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Getting Started
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Import Data
CRM
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Paying customer invoices
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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
Margin analysis
Custom product attributes
Settings
User management
Profile
Team members
Payment methods
Direct printing
Product statuses
FAQ
Account
What is two-factor authentication and how do I enable it?
How can I upgrade my Qblue account?
Where can I update my credit card details for the Qblue subscription?
What is the Customer Support and Success plan?
B2B Portal
How do I add product documents to the B2B Portal?
How do I manage a customer's wishlist in the B2B Portal?
Customers
How do I set up automatic invoice emails to my customers?
Can I assign more than one email address to a customer for sending invoices?
General
When sending emails, can I set an alternative display name for my email address?
How do I change the status of a task using my smartphone?
What reports should I run for month-end reporting?
How do I set a master CC email address?
How does barcode scanning work in Qblue?
How do I print on iPad?
How is my data backed up in Qblue?
Integrations
Xero- how to sync invoices
How often invoices and bills sync to Xero
How Qblue Inventory processes consignment stock
How to map a custom import GST for landed costing
How to map a Xero GL to a product
How to map a GL for freight, service or credit card fee
How to map Shopify shipping options on Qblue
Invoices
How do I invoice a job or task?
How do I cancel an invoice and reinstate the order?
POS
How do I email an eReceipt in the POS system?
How can I return an item and issue a replacement in the POS system?
What are the system and hardware requirements needed to run POS?
Printing & Barcodes
How to enable direct print for shipout and invoice
Products
How can I create a new pricing tier?
How to print product barcode labels
How to create new products
How serial numbers work
Difference between GTIN vs Code 128 barcodes
Difference between reorder trigger and optimal qty
How to update prices in bulk
How to enable batch tracking
How to enable different prices for each location
Get to know selling prices and pricing tiers
How to reverse a location transfer
How do the bin locations work
How to upload product images
How to create a purchase order from a sales order
Purchases
How to do a purchase return
How to raise a deposit bill for a PO
How to reverse a received PO
Sales
How to raise a credit note for freight or shipping
How to create a credit note
How to manage backorders
How to print a combined packing list
How to process a dropship order
How to send orders to Go Sweet Spot or Starshipit
How to refund a deposit paid
How to show serial numbers on packing lists
How to deal with free samples
How to email a payment link with tax invoice
How the invoice freight component is reported
Prevent cash-only orders from shipout unless paid
How gift vouchers work on Qblue
How to raise a deposit invoice for an order
How to show free inventory on sales order entry
How to do a layby order
How to customise the payment link
Setup & Configuration
How do I set up direct or automatic printing?
Migrating from another system onto Qblue and Xero
Product data template explained
How to include a terms and conditions
How to import sales orders
User Management
How to change the user's home location
How to setup a POS only user
Integrations
nopCommerce integration
Shopify integration
Trade Me integration
Xero integration
Go Sweet Spot integration
B2B Portal
Smartpay
ClickSend SMS messaging
New tax types mapping
Mailchimp integration
Zoho CRM Quotes
WooCommerce
How to add a Youtube video to product description
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
System updates - 30 Jan 2025
System updates - 2 Apr 2025
How often invoices and bills sync to Xero
There are two ways for invoices and bills to be sent to Xero:
1. Manual sync: click on "Sync to Xero" then "Sync now" from the "Invoices & credits" page (under the Sales menu)
2. Turn on the automatic sync (syncs every 90 minutes) from Integrations, Xero, then Settings
If you have any questions, ask us by
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