Switch to Qoblex
11 articles, in order
- Switch to Qoblex: overview and checklistIf you’re switching to Qoblex while your current inventory or ERP system is still open for business, you don’t have to choose 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.7 min
- Rehearse your switch on a staging storeBefore you touch your real store, you can build and test your whole Qoblex setup, including a trial import of products and orders, against a staging or development store.4 min
- Cutover day, step by stepThis is the runbook for the day itself: 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: bringing in the purchase orders that haven’t fully arrived yet, without double-counting anything your count already includes.3 min
- Bring in open sale ordersThis is the last stock-moving step of cutover: bringing in everything you’ve already promised a customer, so it’s reserved against the stock you just counted instead of sitting as a gap you’d otherwise have to track by hand.7 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.2 min
- WooCommerce sync settings at go-liveThis is the switch itself for a connected WooCommerce store, 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, and 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: stock counted twice, an order arriving before its location’s stock is set, or a sync setting left over from rehearsal.5 min