Account - v2

The Enterprise Resource Planning (ERP) Functions add-on includes the following features:

• Allows the parent/child company relationship for the customers -
• Set statement email address - DONT KNOW
• Print/view statements that are grouped by parent companies - DONT KNOW
• Setting credit limits and stop credit status on customers - DONT KNOW
• Import and download the open items (outstanding/unpaid invoices and credits) from Xero to form the opening balances for the trial balance and statements - DONT KNOW
• Synchronise the payments, prepayments and credit notes with Xero to make it easier to reconcile with Xero - DONT KNOW
• For 3PL (3^rd party distribution centre), set an order notification email address for packing lists - DONT KNOW
• Payment and apply to multiple customer invoices at once - DONT KNOW
• Part ship and back order for point of sale
• Enable editing on finalised orders
• Purchase orders ETA calendar view

To update your credit card details for the Qblue Inventory subscription:

1. Click your account icon at the top-right.
2. Select Manage subscription.
   
   
    
3. Click Update payment details or view invoices.
   
   
    

Note: access to the manage subscription page is restricted to administrator users only.

What is two-factor authentication (2FA)?

Two-factor authentication (2FA) is a way to make your online accounts more secure by adding an extra layer of security, on top of a password.

With two-factor authentication enabled, you'll need both a password and an access code that's sent to you temporarily. This password is something you know, while the access code is something you have. This means that even if someone knows your password, they can’t get into your account without also having access to your email address--effectively a double measure of security that's better than just a password alone.

For more information about two-factor authentication, view CERT NZ's information leaflet here.

How do I enable two-factor authentication (2FA)?

Qblue Inventory provides two-factor authentication by email. If 2FA is enabled, you'll need to correctly enter your username and password, then enter the temporary access code that was sent to your email address. 

Access codes expire within 6 minutes. Once this time has elapsed, you'll need to login again for a new code to be generated and sent to your email address.

To enable two-factor authentication by email:

1. Click your account icon at the top-right.
2. Select Manage account.
3. Tick Enable Two-Factor Authentication by email.
   
   
    
4. Click Save.

Note: you must have a valid email address set in your account profile for two-factor authentication to work successfully.

Why is the access code not appearing in my email inbox?

It may take a few minutes for the code to arrive. If it still hasn't arrived, try checking your junk mail folder.

To upgrade your free trial account to a paid plan, automatically renewed monthly:

1. Click your account icon at the top-right.
2. Select Manage subscription.
   
   
    
3. Click Upgrade to a pay plan.
   
   
    
4. Choose your desired plan on the left side of the screen.
   For a detailed view of our available plans, see pricing from our website.
   
   
    
5. (Optional) If needed, add more users and/or select any required add-ons, such as the priority support plan or the Shopify or WooCommerce add-ons.
6. Once you've reviewed the payment totals, click Continue to confirmation.
   
   
    
7. Tick and accept the terms of conditions and privacy policy.
8. Click Confirm and pay now.
   
   
    
9. Follow the on-screen prompts to enter your credit card details.

To inquire about using payment methods other than via credit card, contact us.

Our payment service is managed by Stripe.