Articles in this section

• Max discount on product categories

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

  Read more

• Max discount on product bundles

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

  Read more

• Max discount on products

  Use this field to restrict the amount of discount that can be given on the product. This will aff...

  Read more

• How to add relations between companies

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

  Read more

• Upsales Forecasting

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

  Read more

• Weekly/monthly quota

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

  Read more

• 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...

  Read more

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

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

  Read more

• How to use the contribution margin sales model

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

  Read more

• Sales models in Upsales

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

  Read more

• How to export order rows

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

  Read more

• 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. ...

  Read more

• 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...

  Read more

• 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...

  Read more

• Orders overview

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

  Read more

• How to create and edit orders

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

  Read more

• 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.

  Read more

• Company sales history icons

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

  Read more