No. If you use Purchase Orders in DataQlick, those purchase orders do NOT sync to your accounting system. It would be too difficult to maintain control over two systems using PO’s. It will however, sync the vendor bill related the PO, so you can pay the bill from your accounting system. We recommend that you […]
To edit quantities on a PO, click on the edit icon next to the PO you want to change from the Purchasing page. Make changes to the quantities (step 1) and click on Update (step 2). NOTE: You can only modify a Partial PO down to the quantity received against it. Once the quantity received […]
When you receive less than the quantity on the PO for any item, the status of the PO will become “Partial”. When you click on the PO (Edit icon), you will be able to see the number of units that have been received. Click on the green Receive button to receive any remaining quantities. If […]
After the Purchase Order is created, you need to receive the items so they will be included in inventory. Click on Purchasing from the main menu (shopping cart). Click on the Edit icon next to the PO you want to receive against. Click on the down arrow on the green Receive button. You have an […]
When you create or edit a purchase order, you can fill in a Due Date that serves as the expected date of delivery for the Supplier.
There are 4 Purchase Order status categories: Completed Pending Drafts Open You can click on any of the four categories to display only those PO’s that fit the category you selected. How helpful was this article?
No, there are no limits to the number of items in a purchase order. You can add in as many as you want. How helpful was this article?
Purchase Orders (used to purchase items from vendors/suppliers), can be created using three different methods. One method is to click on Purchasing in main menu (cart icon), then select the New PO button. You will have the option to create an Empty PO, an Optimal PO or a Recommended PO. Recommended PO – the amount […]
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 […]
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 […]
By default, the reorder point for all products is set to 1. You can change the reorder point for all products by going to Settings in the Setup Wizard. To set individual product reorder quantities, click on the product Edit icon from the Products View page in Inventory. On the Purchasing Info tab, enter the Reorder […]