Frequent Questions
Explore some frequently asked questions about BlueTrace's offerings.
- How can I request more paper or delay a paper shipment in the app?
- How do I get started with BlueTrace?
- Printing Issues: Industrial Printer (MB240)
- Printing Issues: Mobile Printers
- How can I sign in to the app or reset my password?
Purchase
Create and manage purchase orders with your vendors, tracking what you’ve ordered from each supplier and when you expect it to arrive.
- Create & Publish a Purchase
- What does it mean when a Purchase Needs Review
- Creating & Managing Vendors
Receive
Log incoming product against your purchase orders, recording what actually arrived so it can be compared with what was ordered.
- Receiving a Purchase
- Understanding the Receiving Log
- How Do I Issue a Recall?
- How do I receive seafood using BlueTrace?
- Buying and Receiving in One-Step (in the field)
Inventory
See your stock levels, including what’s on hand, what’s allocated to orders, and what’s expected, plus each item’s buying price and sell prices for each price tier.
- How do I create a new item?
- How do I setup Quantities for my Items?
- Managing Pricing for Items
- How do I use a Catch Weight Item?
Process
Record steps like shucking and fish cutting, where source lots go in and new processed lots come out, keeping the traceability chain intact.
Sales
Create and manage sales orders for your customers, tracking each order from draft to open to closed, with profit margins per line item.
- Create & Publish Sales Orders
- BlueTrace Customer/Online Ordering — How It Works
- Creating & Managing Customers
- What does it mean when a Sales Order Needs Review
- Can AI read my inbox and create orders?
Ship
Fulfill sales orders by recording what actually shipped out to each customer, which may differ from what was originally ordered.
- Shipping a Sales Order
- Creating & Managing Shippers
- Allocated Inventory & Packing Report
- Load Up Report for Shippers/Carriers
Reporting
Pull reports and summaries across your purchasing, inventory, processing and sales activity.
- How do I use Customer and Product Reporting?
- Can I connect to BlueTrace from Claude (AI)?
- How do I know if I made $$s on that purchase?
Initial Printer Setup
Articles to help you get your printer setup. Refer to these articles if you're having trouble with your printer too.
- How do I set up my TSC Alpha 3R mobile printer?
- How do I set up my TSC MB240 Printer?
- How do I set up my TSC Sticker DA220 printer?
- How do I setup my Alpha 30RB mobile printer?
- How do I install and calibrate branded paper into my industrial printer?
Accounting Integrations
Integrate Quickbooks (and soon Sage Intaact) with BlueTrace.
- Preparing Data for the Quickbooks Add-Ons
- How do I connect BlueTrace to Quickbooks Desktop
- How do I setup the Quickbooks Integration
- Automated Purchase Orders in Quickbooks Desktop
