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:
Product Management Overview - Links to Articles related to Product Management but not covered in the Product Management section of Knowledge Articles (e.g. Showrooms and Sales).
Product Key Concepts - Learn a few key concepts before you get started adding your products
Managing Product Lifecycle - Manage the life cycle of your products (Adding, Deleting & Retiring)
Creating/Editing a New Product - Create a new Product & enter (or edit) Product details
Locating an Existing Product - Helpful instructions on how to find Products
Combination Products (Bundling) - New Feature: Bundle your products
Managing Your Product Details:
Product Images - Uploading Product Images to your products
Swatch Images, Standard Colors - Specify or upload your swatch images and/or standard colors
Additional Production Variation Setup - Associate your Product Variations with Pricing, Production and Shipping
Product SKUs - Associate your SKUs, Warehouse location, EAN/UPCs with your Products
Product Raw Materials - Associate your products with Raw Materials (One-by-One)
Import Bill of Materials for Products - Associate your Product with Raw Materials (Bulk Upload).
Import Materials and Manufacturing Services - Upload new or export and upload changes to your raw materials and manufacturing services
Product Designs - Create Tech Packs for your Manufacturer with Product Designs and Work/Build Instructions
Product eCommerce - Associate your Products with your eCommerce or Showroom
Importing & Exporting Products:
Importing Product Data - Upload your product data to Uphance
Exporting Product Data - Download your product data from Uphance
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:
Product Merge - What happens when you Merge two Products into one
Managing Product & Seasons - Learn more abut 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
People Overview - Difference between People Accounts - Buyers, Customers, Agents, Team Members, Manufacturers & Suppliers
Agencies - Segment sales, invoices, report on your sales by sales agency and track commissions
Buyer Accounts - Looking for more information on Buyer Accounts
Customer Setup & Profiles - Manage your customer profiles
Team Members - Learn how to add Team Members to your organization
Manufacturers & Suppliers - Manage your manufacturer & supplier profiles
Internal Flags on Company Profiles - Add alert messages to a specific company
Exporting Customer List - Export customer and contact data
Bulk Upload (Import) - Import Customer, Manufacturer and Supplier data including Contact data
Order Management (Sales)
Managing Sales:
Creating a Sales Order - Learn how to create a sale within Uphance
Manage the State of a Sales Order - Moving Orders from Draft State to Confirmed State
Adding Products to Sales Orders - Adding, editing, removing products on a sale
Manage Documents for Sales Orders - Manage Documents for Sales Orders (Invoices, Shipping, Credits, Returns, etc)
Locating a Sales Order - Locate a Sales Order by Customer, Order Date or Other Filters
Transaction Related Documents:
Returns - Create returns for consignments or other reasons
Cancellations - Learn more about cancelling full or partial Sales Orders
Informational Documents:
Sales Order Attachments - Add attachments (files) to your Sales Orders.
Shipping Windows - Manage your Shipping Windows for Sales Orders (Start Ship/Cancel Ship Dates)
Seasons on a Sales Order - Sales Order Seasons vs. Product Line Item Seasons
Copying Sales Orders - Copy Sales Orders for your repeat business, regular fulfillment or popular sales items
Reporting:
Sales Order Reporting - Generate Reports related to your Sales Orders
Sample Sales Order Reports - See Examples & Learn more about the Sales Order Reports
Sales Order Current State Status Reports - Run Real-time Reports for your Sales Orders & Download your data
Exporting & Filtering Sales Orders - Learn more about Exporting & Filtering your Sales Orders
Financial Management
Invoicing & Payment Terms - Customize your Invoices and choose your invoice strategies
Payment Terms & Discounts - Managing Payment Terms & Discounts for Invoices and Sales
Pro-forma Invoices Create a pro-forma invoice to detail the content and terms for a sale
Credit Notes - Learn how to use Credit notes to reduce the amount owed to you by a customer
Payments - Create and manage your customer's payments
Shipping Charges - Add shipping charges to invoices
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
Production Orders - Build a production order for your supplier/manufacturer
Entering manufacturing prices - Associate your product variations with a manufacturer and a price
Receiving Production deliveries - Receive your Production deliveries into your inventory
Hang Tag Labels - Create labels as "hang tags" for your products with barcodes
Materials Lifecycle - Manage Raw Materials Lifecycle for your products to cover sales or production (Add, Update, Retire, Delete & Hidden)
Material requirements - Manage Raw Materials required to cover sales or production orders
Material Inventory - Manage your Raw Materials Inventory
Manage Material Name Changes - Learn what to do if you have a material name change.
Material Purchase Orders - Create Material Purchase Orders to order raw materials from your suppliers
Export - Material Purchase Orders - Export your Material Purchase Orders for a listing of all raw materials ordered from your suppliers
Import Materials and Manufacturing Services - Upload new or export and upload changes to your raw materials and manufacturing services
Product Raw Materials - Associate your Product with Raw Materials (One-by-One)
Import Bill of Materials for Products - Associate your Product with Raw Materials (Bulk Upload).
Production Batch Material Ticket - Create a Material Ticket for your Production Batch Orders
Creating Production Batches & PO's - Use Production Batches to Manage your Product's Raw Material & Manufacturing Services Orders
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.