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Welcome!
Getting Started
Page Features
Import Data
CRM
Contacts
Leads
Opportunities
Companies
Planned visits
Files
Paying customer invoices
Zeablue Forms
Company or customer custom attributes
Overview of CRM
Tasks
Tasks, notes and service jobs
Completed tasks
Time clock
Sales
Point of sale (POS)
Create a sales order
Sales orders
Invoices and credits
Sales order process
Promotions and pricing tiers
Dispatch queue
End of day counter close
Automatic user status updates
Recurring invoices
Commission report
Sales portal
Sales order reminders
Prompt payment discount calculation
Delivery run
Purchases
Create a purchase order
Purchase orders
Suppliers
Bills
Landed cost calculations
Batch numbers
Purchase price list
Receive a purchase order
Products
Products
Variations
Channel feeds
Inventory replenishment or forecasting
Inventory adjustment or transfers
Stock take
Kitset
Cost variances
Bill of material
Manufacturing
Product information
Creating a new product with multiple variants or variations
A quick data import guide
Margin analysis
Custom product attributes
Extended 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 do I access Qblue on my mobile phone?
How to add another user?
How to change my password
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 you see if a product is in 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 customers?
Where can I view a customer’s overdue invoices?
How to add new payment terms
Can I assign more than one email address to a customer for sending invoices?
General
Can I set an alternative display name for my email address?
How do I export data?
How can I set a return (reply-to) email address?
How can I automatically CC emails to myself?
How do I change the status of a task using my smartphone?
What reports should I run for month-end reporting?
How does Qblue Inventory send emails?
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
How do I sync invoices and credits to Xero?
How Qblue Inventory processes consignment stock
How do I map a custom import GST to landed costs?
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 a credit note?
How to void or cancel an invoice?
How do I cancel an invoice and reinstate the order?
How do I email invoices?
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
Zeablue Print Client - Installation Guide
How do I set up direct or automatic printing?
How can I add a YouTube video to a product description?
Products
Can I set different selling prices for each location?
What is a non-diminishing (non-stock) product?
How can I add a PDF file to a product description?
How do the order tax types work?
How do I handle a warranty replacement?
How to group or transfer a variation to another list product
How can I create a new pricing tier?
How do I print barcode labels for my products?
How do I create a new product?
How do serial numbers work?
What's the difference between GTIN and Code 128 barcodes?
What's the difference between reorder trigger and optimal quantity?
How do I update prices in bulk?
How does batch tracking work?
Last buy price vs FIFO cost price
What are the different types of product costs and selling prices?
What are the different pricing tiers?
How do I reverse a location transfer?
How do bin locations work?
How do I upload product images?
How do I create a purchase order from a sales order?
Purchases
How do I automatically create bills when receiving orders from local suppliers?
How to receive multiple supplier bills for the same PO?
How to do a purchase return - foundational
How to edit prices for a partfulfilled PO
How do I create a deposit bill for a purchase order?
How do I reverse a purchase order or landed cost that I've received?
How do I create a supplier bill before receiving the PO?
Sales
What's the difference between packing list and packing slip?
How to set a default freight or shipping cost to new orders?
How do refunds and credit returns work?
How to reverse payment made on a sales order
How can I create a credit note for freight or shipping?
How to create a credit note - foundational
How do I manage backorders?
Where can I print a combined packing list?
How to process a dropship order
How do I send orders to GoSweetSpot or Starshipit?
How can I refund a paid deposit?
How do I show serial numbers on packing lists?
How do I manage free samples or products with no charge?
How do I email a payment link with a tax invoice?
How do I add or manage the freight component in an order?
How can I prevent cash-only orders from being shipped out unless they’re paid?
How do gift vouchers work?
How do I create a deposit invoice for a sales order?
How do I switch between viewing free inventory and current inventory when entering a sales order?
What is a layby order and how do I create one?
How can I customise the payment link and button in emails?
Setup & Configuration
How to create a new inventory location
How do I insert my company logo into the email templates?
What’s the process for migrating data from another system to Qblue and Xero?
How do I use the product upload data template?
How can I add terms and conditions to a quote or invoice?
How to import sales orders
User Management
User roles
How do I change a user's home location?
How do I set up a POS-only user?
Integrations
nopCommerce integration
Shopify integration
Trade Me integration
Xero integration
Go Sweet Spot integration
B2B Portal
Square Terminal integration
Smartpay
ClickSend SMS messaging
New tax types mapping
Mailchimp integration
Zoho CRM Quotes
WooCommerce
Shiptheory
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
System updates - 29 Jul 2025
System updates - 23 Oct 2025
System updates - 26 Feb 2026
System updates - 20 May 2026
How to change my password
After you login:
Click on your name initials (top right)
Click "Manage account"
Then click "Change password" and follow the on-screen prompts
If you have any questions, ask us by
creating a help desk ticket
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