To import a customer list, click on the Contacts icon from the main menu. In the upper right corner of the Customers page, click on the three vertical dots. Select Import. You will need to download the .csv template file, use it to fill out the proper fields, then import the completed .csv file back […]
A supplier, also called a vendor, is a person or company that provides goods and/or services to other companies. You purchase from suppliers and receive bills from them. A supplier could produce and deliver raw materials, partially assembled components, custom parts, or any consumable supplies. Also, a supplier could provide labor, consulting or management services. […]
You can enter terms along with the sales tax item for the customer when you create, or edit a customer, under the General tab.
There are multiple ways to create new customers in DataQlick. When you go through the setup wizard and connect your accounting system, you have an option to sync your customers with DataQlick. In addition, when orders are synced with a connected sales channel, a customer will be created if it does not already exist. To […]
In DataQlick and accounting systems, customers and suppliers are defined as two separate entities with separate transaction types associated with each. So, if supplier and customer are the same company they still should be established separately – distinguish them by having a different name. How helpful was this article?
From the Contacts page, you can import or export a customer list by clicking on the three vertical dots in the upper right corner. How helpful was this article?
Creating new transactions (Invoice) for a specific customer is done the same way as creating an invoice. See more info about creating an invoice here. How helpful was this article?
If I modify the address of my contact, will that reflect in the previous invoices created for this contact?
If you modify the address of your customer, all your past invoices will have original information. You could go to the invoice, select the customer again, and save – which will update the information to the new name and address. How helpful was this article?
Yes. Any contact (customer or supplier) can be deleted. DataQlick recognizes customers or suppliers with previous activity and does NOT delete these records and does NOT delete customer or supplier. It will archive them and remove from your visibility. To delete a customer or supplier, go to Contacts from the main menu. Click on the […]
You can set different price tiers for customers under the Inventory Settings tab from the Setup Wizard. (Price tiers on a product level is done in Edit Product – see the Inventory help section for more information). Go to the Setup Wizard (gear in lower left corner). Then click on the green Select button under […]