You can export a detailed list of your inventory items, including current QOH, by clicking on Inventory from the main menu. Click on the three vertical dots in the upper right corner and select Export. Choose where to download the file to and click Save. When you open the downloaded file, you will be able […]
Linking products in DataQlick is critical to having sales sync between ecommerce platforms and your accounting system. To link products, after you connect your accounting system and ecommerce platforms, go to the setup wizard (gear icon on main menu). You have two ways of linking products. The Sales Channel level lets you link, unlink or […]
DataQlick uses linked products to let your accounting system know which items in your ecommerce platforms equal the items (products) in your accounting system. By linking products together, when the item is sold on your ecommerce site, the inventory level of that product in your accounting system will automatically be reduced. Items must be linked […]
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, […]
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.
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 […]
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 […]
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. […]
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 […]
Yes. Click once on the Edit product from the Product View page in Inventory. On the Purchasing Info tab, there is a place to enter Supplier Product Name (which can be the part # or SKU), and the Supplier Product Description. These will be used on Purchase Orders. You can only edit products that are […]
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 […]
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 […]
Yes, in DataQlick there are two type of product items. Inventory Items that tracks quantity, and Non Inventory or Service Items that do not track inventory. When creating or editing a product, select either Inventory or Non-Inventory under Inventory Policy during editing.
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 […]
When creating a new product (from the Product View tab under Inventory), you can toggle the “Taxable” switch to either be taxable (blue) or non-taxable (grey). You can also edit an existing product by clicking on the Edit icon (box with pencil) under Product View in the Inventory section. NOTE: You can only edit products […]
From the Product View, click on the Edit icon (box with pencil) of the product you wish to add a picture to. Click on the Images box under Product Info. Select the image from your computer. After the image uploads, select the image and hit Save. Only one image per item is allowed.
DataQlick offers an easy way to manage your inventory levels through a unique color coding dashboard. On the Product View, Purchasing View and Sales View pages under Inventory, you will see color coded boxes for Understock, Near Stock, Proper Levels, and Overstock. When you click on any of the boxes, your inventory will be sorted […]
You can export your complete list of inventory items from DataQlick into a CSV (Excel) file. Click on the Inventory Icon (box) from the main left hand menu. Click on the three vertical dots in the upper right corner of the Product View page. Select Export. All information related to each item will be included […]
New products can be added to DataQlick in a number of ways. From the setup wizard, if you connect your accounting system, all the products and services from your accounting system will be synced to DataQlick. Likewise, when you connect your ecommerce stores, any items in those channels will also be brought into DataQlick. […]
You can view your top products by revenue, as well as other sales and purchasing statistics, from the Dashboard page. From the main menu, click on the Dashboard icon (four squares). How helpful was this article?