How UppSales works
From initial setup to taking orders in the field: everything you need to know to start using UppSales in less than a day.
Two distinct phases: setup and daily use
Setup happens once. Daily use is what saves you time every day.
⚙️ Initial setup
Done once: sign up, import your Excel price list, set customer discounts, upload the PDF catalog. A few minutes in total.
📱 Use during a visit
Open the app, pick the brand and the customer, add products from the catalog or the PDF, send the order. Under 3 minutes per order.
Initial setup — done once
Sign up
Create your account at platform.uppsales.io in a few minutes. During the 15-day free trial you have full access to the complete version, no limits and no credit card.
Import your Excel price list
Upload the brand's Excel price list. There are two scenarios:
- UppSales template format: automatic recognition, just start the import
- Custom file: map the columns from your file to the UppSales fields once — the system remembers the mapping for every future import
Each product can include: code, name, description, category, base price, VAT, excise, commissions, discounts, minimum quantity, unit of measure, brand.
Set customer-specific discounts
For each customer you set their commercial terms. The system uses priority logic to determine the final price:
- Fixed price reserved for that customer on that product
- Customer price list (by product, category or brand)
- Customer-specific discount on that product
- Discount on the product category for that customer
- Brand-level discount for that customer
- Standard product discount
From that moment on, every time you open an order for that customer, all prices apply automatically.
Upload the brand's PDF catalog Optional
If the brand provides a PDF catalog, you can upload it into the app. The system automatically starts recognizing the product codes on the pages and links them to the catalog.
From that moment on, during the visit you can tap the codes directly on the PDF pages to add products to the cart.
How a customer visit works with UppSales
Under 3 minutes from opening the app to sending the order.
Open UppSales and pick the brand
Every product from the price list is in the catalog. If you've uploaded that brand's PDF, it's available right there in the same screen.
Pick the customer
The system instantly loads all of their commercial terms: reserved prices, price lists and discounts. Applied automatically to every product you add.
Add products to the cart
From the in-app catalog by searching by name or code, or by tapping codes directly on the brand's PDF. You can mix both methods in the same order.
Review and send the order
Review products, quantities and total with prices already discounted for that customer. Confirm with one tap: the brand gets the confirmation, the customer gets their copy. Before you walk out the door.
An average order takes under 3 minutes from opening the app to sending the confirmation.
Nothing to retype in the evening. No Excel to fill out. No email to draft by hand.
How it works with multiple brands
If you carry several brands, each one gets its own space in UppSales: its own product price list (imported from that brand's Excel), an optional PDF catalog and dedicated customer discounts.
Everything is separate. There's no risk of mixing up products, prices or commercial terms between different brands. Switch from one brand to another with one tap during the same visit.
If a customer buys from multiple brands you carry, you create a separate order for each one — the system keeps everything tidy without you having to think about it.
No limit on brands
- Every brand has its own separate catalog
- Distinct price lists and discounts per brand
- Switch between brands with one tap
- No risk of mixing up prices across brands
- Separate order history per brand
How it works for sales agencies and rep teams
If you coordinate a team of reps, you manage everything from a single central dashboard.
Centralized updates
Update price lists and catalogs for every rep at once. No files to email out, no out-of-sync versions.
Assigned customers
Each rep only sees the customers and brands assigned to them. They always work on up-to-date data without accessing other reps' info.
Real-time visibility
Monitor orders from the whole team via the dashboard. No waiting for weekly reports: the data is live.
UppSales works for you if you're...
A rep with an Excel price list and paper catalog
Import your Excel, search products by code in the app during the visit. Kill the nightly order-retyping ritual.
A rep with a digital PDF catalog
Upload the brand's PDF, tap codes during the visit. The product drops into the cart with the price already applied. Zero retyping.
A multi-brand sales rep
Every brand in one app, fully separated. Switch from one to another without ever risking a price or product mix-up.
A sales agency
Run a team of reps from the central dashboard. Instant updates for everyone, each rep sees only their customers.
A sales manager
Real-time visibility into orders across the sales network. No manual reports, no end-of-week waiting.
Not sure it's the right fit?
Try it free for 15 days. Full version, no limits. If you have any doubts, the team replies fast.
Start free