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Go live in weeks, with somebody who has done it before

Onboarding is a fixed program, not a bucket of hours. You get a named specialist, a published list of sessions, your data checked before it goes anywhere near the system, and a person on the phone on the day you switch over. You will know before you book what is in it and what is not.

Ask support to set you upRead what is covered

What a guided program gets you

Most of what goes wrong in an inventory rollout goes wrong in the first three weeks, and almost always for the same handful of reasons. The program is built around those.

  • One specialist, start to finish

    The same person runs every session, so you are not re-explaining your business to a new face each week. They know your product structure, your channels and your accounting setup by the second call.

  • Your data checked before it lands

    We validate your templates and tell you what will fail before we import anything: duplicate SKUs, missing units of measure, opening stock that does not tie to your count. Finding it afterwards is what turns a four week rollout into a four month one.

  • A published list of sessions

    You can read the whole program on this page before you pay for it. Every session has a purpose, a length, and a note on who from your side needs to be in it.

  • Your team trained on their own jobs

    Purchasing learns purchasing, the warehouse learns picking and shipping, finance learns month end. Training the admin and hoping it spreads is the most common reason a system gets abandoned in month two.

  • Someone there on go-live day

    Cutover is the only day that cannot be rescheduled. Your specialist is available on it, and there is a readiness call before it where we agree what is frozen and what is not.

  • A fixed price and a fixed scope

    You pay for the program, not the clock. If something turns up that is genuinely outside it, we tell you what it costs before we do it, never after.

The Guided program, session by session

Four to six weeks for a standard rollout. Eight scheduled calls with your specialist, the work between them split as described, and two spare sessions you can spend on whatever goes wrong. Full runs the same spine with five more sessions and a third spare.

  1. Kick-off and scope

    60 minutes

    We map how your business actually runs today, agree a go-live date, and walk you through the import wizards you will use next. Always take the CSV templates from inside your account rather than from an email or an old copy: Qoblex generates them fresh, so they carry whatever columns the current release expects. This is also where we ask the questions that size the rest of the program, so it is the session to raise anything unusual in.

    Who to bring: Your project owner, and whoever is allowed to decide that a process will change.

  2. Data preparation

    Your work, no call

    You download each template from its import wizard in Qoblex and fill it in: products, customers, suppliers, and opening stock as a stocktake. The switch guide in the support centre walks the whole sequence, and the project tracker on it is the checklist we work from together. We review what you send back and return a list of what will fail, so you fix it once rather than three times.

    Who to bring: Whoever knows your product list well enough to say which of two similar SKUs is the real one.

  3. Account setup

    60 minutes

    Company settings, locations, units of measure, tax rates, product and variant structure, and the costing method you will run on. This is the session that is expensive to change later, which is why it happens before anything is imported.

    Who to bring: Your project owner, plus anyone who owns how products are named and grouped.

  4. Import review and go/no-go

    45 minutes

    We go through your completed templates before anything is imported and tell you exactly what will fail: duplicate SKUs, missing units of measure, invalid characters, opening stock that does not reconcile. When it is clean we give you the go-ahead and you run the import yourself from the wizard, with us on the call while you do it. Nothing moves forward until the stock figures are ones you recognize.

    Who to bring: Whoever can confirm the opening stock is right.

  5. Integrations and sync settings

    60 minutes

    You make the connections, not us: Xero, Shopify and the rest are authorized with your own login, and we never ask for credentials to a system we do not own. Connect each one with every sync option set to Do Not Sync, and we then go through the settings together so nothing posts anywhere until the mapping is agreed. On Full, the accounting side gets its own session instead of sharing this one.

    Who to bring: Someone with admin access to each system. If accounting is in scope, bring your accountant or bookkeeper.

  6. Purchasing and sales workflows

    60 minutes

    The whole order lifecycle against your own data rather than a demo set. Inbound: supplier terms, purchase orders, partial receipts, landed cost, and what happens when a shipment arrives short. Outbound: sale orders, allocation, backorders, picking and packing, shipments, and the point at which stock and the ledger both move.

    Who to bring: The people who actually raise, receive, pick and ship — not only their manager.

  7. Cutover rehearsal and readiness

    60 minutes

    A dry run of cutover day against a staging store, in the order it will actually happen: count and authorize opening stock, bring in open purchase orders and stock in transit, bring in open sale orders, then turn sync on. Whatever surprises us here is a thing that does not surprise us on the day. We finish with the readiness checklist, the cutover date confirmed, and an agreed list of what is frozen in the old system from that point.

    Who to bring: Your project owner, and one person from each team that has been trained.

  8. Cutover day

    On call, not a booked session

    Your specialist is available while you work through the runbook: stocktake, open purchase orders, open sale orders, sync on, then reconcile against your accounting system. The support centre has each of those steps written out, so the day is a rehearsed sequence rather than a call where we work it out together.

    Who to bring: Whoever is on the floor on the day.

  9. Post-launch review

    30 minutes

    Two weeks after go-live, a review of anything that surprised you: what people are working around, what is being entered twice, and anything in the data that has drifted since cutover. Full gets a second one of these at around sixty days, which is when the problems that only show up over a full cycle have shown up.

    Who to bring: Whoever is on the floor, not only their manager.

  10. Month-end close

    45 minutes

    At your first month end, a walk through the close itself: reconciling stock on hand, checking what posted where, and the reports you will run every month from then on.

    Who to bring: Finance, and whoever signs off the numbers.

  11. Two spare sessions

    Only if you need them

    Included, and deliberately unallocated. Rollouts run over — every vendor we looked at quotes four to six weeks and none of them hits it every time — so rather than pretend otherwise, two sessions are already paid for and waiting. Use them for a re-import after a bad data day, a second pass at training for a team that did not get it first time, an integration that behaved differently to the rehearsal, or an extra week of hand-holding after go-live. Unused, they simply expire with the program.

    Who to bring: Whoever needs them on the day.

What Full adds

The same spine as Guided — the eight sessions above, in the same order — plus four sessions for the things that make a rollout complicated, a second post-launch review at around sixty days, and a third spare session.

  • Manufacturing, BOMs and costing

    Bills of materials, production orders, wastage and yield, and how a build moves cost from components into the finished item.

  • Multi-warehouse and transfers

    Several locations, transfers between them, allocation across them, and running a stocktake per location without stopping the business.

  • B2B portal setup and training

    Your wholesale storefront: price lists per customer, who can see what, and how a portal order lands as a sale order like any other.

  • A dedicated accounting session

    Xero or QuickBooks on its own call rather than sharing the integrations hour, with your bookkeeper in the room: opening stock balance, what posts where, and your override rules.

What is covered, and what is not

Rather than summarize it here and let the summary drift, the onboarding terms hold all of it: every session your package includes, what is not covered, what we need from you before we start, how any additional work gets quoted, and a section on where these projects usually go wrong. You will be asked to confirm you have read it before you can book.

Read the onboarding terms

Three ways to onboard

Every plan can be onboarded. The question is how much of it you want to run yourself.

One-time prices, in USD

Launch

One call, then you run the rest yourself. Included on Business plans.

$199one-time

Ask support to set you up
Typical length
One call
Scheduled sessionsNamed calls with your specialist, each with a published purpose and length. Cutover-day availability is not counted as one of them, and neither is the data preparation you do between sessions.
1
Spare sessions if something goes wrongIncluded and unallocated. Use them for a re-import after a bad data day, a second training pass, or an integration that behaved differently to the rehearsal. The hourly rate below only starts once they are used.
Not included
Named specialist throughout
Not included
Data template review before import
Not included
We run the importOn Guided we review your templates, tell you what will fail and give you the go-ahead, and you run the import yourself with us on the call. On Full we run it for you.
Not included
Cutover rehearsal on a staging storeA full dry run of cutover day — opening stock, open purchase orders, open sale orders, sync on — before the day that cannot be rescheduled.
Not included
Connections we configure with you
Not included
Purchasing and sales workflow training
Not included
A dedicated accounting sessionOn Guided, accounting is agreed inside the integrations session. On Full it gets its own call, with your bookkeeper in the room.
Not included
Manufacturing, bills of materials and costing
Not included
Multi-warehouse, transfers and stocktakes
Not included
B2B portal setup and training
Not included
Go-live day supportYour specialist is available while you work the cutover runbook. It is availability rather than a booked hour, which is why it is not counted as one of the sessions above.
Not included
Post-launch check-ins
None
Month-end close walkthrough
Not included
Anything beyond the sessions aboveChange control, not an upsell: work outside your package is quoted before it starts, never invoiced after — and only once your spare sessions are used.
$199 per hour

Popular

Guided

A named specialist, eight sessions, and somebody on the phone on the day.

$995one-time

Ask support to set you up
Typical length
4 to 6 weeks
Scheduled sessionsNamed calls with your specialist, each with a published purpose and length. Cutover-day availability is not counted as one of them, and neither is the data preparation you do between sessions.
8
Spare sessions if something goes wrongIncluded and unallocated. Use them for a re-import after a bad data day, a second training pass, or an integration that behaved differently to the rehearsal. The hourly rate below only starts once they are used.
Two
Named specialist throughout
Included
Data template review before import
Included
We run the importOn Guided we review your templates, tell you what will fail and give you the go-ahead, and you run the import yourself with us on the call. On Full we run it for you.
Not included
Cutover rehearsal on a staging storeA full dry run of cutover day — opening stock, open purchase orders, open sale orders, sync on — before the day that cannot be rescheduled.
Included
Connections we configure with you
Up to two
Purchasing and sales workflow training
Included
A dedicated accounting sessionOn Guided, accounting is agreed inside the integrations session. On Full it gets its own call, with your bookkeeper in the room.
Not included
Manufacturing, bills of materials and costing
Not included
Multi-warehouse, transfers and stocktakes
Not included
B2B portal setup and training
Not included
Go-live day supportYour specialist is available while you work the cutover runbook. It is availability rather than a booked hour, which is why it is not counted as one of the sessions above.
Included
Post-launch check-ins
One
Month-end close walkthrough
Included
Anything beyond the sessions aboveChange control, not an upsell: work outside your package is quoted before it starts, never invoiced after — and only once your spare sessions are used.
$199 per hour

Full

Everything in Guided, plus manufacturing, multi-warehouse and B2B.

$1,995one-time

Ask support to set you up
Typical length
6 to 8 weeks
Scheduled sessionsNamed calls with your specialist, each with a published purpose and length. Cutover-day availability is not counted as one of them, and neither is the data preparation you do between sessions.
13
Spare sessions if something goes wrongIncluded and unallocated. Use them for a re-import after a bad data day, a second training pass, or an integration that behaved differently to the rehearsal. The hourly rate below only starts once they are used.
Three
Named specialist throughout
Included
Data template review before import
Included
We run the importOn Guided we review your templates, tell you what will fail and give you the go-ahead, and you run the import yourself with us on the call. On Full we run it for you.
Included
Cutover rehearsal on a staging storeA full dry run of cutover day — opening stock, open purchase orders, open sale orders, sync on — before the day that cannot be rescheduled.
Included
Connections we configure with you
Up to five
Purchasing and sales workflow training
Included
A dedicated accounting sessionOn Guided, accounting is agreed inside the integrations session. On Full it gets its own call, with your bookkeeper in the room.
Included
Manufacturing, bills of materials and costing
Included
Multi-warehouse, transfers and stocktakes
Included
B2B portal setup and training
Included
Go-live day supportYour specialist is available while you work the cutover runbook. It is availability rather than a booked hour, which is why it is not counted as one of the sessions above.
Included
Post-launch check-ins
Two
Month-end close walkthrough
Included
Anything beyond the sessions aboveChange control, not an upsell: work outside your package is quoted before it starts, never invoiced after — and only once your spare sessions are used.
$199 per hour

Or have a partner do it

You do not have to onboard with us. Independent consultants, bookkeepers and ecommerce agencies set Qoblex up for their own clients every week, and for plenty of businesses that is the better arrangement: they already know your books, your channels or your industry, they work in your timezone, and they are still there six months later. Our directory lists the companies our customers work with. We do not audit them and we take no fee for the introduction, so compare them the way you would compare any other supplier.

Browse the partner directory

What we need from you

The programs that finish on time are the ones where these four things are true on day one. None of them is difficult; all of them are slow to fix once the calendar is running.

  • One person who owns it

    A named project owner on your side who attends every session and can chase the work between them.

  • Someone who can decide

    Rollouts stall on decisions, not on software. Whoever can approve a change to how you work needs to be in the kick-off.

  • Data you trust

    Templates filled in and cleaned before you send them. Once a file is imported it is not reversed, so the check happens first.

  • Access, ready

    You install each connection yourself, so we need somebody who can authorize it without a two week wait. We never ask for your login.

Questions before you book

Do I have to pay for onboarding?

No. Qoblex is built to be set up without us, and plenty of businesses do exactly that: import a CSV, connect a store, enter opening stock. Business plans include a one hour kick-off call, and the support knowledge base covers every step. A guided program is for teams who would rather not spend their own weeks finding out which order to do it in.

How do I book the kick-off?

Email support@qoblex.com and we will set it up with you. There is no public booking link for onboarding on purpose: which package you need depends on your plan, your channels and whether you manufacture or run more than one warehouse, and that is a two minute conversation rather than a guess made at a calendar. We will confirm the package, then send you a link to book your specialist directly.

How long does it take?

Four to six weeks for a standard rollout, six to eight if you are manufacturing, running several warehouses, or selling through more than a couple of channels. The single biggest thing that stretches it is data that is not ready, which is why there is a preparation step before anything is configured.

What if I need more than the package covers?

First we use one of your spare sessions, which is what they are for and which costs you nothing. Beyond those we quote the work before we do it, at $199 per hour, and you decide. You will never receive an invoice for work you did not agree to in advance. If the extra work is substantial we will usually suggest moving you up a package instead, because it is cheaper.

Can you set up our Xero or QuickBooks for us?

Not for you, and not because we are being difficult. The connection is authorized with your own Xero login and your own consent, so you install it and we never ask for credentials. What we do is sit with you through the settings screen: which ledger accounts inventory, cost of goods, sales and purchases post to, tax mappings, and how invoices and bills sync. We will not design your chart of accounts, choose your tax treatment, reconcile your ledger or advise how anything should be recorded. Qoblex’s own documentation treats these mappings as accounting configuration and says to set them with your bookkeeper, which is exactly right, so bring your accountant to that session.

What happens if our data is not ready?

We tell you exactly what is wrong with it and reschedule the import session once at no cost. Data preparation is the one part of this that only you can do, because deciding which of two duplicate SKUs is the real one is a question about your business, not about software.

Can we onboard on a Starter plan?

Yes. Starter does not include the kick-off call, so it is $199 if you want one, and both guided packages are available on any plan.

Do you do this on site?

Not usually. Every session is a scheduled video call, which is what keeps a program at $995 rather than at the five figures on-site implementations cost elsewhere. If you need someone in the room, tell us at the kick-off and we will talk about it.

Start with a kick-off call

Email support with your plan, what you are moving off and roughly how many products you carry. We will confirm which package fits before you pay for anything, then send you a link to book the kick-off. Sixty minutes, and you will leave it with a go-live date and a clear list of what to prepare before the next session.

Ask support to set you upSee pricing

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