UppSales — Frequently asked questions

UppSales is built for four main profiles:

• Single-brand reps who want to digitize order taking and stop working in the evenings
• Multi-brand reps handling several brands with separate price lists and customers
• Sales agencies coordinating a team of reps
• Sales managers and companies that want real-time visibility on orders from the sales team

The key difference is the ability to add products to the cart by tapping the codes directly inside the brand's PDF catalog. Without UppSales, the rep flips through the PDF, writes down product codes, then retypes them into the order by hand. With UppSales, you tap the code on the catalog and the product drops into the cart with the right price for that customer applied automatically. This completely changes the speed and accuracy of order taking during the visit.

UppSales is built for reps — single- or multi-brand — managing several brands and customers. UppOrdini, on the other hand, is built for companies that want to monitor the performance of their sales network and optimize commercial flows. The two apps complement each other: UppSales for the rep in the field, UppOrdini for the company that wants full visibility on the network.

Yes. UppSales is designed with a simple, intuitive interface, built for people who work in the field and don't want to waste time learning a complex tool. Most users are productive within the first day. The support team replies quickly and can guide you through the initial setup if needed.

Signing up takes a few minutes. Data import (products, customers, price lists) is very fast: the system is optimized to handle large datasets in seconds. The part of the initial setup that takes the most time is mapping the columns of your own Excel file — but it's a one-time operation. From then on, if the file keeps the same structure, you can reuse the saved mapping and complete everything in seconds.

Any entity (products, customers, price lists, brands) can be imported via Excel file, regardless of its origin:

• UppSales template format: the system recognizes it automatically — just start the import
• File from another app or system: map the columns once — the system saves them and reuses them automatically on every future import
• Manual entry: any entity can be added or edited directly in the app, even from a phone

PDF catalogs are tied to brands: each brand can have one or more PDF catalogs assigned. Once the PDF is uploaded, the system automatically starts recognizing the product codes on the pages and links them to the products already in the catalog for that brand. The process is automatic and requires no manual intervention for recognized products.

Yes. If you already have your data in another app, you can export it to Excel and import it into UppSales. For datasets with special structures or complex migrations, the UppSales team can support you directly: we're a software company and have already handled several migrations from different systems.

There's no limit on the number of brands. UppSales is built natively for multi-brand management: every brand has its own catalog, price lists and products kept separate, all accessible from a single interface. Switching from one brand to another during the same visit takes one tap, with no risk of mixing up products or prices across brands.

Yes. UppSales handles multiple price lists and customer-specific discounts — by single customer or customer group. When you open an order for a given customer, their price list and discounts apply automatically to every product. Zero manual math, zero risk of error. If needed, you can override the discount on a single order line without touching the customer's general rules.

Yes. If you coordinate a team of reps, you can manage everything centrally: assign customers to reps, update catalogs and price lists for everyone at once, and monitor the whole team's orders from a single dashboard. Each rep only sees their assigned customers and brands.

When the rep confirms an order, the system automatically generates the order confirmation and sends it via email to the brand and, if configured, to the customer. Format and recipients are configurable to fit each brand's needs.

Yes. UppSales supports multi-currency. You can set price lists and orders in different currencies, picking the right one for each customer or market. More than 150 international currencies are supported today.

Yes. You can have UppSales installed on phone, tablet and computer, all synced in real time. If you start an order on the tablet during a visit and then want to review it in the browser back at the office, you'll find it exactly where you left it.

UppSales is available on:

• iPhone and iPad (App Store)
• Android phones and tablets (Google Play)
• Windows computers (Microsoft Store)
• Mac (Mac App Store)
• Any web browser on PC or Mac — direct access at platform.uppsales.io, no install needed

One subscription covers every device the rep uses. No extra cost for using multiple platforms.

Yes. You can access UppSales directly from the browser at platform.uppsales.io, with no download. The web version has the same features as the native apps. It's useful if you need to use UppSales from a work computer where you can't install software, or simply if you prefer not to use an app.

• iOS: version 15 or later (works on iPhone 6s and newer, all modern iPads)
• Android: version 8.0 or later
• Windows: Windows 10 or later
• macOS: macOS 12 (Monterey) or later

The trial lasts 15 days and includes the full version of UppSales with every module enabled and no limits. No payment method is required to start. After 15 days you can pick the plan you prefer. If you do nothing, the account is simply deactivated — no automatic charge.

The price is per individual rep per month. If you have 3 reps, multiply the cost of your setup by 3. No additional fixed costs for company accounts or centralized management.

Yes. You can add or remove modules at any time from the management panel. You can cancel your subscription whenever you want: the service stays active until the end of the period already paid, then stops with no further charges. There are no exit penalties.

Yes. UppSales is a service by Weblink Srl, VAT IT02285720120. Every payment includes an electronic invoice compliant with Italian regulations.

Yes. Data is encrypted in transit (HTTPS) and at rest. Servers are hosted in GDPR-compliant European data centers. UppSales is built by Weblink Srl, an Italian company subject to Italian and EU data protection law.

Yes, at any time. You can export products, customers and order history as Excel. Your data is yours and you can take it with you if you decide to switch tools.

Your data stays in the system. If in the future you decide to start using UppSales again, you'll find everything exactly as you left it. For permanent data removal on explicit request, contact support.