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Welcome!
Getting started
Import data
CRM
Contacts
Leads
Opportunities
Companies
Planned visits
Files
Paying customer invoices
Company custom attributes
Tasks
Open tasks
Completed tasks
Notes
Sales
POS
Create a sales order
Sales orders
Invoices and credits
Orders process
Promotions and pricing tiers
Dispatch queue
End of day counter close
Recurring invoices
Commission report
Sales portal
Purchases
Create order
Purchase orders
Suppliers
Bills
Landed cost calculations
Batch numbers
Purchase price list
Products
Products
Variations
Channel feeds
Replenishment
Inventory adjustment
Stock take
Kitset
Cost variances
Bill of material
Manufacturing
Product information
Creating a new product with multiple variants
A quick data import guide
Settings
User management
Profile
Team members
Payment methods
Direct printing
Product statuses
FAQ
How to create a new pricing tier
How to print product barcode labels
Direct or auto print client setup
How to raise a credit note for freight or shipping
How to create a credit note
How to manage backorders
POS- how to email an eReceipt
POS- how to return and issue an replacement
Xero- how to sync invoices
How to print a combined packing list
How to change the user's home location
How to apply a discount tier for the B2B Portal
POS - system requirements
How to setup a POS only user
How to create new products
How to process a dropship order
How serial numbers work
Difference between GTIN vs Code 128 barcodes
Difference between reorder trigger and optimal qty
What is included in the ERP Functions addon
How to send orders to Go Sweet Spot or Starshipit
Customer support and success plan
How to enable two-factor authentication
How to upgrade your Qblue account
How often invoices and bills sync to Xero
How to handle different cut lengths of a product
How to cancel an invoice and re-instate an order
How to refund a deposit paid
How is 'Automatic Invoice email' used
How to show serial numbers on packing lists
Migrating from another system onto Qblue and Xero
How to do a purchase return
Product data template explained
How to deal with free samples
How to email a payment link with tax invoice
Will the freight component of the invoice reported
How to change the status of a task using mobile
Prevent cash-only orders from shipout unless paid
What reports to run for month end reporting
How Qblue Inventory processes consignment stock
How to map a custom import GST for landed costing
How to update prices in bulk
How gift vouchers work on Qblue
How to raise a deposit bill for a PO
How to raise a deposit invoice for an order
How to set a master CC email address
How to add multiple emails for a customer
How to enable batch tracking
How does barcodes scanning work on Qblue
How to map a Xero GL to a product
How to print on iPad
How to show free inventory on sales order entry
How to do a layby order
How to manage B2B Portal wishlist for clients
How to customise the payment link
How to include a terms and conditions
How to enable different prices for each location
How to reverse a received PO
How to enable direct print for shipout and invoice
How to update my credit card details for Qblue
Get to know selling prices and pricing tiers
How to reverse a location transfer
Integrations
nopCommerce integration
Shopify integration
Trade Me integration
Xero integration
Go Sweet Spot integration
B2B Portal
Smartpay
ClickSend SMS messaging
Zeablue Forms
New tax types mapping
Mailchimp integration
Zoho CRM Quotes
Videos
Part fulfil a POS order
Part fulfil a sales order
From a new lead to a new invoice
System updates
System updates - 18 Mar 2024
System updates - 27 May 2024
System updates - 30 Jul 2024
System updates - 18 Nov 2024
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Getting started
Integrations
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