Uphance

Learn how to move stock between different warehouses in Uphance using internal orders. This guide helps you transfer inventory correctly, track item movements and maintain accurate warehouse records at all…

Moving Stock Across Your Warehouses With Internal Orders

Discover how to manage exchange rates in Uphance. This article explains how to set, update and apply currency conversions so your orders, invoices and reports always reflect accurate pricing across…

Managing Exchange Rates

Setting up and Managing Reservation Orders

Ronnell

Sales orders, invoices, payments for your apparel, footwear, accessories or jewelry business

Order Management

Learn how to create, import and manage sales orders in Uphance. This step-by-step guide shows how to handle new orders, edit existing ones and keep your sales process organized from…

Creating, Importing and Managing Sales Orders

Understand how to set up shipping windows in Uphance. This guide explains how to assign specific delivery periods to your sales orders, improving order scheduling and fulfillment accuracy.

How to Add Shipping Windows to Sales Orders

Learn how to filter and export sales orders in Uphance. Find and organize orders by date, customer, or status, then export them for reporting or sharing with your team.

How to Filter and Export Sales Orders

This guide explains how to create backorder documents in Uphance. Learn how to handle partial shipments, track pending items and manage future deliveries for open sales orders.

How to Create Backorder Document

Find out how to cancel a sales order in Uphance. Learn the right steps to process cancellations, update stock levels and maintain accurate sales and inventory records.

How to Create Cancellations for Sales Orders

Follow this guide to process returns and refunds from Uphance to Shopify. Learn how to manage reverse orders, update inventory and ensure customer refunds are handled correctly.

How to Process an Order Return and Refund From Uphance to Shopify

Learn how to set up and use drops in Uphance. This article explains how drops work, how to manage product releases by date and how to coordinate drops with your…

How to Set Up and Use Drops

Discover how to apply discounts to customer orders in Uphance. This guide covers setting percentage or fixed discounts, managing promotions and tracking discounted sales accurately.

How to Apply Discounts to Customers' Orders

Learn how to create settlement discounts in Uphance. This guide explains how to offer early payment discounts to customers, set discount terms and apply them to invoices for faster collections.

How to Create Settlement Discounts

Sales Orders

Learn how to create and manage invoices in Uphance. This guide explains how to set payment terms, track payments and organize customer billing to ensure smooth financial operations.

How to Create and Manage Invoices and Payment Terms

Discover how to create and manage credit notes in Uphance. Follow simple steps to issue credits, adjust invoices and maintain accurate financial records for your customers.

How to Create and Manage Credit Notes

Learn how to record and manage payments for sales orders in Uphance. This article guides you through entering payments, applying them to orders and keeping your accounts up to date.

How to Create Payment for a Sales Order

Understand how to create pro-forma invoices in Uphance. This step-by-step guide shows you how to generate draft invoices for customers before confirming final sales or shipments.

How to Generate Pro-forma Invoices

Learn how to include order reference numbers on commercial invoices and documents in Uphance. This guide helps you keep paperwork organized and improve order tracking accuracy.

How to Add Order Reference Number to Commercial Invoices and Other Documents

Find out how to manage over-payments in Uphance. Learn how to apply extra payments to open invoices, issue refunds, or credit balances for future orders with ease.

How to Manage Over-Payments

Learn how to send account statements to customers with unpaid balances in Uphance. This article explains how to generate, customize and send statements to improve payment follow-ups.

How To Send Statements To Customers With Outstanding Balances

Invoices, Payment and Credit Notes

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