THE FOUNDATION OF QUICKVEE HQ

A place for all
the moving parts.

The people. The businesses. The details that make the day work. Give them a shared home, with the right access and the right context.

Explore your HQ ↓See it with your team ↗
BUILT AROUND YOUR BUSINESS
01 / THE WORKEveryday operations.
SellReceiveShipReport
02 / THE PEOPLEA role for the work.
ALJMRKYour team. Their permissions.
03 / THE CONTEXTEach business, its own space.
OrganizationsWarehousesDefaults
Quickvee HQONE FOUNDATION.
Set up for the way you work.
Built-in + custom rolesSeparate organizationsAuthenticator 2FAShared business settings
YOUR BUSINESS HAS A CONTEXT

One login.
Room for each business.

Switch organizations without starting your day over. The business changes; the records, role, and settings follow that business.Try the two fictional organizations below.

Northline WholesaleQUICKVEE HQ
Your role · Owner
YOU’RE STILL IN

Inventory

Illustrative snapshot
ItemOn handCommittedAvailable
Linen journalNL-JRN-01424824224
Studio penNL-PEN-00636060300
Desk setNL-SET-00318315
BASE CURRENCYUSD
ORDER PREFIXNL-SO-
TAX MODELSales tax

Same section. The selected organization’s data.

Fictional data. Switching this preview does not change your account.

PEOPLE YOU TRUST. PERMISSIONS YOU CHOOSE.

Give the work
to the right people.

Start with a built-in role, or create a named role around individual actions. The person’s access belongs to the organization they’re working in.

SELECTED PERMISSIONS

Staff

Day-to-day selling and receiving, with administration handled by the wider team.

4of 8 sample actions
allowed by this role

Select Custom example to try individual permissions.

THE ACTIONEXAMPLE ACCESS
View reportsRead operational reports.
✓ Allowed
Create sales ordersStart a new customer order.
✓ Allowed
Open Sales RegisterAccess the counter workspace.
✓ Allowed
Receive purchase ordersRecord the quantities that arrived.
✓ Allowed
Manage warehousesMaintain warehouse settings.
— Not granted
Invite team membersBring people into the organization.
— Not granted
Charge customer cardsA separate permission to move money.
— Not granted
Create custom rolesDefine a named set of permissions.
— Not granted
A selection of permissions, not the complete role configuration. Custom changes here are local examples.

Delegate intentionally. Only grant permissions you already hold.

Keep ownership clear. Every organization retains an owner.

LESS LOOKING AROUND. MORE MOVING FORWARD.

Find the record.
Keep your momentum.

Search items, customers, vendors, and document numbers from the workspace. Results stay with the active organization and the records you can view.

NNorthline WholesaleSAMPLE SEARCH

Try words in any order, an item code, or a document number.

Items

1 matching sample record.

YOUR SELECTED SAMPLE RECORDGoods

Linen journal

NL-JRN-014
On hand
248 units
Committed
24 units
Available
224 units

Choose a result to open its sample record here.

A shortcut to the next step. In HQ, press / to focus search, then use the arrow keys and Enter to open a result.

Codes that take you straight there. An exact scan matching one active item can open its item page directly.

This search contains six fictional records in a separate Northline example. It does not query your business.

THE DETAILS BEHIND A CONSISTENT DAY

Small settings.
Everyday impact.

The warehouse you default to. The name on your paperwork. The time on a record. Configure the details for each business and carry them into the work.

01

Warehouses

Keep locations and their addresses organized. Choose a default warehouse for everyday documents.

Riverside WarehouseDefault location
02

Taxes

Maintain rates, groups, product categories, jurisdictions, exemptions, and the default tax.

Your tax setupCarried into the workflow
03

Document identity

Use your business name, logo, accent color, and header and footer notes across supported documents.

Your name. Your paperwork.Explore documents ↗
04

Numbering

Choose prefixes, number length, and the next number by document type, with a preview before saving.

NL-SO-01048Illustrative numbering
05

Business preferences

Set the base currency, time zone, fiscal-year starting month, and tax-inclusive item-price default.

Currency · time · defaultsConfigured for the organization
06

Units and exports

Keep your units of measure consistent. Export supported lists and reports to CSV for work outside HQ.

Pieces · boxes · casesA vocabulary for your catalog
A CLEAR WAY IN

Welcome the team.
Keep access considered.

Bring people into the business, assign their role, and add another step to sign-in with optional authenticator-app two-factor authentication.

The same account, on mobile ↗
01
INVITE

Start with a place on the team.

New users receive an activation link. Existing accounts join directly. Both start as Viewer.

02
ASSIGN

Make the role fit the work.

An authorized teammate assigns a built-in or custom role within the organization.

03
SIGN IN

Add a second factor.

Enable an authenticator app for your account. Keep recovery codes as a backup when you need them.

PICK UP THE THREAD

See the work moving.

See recent actions, who performed them, and when—with links to relevant records where available.

ILLUSTRATIVE ACTIVITY
AL

Avery Lane received a purchase order.PO-NL-108 · Today, 9:42 AM

JM

Jordan Moss created a sales order.SO-NL-219 · Today, 9:38 AM

A FEW PRACTICAL ANSWERS

Built for the way
teams work.

Can one person belong to several businesses?

Yes. Switch between organizations you belong to using the same account. Each organization has its own records, settings, and membership role. The switcher keeps the current section where supported.

Can access be limited to the Sales Register?

Yes. A register-only custom role can focus access on the counter workspace. Other custom roles can combine individual permissions for the job. Higher-trust actions, such as charging customer cards, have separate permissions.

How do invitations work?

Add the person by name and email. New users receive an activation link; existing accounts are added directly. Members start as Viewer, and an authorized person can then assign their role.

Can we change the built-in roles?

The Owner, Admin, Staff, and Viewer presets stay fixed. Create a named custom role for a different set of permissions. You can grant only permissions you hold, and the organization must retain an owner.

Is two-factor sign-in available?

Yes. A merchant user can enable authenticator-app two-factor authentication and keep recovery codes for backup. Merchant two-factor sign-in is optional.

Does the mobile app use the same permissions?

Yes. Quickvee HQ mobile uses the account and the current organization’s role permissions. Supported two-factor sign-in works with the companion app.

Does search look across all our businesses?

Search stays within the active organization and follows your view permissions. Find items by name or code, customers and vendors by name, and documents by document number.

THE PLATFORM BEHIND YOUR OPERATION

Your people.
Your business.
Your HQ.

See how Quickvee HQ fits the way your team works.

Explore HQ with your team ↗
Meet Jarvee AI ↗Take HQ onto the floor ↗Explore the whole platform ↗