How do I import multiple products?

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.  […]

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How do I filter my products?

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 […]

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Can I delete a product item?

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?

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How can I view my sales per item?

To view the number of units sold per item in DataQlick, go to the Sales View tab from the main Inventory page. You can either scroll through your inventory, or use the search bar to look for specific items.  You can also use the Filter feature. The sales (and purchases) for the last six months […]

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How I can change the Reorder Point for all products?

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 […]

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Can I have different price levels for each product?

For each inventory item in DataQlick, you can set various price levels. Under Edit Product, you will set the Selling Price of the item.  This is usually the suggested retail price.   The item can have different selling prices in different sales channels, but you can only edit the selling price for items in your Master […]

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How do I manually adjust inventory quantities?

Inventory adjustments are easy to do in DataQlick. There are 3 ways to update inventory quantities for specific products. Use Edit Product page to change Inventory quantity Use Quick edit under Link View Use bulk CSV Export/Import Edit Product Find any product by scrolling through the inventory list or by using the top search window […]

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How do I edit a product?

Product details can be edited by clicking on Inventory from the main menu.  From the Product View tab, click on the Edit Icon for the item you are updating. Edit any available fields, on any of the tabs (Product Info, Purchasing Info and Organization) and click Apply.  These changes will be updated in the connected […]

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How do I see low stock and under stock products?

To quickly see which products have a low inventory quantity, click on Inventory from the main menu. Click on the Red Understock button.  This will bring up any items that are below the Reorder Point quantity (under Settings/Inventory). To quickly create a Purchase Order for any items in your Master channel (Accounting or DataQlick),  select […]

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Is it possible to mark a product as inactive and hide it?

There are 2 ways to remove a product from being visible in DataQlick. If you just want to hide product in DataQlick, but do not want to delete or archive it, you can mark it as inactive. When this option is chosen, the item will not appear on any of the Inventory pages, but it can […]

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Additional settings in DataQlick

There are some additional, optional features you can set up in DataQlick under Settings in the Setup Wizard. Under the General settings tab, you can customize transaction numbers and custom fields and turn on and off some visibility features. Transaction numbers You can enter any Prefix and Starting number you want for each transaction type.  […]

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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 […]

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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 […]

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