BoardTable Support Guide

Videos → Captures



      We've set up a dedicated support portal at support.stockroom.solutions. It replaces texting or emailing James directly — every request goes into a shared queue, gets a reference number, and is triaged by impact. You'll always get a response.
    

      Support portal
      support.stockroom.solutions
    

          1
          Fill in your details
        
        Enter your name and the email address you use to sign in to BoardTable — this is how we identify which account and organisation the issue belongs to.
        
          01 · Who you are
          
            Jane
            Smith
            jane@poeofechuca.com.au
            04 1234 5678  (critical issues only)
            Poe of Echuca
          
        
          2
          Select where in BoardTable you were
        
        Tap the area that was giving you trouble. This helps us route the ticket to the right person and pull up relevant logs.
        
          02 · Where in BoardTable
          
            Login & access
            Inventory
            Stocktake
            Purchase orders
            Receiving
            Invoices & Xero
            Reports
            Cool room
          
        
          Inventory selected above. Once you pick an area, a second set of options appears — select the specific symptom that best matches what went wrong.
        
      
          3
          Describe the issue
        
        Tell us what you were trying to do, what actually happened, and whether it's affecting one product or everything. The more detail, the faster we can fix it.
        
          03 · What happened
          
            I was trying to receive a purchase order for 6 cartons of Pinot Noir. After clicking Receive, the on-hand quantity didn't update — it still shows 0. I tried refreshing but no change.
          
          
            Attach a screenshot, screen recording, or file  —  drag & drop or click to browse
          
        
          Screenshots are gold. Use the Take screenshot or Record screen buttons on the form — they capture exactly what you see, including the URL and browser, which saves us a lot of back-and-forth.
        

            How to take a screenshot or record your screen
          
          
                Windows
              
              
                  Screenshot (area)
                  
                    ⊞ Win
                    +
                    Shift
                    +
                    S
                  
                  Drag to select an area. Saved to clipboard — paste into the form or save first.
                
                
                  Screen recording
                  
                    ⊞ Win
                    +
                    Alt
                    +
                    R
                  
                  Starts / stops an Xbox Game Bar recording. Saved to Videos → Captures.
                
                
                  Or use the Take screenshot button on the form — no shortcut needed.
                
              
                Mac
              
              
                  Screenshot (area)
                  
                    ⌘
                    +
                    ⇧
                    +
                    4
                  
                  Drag to select an area. Saves to Desktop as a PNG.
                
                
                  Screen recording
                  
                    ⌘
                    +
                    ⇧
                    +
                    5
                  
                  Opens Screenshot toolbar — choose Record Entire Screen or Record Selected Portion. Saves to Desktop.
                
                
                  Or use the Record screen button on the form — your browser handles it.
                
              
          4
          Rate the business impact
        
        Be honest — this is how we prioritise. A rating of 5 means you can't trade right now and triggers an immediate SMS alert. Don't use 5 for inconveniences.
        
          04 · Business impact (1 – 5)
          
            1
Cosmetic
            2
Minor
            3
In the way
            4
Blocking
            5
Can't trade
          
        
          5
          Submit — that's it
        
        Hit the green button and you're done. You don't need to follow up.
        
          Submit support request
        
      
      What happens after you submit
    
    
        ✉️
        You get a confirmation email
        With your reference number. Reply to that email if you need to add anything.
      
      
        🔍
        We investigate
        The BoardTable team reviews your screenshots and description and works out what went wrong.
      
      
        💬
        We'll follow up
        Via email with an update, or a fix notification when it's resolved.
      
      
        📱
        Impact 5 triggers SMS
        A critical issue alert goes straight to the BoardTable urgent support team — no need to call separately.
      
    
        Check Help & how-to first
        Most common questions — stocktakes, purchase orders, Xero matching, end-of-month reports — are answered in the Help & how-to guide, accessible right from the top of the support form and from the sidebar in BoardTable. Have a look before submitting; the answer may already be there.