When you land on the Orders list it defaults to the Recently ordered tab, but this isn't going to suit everyone.

You can save custom views of your Orders list – including pre-set tabs and specific filters – so you can jump straight to the information you need.

Learn how to set up bookmarks in your browser to quickly access different views, or even make one your home page.

A great tip for quickly moving through your Products and Orders lists is to use the left and right arrows at the top right of the page.

These will move you forward and back through the list, meaning you don't have to go back to the main menu to select the next one. 🎉

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.