Frequently asked questions about the commercial agent app

Welcome to the FAQ section of Uppsales! Here you will find answers to frequently asked questions related to the use of our platform. If you have questions about getting started, uploading catalogs, managing orders, or setting up your account, we’re here to help.

Domande frequenti e risposte riguardo applicazione uppsales

Frequently Asked Questions (FAQ)

UppSales is a solution designed for independent agents managing one or more brands simultaneously. With an intuitive interface and advanced features such as multi-brand management, easy PDF catalog uploads, and customer-specific pricing customization, the app enables agents to work quickly and efficiently, optimizing order and sales management.

Absolutely! UppSales has been designed with a simple and intuitive interface, making it easy to use even for those who aren’t very familiar with technology. With features like direct PDF catalog uploads and centralized order management, the app allows you to save time and manage all tasks effortlessly.

Uploading a PDF catalog is very simple. Just select the PDF file provided by the manufacturer or wholesaler and import it directly into the app. The catalog is automatically transformed into an interactive digital catalog, where each product can be selected and added to the cart for direct ordering.

UppSales is compatible with iPhone, iPad, Android smartphones and tablets, Mac and Windows computers, and desktop browsers. The app can also be used on PC or Mac through any browser. Agents can easily access the app’s features on various devices, making it perfect for working on the go and managing orders in real time.

Yes! With UppSales, you can customize prices for each client by applying personalized price lists and specific discounts. This allows you to offer a more targeted and beneficial service for each client, tailoring the offers to their needs.

The app allows you to easily collect, manage, and view orders using a always-updated digital catalog. Each product in the catalog can be selected and added to the cart for a quick and error-free order. You can also capture orders directly from your tablet, iPad, iPhone, and Android smartphones.

While UppSales is designed for multi-mandate agents, single-mandate agents, or agencies managing multiple brands and clients, UppOrdini is dedicated to businesses, helping them monitor the performance of their sales network and optimize sales flows. While UppSales offers centralized management for agents, UppOrdini is a solution designed for businesses that want complete control over their sales network.

Once the PDF catalog is uploaded into the app, it becomes interactive. Each product within the catalog can be selected and added to the cart. This allows you to order directly from the PDF catalogs, improving efficiency and ease of order management.

Unlike other apps, UppSales allows you to easily upload a PDF catalog without the need to enter products one by one. This feature helps save time, reduce errors, and make the order management process much faster and simpler.

Yes! UppSales is designed for both single-mandate and multi-mandate agents. It allows you to manage multiple brands or products simultaneously, easily separating orders for each mandate. The app’s structure is flexible and allows you to operate efficiently with multiple mandates.

Yes, UppSales supports multi-currency management. You can create price lists and orders in different currencies, choosing the most suitable one for each client or target market. Currently, more than 150 international currencies are supported, including:
Euro (EUR), US Dollar (USD), British Pound (GBP), Swiss Franc (CHF), Japanese Yen (JPY), United Arab Emirates Dirham (AED), Albanian Lek (ALL), Turkish Lira (TRY), Mexican Peso (MXN), Brazilian Real (BRL), and many others.

If you cannot find the answer you are looking for, our support team is always ready to help. Contact us to resolve any of your questions.

Uppsales is a powerful and easy-to-use app designed to simplify the management of your business.

Learn how to upload your catalogs, order directly from PDFs, and how to manage multiple mandates and currencies, all in one solution. Plus, you’ll find information on compatible devices, pricing, and how Uppsales differs from other order management apps.

What is and who is UppSales for.

UppSales is anorder collection app developed specifically for commercial agents. It allows to manage all data related to order collection: products, customers, price lists, discounts per customer, mandates and suppliers , and to enter orders directly during the customer visit, quickly and without errors. It is available on iOS, Android, Windows, Mac and web browsers.

UppSales is the app designed for four main profiles: single-director sales agents who want to digitize the order collection process; multi-director agents who manage multiple brands with separate price lists and customers; representative agencies who coordinate a team of agents; and sales managers and companies who want real-time visibility into sales network orders.

The main difference is the ability to place products in the cart directly by clicking on the codes in the supplier’s PDF catalog. Without UppSales, the agent browses the PDF, notes the product codes, then manually re-enters them into the order. With UppSales, he touches the code on the catalog and the product goes directly into the cart, with the right price for that customer already automatically applied. This completely changes the speed andaccuracy of order picking during a visit.

Setup and first steps

Registration takes a few minutes. Importing data: products, customers, price lists is very fast: the system is optimized to handle even large datasets in seconds. Most of the time in the first setup, if you are not using our template, is spent mapping the columns of your Excel file, however a one-time operation. From subsequent times, if the file has the same structure, you can reuse the saved mapping and complete everything in a few seconds.

Any entity: products, customers, price lists, suppliers is imported via Excel file, regardless of its origin.
The process depends on the type of file:

  • Excel file from UppSales template: the system automatically recognizes it and you just need to start the import
  • Excel file from other app or system: file columns need to be mapped to UppSales template fields. The system tries to recognize similar columns and suggest associations, but manual verification is required. The mapping is saved and automatically reused in subsequent imports
  • Manual entry: any entity can be added or edited one by one directly from the app, even from a smartphone or tablet

PDF catalogs are associated with suppliers: each supplier can have one or more PDF catalogs assigned to it. Once a supplier’s PDF is uploaded, the system automatically initiates recognition of the product codes on the PDF pages and links them to the products already in the master data for that supplier. The process is automatic and requires no manual intervention for the 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 particular structures or complex migrations, the UppSales team can support you directly-we are a software house and have already handled several migrations from different systems.

Features

There is no limit to the number of brands. UppSales is natively designed for multi-mandate management: each supplier has its own separate catalog, price lists, and products, all accessible from a single interface. Switching from one mandate to another during the same visit takes one click, with no risk of confusing products or prices from different brands.

Yes. UppSales manages multiple price lists and custom discounts by customer or customer groups. When you open an order for a particular customer, its price list and discounts are automatically applied to all selected products , no manual calculation, no risk of error.

Yes. If you coordinate a team of agents, you can manage everything centrally: assign customers to agents, update catalogs and price lists for everyone at the same time, and monitor the entire team’s orders from a single dashboard. Each agent sees only their assigned customers and brands.

When the agent confirms an order, the system automatically generates the order confirmationand emails it to the supplier and, if configured, to the customer. The format and recipients are configurable according to each supplier’s needs.

Yes. You can have UppSales installed on your smartphone, tablet, and computer, all synchronized in real time. If you start an order on your tablet while visiting and then want to review it from your browser in the office, you’ll find it exactly where you left off.

Devices and compatibility

UppSales is available on: iPhone and iPad (App Store), Android smartphones and tablets (Google Play), Windows computers (Microsoft Store), Mac (Mac App Store), any web browser on PC or Mac without installation. There is no additional cost to use multiple platforms: one subscription covers all agent devices.

Yes. You can access UppSales directly from your browser at platform.uppsales.io, without downloading anything. The web version has the same functionality as the native apps. This is useful if you need to use UppSales from a work computer on which you cannot install software, or if you simply prefer not to use an app.

For iOS, version 15 or higher is required (compatible with iPhone 6s and later, all modern iPads). For Android, version 8.0 or higher is required. For Windows, Windows 10 or higher is required. For Mac, macOS 12 (Monterey) or higher is required.

Prices and subscription

The trial lasts 15 days and includes the full version of UppSales: all modules active, no limitations. No payment method is required to get started. At the end of the 15 days you can choose the plan you prefer. If you do nothing, the account is simply deactivated without any automatic charges.

The price is per single agent per month. If you have 3 agents, you multiply the cost of your setup by 3. There are no additional fixed costs for corporate 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 remains active until the end of the period you have already paid for, then it stops without further charges. There are no exit penalties.

Yes. UppSales is a service of Weblink Srl, P.IVA IT02285720120. Every payment includes electronic invoice complying with Italian regulations.

Data and security

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

Yes, at any time. You can export products, customers and order history in Excel format. You own your data and can take it with you if you decide to change tools.

Your data stays in the system. If you want to resume using UppSales in the future, you find everything exactly as you left it. For permanent removal of data upon explicit request, contact support.

Didn’t find the answer you were looking for?

Our team responds in Italian Monday through Friday, 9:00 am to 1:00 pm and 2:00 pm to 6:00 pm.

→ Call us: +39 0332 239546

→ Write to us: sales@weblink.it

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