Orders and invoices
Builds purchase orders, sales orders, invoices and bills: quantities, costs, rates, dates, discounts and the right warehouse.
Prepare an invoice for 12 canvas totes for Cedar Market.
JARVEE AI · INSIDE QUICKVEE HQ
Meet Jarvee: the AI assistant that works inside your wholesale business
Jarvee is the AI assistant built into Quickvee HQ, the software wholesale distributors use to run inventory, purchasing, sales, invoices and payments. Ask in plain words, typed or spoken, and Jarvee finds your records, reads your files, prepares orders and invoices, builds reports and dashboards, and guides your team step by step through every page. You make every final call.
This guide shows what Jarvee does today, where it stops, and why the final button is always yours. Every example uses a fictional distributor, Northline Wholesale, so you can try things without touching real records.
Jarvee in 30 seconds
- Jarvee lives beside your work in Quickvee HQ: in a panel on the right of the page on a desktop, and over the page on smaller screens.
- It turns one plain sentence into prepared work (purchase orders, sales orders, invoices, bills, payments, item updates) and leaves the final button to you.
- It reads up to five files at a time, including PDFs up to 100 pages, and totals a whole spreadsheet exactly, every row.
- It builds reports and dashboards from your own records. A dashboard takes about a minute, and neither ever changes your data.
- Ask “how do I…?” and Jarvee walks you through the page, lighting up each control. Every page in Quickvee HQ has its own guide.
- It works inside your role’s access and never reads card numbers, bank account details, passwords or PINs.
5files Jarvee reads at a time
100pages in a PDF Jarvee can read
≈1 minfor Jarvee to draw a dashboard
Everypage in Quickvee HQ has a step-by-step guide
0final buttons Jarvee presses. Those stay yours.
Where Jarvee lives
What is Jarvee?
Jarvee is the AI assistant inside Quickvee HQ. It is not a separate app or another browser tab. It works in the same window as your purchase orders, items, customers and reports, so it can read the page you are on and prepare work from the records you already have access to.
On a desktop, Jarvee sits in a panel on the right, beside the page you are working on. On smaller screens it opens over the page. The search bar at the top of Quickvee HQ (press ⌘K) lets you search, run an action or ask Jarvee in one place. Past chats are kept and searchable, so a useful question is easy to pick up again.
Because Jarvee works beside the page instead of in another tab, there is no copying and pasting between windows. You ask, Jarvee prepares, and the page you are looking at is the page that changes.
- 1The search bar: search, run an action or ask Jarvee.
- 2The page you are working on stays in view.
- 3Jarvee’s panel, beside the page.
- 4The final button, which stays yours.
The capability map
What can Jarvee do in Quickvee HQ?
Jarvee can find records, open the right page, fill supported forms, read files, answer questions about your numbers, and build reports and dashboards across buying, selling, stock and the everyday details. Here is the map, with something you could say for each.
Stock and catalog
Finds an item by name, SKU or barcode, reviews stock, edits catalog fields, sets reorder points and prepares receive quantities against a purchase order.
Set the linen journal’s reorder point to 24.
Customers and vendors
Finds contacts, opens their transactions and statements, and prepares contact updates.
Open Birch Market’s statement.
Payments
Fills in a payment for you to check and record.
Record a $500 check from Birch Market.
Numbers
Answers questions about sales, gross margin, inventory value, top sellers, low stock, balances and stock movements, and opens reports with the period, grouping or comparison you need.
Compare April with March.
Files
Reads images, PDFs up to 100 pages, spreadsheets, CSV and text, up to five files at a time.
Read this supplier list and total it.
Reports and dashboards
Builds reports and dashboards from your own records, from a description in plain words.
Build a morning board with today’s sales, what’s waiting to ship and what’s below reorder.
How-to guide
Walks you through a task on the real page, one lit-up step at a time.
How do I receive a purchase order?
Everyday details
Works on package quantities, price-list rules and kits, and fills supported settings forms.
Help me fill in this settings page.
What Jarvee offers follows your role: it works inside your business’s account and the access your role already has in Quickvee HQ. For more, see the Jarvee AI product page.
The test drive
Can Jarvee create purchase orders and invoices for me?
Yes: Jarvee prepares them, and you create them. Say what you need in one sentence. Jarvee finds the vendor or customer and the items, opens the right page in Quickvee HQ and fills it in. The work waits for your review until you press the final button.
Then keep talking. “Make that 48 journals.” “Deliver to Riverside Warehouse.” Jarvee changes the prepared order in place, shows you what changed, and lets you undo its last change.
Try it: give Jarvee something to do
Illustrative example · Fictional records · Nothing is saved- You ask in plain words
- Jarvee finds the records
- It opens the right page
- It fills in the details
- Ready for your review
- You press Create purchase order
The purchase order is ready for your review. Nothing is created until you press Create purchase order.
Bring the source
Which files can Jarvee read?
Jarvee reads images, PDFs up to 100 pages, Excel and other spreadsheets, CSV files and plain text, up to five files at a time. Drop in a supplier price list, a scanned invoice or a stock count sheet, and keep asking questions in the same conversation.
Files ready
IMGImages
PDFPDFs up to 100 pages
XLSXExcel and spreadsheets
CSVCSV
TXTText
5files at a time, all in one conversation with Jarvee
Every row, not just the first screen
When you ask Jarvee to total a spreadsheet, the total is exact. Quickvee HQ counts every row, including the rows past the first screen, instead of estimating from the few rows you can see.
XLSXSpring supplier list · 12 rows
| Item | Units | Unit cost | Line total |
|---|---|---|---|
| Linen journal | 48 | $8.00 | $384.00 |
| Orbit notebook | 72 | $6.00 | $432.00 |
| Canvas tote | 24 | $10.00 | $240.00 |
| Kraft envelope pack | 60 | $3.50 | $210.00 |
| Grid sketchbook | 36 | $7.25 | $261.00 |
| Brass binder clip box | 40 | $4.00 | $160.00 |
| Cotton pencil case | 30 | $5.50 | $165.00 |
| Recycled sticky notes | 96 | $1.25 | $120.00 |
| Gel pen set | 50 | $4.80 | $240.00 |
| Weekly desk planner | 20 | $9.00 | $180.00 |
| Washi tape trio | 64 | $2.50 | $160.00 |
| Leather bookmark | 80 | $1.75 | $140.00 |
Units620
Total$2,692.00
From there, the file is a starting point. Compare a supplier’s prices with your item costs, read the details off a scanned invoice, understand the differences in a stock count, or ask for a sales report on the same items from your Quickvee HQ records, all in the same conversation.
Built with Jarvee
Can Jarvee build reports and dashboards?
Yes. Describe the report or dashboard you want in plain words, and Jarvee builds it from your own Quickvee HQ records, the same records as the standard reports. Reports and dashboards only read your records. They never change sales, inventory or any other business record.
A dashboard with a point of view
Ask for “a morning board with today’s sales, what’s waiting to ship and what’s below reorder,” and Jarvee draws it in about a minute. Every dashboard is its own design: a calm editorial board, or a playful retro game. When you flip the style, the figures stay exactly the same. You can make a dashboard the home page for a role or a person. Ask for changes, preview them and save them yourself. Earlier versions are kept, so you can bring one back.
Morning board · Built with Jarvee
Good morning, Northline.
A little clarity for the day ahead.
Today’s sales$12,48024 orders
Open invoices9Customer balances
To ship8Orders in the queue
Below reorder6Items to review
Waiting to ship
- SO-6104 · Cedar MarketOrbit notebook · 48
- SO-6108 · Birch MarketCanvas tote · 24
Below reorder
- Linen journal8 on hand · 16 short
- Orbit notebook12 on hand · 24 short
- Canvas tote9 on hand · 9 short
Reads your records. Never changes them.
A report you can change with a sentence
“Show me weekly sales and profit.” Jarvee builds the report and explains the view. You preview it, save it, export it, print it, or share it with the people who need it. Saved reports live under Jarvee → Reports. Want a different cut? Say so: “Show net sales only. Leave cost and margin out of this version.” When a report shows cost and margin, Quickvee HQ warns you before you share it.
Show me weekly sales and profit.
Here’s net sales, cost, gross profit and margin by week, built from your sales records.
| Week | Net sales | Cost | Gross profit | Margin |
|---|---|---|---|---|
| Week 1 | $11,800 | $8,024 | $3,776 | 32.0% |
| Week 2 | $12,480 | $8,362 | $4,118 | 33.0% |
| Week 3 | $10,950 | $7,446 | $3,504 | 32.0% |
| Week 4 | $13,200 | $8,712 | $4,488 | 34.0% |
This report shows cost and margin figures. Anyone you share it with will see them.
Reports merchants have built with Jarvee
The question and the final shape are yours. These are examples of reports merchants have asked Jarvee for. See more on Built with Jarvee.
- Sales per hourSee which hours bring the most sales.
- Sales by salesperson with 1% commissionSales and the commission calculation together.
- Returns by customer and SKUFind the customers and items behind returns.
- Weekly sales and profitNet sales, cost, gross profit and margin by week.
- Inventory ordering plannerA view built for the next buying decision.
- Net sales by customerCompare the customers behind net sales.
Talk when it’s easier
Can I talk to Jarvee instead of typing?
Yes, in a desktop browser, where voice is turned on for your business. Talk when it’s easier and type when it’s quieter: voice and chat are one conversation, so you can type during a voice session and carry on in chat after it ends.
As you speak, Jarvee can find records, move around Quickvee HQ, fill supported forms and change their details. You hear the answer, read it in captions, and see a trail of what Jarvee did. Start talking while Jarvee is speaking and it stops to listen. You still press the final button.
VoiceSpoken request
“Make that 48 journals.”
Caption · what you said
- Heard: “Make that 48 journals.”
- Found Linen journal on the open purchase order
- Changed the quantity from 24 to 48
- Total is now $384.00
Purchasing / New purchase order · Elm Paper Works
48Linen journals
× $8.00
× $8.00
Total$384.00
How do I…?
How does Jarvee help new staff learn Quickvee HQ?
Ask Jarvee “how do I…?” and it shows you. Jarvee opens the right page in Quickvee HQ and walks you through the task one step at a time, lighting up the exact button, field or tab with a ring and a short note. You do each step yourself. Jarvee never presses anything for you, and when it can also do the task, it offers to get it ready.
That makes Jarvee a patient trainer for a new buyer, a warehouse lead or a part-time bookkeeper. It answers the tenth question as calmly as the first. On the sales register, it tells the steps in words. And when Quickvee HQ can’t do something, Jarvee says so plainly instead of making something up.
Try it · press the lit control or Next
How do I receive a purchase order?
I’ll show you on the page. Start with Receive items.
Purchases / Purchase orders
PO-1042
| Item | Ordered | Received |
|---|---|---|
| Linen journal | 24 | 0 |
| Orbit notebook | 36 | 0 |
Purchases / PO-1042
Receive against purchase order
Receipt date
| Item | Outstanding | Receive now |
|---|---|---|
| Linen journal | 24 | 24 |
| Orbit notebook | 36 | 36 |
Step 1 of 3
Press Receive items.
Every page
Every page in Quickvee HQ has its own step-by-step guide, written from the page itself and updated whenever the page changes. That is how Jarvee knows which control to light up.
You call the shot
Who makes the final call when Jarvee works?
You do. Jarvee does the prep. The final save, create, post, charge or send always stays with the person responsible for it, and that rule shapes everything Jarvee does in Quickvee HQ.
✦ Jarvee prepares
- Finds the records
- Reads your files
- Opens the right page
- Fills supported forms
- Builds report and dashboard previews
- Explains the numbers
→ You decide
- Pick the right match
- Review what changed
- Press the final button
- Save the report or dashboard
- Share it with the right people
Guardrails built into Jarvee
The right records
When a name matches more than one customer, vendor or item, Jarvee shows the matches and asks which one you mean.
No guessing
If nothing matches exactly, Jarvee offers the closest names (“did you mean…?”) and never picks one for you.
Changes you can see
Jarvee shows what it changed in a form, and you can undo its last change.
Unsaved work is safe
Before Jarvee moves away from a page with unsaved work, it asks you first.
Your existing permissions
Jarvee works inside your business’s account and your role’s access. The actions it offers follow your role.
Private fields stay private
Jarvee reads the page you are on so it can help, but never card numbers, bank account details, passwords or PINs.
Read-only views
Reports and dashboards read your records and never change them.
Honest answers
When Quickvee HQ can’t do something, Jarvee says so plainly instead of making something up.
A day at Northline Wholesale
What does a day with Jarvee look like?
Here is one fictional day at Northline Wholesale, a stationery distributor, with Jarvee in Quickvee HQ. Every name and number is invented. The pattern is the point: people ask, Jarvee prepares, and people press the final buttons.
- 7:45 a.m.
The morning board
The buying team’s home page is a dashboard Jarvee drew: 8 orders to ship, 9 open invoices and 6 items below reorder.
- 9:10 a.m.
A new price list
Elm Paper Works sends a 12-row spring price list. Jarvee totals the whole sheet (620 units, $2,692.00) and compares the costs with Northline’s items.
- 10:30 a.m.
The reorder
“Create a purchase order for 24 linen journals from Elm Paper Works.” Jarvee fills it in, the buyer says “make that 48,” and then presses Create purchase order.
- 1:15 p.m.
A new hire’s question
A new warehouse lead asks, “How do I receive a purchase order?” Jarvee lights up Receive items, then the receipt date, then the final button, and the lead presses each one.
- 3:40 p.m.
A check comes in
“Record a $500 check from Birch Market.” The payment is filled in, and the bookkeeper checks it and presses Record payment.
- 5:00 p.m.
The weekly numbers
“Show me weekly sales and profit.” The owner saves the report, then asks for a net-sales-only version to share with the sales team.
Six requests. Six final buttons, every one pressed by a person.
Side by side
How is working with Jarvee different from doing it by hand?
With Jarvee, it is the same work in the same Quickvee HQ pages. What changes is who does the clicking, searching and typing in between. Jarvee does that part, and you keep the decisions.
| Task | By hand | With Jarvee |
|---|---|---|
| Reorder from a vendor | Open purchasing, start an order, find the vendor, search for each item, type the quantities and costs. | Say one sentence, review the filled order, press Create purchase order. |
| Total a supplier price list | Open the spreadsheet, add a total row, check that no row was missed. | Drop in the file. Jarvee totals every row exactly. |
| Compare two months | Find the right report, set both periods, read across. | Ask “Compare April with March.” The report opens with both months. |
| Teach a new hire to receive stock | Sit beside them, or write the steps down. | They ask Jarvee, and it lights up each step on the real page. |
| Build a custom report | Export the data and rebuild it in a spreadsheet. | Describe it, then preview, save, export or share it inside Quickvee HQ. |
| Change the team’s dashboard | Ask someone to rebuild it. | Ask Jarvee for the change, preview it and save it. |
Questions and answers
Frequently asked questions about Jarvee
What is Jarvee?
Jarvee is the AI assistant built into Quickvee HQ, the software wholesale distributors use for inventory, purchasing, sales, invoices and payments. You ask in plain words, typed or spoken, and Jarvee finds records, reads files, prepares orders and invoices, builds reports and dashboards, and guides your team through every page. The final action always stays with you.
Does Jarvee save or submit anything on its own?
No. Jarvee prepares the work: it finds the records, opens the right page and fills supported forms, then stops. The final save, create, post, charge or send is always pressed by the person responsible for it. Jarvee shows what it changed, and you can undo its last change to a form.
Can I talk to Jarvee instead of typing?
Yes, in a desktop browser, where voice is turned on for your business. Voice and chat share one conversation, so you can type during a voice session and keep going in chat afterwards. Jarvee answers out loud, shows captions and keeps a visible trail of what it did, and you still press the final button.
Which files can Jarvee read?
Jarvee reads images, PDFs up to 100 pages, Excel and other spreadsheets, CSV files and text, up to five files at a time. Totals across a whole spreadsheet are exact: every row is counted, not estimated from the rows on screen. You can keep asking questions about the files in the same conversation.
Can Jarvee build reports and dashboards?
Yes. Describe what you want in plain words and Jarvee builds it from your own Quickvee HQ records. A dashboard takes about a minute and can become the home page for a role or a person. Reports can be previewed, saved, exported, printed and shared. Both only read your records; neither changes them.
How does Jarvee help new staff learn Quickvee HQ?
Ask “how do I…?” and Jarvee opens the right page and walks you through the task one step at a time, lighting up each button, field or tab. You press every button yourself. Every page in Quickvee HQ has its own step-by-step guide, kept current as the pages change.
What happens if more than one customer or item matches?
Jarvee shows you the matches and asks which one you mean before it continues. If nothing matches exactly, it offers the closest names (“did you mean…?”) and never picks one for you.
Can Jarvee see card numbers or passwords?
No. Jarvee reads the page you are working on so it can help with it, but it never reads card numbers, bank account details, passwords or PINs. It works only inside your business’s account and the access your role already has in Quickvee HQ.
Where is Jarvee in Quickvee HQ?
On a desktop, Jarvee sits in a panel on the right, beside the page you are working on. On smaller screens it opens over the page. You can also reach it from the search bar at the top: press ⌘K to search, run an action or ask Jarvee. Past chats are kept and searchable.
Bring your next question to Jarvee.
See what a conversation can do for your wholesale business. Talk to us, and we’ll show you Jarvee on the kind of work your team does every day.
Let’s talk ↗Facts as of November 2026. Every example on this page uses fictional records. Voice works in desktop browsers where it is turned on for your business. The actions Jarvee offers follow your role in Quickvee HQ.