Platform Overview

UpChannels is an all-in-one retail business management platform. It helps you sell, grow, operate, and understand your business from a single workspace.

Quick links

• Application: app.upchannels.com
• Marketing site: upchannels.com

How the application is organized

The left sidebar groups features into these main sections:

Section	Purpose
Get Started	Dashboard, guided setup, and shortcuts
Sales	Create orders, schedule services, view history
Catalog	Manage products and services you sell
Inventory	Track stock, vendors, procurement, labels
Growth	Customer engagement, campaigns, reviews, ads
Finance	Expenses and assets/liabilities
Reports	Daily journal and operational/financial reports

Your first week

1. Get Started → Complete profile setup and preferences
2. Catalog → Add your products and services
3. Sales → Create your first order
4. Growth → Connect messaging and reviews
5. Inventory → Track stock and set up vendors
6. Finance → Record expenses
7. Reports → Analyze performance

How data flows

┌──────────┐     ┌──────────┐     ┌──────────┐
│ Catalog  │────►│  Sales   │────►│ Reports  │
│          │     │          │     │          │
│ Products │     │ Orders   │     │ P&L      │
│ Services │     │ Schedule │     │ Sales    │
└──────────┘     └──────────┘     └──────────┘
      │                │                ▲
      │                ▼                │
      │         ┌──────────┐           │
      └────────►│Inventory │───────────┘
                │          │
                │ Stock    │
                │ Vendors  │
                └──────────┘

Key concepts

Concept	Description
Locations	Support for multi-location operations
Roles	Admin and staff permission levels
Guided help	Inline tips and contextual help

Getting help

• Use the help center content related to each page
• Contact support through the in-app chat
• Review these documentation guides

Next steps

Start with the Get Started section to configure your business and begin selling.