1. What is the difference between customer and supplier setup?

A supplier, also called a vendor, is a person or company that provides goods and/or services to other companies. 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. In DataQlick there are two separate entities – Suppliers […]

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2. How to setup a Supplier?

For those who registered with DataQlick and connected from integrated platform – all contacts (customers and vendors) are automatically imported from user account(s). If you want to create new Supplier, there are 3 ways how it can be done: Creating supplier from the Suppliers module Create new supplier during purchase order creation Import suppliers (mass […]

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6. How to assign Supplier to specific product?

There are few things to consider during supplier assignment to the products. On Edit product page: Product purchase cost must be verified and updated (if required) Find and enter supplier Order pack quantity must be setup (if product is ordered in bulk or boxes/cases etc..) Supplier Product name (if product is ordered under different name) […]

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Creating supplier from the Suppliers module.

To create a new supplier Navigate to Purchases/Suppliers page Click on Add Supplier button provided on the top-right corner of the supplier page Provide the appropriate details in the New Contact form. The contact creation page is split into five major sections such as, Primary Information section Tax account number ad Terms Address section Notes […]

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Creating new supplier from a Purchase Order.

Creating new supplier can be done in the process of new Purchase order creation There is a simple process of supplier selection is done upfront right after purchase order is initiated by clicking on the button BUY  on the right side Selection panel. If all items on Selection have already assigned same supplier then this […]

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Import suppliers (mass upload) using csv file.

In DataQlick Inventory, you can import Suppliers using csv file. To do so: Navigate to Purchases/Supplier page. Click on Import button on upper bar. Download template of the Import file. Using a template populate it with your supplier info and make sure to save it in csv format (comma delimited). Save your CSV file with […]

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Why Order Packs and how to manage their quantities?

Many suppliers sell product in bulk or large box quantities at wholesale prices or using minimum order quantities DataQlick allows you to handle the creation of purchase orders where items come in packs of varying sizes. It works by using Order Pack Quantity for given product – it creates a purchase order based on the […]

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