Latest News from the Upstock team
Improvement
July Small Improvements ๐
Shared by Erin
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Hi there,
July has brought a few handy updates to make managing customers, orders, payments, and integrations even easier. Here's what's new:
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๐ณ Request customer payment details & send invites
- Suppliers with an active Pinch account can now use the โRequestโ button in the customer list to request access to payment details.
- You can also invite customers to create an Upstock account while requesting their payment details.
๐ฆ Push sales orders to integrations before approval
- Sales orders can now be pushed to an integration before approval, making it easier to check or assign inventory before notifying customers their order is approved โ especially for supermarket orders.
๐ฐ Set up payment reconciliation in advance
- You can now configure payment reconciliation settings before connecting a payment provider, so everything is ready when you set up payments.
๐ Easier Xero customer imports
- Xero contacts are now ordered by last updated date, so your most recently updated customers appear at the top for quicker importing.
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