Learn more about the levels of DQB customization The ability to customize has been one of the strong appeals for choosing both QuickBooks and DentaLab for QuickBooks (DQB). These provide for a wide range of business models, preferences and sizes. Here is an overview of what is possible with DQB. Call us if you wish to discuss any of these in detail for your lab.
Level 1 Built In Features This level of customization is provided by choices already built into the system to provide personalization for each lab. These are part of the design and there is no extra charge for these. Basic Lists: These tables give you the opportunity to enter your unique setups for customers, items and work centers, as well as a number of case-related tables such as case stages, lab notes, standard procedures, price levels, shades, tooth charts. Custom Fields: You can create custom fields for the customers, items and cases tables. For each of these tables, you have up to 10 custom fields. You give each field a unique name and then can enter up 50 characters for each field. Options / Settings: In this menu there are many choices divided into categories for your company, synchronization, cases, invoices, purchase orders. For some of these, there are further categories such as work tickets and dashboards. Many of these settings provide time-saving automatic actions and defaults. Level 2: Forms and Reports The structure of the system has been designed to accommodate custom versions of your forms and reports. For these, we work with you to design the specifications and then use a reporting tool to develop the format. Labs often use the monthly no-charge time designated in their service agreement to achieve this level of customization. Supplemental time and its billing are typically very nominal in cost. DentaLab for QuickBooks has hundreds of forms and reports. The ones most commonly customized are: - Work Tickets
- Invoices
- Packing Lists / Slips
- Quality Control/Feedback Forms
- Labels
Level 3: Larger Customizations Beyond this, we will try to accommodate special requirements within the framework of the standard DQB system. If a lab's needs are so unique that they cannot fit into the standard format, then we create a custom version that is separate from the standard user-group version. This is a far more expensive route and typically has been chosen only by corporate groups and very large independent labs. Level 4: Custom Programming This could be the solution for those who want something beyond what the above levels of customization offer. Many of these custom projects involve synchronization with either the desktop or online versions of QuickBooks. To learn more about what is possible, visit our alternate website: www.customquickbooks.net |