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Welcome!
Getting started
Import data
CRM
Contacts
Leads
Opportunities
Companies
Planned visits
Files
Paying customer invoices
Company custom attributes
Tasks
Open tasks
Completed tasks
Notes
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
Settings
User management
Profile
Team members
Payment methods
Direct printing
Product statuses
FAQ
How to create a new pricing tier
How to print product barcode labels
Direct or auto print client setup
How to raise a credit note for freight or shipping
How to create a credit note
How to manage backorders
POS- how to email an eReceipt
POS- how to return and issue an replacement
Xero- how to sync invoices
How to print a combined packing list
How to change the user's home location
How to apply a discount tier for the B2B Portal
POS - system requirements
How to setup a POS only user
How to create new products
How to process a dropship order
How serial numbers work
Difference between GTIN vs Code 128 barcodes
Difference between reorder trigger and optimal qty
What is included in the ERP Functions addon
How to send orders to Go Sweet Spot or Starshipit
Customer support and success plan
How to enable two-factor authentication
How to upgrade your Qblue account
How often invoices and bills sync to Xero
How to handle different cut lengths of a product
How to cancel an invoice and re-instate an order
How to refund a deposit paid
How is 'Automatic Invoice email' used
How to show serial numbers on packing lists
Migrating from another system onto Qblue and Xero
How to do a purchase return
Product data template explained
How to deal with free samples
How to email a payment link with tax invoice
Will the freight component of the invoice reported
How to change the status of a task using mobile
Prevent cash-only orders from shipout unless paid
What reports to run for month end reporting
How Qblue Inventory processes consignment stock
How to map a custom import GST for landed costing
How to update prices in bulk
How gift vouchers work on Qblue
How to raise a deposit bill for a PO
How to raise a deposit invoice for an order
How to set a master CC email address
How to add multiple emails for a customer
How to enable batch tracking
How does barcodes scanning work on Qblue
How to map a Xero GL to a product
How to print on iPad
How to show free inventory on sales order entry
How to do a layby order
How to manage B2B Portal wishlist for clients
How to customise the payment link
How to include a terms and conditions
How to enable different prices for each location
How to reverse a received PO
How to enable direct print for shipout and invoice
How to update my credit card details for Qblue
Get to know selling prices and pricing tiers
How to reverse a location transfer
Integrations
nopCommerce integration
Shopify integration
Trade Me integration
Xero integration
Go Sweet Spot integration
B2B Portal
Smartpay
ClickSend SMS messaging
Zeablue Forms
New tax types mapping
Mailchimp integration
Zoho CRM Quotes
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 - 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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