To delete the unreceived balance on an Assembly Order, click on Assembly Orders from the Bundles page. Click on the Assembly Order # you wish to delete. Click on the trash can in the upper right corner. If you want to proceed, click OK. This will remove the balance of the Assembly Order and put […]
Category: C. Bundles
Can I delete an Assembly Order?
You can delete any remaining balance on the Assembly Order, which will put the components back into inventory. How do I delete an Assembly Order?
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.
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 […]
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 […]
What’s the difference between a Bundle and an Assembly?
The word “Bundle” and “Assembly” can be used to mean the same thing – combining one or more products into another finished product. In DataQlick, you can have the bundles be a separate inventory item or a non-inventory item.
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 […]
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, […]
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. […]
Is there a limit to the number of products in a bundle?
There is no limit to the number of items that can be in a bundle.
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 […]
Are Bundles in DataQlick the same as Bundles in QuickBooks Online?
No. The main difference between QBO bundles and DataQlick bundles are that DataQlick gives you the option of tracking the quantity for the Bundle itself. QBO does not track QOH for Bundles, only the components of the bundles if they are inventory items. So, when a Bundle is created in DataQlick, it becomes an inventory […]
Does DataQlick Inventory support Assemblies or Bundles?
DataQlick has a Bundles feature that allows for multiple products to be combined and become a new product. The multiple products that make up the finished item are referred to as components, bill of materials (BOM), or sub-items. The finished item is referred to as a bundle or a finished good. The word “Bundle” and […]