Upstock

Caleb Allott

Philip Fierlinger

Emory Fierlinger

If you’re a wholesale supplier, learn how to manage your products and process orders from your customers.

Supplying

How to manage sample store orders & win new customers

Grow your business with the free sample store

Use Upstock to gain new customers and increase order volumes.

Growing your business with Upstock

Dan Bycroft from Sweet Sting provides his best-practice techniques on how to convert free samples into follow up orders.

How to convert free samples into follow-up orders

Make it super easy for your customers to start ordering

Sharing your wholesaler page

Get featured in the directory and make it easy for customers to order from you

Creating a wholesaler page

Reduce your workload and increase sales by getting customers doing their own orders.

Get customers doing their own orders

Profile images

Grow your business

Communicate more effectively with existing customers and promote your brand to new customers.

Newsfeeds

Schedule orders to repeat on specific days of the week.

Standing orders

Share orders with people outside of Upstock

Forwarding invoices

Learn how to edit orders and keep track of what’s changed.

Editing orders

Easily add common items such as freight charges.

Quick add products

You can print a packing slip for any order. This is helpful for your pick and pack process, or to send to customers.

Packing slips

Add photos to an order's timeline as proof of delivery.

Attaching photos to an order

Communicate privately with your teammates about an order.

Internal order notes

When you update an order, we’ll let your customers know.

Order notifications for your customers

Order management

Let customers know the areas you deliver to.

Delivery areas

Let customers know about your ordering process.

Ordering note for customers

Trading details

Automatically import your customers, so you can get up and running quickly.

Importing customers from a connected app

Easily import your customers from another system

Importing customers from a file

Match your customers in Upstock with those in connected apps, so you can automate your workflow.

Matching customers

You can edit the contact details of your customers until they join Upstock. Once they sign up, they manage their own details.

Editing customer profiles

Record extra information about your customers.

Custom fields

Customers

It’s quick and easy to import your products, so you can start taking orders and automating your workflow.

Importing products from a connected app

Easily import your products from another system

Importing products from a file

Match you products in Upstock with those in your connected apps, so your workflow can be automated.

Matching products

Add product images to engage customers and increase sales.

Product images

Let your customers know what’s available.

Product availability

Upstock highlights any discrepancies, to help you fulfil orders correctly.

Product warnings

Products

Easily manage the products and prices you offer customers.

Price lists

Managing product changes across connected apps.

Updating products

Control the default price of products across all price lists.

Product base prices

Learn how GST is handled for prices and invoices.

GST in Upstock

Improve the ordering experience for your customers.

Showing prices to customers

On our final call with you we will walk through the product and ensure all settings are complete so buyers can start ordering straight away

Final call preparations: Price List

Saskia Vanloggerenberg

Connect your other apps to help automate your workflow

Integrations overview

Combine multiple orders into a single, scheduled invoice.

Consolidated invoices

Integrate with apps that aren't directly supported.

Webhooks

Why are some integrations not available?

Why are links to invoices / sales orders not available?

Integrations

Automatically create invoices for every order.

Xero integration overview

How to use Xero to produce invoices for your orders.

Invoicing with Xero

How to fix common errors that occur when raising and approving invoices.

Xero integration troubleshooting

Duncan Ritchie

Xero integration

Get orders into Unleashed, without having to manually enter them.

Unleashed integration overview

Easily export orders from Upstock to Unleashed

Exporting orders to Unleashed

How to fix common errors that occur when pushing orders to Unleashed.

Unleashed integration troubleshooting

Unleashed integration

Automatically process all your Foodstuffs orders.

Foodstuffs integration overview

Learn how to set up your Xero account for invoicing Foodstuffs.

Invoicing Foodstuffs orders

Foodstuffs integration

Get orders into Dear, without having to manually enter them.

Dear integration overview

A step-by-step guide to connecting your Dear account to Upstock.

Connecting your Dear account

How to fix common errors that occur when pushing orders to Dear.

Dear integration troubleshooting

Dear integration

Get orders into MYOB, without having to manually enter them.

MYOB Essentials Integration

Easily export your orders from Upstock to Cin7

Exporting orders to Cin7

A step-by-step guide to getting your Upstock orders into MYOB AccountRight.

Exporting orders to MYOB AccountRight

Exporting orders to Vinsight

Exporting orders to other apps

See what products you need to get ready, across all of your orders.

Production report

Export your orders to Cin7, MYOB, Unleashed, Global Bake and more.

Orders export report

Reports

All users of a supplier account have full access.

User access for suppliers

User management

Files you can use for importing customers and products

Supported file types for importing

Adding links to descriptions

Other

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