Categories are used to group stock items into groups and are displayed in the mobile phone app whensearching for products to add to your custom product list. Grouping your inventory into categories will make it easier for your customers to find similiar type items. Each inventory item should be assigned […]
Add a Category
Categories are used to group stock items into groups and are displayed in the mobile phone app when searching for products to add to your custom product list. Grouping your inventory into categories will make it easier for your customers to find similiar type items. To add a category navigate […]
Users & Roles
Shows a list of users that have been added to the system. It lists their username, email address, user type (privileges) and status. Add User Create users with individual logins and privileges. When creating a user you can choose between Standard, Standard Plus and Administrator. To add a user navigate […]
Add an Order – Admin
Used to manually Add an Order into the system that was received either by email, phone, fax, text or voice mail. ▪ Start by typing the first letter of the customer’s name you need to enter an order for. A list will appear under the search box with customer’s names […]
Shipped Orders
Once you have checked and/or edited and saved the current order in the view or edit mode. The order is now ready to be moved from current to shipped orders. Select the orders you wish to move to shipped orders and click on the Ship Orders button. If you want […]
Standing Orders
The Standing orders feature allows you to auto generate an order for a customer on a particular day at a specific time. This is great for reoccurring orders. The system will auto generate an order on the day and time specified. (must be a minimum of 15min prior).To add a […]
Set Up Delivery Routes
The Delivery routes menu is normally in the Settings menu, if QPOD is not enabled. When QPOD is enabled the Delivery Routes menu is under the main menu of QPOD. To view the Delivery Routes navigate to QPOD>Delivery Routes. Delivery routes have numerous purposes including Filter the current orders by […]
Import/Export Inventory
Import Inventory Inventory can be imported via the Import Xero Settings. Navigate to Setting Import Xero Settings as shown here or via the menu option of Inventory/ Import/Export. Export Inventory Inventory can also be exported for editing before re-importing.Select the option to Export Inventory (with all pricing, used for importing). Note: […]
Add Inventory Item
To add an item enter the item details and click ‘Add Item’. The Item Code must be unique. You can NOT have duplicate item codes. If you wish to add an item that has similar details to an item that already exists then select (highlight) it from the inventory quick […]
Manage Inventory
The inventory module consists of the following menus. Manage Inventory (View Prices)Add itemImport / ExportFeatured itemQuantity alert.Bin LocationsSpecials Manage Inventory displays the complete list of inventory items available.It shows the item name, purchase price, list prices colour assigned, export marker, edit and delete. Item Name: Should be no more than […]