Articles in this section

• Product categories maximum discount: How it works

  Use this field to restrict the amount of discount that can be given on products in a category. Th...

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• Product bundles maximum discount: How it works

  Use this field to restrict the amount of discount that can be given on the bundle. The maximum di...

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• How to add relations between companies

  Are you working with parent companies, subsidiaries, third-party agencies? Use relations to conne...

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• Upsales Forecasting

  Predict future sales and make informed decisions about your business. With this feature, you can:...

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• Weekly/monthly quota

  You can adjust targets based on your sales and business cycles. When setting targets, you can cho...

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• How to use Order Status Log for ERP imports

  You've completed the sale – now you need to know if it’s been imported into your ERP. That's when...

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• How to use recurring revenue models (ARR/MRR)

  Companies working with subscriptions often measure their revenue by Annual (ARR) or Monthly (MRR)...

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• How to use the contribution margin sales model

  The contribution margin shows profit per product group or order. The calculation is: Selling pric...

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• Sales models in Upsales

  To fit a wide range of companies Upsales can be tailored to fit different sales models, such as m...

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• How to export order rows

  Activating this toggle splits your downloadable file into one spreadsheet row per product. This i...

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• How to show only selected custom fields on order rows

  How to specify the custom fields to be shown on orders/opportunities for every product category. ...

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• How to create Calculating Fields for orders & opportunities

  Calculating fields can be added to every order row, or for every order and opportunity. When addi...

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• How to use a custom Calculating Field as order value

  Here's how to use the value from a custom Calculating Field as the order/opportunity value. To us...

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• Orders overview

  An order is created any time you close one of your opportunities. The Orders list helps you track...

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• How to create and edit orders

  Manage all your orders in one place. From products and bundles, to subscriptions and discounts.  ...

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• How can I change a won order back to an opportunity?

  Create a copy of the order and then change the stage from Won to Opportunity.

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• Company sales history icons

  Sales history icons appear next to a company name. They're a quick way to view what's happening w...

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