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. To add a standing order, perform the following procedure: […]
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 […]
Specials
Specials can now be displayed in the Phone Apps. They are highlighted with a red star. If an item is already in the My Product List it will remain in the list and display a red star. The price will also be displayed for specials. Adding a Special Navigate to Inventory/ Specials The screen […]
Current Orders
This is the default page as you log into your system.There are three ways to view current orders 1. Menu OptionsYou can return to this page through the menu options Orders and Current Orders. 2. Your Company NameBy clicking on your company name on the top left of the screen. […]
Bin Locations
Bin locations are used to specify which department or location certain inventory items are stored or processed in. eg: Frozen fish are in the bin location Freezer, Beef mince is processed by the in-house butcher, chopped vegetables need processing. Bin locations can be added, edited and deleted.Inventory items are then […]
Import Customers
Customers can be added manually if required by navigating to Customers/ add customer. If your customers exist in Xero then the simplest way to import them into QuickB2B is to click on Settings/ Import Xero Settings. STEP 1. Click on Import Customers and follow the prompts. After importing customers, you […]