Index
Everything you need to know to use Qube
Quick guides for every feature of the software, designed to be read on your own without waiting for a support call.
Getting started
- Access and login
How to log in to Qube with your credentials and what happens on first launch.
- Dashboard overview
How the main screen is organized and where to find key features.
Customers
- Creating a customer record
How to add a new customer and fill in their profile.
- Geolocated customer map
How to browse the customer map and read the marker details.
Suppliers and price lists
- Managing supplier wineries
How to add and manage the wineries you represent.
- Price lists and custom terms
How to create a price list, manage prices and apply tiered discounts.
Products and catalogs
- Product sheets
How to create and update product sheets, including vintage and format.
- Making an Excel price list importable
How to filter the catalog by supplier winery and import a product list from a well-formed Excel file.
- Guide to importing an Excel price list
Every phase of the import explained step by step, with a screenshot for each one.
Orders
- Taking orders
How to build an order from the cart and send it to the supplier.
- Order status and history
How to read an order's status and the actions available.
Agents and permissions
- Linking an agent to agencies and suppliers
How to assign an area, commissions and supplier wineries to an agent.
- User permissions
How roles and groups work to control access.
Statistics and reports
- Order and commission statistics
How to read sales KPIs and export the data.
Credits and extra services
- Credits and license
How to check your account's credit balance, what additional movements are, and how paid extra services work.