Can I edit an Assembly Order?

An assembly order cannot be edited once it is created.  You can receive the assemblies OR you can delete the Assembly Order.  If you select delete (trash can icon from the Assembly Order page), any balance (assemblies not received) will be removed and the components put back into inventory.

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How do I edit a Bundle?

To edit an inventory bundle, click on Bundles on the main menu. Select the bundle you want to edit by placing a check-mark in the box under Select. A side panel will appear giving you the option to Build the Bundle or Edit the Bundle.  Click on Edit. Make necessary changes, then click OK to […]

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What is WIP (Work in Progress)?

Work in Progress (WIP) is an inventory asset account used for products that have been taken out of regular inventory, but have not yet made it into Finished Goods (or Inventory Asset).  DataQlick uses a WIP account for Assembly Orders. Once an Assembly Order is received, the costs transfer from the WIP to the Inventory […]

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What is an Assembly Order?

An assembly order is used to build a bundle.  You can either do an instant assembly, which deducts the components and puts the bundle into inventory automatically, or you can create an Assembly Order, which will be received into inventory later, once it has been built.  Assembly Orders can be used for processes on the […]

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What are Bundles?

Bundles are  finished, assembled products which are made from two or more other products.  The components or products in a Bundle are known as a Bill of Material (BOM). Once the Bundle is assembled, the Bundle becomes an inventory item, that will have quantity associated with it.  A Bundle can be made from inventory products, […]

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What are categories?

Categories let you organize your products into separate groups.  You can use categories to better understand your sales trends and to make inventory management easier.  Categories sync with your accounting system.  You can filter your inventory  searches by category. To manage categories, click on the three vertical dots on the Inventory page. You can add, import, […]

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How do I create a Bundle?

Click on Bundles (3 boxes icon) from the main menu. Click on the Create Bundle button. In the window that comes up, you can either use an existing product as the bundle OR you can create a new bundle. Select the components that will be included in your bundle and fill in any available fields. […]

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Can I use UPC Barcodes with DataQlick?

Yes, you can record your UPC barcode number manually on the Edit Product page.  If you integrate with an ecommerce platform such as Shopify, Ebay or Amazon, this field will be automatically populated. DataQlick is currently working on an integration for barcode scanning.

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How do I search for products?

Search for products by typing in the first few letters/numbers of the Item Name, SKU, or Description on any of the view tabs under Inventory in the search box. Then hit the Enter key to bring up the search results. You can also filter the product list to narrow your search in greater detail or […]

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How do I set up Custom Fields?

Custom fields, which are associated with products, can be used on sales and purchase transaction forms.   There are no limits to the number of custom fields you can have.  You can not currently search or filter by the custom field. To set up custom fields, go to Settings under the Setup Wizard (gear icon […]

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Can I enter dimensions and weight for each product?

Yes, you can enter specific measurements and weight for each item.  Click on the Edit icon for the desired product on the Product View page under Inventory. From the Edit Product page, click on the Organization tab.  Under Package Details, enter Length, Width and Height as well as weight. Select the appropriate unit for each. […]

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What is the difference between Product Brand, Tags and Product Group?

These classifications can be used however best they fit into your product organization.  Typically, Product Groups are a way to organize a group of similar products, such as “Soft Drinks”, “Watches” or “Collections”. Product Brand is used to define the brand name of the item (example, Del Monte, Purina, Timex, etc.).  Tags can be used […]

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Can I see my inventory history for a product?

Click on the edit icon (box with pencil) on the Product View page from the Inventory section. Click on Inventory History under the Inventory section.  A list of all changes to the inventory quantity will be displayed.  The system automatically records all transactions related to the product. You will only be able to see history […]

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Can I set up multiple Units of Measure (UOM)?

For each product, you can select from the following unit types: Each, Box, Case, Pallet, Oz, Lb, Gr, Kg or Hours.   To convert from one unit to another when purchasing, you can use “Order Pack” to determine the conversion unit. For example, if you sell wine by the bottle, but purchase by the case […]

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Can I make all my products taxable/nontaxable?

By default, all the products you set up will be taxable. If you need to make changes to a large number of existing products, you can Export your Products, change the CHARGE TAX column to FALSE, and Import the Product List.  Your product list will be overwritten with the new information as long as the […]

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