Welcome to UpChannels
UpChannels brings selling, inventory, customers, marketing, and finance into one place. This guide mirrors your in-app menu, so every page you see in the sidebar has a matching help article here.
How this documentation is organized
Each section below matches a menu group in the app (as seen by a business owner like Amy at ConroeAppliance).
| Section | What it covers |
|---|---|
| Get Started | Onboarding wizard, the prepare-to-sell checklist, and your dashboard |
| Sales | Create orders & quotes, schedule service jobs, and manage your order list |
| Catalog | Build your product catalog and service offerings |
| Inventory | Stock levels, procurement, transfers, vendors, labels, and the marketplace |
| Growth | Customers, messaging, SMS campaigns, reviews, ads, competitors, partners & loyalty |
| Finance | Expenses and your balance sheet (assets & liabilities) |
| Reports | Daily journal plus sales, service, inventory, expense, P&L, and balance-sheet reports |
Reading a page
Every feature page follows the same shape so you always know where to look:
- Overview — what the page is for and the key concepts.
- Step by step — numbered instructions for the most common tasks, using the exact on-screen labels.
- Key features — a quick reference table of what each control does.
- Tips & best practices — get more out of the feature.
- Troubleshooting — fixes for the most common issues.
- What's next — related pages to visit.
New here?
Start with Get Started → Onboarding to configure your business, then follow the prepare-to-sell checklist to make your first sale.