Latest News from the Upstock team
Improvement

New notification - emailed order πŸ“§

Linda avatar
Shared by Linda β€’ July 08, 2025

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 :)

Improvement

New notification - bounced invoices πŸ€

Linda avatar
Shared by Linda β€’ July 02, 2025

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".

Improvement

Small improvements in Jun 2025

Linda avatar
Shared by Linda β€’ June 29, 2025

Winter has arrived in the southern hemisphere and we hope you are staying warm and cosy. Here are some of the smaller updates we made to Upstock this month:

  • There's now a badge on the What's new button to show you when a new article is live (personally my favourite update!) πŸŽ‰
  • Improvements in Reporting - you can now export more lines of data.
  • We've improved the in-app warning banners so they are more noticeable.

If you have questions about any of these, just chat to us and we'll get you sorted!

Improvement

New notification - be alerted when a customer edits a standing order ⚠️

Linda avatar
Shared by Linda β€’ June 23, 2025

If you use standing orders, you may have occasionally missed when a customer updated one β€” but not anymore!

We’ve added a new notification to alert you whenever a customer edits a standing order. You'll see it in your Notification settings, found by clicking your name at the bottom of the menu.

Pro tips

Did you know? You can create feature categories for products β˜•οΈπŸ«˜

Linda avatar
Shared by Linda β€’ June 03, 2025

Once your products are categorised, you can create feature categories - these are specific groupings of your products that you wish to highlight to your customers.

Feature categories are shown at the top of your Upstock listing, so when your customers are looking at your product list, those categories are a quick way for them to navigate - this is particularly helpful when you have a large product list.

Go to Products > Featured to get started.

Improvement

Small improvements in May 2025

Linda avatar
Shared by Linda β€’ May 28, 2025

Hello! Here are some of the small changes we released this month:

  • Woolworths - we now support price changes for orders! If you accept POC's with price changes, the order will be modified and the changes will be audited.
  • Woolworths and Foodstuffs e-invoices now have a document attached to the order, and a notification on the timeline to link to it.
  • Clickable customers in the price list - click a customer here and you'll be taken to their profile page.

If you have questions about any of these, just chat to us and we'll get you sorted!

Improvement

Delivery report now available! πŸ“‹

Linda avatar
Shared by Linda β€’ May 26, 2025

We have released a new delivery report, to make your deliveries easier to manage.

The Delivery run report shows all the orders, arranged by customer and then by product. This report can be printed directly, downloaded as a PDF, or exported as a CSV, and is available from either the Orders Export report, or the Orders list.

All the relevant delivery information for each customer can be displayed, to make planning delivery easier. This report is particularly useful when used with Fulfilment groups.

Pro tips

Did you know? You can auto-categorise your products! πŸ€–

Linda avatar
Shared by Linda β€’ May 20, 2025

Using product categories is a great way to organise and promote your products, but manually categorising them can feel like a big task.

So, we have the Auto categorise button at the top of your products list to do that for you!

Clicking this button will:

  • Only auto-categorise products that aren't already categorised - it won't overwrite any existing categories.
  • Choose a relevant category for the uncategorised product/s - it's pretty smart!

You can see which products have recently been auto-categorised by clicking the "Updated" heading at the top of the table to sort by the recently-updated ones.

That way you can quickly scan through and make sure the auto-categorisation is 100% correct for your company's products. If not, it's easy to change.

Improvement

You can now add out of stock products to orders! πŸ“‹

Linda avatar
Shared by Linda β€’ May 15, 2025

When creating or editing one-off or standing orders, you can now include out of stock products - handy if you know they’ll be back soon.

Things won't change for your customers - they won't be able to add out of stock products themselves; and the "out of stock" warning will still show.

Improvement

Buyers have more options for managing their payment cards πŸ’³

Linda avatar
Shared by Linda β€’ May 05, 2025

We've recently released an update to improve how your customers can manage their saved cards in Upstock!

  • They can now see which suppliers they've shared cards with, and add and remove suppliers more easily.
  • They can do this at any time, so it doesn't have to be done as part of an order.

This is great news for you, as it means buyers can self-manage their card setup, which leads to fewer failed payments - especially important if you're using standing orders + payments!

You can send them this link which will take them straight to the Settings > Payment methods page where they can set this up.

You can learn more about managing failed payments in this article.