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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 custom attributes
Overview of CRM
Tasks
Tasks and notes
Completed tasks
Notes
Sales
POS
Create a sales order
Sales orders
Invoices and credits
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
Inventory replenishment or forecasting
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 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?
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 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
How do I sync invoices and credits to Xero?
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 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
How to enable direct print for shipout and invoice
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 are the order tax types work?
How do I handle a warranty replacement?
How can I create a new pricing tier?
How do I print barcode labels for my products?
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 can I automatically create bills when receiving orders from local suppliers?
How do I create a deposit bill for a purchase order?
How to create a supplier bill before PO receipt
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 can I create a credit note for freight or shipping?
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 do I set up direct or automatic printing?
What’s the process for migrating data from another system to Qblue and Xero?
How do I use the product upload data template?
User Management
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
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 - 27 May 2024
System updates for 27 May 2024:
New option "Exclude drafts and quotes" for the "Outstanding orders report"
New option "
Don't show promo name on order entry" -
not to show the promotion/pricing tier name/title onto the sales order entry
Added ability to bulk email overdue and final overdue invoice reminders
Allows quick bulk editing of suppliers and product type on the products/Sku variations page
New sales option "Enable minimum margins checking on product types" - authorisation check and prompt when selling below the minimum margins configured
When undoing PO receives (the PO must be in the "Receipted awaiting bills" status), the system will check and flag the last receives as cancelled
Added two new team member roles access levels: Normal and Location Manager
New option "Alternative email address for purchase orders" added for a location - this is used when a new PO is created, the shipping address will contain this email address and it becomes the default from email address when emailing a PO
New display options added onto the purchase orders page for showing values for either received (& billed) or remaining
Landed cost calculations: when the supplier purchase bill has a reference of TBA, only post the fees bills
New action added for quotes by getting the default custom quote header and saving it into a new quote (configuration required)
For POS, when auto-printing receipts is active and if the order goes into a sales (or back) order, the payments page will check and print the payment receipt docket
Allows order line items (that have quantities shipped) to be removed when the order is a recurring invoice
New option to print a packing list with a simple layout and with no SKU and unit columns
On the "Channel feeds" page, added a new "Search within the listing body text" function
If a sales order is cancelled, the system now checks to check and remove if it has links to tasks/jobs
For WooCommerce integration, when creating own listing or transferring a variation to another parent/list product, use this to check if the new parent is changed
Added the supplier SKU column into the products data import template
On the products serial numbers listing page, it now allows the deletion of a new serial number that was initially added via this page
When printing POS receipt docket, the system now checks to print any voucher amounts that have been redeemed
New job label size for 3x4cm
When bulk invoicing sales orders, the system now checks to automatically email invoices if the respective customers have set to automatic emailing
For POS, added quick line item delete
For POS, when adding the NOTE (non-diminishing product SKU) into the order, shows the quick note entry field straight away
For data import, added a new import template for tasks and jobs
For purchase order items entry, when deleting a line item, the program checks for any kitset items that has been added to the PO, then delete if any found
Without fully implementing a B2B portal, you can now showcase your products using the new Zeablue Sites feature (extra configuration required).
New Shopify integration setting for not to download product images when importing products into Qblue
If you have any questions, ask us by
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