You can invite additional users to your DataQlick account. Go to the Setup Wizard in the lower left corner. Click on Select under Settings. Under the “Users” tab, click on Invite User. Fill out User Name and Email address. Currently, only Full Access to DataQlick is available. How helpful was this article?
You can export a list of all your sales from DataQlick in CSV format. Click on Sales in the main menu. Click on the three vertical dots in the upper right corner and select Export. Choose where you want to store the file and click Save. Open the downloaded file. You will be able to […]
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 […]
Currently, DataQlick can be integrated successfully with the two leading accounting platforms – QuickBooks Online and Xero. For new users, we recommend you Sign-up first to DataQlick and create your account. DataQlick has a free 14-day Trial period. Then, once logged into DataQlick, click on the Setup Wizard in the lower left corner (gear) and follow […]
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 assign a specific product to a supplier by editing the product. To edit a product, go to Inventory (Box icon) from the main menu. Click on the Edit icon next to the product you want to assign a supplier to. You will only be able to do this for items in […]
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?
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 […]
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?
Click on Sales from the main menu (dollar sign icon). Under the invoices tab, there is a Payment Status column. The payment status from connected sales channels are updated during syncing. The payment status for invoices created in DataQlick need to be manually marked as paid by selecting the invoice and selecting the “Mark as […]
To update the payment status on existing invoices created in DataQlick, go to the Invoices dashboard from Sales on the main menu. Select the invoice from the list that you want to mark paid and click on the invoice number under the Transaction # column. Click on the three dots in the upper right […]
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 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?
You can import products in bulk using a CSV file. From any view under Inventory, click on the three vertical dots. In the drop down menu, select Import. Download the Template file and use it to prepare your products for importing. Make sure to save it in CSV format. Once you have completed the template. […]
Filters can be a powerful tool for working more efficiently with DataQlick. There are a couple of different filters, static filters and optional filters. Static filters, such as the stock level buttons on the Inventory page, allow you to quickly sort the inventory by quantity status to help you with inventory management. Simply click on […]
Yes, you can delete an inventory item in DataQlick. Click on the Edit icon from either the Product View or the Purchasing View page. In the Edit Product window, click on the red Delete button. How helpful was this article?