QuickB2B certified integration is now listed in the Xero App Marketplace! We are thrilled to be part of the Xero experience and look forward to meeting new wholesale customers and helping them improve their business. Go to our QuickB2B listing in the Xero Marketplace
Import Xero Settings/Data
IMPORTANT NOTE: These import functions are for the initial setup of your system only. Importing data from Xero after the initial setup will overwrite the data in your QuickB2B system and cannot be undone. Click on the menu option: Settings/ Import Xero Settings Click on each of the following boxes […]
Manage Account Manager
Add an account manager by navigating to Settings/ Add Acct Mgr Simply fill in the manager details Manage Account Managers: Navigating to Settings/ Manage Acct Mgr Click on the edit button to make changes to their details. Click on the link in the status column to activate or deactivate staff […]
Repacking
This feature is used to manage the buy type/quantities in which items are purchased. If apples are sold per kg but purchased by the box, repack specifies the quantity in kg’s required to create the repack.e.g 10kg = I box, 20 bunches = 1 tray Navigate to Stock Management/ Repack. – Search […]
Manage Minimum Quantities
Minimum Quantity is used to ensure you have the specified quantity in stock for any given day. The Inventory Manager will calculate the quantities ordered and required and adjust the quantity to be purchased so the minimum quantity is achieved. This minimum quantity is the total stock quantity for any […]
Suppliers
Add Suppliers Navigate to Stock Management/ Suppliers. – Click on Add a Supplier. – Enter the suppliers Details – Select the items you purchase from this supplier from the list on the right hand side. (when set up is complete all inventory items should have a supplier assigned) – Click Save when complete. Set Default Suppliers […]
Add a Purchase Order
Add a Purchase order manuallyClick on the menu Add Purchase Orders to manually create a purchase order. 1. Start typing the name of the supplier in the search by suppliers name text box. 2. Select the suppliers’ name. The items you purchase from this supplier will be listed. 3. Add quantities for each item. […]
Receivables
Receivables shows the details of the completed purchase orders. These are used to verify the quantities and the purchase costs quoted. Navigate to Stock Management/ Receivables– 1. Select a Date range, if required 2. Click on the eye icon in the view column of the purchase order you require and […]
Purchase Orders
Generating Purchase Orders Navigate to Stock Management>Stock Levels(For the Stock Manager to give the correct quantities Stock on Hand should be kept up to date by a stock taking process) The Date:Only change the date in the date selector if you also wish to order items in the current orders […]
Stock on Hand
ADMIN PANEL:Navigate to Stock Management/ Stock on Hand.This page displays the item names and the stock quantity available for each item.