Switch to Qoblex
11 articles, in order
- Switch to Qoblex: overview and checklistYou can switch to Qoblex while your current inventory or ERP system is still open for business. You don’t have to pick a moment to shut everything down and hope the numbers land right.7 min
- Set up Qoblex before you switchEverything in this article is work you can do today, whenever you’re ready, because none of it depends on a stock count.8 min
- Rehearse your switch on a staging storeBefore you touch your real store, you can build and test your whole Qoblex setup against a staging or development store, including a trial import of products and orders.4 min
- Cutover day, step by stepThis is the runbook for the day itself. It gives the exact order to stop trusting your old system, count and authorize your stock, turn on live sync, and bring in what’s still open.5 min
- Bring in opening stockThis is the stock-count step of cutover: the one place you set the quantity Qoblex starts trusting for each location.5 min
- Bring in open purchase orders and stock in transitThis is the second stock-moving step of cutover, right after your stocktake.3 min
- Bring in open sale ordersThis is the last stock-moving step of cutover. You bring in every order you’ve already promised a customer, so it’s reserved against the stock you just counted.9 min
- Shopify sync settings at go-liveThis is the switch itself for a connected Shopify store: the setting that turns Qoblex from a quiet bystander into your store’s stock source.3 min
- WooCommerce sync settings at go-liveThis is the switch itself for a connected WooCommerce store. It’s the WooCommerce counterpart to Shopify sync settings at go-live .4 min
- Line up Xero or QuickBooks with your opening stockQoblex and your accounting system both end up with a dollar figure for the stock you hold. The two only agree if you set them up the right way before you start posting.7 min
- Troubleshooting your switchIf something looks wrong right after cutover, it’s almost always one of a small number of known causes:5 min