Building Block 1 Base System

Accounts Receivable/Sales and Production Analysis

The basic DentaLab/PC II system enables you to organize your accounts receivable, sales and production activities. You will create master files for accounts, price lists, sales and production categories.

Standard daily invoices and monthly account statements are printed in portrait mode on letter size paper. If you prefer, you can request custom setups for your forms for use with plain or preprinted paper. In addition to the features found in most accounts receivable systems, there are many special considerations for the needs of a dental laboratory, such as handling the special preferences of doctors, individual item pricing for doctors, flexible discounts and service charges, quotations and estimates, case invoice histories with patient and shade information and remake analysis.

SYSTEM FEATURES

• No limit to the number of customers
• Fast access to customers by full or partial name
• Customer freeform notepad
• Customer's special instructions/preferences by task/work center
• Customer credit limits
• Mailing labels for all or limited group of customers
• Multiple price lists plus unlimited special prices for individual customers
• Optional service charging, discounting and taxation by customer
• Optional discounting and taxation by product/service
• Advance billing, direct billing and credit memos
• Alternate bill-to accounts available to combine billings for groups, multiple offices
• Standard inexpensive forms for invoices, statements and mailing labels
• Custom designed forms can be requested: content, paper sizes, fonts, colors, and barcodes
• Flexible messages for invoices and statements
• Tracking of remakes by customer and product
• Daily Invoice Register
• Quotations and estimates
• Open item accounts receivable with options for balance forward posting, statements
• Daily A/R Report provides details, daily and month-to-date totals for payments, invoices credits, adjustments and service charges
• Sales and production reports: daily, month-to-date, and year-to-date
• Sales history analysis for any twelve-month period by customer and department
• Sales Rankings: month-to date and year-to-date
• Up-to-date customer A/R ledgers and summary information available at all times
• Mid-month ledgers, statements and aged balance reports
• Reports on accounts serviced/not serviced this month or since specified date
• Monthly A/R report on all activity plus Aged Balances for six categories
• Debits/credits for transfer to General Ledger
• Analysis of sales by salesman/territory, customer, product service
• Analysis of production by product group, department
• Comparative Sales Analysis: variations between years
• Forms can be reprinted if needed

REPORTS

• Most reports can be directed to the screen, as well as the printer
• You can limit most reports to the information you specifically need
• Customers by name
• Customers by account code
• Customer sales information
• Customer billing/pricing information
• Mailing labels for variety of selections
• Doctor's notepads by account range or individual account
• Items/prices
• Daily Sales Analysis
• Month-to-date and Year-to-date Sales Analysis
• Comparative Sales Analysis for selected years
• Monthly Sales History by account, department
• Month-to-date and Year-to-date Sales Ranking
• Daily Production Analysis by department, product group
• Month-to-date and Year-to-date Production Analysis
• Remake Analysis included in sales and production reports
• Daily Invoice Register
• Daily and Month-to-date Accounts Receivable Register
• Individual Account Ledgers
• Flash Report: quick summary of A/R totals
• Invoice Histories for current year and prior years
• Aged Balances
• Service Charges
• Monthly Accounts Receivable
• Accounts Not Serviced this month or since specified date
• Accounts Serviced this month or since specified date

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