analysis
provides a count and percentage for each unique entry in the custom fields.
Custom Forms, Labels and Reports
When requesting
custom forms, labels or reports, keep in mind that you can include one or more
of your custom fields.
Transferring Case Fields to QuickBooks (QB) Custom Fields
Pan
Code
Patient
Name
Shade
Short
Memo
Teeth
Entered/Received
Date
Request
Date and Time
When you click the button to create
the QuickBooks custom fields to hold this information, QuickBooks must be in
single-mode. Check your QB version to
determine its limit on the number of custom fields.
In addition to specifying the
information to transfer, you should also setup the QB invoice template to
display and print the selected fields.
You can access your template from the top List menu, then Templates. The
layout designer also allows you to place the fields where you would like to
have them on the invoice. The designer is easy to use with extra guidance
available from the QB Help system.
You can contact the support team at Mainstreet Systems
at:
Voice :
215-256-4535
Fax: 215-256-1594
Skype: mainstreet-systems
