You can export your orders directly from the Orders Grid – giving you full control over what’s included in your download.

To export your orders:

• Go to the Orders Grid.
• Select a tab (or choose All) to set your starting view.
• Apply Filters to refine your list.
• Tick the orders you want, then click Export.
• Select your preferred format and export your file.

We can automate how payments are reconciled when you are integrated with MYOB, saving you lots of time and frustration. We highly recommend setting this up.

When you receive a payout from Upstock, you'll match it to a clearing account in MYOB - one quick step and it's reconciled. This saves you finding and matching individual invoices.

Two-step verification adds an extra layer of security to your account. In addition to your password, you use a second form of verification to log in, e.g. code from an app on your phone.

If your Upstock account is connected to Xero, two-step verification will soon be mandatory. This is a security requirement from Xero to help protect your financial data.

If you're not using Xero, you have the option to have two-step verification turned on for added security across your organisation, but it's not a mandatory requirement.

Did you know you can add or remove team members in Upstock without needing to contact support?

Just head to the Team section in the left-hand menu — from there, you can easily manage who’s on your team.

We've added a new icon to the orders list, so you can see at a glance which orders are fully packed and ready to be shipped!

You can mark lines on an order as Packed, using the checkboxes to the right of each item. Once all the lines in an order are marked as packed, a 📦 icon will show in the Orders list, so you can see at a glance which orders are ready to be shipped.

Here are the smaller changes we made this month, I hope you find something in there that makes your life just that little bit easier!

• We've improved the way buyers edit scheduled (standing) orders.
• The new cart is on for all buyers after a successful roll-out.
• Woolworths orders now have the version number for PO changes visible in the Timeline.
• You'll notice some tweaks to our log in and forgot password pages in the next few weeks.
• Payment terms now show a customer count in the list view.

If you use our Foodstuffs integration, you can now choose whether to be notified about stores' change of ownership, so you can update their details in your accounting or inventory apps.

This notification is on as an email for all Team members by default. To change it, click on your name at the bottom left of the page and choose Notifications. Scroll down to "Foodstuffs store ownership change" to make any adjustments.

You've probably noticed we’ve been rolling out heaps of new notifications lately. This week, we’ve made an important change to how they’re managed — giving you more control over what you receive.

Previously, your notification settings applied to all the Upstock company accounts you’re part of. Now, you can customise them per company account. That means you decide what updates you want to receive from each business — no more one-size-fits-all.

To update your settings, just make sure you're in the right company account, then head to the Notifications page. You’ll find it by clicking your name in the bottom-left corner.

If you use our AI-assisted orders, you can now be notified when a new Inbox order has arrived.

We now have a notification called "New email order" which you can turn on to let you know when an order is ready to be checked over and processed.

To turn this on, go to the Notifications page, which you'll find in the bottom left menu - that's the one with your name on it :)

We've added a new notification option for those of you who send Xero invoices automatically when Upstock orders are shipped.

This notification is ON by default for all users, so if you don't want to receive the notifications, just go to the Notifications page and turn off notifications for "Invoice failed to send".