Articles by Subject
A. General Overview
1. How will my data get transferred into DataQlick?
2. Do I need to change any configurations or settings?
3. Is there a way to view the current status of my business at a glance?
4. Why are there 4 colored boxes on the QuickView page?
5. Why 4-color scheme is important?
1. How to quickly filter low stock and under stock products?
2. Why each item is color coded with different colors?
3. How to edit product details?
4. How to adjust stock for a particular inventory item?
5. Is it possible to mark a product as inactive and hide it?
1. What is a Bundle?
2. Creating a product kit/bundle
3. How to view and manage a Bundled product?
4. Is there an aggregated forecast for each bundle component?
5. How will purchase orders for bundled components be processed?
1. What methodology is used in forecast calculation?
2. View and understand forecasting for each item
3. Is forecast data recalculated daily?
4. What is involved in configuring forecast settings?
5. Can I manage and modify the forecast BASE (historical sales average formula)?
1. How does the invoice option work?
2. How to create an invoice?
3. How will tax be calculated on each item when I invoice my customer?
4. Can invoices already sent be edited?
5. How will sales from my e-commerce sales channels be synced into my accounting software?
1. How to create a purchase order?
2. How does Purchase Order option work?
3. Is there a limit to the number of items that can be included on a Purchase Order?
4. How do I track the status of my Purchase Orders?
5. How do I specify the expected date of delivery for a Purchase Order?
1. Can I track under stocked and overstocked inventory?
2. How to view graphs and charts?
3. Can I view profit margins by item, customer or category?
4. Can I compare historical sales by product, type or brand?
5. How can I track Cost of Goods Sold?
1. How to create a customer contact?
3. How can I filter my contacts?
4. Where and how can I set the payment terms for a customer?
5. Can I have a contact who is both a customer and a supplier?
6. Can I delete a contact?
1. What is the difference between customer and supplier setup?
2. How to setup a Supplier?
6. How to assign Supplier to specific product?
7. How to assign a Supplier to multiple products?
Creating supplier from the Suppliers module.
1. How does sales channel integration work?
2. How do I manage new customers from sales channels?
3. What are the accounting platforms that can be integrated with DataQlick Inventory?
1. How to invite users to join same account?
2. What different roles may users have?
3. What is the difference between an Administrator and a User?
1. Inventory Zones Configurations
2. Reorder Lead Times Default Configurations
3. What are Accounting Settings?
4. How to setup Product Visibility
5. How to setup automated syncing with accounting software
1. How to generate reports?
2. How can I export historical sales by product?
3. How to generate a Product Sales Report?
4. What is a Product Purchase Report?
5. How can I export my inventory details
Introduction to DataQlick