For our New Zealand and Australian customers... It's quick and easy to get your Upstock orders into posBoss, saving you having to manually enter them.
Upstock is a top-notch app that excels in simplifying the management of hospitality wholesale orders. The team have poured their heart and soul into perfecting every aspect of the app's functionality, resulting in a seamless and intuitive user experience.
Upstock's export report makes it easy to get your orders into posBoss for stocktake, saving you having to manually enter invoices.
Why are stocktakes important?
Regular stocktakes help you avoid running out of stock or overstocking. They also let you spot discrepancies in stock counts. All of this helps your business to reduce waste and improve profitability.
Getting Upstock orders in posBoss
1. Mark your orders as received in Upstock
Upstock recommend only exporting orders that have been marked as received. This is quick to do when viewing an order in Upstock and helps you keep track of what's been delivered.
2. Export orders from Upstock
From your Upstock app, go to Reports › Orders export report.
Choose Received as the order status and Since last export, and finally the date. These settings will be remembered for next time.
Next, choose Export to download a CSV file with the orders.
3. Import orders in posBoss
In your posBoss management site, go to Stock Control › Stock Invoices.
Choose Import now, then select your saved CSV file.
4. Match products & suppliers
The first few times you import orders, you'll need to match the suppliers and products in Upstock with those in posBoss. Once you have matched the products, these will be remembered for next time.
Please note: You will need to have your corresponding Suppliers and Products created in posBoss to start the matching process.
If you don’t see a matching supplier or product, you’ll have to add them to posBoss to continue.
5. Complete the import
When you're ready and all products have been matched, choose Save on the Supplier's invoice record to create the stock invoices in posBoss, or if you've imported multiple orders and everything is matched, choose the Select All button at the top of the screen to create all the invoices in posBoss. The invoices created will determine the amount of stock you’ve purchased for your next stocktake.
And now you've saved all that time... Have a cuppa. You deserve it!