Objective

The purpose of this document is to list all Knowledge Articles for Uphance with their relevant links and a brief description in hopes this helps you find what you are looking for.  You can also search for keywords and navigate through the Articles. However, this document provides you the one-stop overview of what is available.

If you find this article useful, please let us know by rating the document.  If it is not useful, we will discontinue updates.

Getting Started

  • Introduction - Welcome to Uphance:  Overview of Knowledge Articles Available.
  • Overview of Knowledge Articles - List of all Knowledge Articles with a brief description and link directly to the Article
  • Navigation Overview - Overview of navigating through various screens within Uphance.
  • Dashboard - Use the Dashboard for a quick view of the health and status of your business including revenues, sales orders, shipments, production orders and other activity.
  • Launch a New Brand - How to Launch a New Brand in Uphance.
  • Manage your Subscription - Manage your Subscription to Uphance and see your payment history.

Product Management

Getting Started:

Managing Your Product Details:

Importing & Exporting Products:

Managing Customer Views:

  • Line Sheets - Generate Line Sheets for your products to share with your customers
  • Product Display Order - Manage how your products are displayed on your orders, documents and Showroom
  • Hiding Seasons - Hide Seasons from your reports, documents and Showrooms

Managing Products & Seasons:

Other Information Documents:

  • Sales by Product Feature - Quantities (by Size) & Status of Sales by Products (Ordered, Shipped, Remaining to Ship, etc.)

People Profiles 

Order Management (Sales)

Managing Sales:

Transaction Related Documents:

  • Returns - Create returns for consignments or other reasons
  • Cancellations - Learn more about cancelling full or partial Sales Orders

Informational Documents:

Reporting:

Financial Management

Manage Inventory

  • Two-Step Shipping - New feature to allocate product for your customer without shipping until all products are ready to be shipped together.
  • Pick & Pack - Create Pick Tickets for your warehouse/shipping staff
  • Shipping - Group your products into multiple "pick tickets" and convert into shipments
  • Managing EAN/UPC Codes - Manage your EAN/UPC Codes used for printing labels with Barcodes for your Products
  • Inventory Management - Manage Inventory levels as you ship products to your customers and receive products from your manufacturers
  • Inventory Reports - Create Current Inventory, Required Inventory and Available to Sell Reports
  • Sample Workflow - Inventory Changes - Sample Workflow to for Inventory Changes with your Sales and Production Orders

Managing your Production

Settings 

  • Email Notifications - Send automatic email notifications to your customers
  • Notifications - Receive alerts when there's activity in your Showroom, eCommerce or Accounting
  • Document Attachments - Manage attachments that can be shared with your customers, suppliers and manufacturers
  • Seasons - Arrange your products, sales and production into seasons
  • Sizing systems - Manage the sizes for your products
  • Managing Tags - Create Customer Tags or Product Tags
  • Numbering - Set starting points for the automatic assignment of invoice numbers, shipment numbers and more
  • Paperwork - Manage settings for PDFs generated through Uphance
  • Multiple Warehouses - Enable and manage multiple warehouses for your sales and production orders
  • Agencies - Segment sales and invoices and report on your sales by sales agency 
  • Bank details - Setup bank details for your invoices
  • Card Payment Fees - Manage processing fees for credit cards
  • Channels - Set different pricing streams for your products
  • Currencies - Define default currencies for dashboards, cost of goods sold and reports
  • Tax Home Currency - Set your Tax Home Currency to be automatically applied to multiple Uphance documents.
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