Qblue Inventory
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Getting started

Bookmarks: Critical settings | Quick starting guide | Data import | Connect to Xero | Page layout

Hello and welcome aboard!

Getting started with Qblue Inventory is simple. All other settings have been set to default, so all you need to do is fill in your company profile, and you're ready to start using Qblue Inventory. To start off, you could try adding a new customer or product. 

 

Critical settings

Settings vital for the system's operation.

For more details, click here: Getting Started Interactive Guide

Other important settings

All other settings can be viewed and updated in the Settings section.

 

Quick starting guide

* Determine a go live date

* If haven't done so, upgrade your trial account to a pay plan:

  • Click on the blue button "Upgrade Your Plan" (top right)
  • Choose a plan from the left-hand side
  • If required, select the different add-ons such as Shopify or WooCommerce integration
  • Click "Continue to confirmation" on the right
  • Follow the on-screen prompts to complete the upgrade
  • Once completed, click to create and continue to the dedicated live database.

* Check and enter the critical company settings:

  • Click on your name initials (top-right hand side of the page), then "Getting started": https://app.zeablue.com/Widgets/Home/GettingStarted
  • Follow the first two points to
    • Edit your company details (such as your ABN/GST number, street address and logo),
    • Edit the invoice design settings
    • Add your invoice footer bank account number and set the starting order/invoice number.
    • For the starting order number, we recommend adding a gap/buffer on top of your current Xero invoice numbers.

* When ready, connect to your Xero account:

  • Click on your name initials (top right-hand side of the page), then "Integrations", click Xero, then click "Connect to Xero"
  • For more information on our Xero integration, click this link: https://app.zeablue.com/Integrations/xero/
  • Once the connection is established, complete the GL account mappings.
  • Optional step: import the contacts from your Xero account into Qblue, these include customers and suppliers.

* Optional onboarding service: we provide an onboarding service starting from $1200 (one-off) for 9 hours of labour. With it, we can help you with system setup and configuration, importing data (customers, suppliers, products and stock quantities) and provide priority support for the first week of the go live. Contact us if you are interested on this service.

* On the go live date:

  • Import the stock on hand quantities by doing a stocktake from the Products menu, then Stocktake.
  • For more information on the stocktake program, see https://app.zeablue.com/help/Stock-take/32
  • Enter and input any outstanding sales and purchase orders into the new system

 

Data import

The system provides simple functions for you to import the following data:

 

Connect to Xero

Another way to import data is to connect to Xero. You can directly download your existing contacts via the API. To begin, navigate to CRM Menu, then Companies, where you will be prompted to import data from Xero or a spreadsheet file.

If you have any questions, feel free to email our help center or raise a help ticket from the Helpdesk. Another option for tracking system issues is to use the Helpdesk. In the event of a system error, a link will be generated for you to submit the error to our Helpdesk team. It will be logged as a support call, which you can track.

 

Page layout

1. Current company and location

The system supports the creation of multiple companies and locations. Look for the breadcrumb navigation (found beneath the top menu bar) as it will always tell you which company and location you are currently working in.

2. Menu bar notification area

This is located at the top right corner of the page, with 3 icons:

  • Help icon (circled question mark): click this button on any page to access the help guides for that page, if they are available.

  • Notification (bell) icon: here you can access read/unread reminders and notifications. A red circle with the number of notifications on the bell icon will indicate new reminders.
     
  • My account section: your login will be assigned a colour after you sign up for our services. The colour in the preceding example is orange. Here you can access additional options such as Manage account, Change location, Integrations, Settings, Helpdesk tickets, and Log off.
     

3. Grid listing search bar

Most of the grid listing pages will have this search bar:

The first table icon allows you to export the current list into a spreadsheet which you can then download to open.
 

4. Grid listing navigation bar

You can use this to navigate between the last and first pages of the current list display. A 'load more' button can be found on pages with more than a screen full, and is used to display the next page of display lines below the last line.

 

5. Mandatory fields

The fields required for a particular page will be shown by an orange left border as shown below:

If you have any questions, ask us by creating a help desk ticket.