{"id":16885,"date":"2026-03-03T13:01:34","date_gmt":"2026-03-03T12:01:34","guid":{"rendered":"https:\/\/uppsales.io\/how-it-works\/"},"modified":"2026-03-26T12:25:29","modified_gmt":"2026-03-26T11:25:29","slug":"how-it-works","status":"publish","type":"page","link":"https:\/\/uppsales.io\/en\/how-it-works\/","title":{"rendered":"How it works"},"content":{"rendered":"<\/p>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-5emuk43-ed7055d801f5766e7c899cfe3a82a309\">\n.avia-section.av-5emuk43-ed7055d801f5766e7c899cfe3a82a309{\nbackground-color:#0b998e;\nbackground:linear-gradient( to bottom right, #0b998e, #08af86, #67bc78 );\n}\n#top .avia-section.av-5emuk43-ed7055d801f5766e7c899cfe3a82a309 .scroll-down-link{\ncolor:#ffffff;\n}\n#top .avia-section.av-5emuk43-ed7055d801f5766e7c899cfe3a82a309 .scroll-down-link.avia-svg-icon svg:first-child{\nstroke:#ffffff;\nfill:#ffffff;\n}\n<\/style>\n<div id='comefunziona'  class='avia-section av-5emuk43-ed7055d801f5766e7c899cfe3a82a309 alternate_color avia-section-huge avia-no-border-styling  avia-builder-el-0  el_before_av_one_full  avia-builder-el-first  avia-bg-style-scroll container_wrap fullsize'  ><div class=\"av-section-color-overlay-wrap\"><a href='#next-section' title='' class='scroll-down-link av-custom-scroll-down-color avia-svg-icon avia-font-svg_entypo-fontello' data-av_svg_icon='down-open-mini' data-av_iconset='svg_entypo-fontello'><svg version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"15\" height=\"32\" viewBox=\"0 0 15 32\" preserveAspectRatio=\"xMidYMid meet\" aria-labelledby='av-svg-title-1' aria-describedby='av-svg-desc-1' role=\"graphics-symbol\" aria-hidden=\"true\">\n<title id='av-svg-title-1'>Scroll to next section<\/title>\n<desc id='av-svg-desc-1'>Scroll to next section<\/desc>\n<path d=\"M12.96 12.16q0.704-0.832 1.536 0 0.832 0.704 0 1.536l-6.272 6.144q-0.704 0.704-1.536 0l-6.272-6.144q-0.832-0.832 0-1.536 0.768-0.768 1.6 0l5.44 4.992z\"><\/path>\n<\/svg><\/a><div class='container av-section-cont-open' ><main  class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-4nc8rbn-ddc1b1231ddafbb70a7b7431f4b67635 sc-av_one_half av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4nc8rbn-ddc1b1231ddafbb70a7b7431f4b67635\">\n#top .flex_column_table.av-equal-height-column-flextable.av-4nc8rbn-ddc1b1231ddafbb70a7b7431f4b67635{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-4nc8rbn-ddc1b1231ddafbb70a7b7431f4b67635{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-4nc8rbn-ddc1b1231ddafbb70a7b7431f4b67635 av_one_half  avia-builder-el-1  el_before_av_one_half  avia-builder-el-first  first flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mg4ybb7n-73d02792019519e4eed7d887c278081f\">\n.avia-image-container.av-mg4ybb7n-73d02792019519e4eed7d887c278081f img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-mg4ybb7n-73d02792019519e4eed7d887c278081f .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-mg4ybb7n-73d02792019519e4eed7d887c278081f av-styling- avia-align-center  avia-builder-el-2  avia-builder-el-no-sibling '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-15767 avia-img-lazy-loading-not-15767 avia_image ' src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2025\/09\/come-funziona-uppsales.svg\" alt='Come funziona UppSales?' title='come funziona uppsales'  height=\"601\" width=\"931\"  \/><\/div><\/div><\/div><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4c0nekz-e639f9f9ff664c21d5c780d8b4c30363\">\n#top .flex_column_table.av-equal-height-column-flextable.av-4c0nekz-e639f9f9ff664c21d5c780d8b4c30363{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-4c0nekz-e639f9f9ff664c21d5c780d8b4c30363{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-4c0nekz-e639f9f9ff664c21d5c780d8b4c30363 av_one_half  avia-builder-el-3  el_after_av_one_half  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4177rsj-d03b7feb3d9272ebbb212094403d716c\">\n#top .av_textblock_section.av-4177rsj-d03b7feb3d9272ebbb212094403d716c .avia_textblock{\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-4177rsj-d03b7feb3d9272ebbb212094403d716c '  ><div class='avia_textblock av_inherit_color' ><h1><span class=\"ez-toc-section\" id=\"How_does_UppSales_work\"><\/span>How does UppSales work?<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-13d6f5f-e4d56a7c4bbcb9c3bf85967f36f0f592\">\n#top .av_textblock_section.av-13d6f5f-e4d56a7c4bbcb9c3bf85967f36f0f592 .avia_textblock{\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-13d6f5f-e4d56a7c4bbcb9c3bf85967f36f0f592 '  ><div class='avia_textblock comefunziona av_inherit_color' ><div class=\"comefunzionanumeri\">\n<div class=\"numero\"><strong>1<\/strong><\/div>\n<div class=\"testo\">Sign up for the platform.<\/div>\n<\/div>\n<div class=\"comefunzionanumeri\">\n<div class=\"numero\"><strong>2<\/strong><\/div>\n<div class=\"testo\">Choose your subscription plan.<\/div>\n<\/div>\n<div class=\"comefunzionanumeri\">\n<div class=\"numero\"><strong>3<\/strong><\/div>\n<div class=\"testo\">Upload or import data from Excel files<\/div>\n<\/div>\n<div class=\"comefunzionanumeri\">\n<div class=\"numero\"><strong>4<\/strong><\/div>\n<div class=\"testo\">Start collecting orders!<\/div>\n<\/div>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mg50gbxs-f3e2ea02ebe70983591308d8bccb4426\">\n#top .hr.hr-invisible.av-mg50gbxs-f3e2ea02ebe70983591308d8bccb4426{\nheight:16px;\n}\n<\/style>\n<div  class='hr av-mg50gbxs-f3e2ea02ebe70983591308d8bccb4426 hr-invisible  avia-builder-el-6  el_after_av_textblock  avia-builder-el-last '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='after_section_1'  class='main_color av_default_container_wrap container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-2s3bl9-8eada54572619390e35e445bd3355608 sc-av_one_full av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2s3bl9-8eada54572619390e35e445bd3355608\">\n#top .flex_column_table.av-equal-height-column-flextable.av-2s3bl9-8eada54572619390e35e445bd3355608{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-2s3bl9-8eada54572619390e35e445bd3355608{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-2s3bl9-8eada54572619390e35e445bd3355608 av_one_full  avia-builder-el-7  el_after_av_section  el_before_av_one_full  avia-builder-el-first  first flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><section  class='av_textblock_section av-mmbxxftp-6e5bd269868e4e054a63d64e1f957a03 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"From_configuration_to_field_order_collection\"><\/span>From configuration to field order collection<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>UppSales is an <strong>order collection<\/strong> app designed for <strong>sales agents<\/strong>. The starting point is the Excel price list you already have: you import it into the app, and from that moment your product catalog is always with you, on your phone, tablet or browser. During visits you collect orders by clicking products directly in the app, with customer discounts applied automatically.  <\/p>\n<p>If you also have the supplier&#8217;s catalog in <strong>PDF format<\/strong>, you can upload it to the app and link it to the products: during the visit you can browse the same pages of the catalog and add products to the cart directly from there. But it&#8217;s not mandatory; UppSales also works perfectly with products imported from your Excel list.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mn4hlp9n-c9b08455a4227e71d89926e3e6b69963\">\n.avia-image-container.av-mn4hlp9n-c9b08455a4227e71d89926e3e6b69963 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-mn4hlp9n-c9b08455a4227e71d89926e3e6b69963 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-mn4hlp9n-c9b08455a4227e71d89926e3e6b69963 av-styling- avia-align-center  avia-builder-el-9  el_after_av_textblock  avia-builder-el-last '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class=\"wp-image-17433 avia-img-lazy-loading-not-17433 avia_image \" src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-1030x644.png\" alt=\"\" title=\"dashboard_en\" height=\"644\" width=\"1030\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-1030x644.png 1030w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-300x188.png 300w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-768x480.png 768w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-1536x960.png 1536w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-1500x938.png 1500w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-705x441.png 705w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-450x281.png 450w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en-600x375.png 600w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/dashboard_en.png 1920w\" sizes=\"(max-width: 1030px) 100vw, 1030px\"><\/div><\/div><\/div><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 --><div  class='flex_column av-4wj3d2l-e0917cd90645d652b3784677e0a3dcfc av_one_full  avia-builder-el-10  el_after_av_one_full  el_before_av_one_third  first flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-mmyr1twx-82e5799a16a40293df700c56bae37b7d '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"How_the_data_are_organized_in_UppSales\"><\/span>How the data are organized in UppSales.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/div><\/section><\/div><\/p>\n<div class='flex_column_table av-mmytre6s-7c3851c321fbba6802efc12dbb6c8146 sc-av_one_third av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmytre6s-7c3851c321fbba6802efc12dbb6c8146\">\n.flex_column.av-mmytre6s-7c3851c321fbba6802efc12dbb6c8146{\npadding:30px 30px 30px 30px;\nbackground-color:#eaeaea;\n}\n<\/style>\n<div  class='flex_column av-mmytre6s-7c3851c321fbba6802efc12dbb6c8146 av_one_third  avia-builder-el-12  el_after_av_one_full  el_before_av_one_third  first flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><p><section  class='av_textblock_section av-mmyr2d6c-2346fd4224915dd59a0d81ef9088d140 '  ><div class='avia_textblock' ><p><strong>Excel price list<\/strong><\/p>\n<p>It contains product codes and base prices. It is imported into the app and becomes the navigable catalog from which to collect orders. It is the mandatory starting point.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1toh8nh-5e7167f1d714ad4176c30da706227132\">\n.avia-image-container.av-1toh8nh-5e7167f1d714ad4176c30da706227132 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-1toh8nh-5e7167f1d714ad4176c30da706227132 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-1toh8nh-5e7167f1d714ad4176c30da706227132 av-styling- avia-align-center  avia-builder-el-14  el_after_av_textblock  avia-builder-el-last '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-17435 avia-img-lazy-loading-not-17435 avia_image ' src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3.png\" alt='Product import interface with columns to map, visual progress, and selection options.' title='mapping'  height=\"1200\" width=\"1920\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3.png 1920w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-300x188.png 300w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-1030x644.png 1030w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-768x480.png 768w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-1536x960.png 1536w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-1500x938.png 1500w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-705x441.png 705w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-450x281.png 450w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/mapping3-600x375.png 600w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/div><\/div><\/div><\/p><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyts7g4-e96e4b221d834cccc5363efaaf174ae1\">\n.flex_column.av-mmyts7g4-e96e4b221d834cccc5363efaaf174ae1{\npadding:30px 30px 30px 30px;\nbackground-color:rgba(208,247,205,0.48);\n}\n<\/style>\n<div  class='flex_column av-mmyts7g4-e96e4b221d834cccc5363efaaf174ae1 av_one_third  avia-builder-el-15  el_after_av_one_third  el_before_av_one_third  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><p><section  class='av_textblock_section av-mmyr2ql1-c17195ae4a85b25475a29301d28ede3a '  ><div class='avia_textblock' ><p><strong>Supplier&#8217;s PDF catalog<\/strong><\/p>\n<p>Available digitally for some suppliers. If you upload it to the app and link it to the products in the list, you can click the codes directly on the PDF pages during your visit.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-12o43gt-30e52b62f89658942584668c8f19abcc\">\n.avia-image-container.av-12o43gt-30e52b62f89658942584668c8f19abcc img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-12o43gt-30e52b62f89658942584668c8f19abcc .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-12o43gt-30e52b62f89658942584668c8f19abcc av-styling- avia-align-center  avia-builder-el-17  el_after_av_textblock  avia-builder-el-last '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-17382 avia-img-lazy-loading-not-17382 avia_image ' src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers.png\" alt='Image of a software interface showing lists of supplier PDFs, including file information and processing status.' title='pdf_suppliers'  height=\"1200\" width=\"1920\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers.png 1920w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-300x188.png 300w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-1030x644.png 1030w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-768x480.png 768w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-1536x960.png 1536w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-1500x938.png 1500w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-705x441.png 705w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-450x281.png 450w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/pdf_suppliers-600x375.png 600w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/div><\/div><\/div><\/p><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmytsmnh-88a24d71267d26b3a80fd7e922a0a9f7\">\n.flex_column.av-mmytsmnh-88a24d71267d26b3a80fd7e922a0a9f7{\npadding:30px 30px 30px 30px;\nbackground-color:rgba(198,221,188,0.76);\n}\n<\/style>\n<div  class='flex_column av-mmytsmnh-88a24d71267d26b3a80fd7e922a0a9f7 av_one_third  avia-builder-el-18  el_after_av_one_third  el_before_av_section  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><p><section  class='av_textblock_section av-mmyr3nw5-55b11a78ba51fc462bcd422d87d15604 '  ><div class='avia_textblock' ><p><strong>Discounts per customer<\/strong><\/p>\n<p>They are configured in UppSales above the base list price. They apply automatically when each order is opened for that customer, regardless of how the products are selected.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-b9g4t-88227f7d4f4d87b3b68695c701a53485\">\n.avia-image-container.av-b9g4t-88227f7d4f4d87b3b68695c701a53485 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-b9g4t-88227f7d4f4d87b3b68695c701a53485 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-b9g4t-88227f7d4f4d87b3b68695c701a53485 av-styling- avia-align-center  avia-builder-el-20  el_after_av_textblock  avia-builder-el-last '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-17437 avia-img-lazy-loading-not-17437 avia_image ' src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount.png\" alt='Interface for creating customer discounts, with required and optional fields.' title='client_discount'  height=\"1200\" width=\"1920\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount.png 1920w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-300x188.png 300w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-1030x644.png 1030w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-768x480.png 768w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-1536x960.png 1536w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-1500x938.png 1500w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-705x441.png 705w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-450x281.png 450w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/client_discount-600x375.png 600w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/div><\/div><\/div><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 --><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_2'  class='avia-section av-4ksk11p-541ba5d94c24b71905aaca9c598cb352 main_color avia-section-default avia-no-border-styling  avia-builder-el-21  el_after_av_one_third  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-42ex0h9-15630341c49c72d78c63dfe980971ff7 sc-av_one_full av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-42ex0h9-15630341c49c72d78c63dfe980971ff7\">\n#top .flex_column_table.av-equal-height-column-flextable.av-42ex0h9-15630341c49c72d78c63dfe980971ff7{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-42ex0h9-15630341c49c72d78c63dfe980971ff7{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-42ex0h9-15630341c49c72d78c63dfe980971ff7 av_one_full  avia-builder-el-22  avia-builder-el-no-sibling  first flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><section  class='av_textblock_section av-mmyr4pfq-4992511a0ecfce986ab888a313566b75 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"Lets_start_with_the_configuration\"><\/span>Let&#8217;s start with the configuration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The initial setup is done once and takes very little time.<\/p>\n<\/div><\/section><br \/>\n<div  class='togglecontainer av-mmyr9ofz-bc71c4de87f7432b4628dcb055e1cf5f av-minimal-toggle  avia-builder-el-24  el_after_av_textblock  avia-builder-el-last  toggle_close_all' >\n<section class='av_toggle_section av-mmyr66pc-4acf4130b943e430571e0d7a483156ec' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-1' data-fake-id='#toggle-id-1' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-1' data-slide-speed=\"200\" data-title=\"1. Registration\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: 1. Registration\" data-aria_expanded=\"Click to collapse: 1. Registration\">1. Registration<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-1' aria-labelledby='toggle-toggle-id-1' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>You create your account at platform.uppsales.io in a few minutes. During the 15-day free trial you have access to the full version with no limitations and no credit card.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyr6zkx-98fe370dd4ed4b89b1220a7499269b3d' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-2' data-fake-id='#toggle-id-2' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-2' data-slide-speed=\"200\" data-title=\"2. Importing the price list from Excel\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: 2. Importing the price list from Excel\" data-aria_expanded=\"Click to collapse: 2. Importing the price list from Excel\">2. Importing the price list from Excel<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-2' aria-labelledby='toggle-toggle-id-2' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>You upload the Excel file of the price list: the one you already have, with product codes and base prices. If you use the UppSales template, the system automatically recognizes it and it loads in seconds. If your file has a different structure, you map the Excel columns to UppSales fields only once-the mapping is saved and reused automatically each time you import a price list update. In the same way you can import customers and suppliers. The flow is completely bidirectional: anything you import from Excel you can edit directly in the app, and anything you enter or edit in the app you can export to Excel at any time. If you prefer to update the data in Excel and re-import it, you can do so-the system recognizes the structure and updates only the changed fields.     <\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_the_product_sheet_contains_in_UppSales\"><\/span>What the product sheet contains in UppSales<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Each product imported from Excel has a complete sheet with all the data needed for order collection. The fields managed by the app are: <\/p>\n<ul>\n<li><strong>Code &#8211; <\/strong>the unique code that identifies the product, also used for linking to the PDF catalog<\/li>\n<li><strong>Name &#8211; <\/strong>the name of the product<\/li>\n<li><strong>Description, extended description, technical description &#8211; <\/strong>three levels of description for different detail content<\/li>\n<li><strong>Category &#8211; <\/strong>to organize the catalog and navigate it faster during the visit<\/li>\n<li><strong>Base price &#8211; <\/strong>the list price, on which customer discounts are calculated<\/li>\n<li><strong>VAT rate &#8211; <\/strong>automatically applied to the price in order generation<\/li>\n<li><strong>Excise tax and fees &#8211; <\/strong>for sectors with specific additional costs<\/li>\n<li><strong>Discounts &#8211; <\/strong>list discounts applicable to the product, as distinct from custom discounts per customer<\/li>\n<li><strong>Minimum orderable quantity &#8211; <\/strong>the system alerts the agent if the quantity entered is below the minimum threshold<\/li>\n<li><strong>Quantity per package &#8211; <\/strong>the number of pieces included in a single pack or package<\/li>\n<li><strong>Unit of measurement &#8211; <\/strong>pieces, kg, liters or any other unit used by the supplier<\/li>\n<li><strong>Manufacturer or brand &#8211; <\/strong>useful for multi-firm agents who handle products from different brands<\/li>\n<li><strong>Unsortable &#8211; <\/strong>flag to temporarily exclude a product from order collection without having to delete it from the catalog<\/li>\n<\/ul>\n<p>All these fields can be filled in on import from Excel or entered or edited manually from the product sheet in the app. Anything you enter in the app can be exported to Excel at any time.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyr7ebx-326cddaf7551bcbb21bd72db4804628f' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-3' data-fake-id='#toggle-id-3' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-3' data-slide-speed=\"200\" data-title=\"3. Configuration of discounts by customer\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: 3. Configuration of discounts by customer\" data-aria_expanded=\"Click to collapse: 3. Configuration of discounts by customer\">3. Configuration of discounts by customer<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-3' aria-labelledby='toggle-toggle-id-3' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Set its own trading conditions for each customer. UppSales&#8217; pricing and discount system works by priority levels: it always looks for the most specific condition available and, if it doesn&#8217;t find it, goes up to the next level. This means you can set up very specific discounts for certain customers on certain products, and let the system use the general conditions for everything else.  <\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_the_system_determines_the_price_and_discount_for_each_product\"><\/span>How the system determines the price and discount for each product<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>When an agent adds a product to the cart for a specific customer, the system follows two separate processes in sequence.<\/p>\n<p>To determine the discount, search in the following order, and stop at the first valid rule found:<\/p>\n<ul>\n<li>Specific discount for that customer + that product<\/li>\n<li>Product category discount for that customer<\/li>\n<li>Discount from the supplier for that customer<\/li>\n<li>Customer price list (at product, category, or supplier level)<\/li>\n<li>Standard product discount<\/li>\n<\/ul>\n<p>To determine the base price, the process is simpler:<\/p>\n<ul>\n<li>First look for a dedicated fixed price for that client<\/li>\n<li>Then search the client&#8217;s price list<\/li>\n<li>Finally use the standard product price imported from Excel<\/li>\n<\/ul>\n<blockquote>\n<p><em>In either case, if there are multiple valid options at the same priority level, the system automatically chooses the one most advantageous to the customer. The quantity ordered must fall within the minimum and maximum limits of the rule for it to be applied. <\/em><\/p>\n<\/blockquote>\n<p>This logic works completely automatically during order picking. The agent does not have to remember anything: he opens the order for that customer, adds the products, and the final price is already the correct one. If necessary, for an on-the-spot negotiation or exception, the discount can be changed manually directly on that line and only for that order, without changing the rules configured for the customer.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyr9l7g-83c34f5ffc7d37a064c162101c2952cd' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-4' data-fake-id='#toggle-id-4' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-4' data-slide-speed=\"200\" data-title=\"4. Uploading the supplier\u2019s PDF catalog (optional)\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: 4. Uploading the supplier\u2019s PDF catalog (optional)\" data-aria_expanded=\"Click to collapse: 4. Uploading the supplier\u2019s PDF catalog (optional)\">4. Uploading the supplier\u2019s PDF catalog (optional)<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-4' aria-labelledby='toggle-toggle-id-4' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>If the supplier provides you with the catalog in digital PDF format and you want to use it during visits, you can upload it to the app. The system automatically tries to match the codes found on the PDF pages with the products imported from the Excel. The matched products become <strong>clickable directly from the PDF pages<\/strong>. This step is completely optional, but much appreciated by agents, <strong>it speeds up<\/strong> the selection of products to add to the order to the <strong>maximum<\/strong>, it is the real gem of this app! However, a great many agents work just fine with just the catalog in the app, perhaps taking the paper catalog with them for presentation to the customer, and still picking up the order by clicking the products in the app.    <\/p>\n<blockquote>\n<p><em>Once you have completed the mandatory setup (Catalog Import from Excel), you are up and running. Uploading the PDF, if you have it, can be done now or at any later time. <\/em><\/p>\n<\/blockquote>\n<\/div><\/div><\/div><\/section>\n<\/div><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n<\/p>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmys0jxy-95cf32f91f4a4463239b704fdbf1a8b6\">\n.avia-section.av-mmys0jxy-95cf32f91f4a4463239b704fdbf1a8b6{\nbackground-color:#f7f7f7;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_3'  class='avia-section av-mmys0jxy-95cf32f91f4a4463239b704fdbf1a8b6 main_color avia-section-default avia-no-border-styling  avia-builder-el-25  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-3o2dc19-81fcb93607a6c5f192513e803b780c63 av_one_full  avia-builder-el-26  el_before_av_one_half  avia-builder-el-first  first flex_column_div  '     ><section  class='av_textblock_section av-mmys05jb-8f30102726107ab643e5c93083bebcd7 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"How_a_customer_visit_works_with_UppSales\"><\/span>How a customer visit works with UppSales<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>During the visit, the order is always collected from the app &#8211; regardless of how you presented the products to the customer. Whether you showed a printed catalog, browsed the PDF on the tablet, or simply discussed the products verbally, order collection always occurs by clicking the products in the app.<\/p>\n<\/div><\/section><\/div><div class='flex_column_table av-mmyttfau-87cdab7b1e036e697f80bfde7366696b sc-av_one_half av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyttfau-87cdab7b1e036e697f80bfde7366696b\">\n.flex_column.av-mmyttfau-87cdab7b1e036e697f80bfde7366696b{\npadding:30px 30px 30px 30px;\nbackground-color:#efefef;\n}\n<\/style>\n<div  class='flex_column av-mmyttfau-87cdab7b1e036e697f80bfde7366696b av_one_half  avia-builder-el-28  el_after_av_one_full  el_before_av_one_half  first flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmysahhp-5f26de90c9d453d8eef341b0361127d2 '  ><div class='avia_textblock' ><p><strong>Order from the app catalog<\/strong><\/p>\n<p>Browse the product catalog imported from Excel, search by code or description, and add to cart with a tap. Customer discount automatically applies to base price. Works for all agents, with any type of presentation-print catalog, tablet, or voice.<\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyttwgu-07ef5b15029b21a7d321e9772efdfcc7\">\n.flex_column.av-mmyttwgu-07ef5b15029b21a7d321e9772efdfcc7{\npadding:30px 30px 30px 30px;\nbackground-color:rgba(217,247,217,0.66);\n}\n<\/style>\n<div  class='flex_column av-mmyttwgu-07ef5b15029b21a7d321e9772efdfcc7 av_one_half  avia-builder-el-30  el_after_av_one_half  el_before_av_one_full  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmysb9w1-c9c7b0bc4e69dce69e0355bd4fb67ff3 '  ><div class='avia_textblock' ><p><strong>Order from the supplier&#8217;s PDF catalog<\/strong><\/p>\n<p>If you have uploaded and linked the supplier&#8217;s digital PDF, you can open it in the app and browse it with the customer. Click the product code directly on the page-the product goes into the cart with the customer discount already applied.<\/p>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 --><div  class='flex_column av-2w0ob7x-aeee89f2b0a0fbeb2eec177b71f1e474 av_one_full  avia-builder-el-32  el_after_av_one_half  el_before_av_one_full  first flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-mmyscea4-bcc57058d09c3c74bc96a336ad313857 '  ><div class='avia_textblock' ><blockquote>\n<p><em>In both cases, the price in the cart is always the base list price with the customer discount already applied. The agent does not make any calculation. <\/em><\/p>\n<\/blockquote>\n<\/div><\/section><\/div><div  class='flex_column av-ivmnu5-6c971aa1808dd2fca1182e6e0b68795f av_one_full  avia-builder-el-34  el_after_av_one_full  el_before_av_one_half  first flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-mmysfg9g-312cfac314a8e768efc72cb58b0f2670 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"The_full_flow_of_a_visit\"><\/span>The full flow of a visit:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/div><\/section><\/div><div class='flex_column_table av-mmysi9r2-499993863932319aeaa6fea8595e6ec8 sc-av_one_half av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmysi9r2-499993863932319aeaa6fea8595e6ec8\">\n.flex_column.av-mmysi9r2-499993863932319aeaa6fea8595e6ec8{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmysi9r2-499993863932319aeaa6fea8595e6ec8 av_one_half  avia-builder-el-36  el_after_av_one_full  el_before_av_one_half  first flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><p><section  class='av_textblock_section av-mn2x3nvr-4c886dacf5c4c0b869bb30c42f4c0798 '  ><div class='avia_textblock' ><p><img decoding=\"async\" class=\"alignnone size-medium wp-image-17221\" src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/apriuppsales.png\" alt=\"Illustration of a businessman holding a tablet displaying the UppSales logo, showcasing digital sales solutions.\" width=\"200px\" title=\"\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/apriuppsales.png 400w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/apriuppsales-300x254.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<\/div><\/section><br \/>\n<section  class='av_textblock_section av-mmyshxbi-8a92f5b060918d41f56ef0b980973df1 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"1_Open_UppSales_and_select_the_vendor\"><\/span><strong>1. Open UppSales and select the vendor<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Start the app and select the supplier. All products imported from Excel are available in the catalog. If you have uploaded a PDF of that supplier, that is also available.<\/p>\n<\/div><\/section><\/p><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu30bl-c3ea5666f38e9dc41e4cf37c484530ff\">\n.flex_column.av-mmyu30bl-c3ea5666f38e9dc41e4cf37c484530ff{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu30bl-c3ea5666f38e9dc41e4cf37c484530ff av_one_half  avia-builder-el-39  el_after_av_one_half  el_before_av_one_half  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><p><section  class='av_textblock_section av-mn2x2zh0-721791479f586b91414400afb231b7ab '  ><div class='avia_textblock' ><p><img decoding=\"async\" class=\"alignnone size-medium wp-image-17225\" src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/selezionacliente.png\" alt=\"Businessman using a tablet to showcase social media engagement and connections, illustrated in a professional style.\" width=\"200px\" title=\"\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/selezionacliente.png 400w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/selezionacliente-300x254.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<\/div><\/section><br \/>\n<section  class='av_textblock_section av-mmysjhiz-7a395c20d32db2aab658b92dde6a33bb '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"2_Select_the_client\"><\/span><strong>2. Select the client<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Open the Orders section, create a new order and select the customer. From that moment, the system automatically loads all its business conditions, reserved prices, price lists and discounts, and applies them to each product you add to the cart.<\/p>\n<\/div><\/section><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu3b8p-a71f3db75d6d16a44f2f3b6fb8873f71\">\n.flex_column.av-mmyu3b8p-a71f3db75d6d16a44f2f3b6fb8873f71{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu3b8p-a71f3db75d6d16a44f2f3b6fb8873f71 av_one_half  avia-builder-el-42  el_after_av_one_half  el_before_av_one_half  first flex_column_div  column-top-margin'     ><p><section  class='av_textblock_section av-mn2x4e55-fe1c6fc86bdca3b844f214c794a00ab0 '  ><div class='avia_textblock' ><p><img decoding=\"async\" class=\"alignnone size-medium wp-image-17219\" src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/aggiugnialcarrello.png\" alt=\"Businessman happily shopping with a cart full of items, holding clipboards in a playful, sketch-style illustration.\" width=\"200px\" title=\"\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/aggiugnialcarrello.png 400w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/aggiugnialcarrello-300x254.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<\/div><\/section><br \/>\n<section  class='av_textblock_section av-mmysjxbe-e73ff13211ac1357d01f80eac2485b2d '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"3_Add_products_to_shopping_cart\"><\/span><strong>3. Add products to shopping cart<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Add products from the app catalog or by clicking the PDF pages, you can use both in the same order. Customer prices and discounts already applied. If needed, change the discount on a single line without touching the customer rules.<\/p>\n<\/div><\/section><\/p><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu3m28-e2c1b3f1fb32d2b0baf42537fefdb0cc\">\n.flex_column.av-mmyu3m28-e2c1b3f1fb32d2b0baf42537fefdb0cc{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu3m28-e2c1b3f1fb32d2b0baf42537fefdb0cc av_one_half  avia-builder-el-45  el_after_av_one_half  el_before_av_one_full  flex_column_div  column-top-margin'     ><p><section  class='av_textblock_section av-mn2x4nfb-bcb63192924eff53b03e2e88644d32ca '  ><div class='avia_textblock' ><p><img decoding=\"async\" class=\"alignnone size-medium wp-image-17223\" src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/completaordine.png\" alt=\"Businessman pointing to a digital tablet displaying an envelope, symbolizing email communication and technology.\" width=\"200px\" title=\"\" srcset=\"https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/completaordine.png 400w, https:\/\/uppsales.io\/wp-content\/uploads\/2026\/03\/completaordine-300x254.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<\/div><\/section><br \/>\n<section  class='av_textblock_section av-mmysna6u-3c28a9a1221b305f8f2d3cd9c6919824 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"4_Verify_and_submit_order\"><\/span><strong>4. Verify and submit order<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Review products, quantities, prices already discounted for that customer and total. Confirm with a tap: the supplier receives confirmation and the customer, if configured, automatically receives their copy via email. Before you walk out the door.<\/p>\n<\/div><\/section><\/p><\/div><div  class='flex_column av-2i8wnsd-73006414ffd40d600bd18fb103351445 av_one_full  avia-builder-el-48  el_after_av_one_half  avia-builder-el-last  first flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-mmysogaz-ef24881ef2adc6931baaccf2e3286d78 '  ><div class='avia_textblock' ><blockquote>\n<p><em>An average <strong>order<\/strong> takes <strong>less than 3 minutes<\/strong> from opening the app to sending. In the evening there is nothing to transcribe, no Excel to fill out, no emails to manually prepare. <\/em><\/p>\n<\/blockquote>\n<\/div><\/section><\/div>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-mmyu44ig-fa8b49f8efd163f5fdc7acb2cbf01b04 main_color avia-section-default avia-no-border-styling  avia-builder-el-50  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-mmyu5cne-9a3c683351e1380221149cf76a96cb86 sc-av_one_third av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu5cne-9a3c683351e1380221149cf76a96cb86\">\n.flex_column.av-mmyu5cne-9a3c683351e1380221149cf76a96cb86{\npadding:30px 30px 30px 30px;\nbackground-color:#f4f4f4;\n}\n<\/style>\n<div  class='flex_column av-mmyu5cne-9a3c683351e1380221149cf76a96cb86 av_one_third  avia-builder-el-51  el_before_av_one_third  avia-builder-el-first  first flex_column_table_cell av-equal-height-column av-align-top  '     ><section  class='av_textblock_section av-mmyss0wr-3b448870c10e8e38992bacc402c17d9a '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"How_it_works_with_multiple_vendors_and_brands\"><\/span>How it works with multiple vendors and brands<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you represent multiple suppliers, each has its own separate space in UppSales: product list (imported from that supplier&#8217;s Excel), PDF catalog if any, and dedicated customer discounts. Everything is separate; there is never any risk of confusing products, prices, or trading conditions of different brands. <\/p>\n<p>During the same visit you can collect orders for different suppliers. Switch from one to another with one click, without leaving the app or opening separate files. <\/p>\n<p><strong>\u2192 Learn more: <\/strong><a href=\"https:\/\/uppsales.io\/en\/adaptable-to-all-types-of-sales-agents\/\">Types of users: single agent, multiple agent, agency<\/a><\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu5u57-d5c48fabe67162cb52e7ce0c9f4890bc\">\n.flex_column.av-mmyu5u57-d5c48fabe67162cb52e7ce0c9f4890bc{\npadding:30px 30px 30px 30px;\nbackground-color:#e2e2e2;\n}\n<\/style>\n<div  class='flex_column av-mmyu5u57-d5c48fabe67162cb52e7ce0c9f4890bc av_one_third  avia-builder-el-53  el_after_av_one_third  el_before_av_one_third  flex_column_table_cell av-equal-height-column av-align-top  '     ><section  class='av_textblock_section av-mmystbu4-a95ac1b9fe5950650ebdf17eaf949e08 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"How_it_works_for_agencies_and_agent_teams\"><\/span>How it works for agencies and agent teams<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you coordinate a team of agents, you can update price lists and catalogs for all of them simultaneously from a single dashboard, without emailing files or managing different versions. Each agent sees only his or her assigned customers and suppliers and always works on the updated data. <\/p>\n<ul>\n<li>Assign each agent their own customers and suppliers<\/li>\n<li>Update a supplier&#8217;s Excel price list: all agents see the new prices right away<\/li>\n<li>Upload a new seasonal PDF catalog: available immediately to agents of that vendor<\/li>\n<li>Monitor orders collected by the entire team from the central dashboard<\/li>\n<\/ul>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu6bz5-740915e45d9952d7fa6ebcb7376050a9\">\n.flex_column.av-mmyu6bz5-740915e45d9952d7fa6ebcb7376050a9{\npadding:30px 30px 30px 30px;\nbackground-color:#dbdbdb;\n}\n<\/style>\n<div  class='flex_column av-mmyu6bz5-740915e45d9952d7fa6ebcb7376050a9 av_one_third  avia-builder-el-55  el_after_av_one_third  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-top  '     ><section  class='av_textblock_section av-mmysu8qj-79732bdc676db0b990983b1a59ecb823 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"On_what_devices_does_UppSales_work\"><\/span>On what devices does UppSales work<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>UppSales is available on all major platforms. Data automatically synchronizes between all your devices: <\/p>\n<ul>\n<li>iPhone and iPad &#8211; App Store<\/li>\n<li>Android smartphones and tablets &#8211; Google Play<\/li>\n<li>Windows Computers &#8211; Microsoft Store<\/li>\n<li>Mac &#8211; Mac App Store<\/li>\n<li>Web browser: no installation, access from any PC or Mac at <a href=\"https:\/\/platform.uppsales.io\" target=\"_blank\" rel=\"noopener\">platform.uppsales.io<\/a><\/li>\n<\/ul>\n<p><strong>\u2192 Learn more: <\/strong><a href=\"https:\/\/uppsales.io\/en\/cross-platform-system\/\">Cross-platform system: compatibility and synchronization<\/a><\/p>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyt2zxh-0d43b9aed287e029fd5b9062ee8ad904\">\n.avia-section.av-mmyt2zxh-0d43b9aed287e029fd5b9062ee8ad904{\nbackground-color:#f9f9f9;\nbackground-image:unset;\n}\n<\/style>\n<div id='av_section_5'  class='avia-section av-mmyt2zxh-0d43b9aed287e029fd5b9062ee8ad904 main_color avia-section-default avia-no-border-styling  avia-builder-el-57  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-27sva3x-bae5867297d48aeca0b5714ef22d4c48 av_one_full  avia-builder-el-58  el_before_av_one_third  avia-builder-el-first  first flex_column_div  '     ><section  class='av_textblock_section av-mmysyb2k-02482b328cfd8d49db775eb1e8e116e4 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"If_you_recognize_yourself_in_any_of_these_profiles_UppSales_will_change_the_way_you_work\"><\/span>If you recognize yourself in any of these profiles, UppSales will change the way you work<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/div><\/section><\/div><div class='flex_column_table av-mmyu6tz0-742be8d1ced870de4741281be65debcb sc-av_one_third av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu6tz0-742be8d1ced870de4741281be65debcb\">\n.flex_column.av-mmyu6tz0-742be8d1ced870de4741281be65debcb{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu6tz0-742be8d1ced870de4741281be65debcb av_one_third  avia-builder-el-60  el_after_av_one_full  el_before_av_one_third  first flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmyt0a0h-530af1f5f1d6d6f172ad32698d57a5ca '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"Agent_with_only_Excel_price_list_and_paper_catalog\"><\/span>Agent with only Excel price list and paper catalog<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You have the supplier&#8217;s price list in Excel and a paper catalog to show customers. You import the price list into the app, configure your customers&#8217; discounts, and during visits show the paper catalog and collect the order by clicking products in the app. Nothing to transcribe in the evening.<\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu73k9-db3efa76dcdd7b43d7566578f82c8fff\">\n.flex_column.av-mmyu73k9-db3efa76dcdd7b43d7566578f82c8fff{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu73k9-db3efa76dcdd7b43d7566578f82c8fff av_one_third  avia-builder-el-62  el_after_av_one_third  el_before_av_one_third  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmyt0nyj-9772c6628e94ff1d9158f07c8f1f1a44 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"Agent_with_Excel_price_list_and_digital_PDF_catalog\"><\/span>Agent with Excel price list and digital PDF catalog<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You also have the supplier&#8217;s catalog in PDF format. You upload it to the app and link it to products: during visits you show the PDF directly on the tablet and click products directly on the pages. The submission and order collection flow all happens in the same tool.<\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu7f6w-1e34a64538f342e922c575f037f6f04a\">\n.flex_column.av-mmyu7f6w-1e34a64538f342e922c575f037f6f04a{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu7f6w-1e34a64538f342e922c575f037f6f04a av_one_third  avia-builder-el-64  el_after_av_one_third  el_before_av_one_third  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmyt1ify-6bcfc8c2d7cb4b085cad393a74001e91 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"Multi-firm_agent\"><\/span>Multi-firm agent<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You represent multiple suppliers, each with its own Excel and perhaps its own PDF. In UppSales, each supplier is completely separate: price list, catalog, and business terms never mix between different brands. You switch from one mandate to another with one click during a visit.<\/p>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 --><div class='flex_column_table av-mmyu7v81-beb94e28aefa4bd7443bab5e868cda09 sc-av_one_third av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu7v81-beb94e28aefa4bd7443bab5e868cda09\">\n.flex_column.av-mmyu7v81-beb94e28aefa4bd7443bab5e868cda09{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu7v81-beb94e28aefa4bd7443bab5e868cda09 av_one_third  avia-builder-el-66  el_after_av_one_third  el_before_av_one_third  first flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmyt1wrj-e3f83c1e224ec8eeb3a72ed8e68feeed '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"Representative_agency\"><\/span>Representative agency<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Coordinate a team of agents. You centrally manage the price lists of all suppliers, assign customers to agents, and monitor orders. When a supplier updates a price list or publishes a new seasonal catalog, you update everything in UppSales once and all agents see it right away.<\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-mmyu88ax-78b0c3424b45f8048c631c5f42e9e010\">\n.flex_column.av-mmyu88ax-78b0c3424b45f8048c631c5f42e9e010{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-mmyu88ax-78b0c3424b45f8048c631c5f42e9e010 av_one_third  avia-builder-el-68  el_after_av_one_third  el_before_av_one_third  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><section  class='av_textblock_section av-mmyt26oz-ae43aedf94e209274117983a742bbef5 '  ><div class='avia_textblock' ><h3><span class=\"ez-toc-section\" id=\"Sales_manager_or_company\"><\/span>Sales manager or company<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Manage an internal sales network. Upload your product list, configure lists by customer and distribute everything to agents. For advanced sales network monitoring capabilities, also evaluate <a href=\"https:\/\/uppordini.it\/en\/\" target=\"_blank\" rel=\"noopener\">UppOrders-the<\/a> dedicated solution for businesses.<\/p>\n<\/div><\/section><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1nm1ast-bfec03b8a4c4e12e8d2122ee3dcfb8c5\">\n.flex_column.av-1nm1ast-bfec03b8a4c4e12e8d2122ee3dcfb8c5{\npadding:30px 30px 30px 30px;\n}\n<\/style>\n<div  class='flex_column av-1nm1ast-bfec03b8a4c4e12e8d2122ee3dcfb8c5 av_one_third  avia-builder-el-70  el_after_av_one_third  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-top  column-top-margin'     ><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_6'  class='avia-section av-12arzil-1f56e7c979220ea3fd7da5726b923975 main_color avia-section-default avia-no-border-styling  avia-builder-el-71  el_after_av_section  el_before_av_section  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-2lu9ql-3094c2ff40746b3304d881f6cf2130eb av_one_full  avia-builder-el-72  avia-builder-el-no-sibling  first flex_column_div  '     ><section  class='av_textblock_section av-mmyt3u7m-b6b168e73ae6e63172b6655b7647f8c8 '  ><div class='avia_textblock' ><h2><span class=\"ez-toc-section\" id=\"Frequently_asked_questions_about_how_UppSales_works\"><\/span>Frequently asked questions about how UppSales works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/div><\/section><br \/>\n<div  class='togglecontainer av-mmytec5i-fd48fb36ca02eb4ee862256c3943175d av-elegant-toggle  avia-builder-el-74  el_after_av_textblock  avia-builder-el-last  toggle_close_all' >\n<section class='av_toggle_section av-mmyt4wj0-4fa9c187e4b9d9f1f668f412878da2d2' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-5' data-fake-id='#toggle-id-5' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-5' data-slide-speed=\"200\" data-title=\"Can I use UppSales without having the vendor\u2019s PDF catalog?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Can I use UppSales without having the vendor\u2019s PDF catalog?\" data-aria_expanded=\"Click to collapse: Can I use UppSales without having the vendor\u2019s PDF catalog?\">Can I use UppSales without having the vendor\u2019s PDF catalog?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-5' aria-labelledby='toggle-toggle-id-5' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Yes, absolutely. The PDF is completely optional. Many agents work with the Excel price list in the app and the paper catalog for presentation to the customer, collecting the order by clicking the products directly into the app. The digital PDF is an extra option for those who have it, not a requirement.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt6vtt-18fbf01b23f5577095efe90bd1aedae2' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-6' data-fake-id='#toggle-id-6' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-6' data-slide-speed=\"200\" data-title=\"Should the prices in the vendor PDF and those in the app match?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Should the prices in the vendor PDF and those in the app match?\" data-aria_expanded=\"Click to collapse: Should the prices in the vendor PDF and those in the app match?\">Should the prices in the vendor PDF and those in the app match?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-6' aria-labelledby='toggle-toggle-id-6' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>The PDF shows the supplier&#8217;s base prices, which usually match those in the Excel price list. What matters for the order are the prices imported from the Excel into the app: on top of those are the discounts configured for the customer. The price the agent sees in the shopping cart is therefore always the Excel base price with the customer discount already calculated.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-4b093f2019818e03a392706b6942ea3d' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-7' data-fake-id='#toggle-id-7' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-7' data-slide-speed=\"200\" data-title=\"What if a code in the PDF does not match any product imported from Excel?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: What if a code in the PDF does not match any product imported from Excel?\" data-aria_expanded=\"Click to collapse: What if a code in the PDF does not match any product imported from Excel?\">What if a code in the PDF does not match any product imported from Excel?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-7' aria-labelledby='toggle-toggle-id-7' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>The system reports that that code does not have an automatic match. You can enter the product manually and link it to the correct product. Once the link is made, the product will be clickable from the PDF for all future orders with that supplier.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-16-37369aea7834d99d3c5f3410fb465b0c' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-8' data-fake-id='#toggle-id-8' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-8' data-slide-speed=\"200\" data-title=\"When the supplier updates the price list, how do I update the prices in the app?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: When the supplier updates the price list, how do I update the prices in the app?\" data-aria_expanded=\"Click to collapse: When the supplier updates the price list, how do I update the prices in the app?\">When the supplier updates the price list, how do I update the prices in the app?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-8' aria-labelledby='toggle-toggle-id-8' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Import the new Excel file. If it has the same structure as the previous one, the mapping of the columns is already saved and the system uses it automatically-the update happens in seconds. All agents see the new prices right away.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-15-403ca47af3e6e7ed93a7672696b0e0c5' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-9' data-fake-id='#toggle-id-9' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-9' data-slide-speed=\"200\" data-title=\"When the supplier publishes the new season catalog, how do I update the PDF?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: When the supplier publishes the new season catalog, how do I update the PDF?\" data-aria_expanded=\"Click to collapse: When the supplier publishes the new season catalog, how do I update the PDF?\">When the supplier publishes the new season catalog, how do I update the PDF?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-9' aria-labelledby='toggle-toggle-id-9' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Upload the new PDF to the supplier&#8217;s profile in the app. The system repeats the process of recognizing the codes and matches them to the products already in the master data. If the codes are the same as the previous season, the linkage is immediate. Any new codes are flagged for manual mapping.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-14-c729db02d2f335c36e20e2ae86e8a323' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-10' data-fake-id='#toggle-id-10' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-10' data-slide-speed=\"200\" data-title=\"Can I use both the app catalog and the PDF in the same order?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Can I use both the app catalog and the PDF in the same order?\" data-aria_expanded=\"Click to collapse: Can I use both the app catalog and the PDF in the same order?\">Can I use both the app catalog and the PDF in the same order?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-10' aria-labelledby='toggle-toggle-id-10' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Yes. You can add some products by searching the app catalog and others by clicking the PDF, in the same order for the same customer. The shopping cart collects everything together.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-13-6532ba72e5bc2034bb6fad5d3b1e9204' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-11' data-fake-id='#toggle-id-11' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-11' data-slide-speed=\"200\" data-title=\"How does the automatic calculation of price and discount work?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: How does the automatic calculation of price and discount work?\" data-aria_expanded=\"Click to collapse: How does the automatic calculation of price and discount work?\">How does the automatic calculation of price and discount work?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-11' aria-labelledby='toggle-toggle-id-11' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>When adding a product to an order, the system automatically determines price and discount following a priority scale from the most specific to the most generic. For the discount, it searches the order for: discount for that customer on that specific product \u2192 discount for that customer on the product category \u2192 discount for that customer from that supplier \u2192 customer price list \u2192 standard product discount. It stops at the first valid rule found, and if there are multiple options at the same level it chooses the most advantageous one. For the base price, it first looks for a fixed price reserved for the customer, then the customer&#8217;s price list, and finally the standard price from the Excel price list. You can always change the discount manually for the individual order without altering the rules configured for the customer.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-12-c8fcb4df1b2c782e5da2c21fa4c33b62' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-12' data-fake-id='#toggle-id-12' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-12' data-slide-speed=\"200\" data-title=\"Can I export data from the app and edit it in Excel?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Can I export data from the app and edit it in Excel?\" data-aria_expanded=\"Click to collapse: Can I export data from the app and edit it in Excel?\">Can I export data from the app and edit it in Excel?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-12' aria-labelledby='toggle-toggle-id-12' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Yes. Everything you have entered or imported into UppSales &#8211; products, customers, suppliers, price lists &#8211; can be exported to Excel at any time. You can edit it in the Excel file and re-import it into the app: the system recognizes the structure and updates the data. This also applies in reverse: anything you enter or edit manually in the app can be exported to Excel. You are never constrained to work only from the app or only from Excel-you choose what is most comfortable for you from time to time.<\/p>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-mmyt7l36-11-3375f98492684d6a3c283030ce3cf32c' ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-13' data-fake-id='#toggle-id-13' class='toggler  av-title-above '  role='tab' tabindex='0' aria-controls='toggle-id-13' data-slide-speed=\"200\" data-title=\"How do I import data if I come from another agent app?\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: How do I import data if I come from another agent app?\" data-aria_expanded=\"Click to collapse: How do I import data if I come from another agent app?\">How do I import data if I come from another agent app?<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-13' aria-labelledby='toggle-toggle-id-13' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color ' ><p>Export the data from the other app in Excel format and import it into UppSales. If the structure is different from the UppSales template, you map the columns once &#8211; the system saves them for later reuses. For complex migrations, the UppSales team can support you directly.<\/p>\n<\/div><\/div><\/div><\/section>\n<\/div><\/p><\/div>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-3qvivpp-b5c760519235b6cc64a8257a9d967169\">\n.avia-section.av-3qvivpp-b5c760519235b6cc64a8257a9d967169{\nbackground-color:#0b998e;\nbackground:linear-gradient( to bottom right, #0b998e, #08af86, #67bc78 );\n}\n<\/style>\n<div id='av_section_7'  class='avia-section av-3qvivpp-b5c760519235b6cc64a8257a9d967169 alternate_color avia-section-huge avia-no-border-styling  avia-builder-el-75  el_after_av_section  avia-builder-el-last  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-16885'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-3jj6f4d-b099f757febf822d69545609708f3c60 sc-av_one_third av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-3jj6f4d-b099f757febf822d69545609708f3c60\">\n#top .flex_column_table.av-equal-height-column-flextable.av-3jj6f4d-b099f757febf822d69545609708f3c60{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-3jj6f4d-b099f757febf822d69545609708f3c60{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-3jj6f4d-b099f757febf822d69545609708f3c60 av_one_third  avia-builder-el-76  el_before_av_two_third  avia-builder-el-first  first flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2y66y6l-776941d2b20e3c86a6b9310ed7ff8978\">\n.avia-image-container.av-2y66y6l-776941d2b20e3c86a6b9310ed7ff8978 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-2y66y6l-776941d2b20e3c86a6b9310ed7ff8978 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-2y66y6l-776941d2b20e3c86a6b9310ed7ff8978 av-styling- avia-align-center  avia-builder-el-77  avia-builder-el-no-sibling '  ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-15765 avia-img-lazy-loading-not-15765 avia_image ' src=\"https:\/\/uppsales.io\/wp-content\/uploads\/2025\/09\/prova-gratis-uppSales.svg\" alt='Try UppSales for free' title='free trial uppSales'  height=\"898\" width=\"1089\"  \/><\/div><\/div><\/div><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2i687kd-0b0a7e9941d65dfdc17bef9897f255bc\">\n#top .flex_column_table.av-equal-height-column-flextable.av-2i687kd-0b0a7e9941d65dfdc17bef9897f255bc{\nmargin-top:0px;\nmargin-bottom:0px;\n}\n.flex_column.av-2i687kd-0b0a7e9941d65dfdc17bef9897f255bc{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-2i687kd-0b0a7e9941d65dfdc17bef9897f255bc av_two_third  avia-builder-el-78  el_after_av_one_third  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-middle av-animated-generic fade-in av-zero-column-padding  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-26cppil-441c9da5dc801c65b011b1388d7043b2\">\n#top .av_textblock_section.av-26cppil-441c9da5dc801c65b011b1388d7043b2 .avia_textblock{\ncolor:#ffffff;\n}\n<\/style>\n<section  class='av_textblock_section av-26cppil-441c9da5dc801c65b011b1388d7043b2 '  ><div class='avia_textblock av_inherit_color' ><h2><span class=\"ez-toc-section\" id=\"Start_free_15-day_no_credit_card_trial\"><\/span>Start free, 15-day, no credit card trial<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The best way to understand how UppSales works is to use it with your real data. In the 15-day trial you have access to the full version: you import your Excel list, configure your customer discounts, and collect orders exactly as you would every day.<br \/>\nIf within 15 days you&#8217;re not convinced, stop using it, <strong>with no automatic charge<\/strong>. <\/p>\n<p><strong>\u2192 Create your account at <a href=\"https:\/\/platform.uppsales.io\" target=\"_blank\" rel=\"noopener\">platform.uppsales.io<\/a><\/strong><\/p>\n<p>\u2192 Discover all the features<\/p>\n<p>\u2192 Read frequently asked questions<\/p>\n<p>\u2192 Call us: <a href=\"tel:+390332239546\">+39 0332 239546<\/a> (Mon-Fri 9am-1pm, 2-6pm)<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1jagqfh-dceccf58315e65f2214c85057f75a7cb\">\n#top .hr.hr-invisible.av-1jagqfh-dceccf58315e65f2214c85057f75a7cb{\nheight:15px;\n}\n<\/style>\n<div  class='hr av-1jagqfh-dceccf58315e65f2214c85057f75a7cb hr-invisible  avia-builder-el-80  el_after_av_textblock  el_before_av_buttonrow '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n<div  class='avia-buttonrow-wrap av-3jjekt-3a14dab51583dcf7b9abd96d10d6809f avia-buttonrow-left  avia-builder-el-81  el_after_av_hr  avia-builder-el-last '>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-idj31p-13d417d7676f5777a29ad968fae1506d\">\n#top #wrap_all .avia-button.av-idj31p-13d417d7676f5777a29ad968fae1506d{\nborder-style:solid;\nborder-width:3px 3px 3px 3px;\nborder-color:#ffffff;\ntransition:all 0.4s ease-in-out;\nmargin-bottom:5px;\nmargin-right:5px;\n}\n<\/style>\n<a href=\"https:\/\/platform.uppsales.io\/?registration=true\" class=\"avia-button av-idj31p-13d417d7676f5777a29ad968fae1506d avia-icon_select-yes-right-icon avia-size-large avia-color-theme-color\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"Try for free\"><span class='avia_iconbox_title' >Try for free<\/span><span class='avia_button_icon avia_button_icon_right avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue87d' data-av_iconfont='entypo-fontello' ><\/span><\/a>\n<\/div><\/p><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-16885","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/pages\/16885","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/comments?post=16885"}],"version-history":[{"count":17,"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/pages\/16885\/revisions"}],"predecessor-version":[{"id":17566,"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/pages\/16885\/revisions\/17566"}],"wp:attachment":[{"href":"https:\/\/uppsales.io\/en\/wp-json\/wp\/v2\/media?parent=16885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}