How to connect your accounting system with DataQlick: ...
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To set up an email address in DataQlick, for ...
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You can access your user Profile by clicking on ...
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You can invite additional users to your DataQlick account ...
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You can export a list of all your sales ...
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You can export a detailed list of your inventory ...
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Currently, DataQlick can be integrated successfully with the two ...
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There are multiple ways to set up a new ...
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To import a customer list, click on the Contacts ...
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A supplier, also called a vendor, is a person ...
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You can assign a specific product to a supplier ...
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You can enter terms along with the sales tax ...
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There are multiple ways to create new customers in ...
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No. If you use Purchase Orders in DataQlick, those ...
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In DataQlick and accounting systems, customers and suppliers are ...
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From the Contacts page, you can import or export ...
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To edit quantities on a PO, click on the ...
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When you receive less than the quantity on the ...
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After the Purchase Order is created, you need to ...
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When you create or edit a purchase order, you ...
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There are 4 Purchase Order status categories: Completed Pending ...
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No, there are no limits to the number of ...
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Linking products in DataQlick is critical to having sales ...
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DataQlick uses linked products to let your accounting system ...
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To disconnect your accounting platform, go to the Setup ...
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To remove a connected ecommerce platform, go to the ...
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Once you connect your accounting system, your products will ...
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DataQlick currently integrates with QuickBooks Online and Xero accounting ...
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DataQlick is able to sync sales and inventory with ...
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To delete the unreceived balance on an Assembly Order, ...
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You can delete any remaining balance on the Assembly ...
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An assembly order cannot be edited once it is ...
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To edit an inventory bundle, click on Bundles on ...
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Purchase Orders (used to purchase items from vendors/suppliers), can ...
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Work in Progress (WIP) is an inventory asset account ...
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The word “Bundle” and “Assembly” can be used to ...
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An assembly order is used to build a bundle ...
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Bundles are finished, assembled products which are made from ...
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Categories let you organize your products into separate groups ...
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Click on Bundles (3 boxes icon) from the main ...
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There is no limit to the number of items ...
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Yes, you can record your UPC barcode number manually ...
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Search for products by typing in the first few ...
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Custom fields, which are associated with products, can be ...
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Yes, you can enter specific measurements and weight for ...
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These classifications can be used however best they fit ...
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Yes. Click once on the Edit product from the ...
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Click on the edit icon (box with pencil) on ...
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For each product, you can select from the following ...
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Yes, in DataQlick there are two type of product ...
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By default, all the products you set up will ...
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When creating a new product (from the Product View ...
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Creating new transactions (Invoice) for a specific customer is ...
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If you modify the address of your customer, all ...
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Click on Sales from the main menu (dollar sign ...
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To update the payment status on existing invoices created ...
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From the Product View, click on the Edit icon ...
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DataQlick offers an easy way to manage your inventory ...
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You can export your complete list of inventory items ...
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Yes. Any contact (customer or supplier) can be deleted ...
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New products can be added to DataQlick in a ...
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DataQlick is a complete inventory management software that integrates ...
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You can view your top products by revenue, as ...
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You can import products in bulk using a CSV ...
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Filters can be a powerful tool for working more ...
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Yes, you can delete an inventory item in DataQlick ...
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To view the number of units sold per item ...
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By default, the reorder point for all products is ...
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For each inventory item in DataQlick, you can set ...
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Inventory adjustments are easy to do in DataQlick. There ...
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Product details can be edited by clicking on Inventory ...
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To quickly see which products have a low inventory ...
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There are 2 ways to remove a product from ...
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You can set different price tiers for customers under ...
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You can create an unlimited number of users in ...
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There are some additional, optional features you can set ...
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DataQlick offers a free 14-day trial so you can ...
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No. The main difference between QBO bundles and DataQlick ...
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DataQlick is an inventory management tool, as well as ...
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DataQlick has a Bundles feature that allows for multiple ...
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You connect each sales channel individually, using the Setup ...
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Transactions coming into DataQlick from connected channels that cannot ...
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A complete overview of your organization is available at ...
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Click on the Sales icon (dollar sign) from the ...
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There are no specific payment terms available when you ...
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DataQlick automatically brings in the Fulfillment Status from all ...
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Discounts can be added to invoices created in DataQlick ...
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The Pending Sync tab on the Sales screen will ...
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A Quote is an estimate you can send to ...
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From the main menu, click on Sales (the dollar ...
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For most sales channels, you choose whether to record ...
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A Sales Order is a promise from the customer ...
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DataQlick syncs sales from all connected sales channels to ...
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In the Accounting Setup Wizard, you can set up ...
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Click on Sales from the main menu. Select the ...
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The easiest way to connect your accounts is to ...
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Invoices created in DataQlick can be edited. Select the ...
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Locations can be assigned to invoices created in DataQlick ...
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You can use class tracking to see how different ...
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Supplier can be assigned to multiple products at once ...
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To create a new supplier Navigate to Purchases/Suppliers page ...
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Creating new supplier can be done in the process ...
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In DataQlick Inventory, you can import Suppliers using csv ...
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Many suppliers sell product in bulk or large box ...
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