Getting Started

Hello and welcome aboard!

In this article, we'll cover how to get started with Qblue Inventory. There are several key steps we recommend you to complete for your initial setup:

Upgrade to a Paid Plan

If you haven’t done so yet, upgrade your free trial account to a paid plan. To do this: 

1. On the Qblue Inventory screen, click Upgrade Your Plan at the top-right.
2. Choose a plan on the left side of the screen.
   For a detailed view of our available plans, see pricing from our website.
3. (Optional) If needed, add more users and/or select any required add-ons, such as the Shopify, WooCommerce, or priority support plan.
4. Click Continue to Confirmation.
5. On the payment screen, follow the on-screen prompts to complete the upgrade.

For more detailed instructions on how to upgrade to a paid plan, refer to our help article here.

Determine a Go-Live Date

Set a target go-live date to mark when you're ready to begin officially operating with Qblue Inventory.

With our onboarding service, we’ll work with you so that all your essential data and settings are set up and ready to go ahead of your go-live date. By the time you’re ready to launch, your system will be prepared for operation.

(Optional) Onboarding Service

If you require assistance with the initial setup before your go-live date, our onboarding service is available for a one-off payment starting at $1,200 for 9 hours of labour.

We’ll assist you with system setup and configuration, data importing—including customers, suppliers, products, and stock levels—and provide priority support during your first week of going live with Qblue Inventory.

Contact us to learn more about this service.

Essential System Settings to Complete

Your company profile, company locations, and invoice design are all essential for the system to operate.

To complete your company profile:

1. Click your account icon at the top-right, where your initials are displayed. 
2. Click Settings. 
3. Under Company, click Company Profile.
4. Complete your company details, and press Save.

To complete your company locations:

1. Click your account icon at the top-right, where your initials are displayed. 
2. Click Settings. 
3. Under Company, click Story/inventory Locations.
4. Edit and complete any existing locations by clicking the location name, highlighted in blue in the first column of the table. 
5. To add a new location, click +New Location.
6. Complete the location details, and press Save.

To complete your invoice design:

1. Click your account icon at the top-right, where your initials are displayed. 
2. Click Settings. 
3. Scroll down; under Sales, click Invoice Design.
4. Edit and complete your invoice design by clicking on 🖉edit for each parameter. 
5. Edit and complete your invoice footer text with bank account information for payments. 

Import Your Data

To import data into Qblue, you can either import it directly from Xero or manually enter your data. For detailed instructions, refer to the help guide Import Data.

Connect to Xero

Connect your Xero account to your Qblue Inventory account to import and sync your data between Xero and Qblue. To connect:

1. Click your account icon at the top-right, where your initials are displayed. 
2. Select Integrations. 
3. Click Xero, then Connect to Xero. 
4. On the Xero integration settings page under Xero Accounts Mapping, complete the required GL account mappings to finalise the synchronisation setup. 

For more information on our Xero integration, view our Xero Integration Help Guide. If you have any questions, contact us or submit a helpdesk ticket.

Training

With our onboarding service, we can provide 1-on-1 training or group training sessions to help you and your team get familiar with Qblue Inventory before going live.

Contact us for a quote or to get more information about this.

Launch

Once you've imported the master data (customers, suppliers, and products) and your stock quantities are updated, you'll now be ready for the system to go live.

With our onboarding service, priority support is provided for the first week of going live to help with any questions or issues you might have. If you've purchased our support plan add-on, we'll provide priority support for an ongoing basis.