To answer your questions....
Q: We sometimes want to add a long specification to the item description in an invoice or packing slip. How long can it be? A: You have up to 4095 characters for the item description. This is the maximum set by QuickBooks so it is also the maximum in DQB. Q: Occasionally we get a requested return date for a case that is a day we are closed. Is this checked against our holiday table? A: No, the holiday table is one of the factors used in the algorithms for automatic scheduling of cases but it is not used to monitor the request date. If the dental office has requested a date that you are closed, consider the way the case is being shipped and also the request time. If the delivery service operates on the request date, it is possible to meet the request date if the requested time can also be met. Also consider having it delivered one or two days earlier. We now have in DentalRx an option to place a reminder message adjacent to the doctor's request date that provides your work schedule. If you provide a local delivery service, it is also a good idea to enter into the DQB customer record the work schedule for the dental office. This information is included in the pickup/delivery reports and the local driver app. Q: We want to start tracking inventory in QuickBooks for some of our items, but do not see Inventory listed in the features. Can you help with this? A: All of the QuickBooks desktop versions provide for inventory but you need to go to Edit/Preferences for Inventory and Purchase Orders and check it on. If you want to use Unit of Measure (UM), you need to enable this. When entering the items you want to track, set the Type field to Inventory or Inventory Part. Whenever one of these inventory items is included in a case invoice, it will deplete the quantity on hand. You can use the Purchase Order features to track the quantities ordered and received as well as the costs. In the progression from QuickBooks Pro to Premier to Enterprise, the number of inventory features and capabilities increases. The online editions of QuickBooks recently added basic inventory features.
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