Everything a small retailer needs to run a store — and where UpChannels covers it

Write a sales order or a quote with line-item pricing, discounts, taxes and notes, and convert a quote to an order without re-entering it.

Ring up a walk-in sale on one screen from a single scan box — barcode, SKU or serial — with quick keys, split tenders and parked sales, and print an 80 mm or letter receipt or send it by email, or by text on Pro and Premium.

Track every order from written through fulfilled, with history of who changed what and when.

Take a deposit when the order is written and collect the balance later, at the counter or on the delivery truck.

Start a special order from the customer who asked for an item you do not stock, with the customer and the item filled in, and see on the waiting list which purchase order each asked-for item is on.

Sell a product with size, color or configuration options as variants, each with its own stock record; there are no bundled packages yet.

Attach a warranty or protection plan to a line item at the time of sale and keep it on the order record.

Pay commission on sales or gross profit to whoever sold and whoever did the work, split a sale between up to three people, run manufacturer spiffs between two dates with each qualifying sale listed as a claim, and carry it onto the Workforce pay run.

Find a sale by scanning its receipt, take the return with its condition and a restocking fee a manager can waive, refund it or keep it as store credit, or exchange it so only the difference changes hands; gift cards and trade-ins are recorded as payment types only, with no balances.

Set how far staff and managers may discount, with a below-cost floor and a reason on every discount, and let a manager approve anything past the limit with a PIN on the screen or a link on their phone.

Send a quote as a link the customer opens without an account, reads, signs with a finger and approves or declines with a reason; changing the quote afterwards clears the approval.

Keep one catalog of products and services with categories, brands, images, costs, prices and supplier references.

Follow an individual unit by its serial number from receiving through reserved, sold, delivered and — if it comes back — returned or scrapped.

Track on-hand, committed and available quantities per location for parts, accessories and anything you do not serialize.

Every movement in or out is written as a permanent ledger entry rather than an overwritten number, so a count can always be traced to the movements that produced it.

Run a one-click audit that compares recorded stock against the movement ledger, shows the drift, and posts correcting adjustments you approve.

Count a section of the floor, see the variance against the system, and record the reason before committing the correction.

Give every serial-numbered unit a condition (New, Open box, Used, Damaged) and a status from your own list, such as Pending inspection or Out on memo, with notes, photos and its history.

Print price and barcode labels for products and serialized units, on Avery sheets or a roll label printer, from the same records the register reads.

Set a batch of prices by percent of MSRP, cost plus a markup or a target margin, then print showroom and shelf tags on sheets, with the MSRP struck through when it is higher and a barcode that scans at checkout.

Raise a purchase order to a supplier, receive it in full or in part, and have the received units land in stock with their costs. Scan the boxes in with a barcode scanner or a phone or tablet camera.

See on one list what has fallen below its reorder point, then raise the purchase order for it yourself; nothing drafts the order for you yet.

Keep each supplier’s contact details on one record and pick the supplier on purchase orders and bills; there is no terms field or purchase-history view yet.

Book a service job against a customer, with or without a sale, with a lead technician and a crew, the job details and the time window on one record, and see it by day, week or month.

See one day with a column per technician and one for Unassigned, drag a job to another person or time to reassign it, and print each person’s day sheet without prices.

Send each technician one morning message with a no-login link to their day — a text where the store texts, an email on Basic — and another when someone changes it; they mark On my way, Arrived and complete the job from the phone.

Close a job on the phone with its photos, a checklist whose required items must be answered first, the parts used and the customer’s signature under your service terms.

Send the customer the appointment with a Confirm link, a day-before reminder, an On my way text and a Service complete message, in your own words; these go out with the Customer Portal on Pro and Premium.

Price each service fixed, hourly or flat rate, with the parts it includes at no charge, the parts billed on top and add-ons such as haul-away, starting from a starter price book for your trade.

Record who is available when, and schedule against it rather than against a blank calendar.

Set a maintenance or treatment visit to repeat weekly, monthly, quarterly or yearly, billed per visit or prepaid, with the next visits booked ahead and Skip next, Pause and End on the series.

Record what the customer handed over or what is in place — brand, model and serial, or metal, stones and size — with a declared value and photos, and move the job through your own stages from intake to ready.

Add the parts a job used from stock, order a missing part on a purchase order from the job, and see the job marked when the part arrives.

See what each completed job cost in labour hours and parts beside what it billed.

Attach before, during, damage and after photos to a job, each typed so you can find the right one later.

Keep each unit a customer bought or had serviced as their equipment, with its serial, the maker’s and the protection plan’s warranty dates, and every service visit since — on the same record.

Fill in a warranty or protection-plan claim from the repair job, with the unit, the proof of purchase from the sale and the parts’ supplier invoices, see the flags a payer turns down before you send it, and print the claim sheet for the payer’s portal; UpChannels does not submit the claim.

Book the delivery or service visit from the order onto the shared schedule; the driver-grouped day board built for the person planning tomorrow is part of Delivery Routing & Dispatch, on every plan.

Arrange a driver’s stops into an optimized order in one click rather than by dragging them around.

Send a driver a private link to their route — by text on Pro and Premium, or copied and sent yourself on Basic — with no driver app to install.

Capture signature, photos and notes at the door, including when the phone has no signal, and let the recorded delivery settle the order.

Message the customer by text where the store texts, or by email, at five points — scheduled, rescheduled, on the way, delivered, partially delivered — each carrying a tracking link with the window, a timeline and customer-visible photos; the Customer Portal is not required for it.

Define delivery zones by zip code with a surcharge each, and the matching fee lands on the order as a line staff can remove.

Let the customer pick their own delivery window from the slots you have actually left open.

Charge a Stripe smart reader from an order or the Register, and the charge is recorded on the order when the reader approves it, while that screen is open.

Refund to the card from the return in UpChannels, and see your Stripe balance and recent payouts in Settings; disputes are answered in the Stripe dashboard.

Keep the card processor you already use — UpChannels takes no percentage of your card volume.

Record cash, check, every card brand, ACH, digital wallets, Zelle, Cash App, Venmo, PayPal, store credit, gift cards, trade-in credit, loyalty points and lease-to-own as distinct tenders rather than lumping them into "other".

Create a secure Stripe checkout link for an open balance, good for 24 hours, and copy, email or text it to the customer, with the payment landing on the order.

Let a customer pay the open balance from the Customer Portal, or a deposit right after approving a quote, without calling the store with a card number.

Close each drawer with a blind count and a full tender breakdown — cash counted, reader takings that settle with Stripe, and cards from your own machine counted from its batch slip — before anyone goes home.

Record a lease-to-own tender with its provider and approval number as awaiting funding, and keep it on the awaiting-funding list in cash close, so a lease the provider has not paid stays in front of you.

Keep the float as a ledger — opening amount, refills, removals — so over and short means something.

Close the month with cushion, distribution and settlement states recorded rather than worked out on paper.

Connect the business bank account, match deposits, payouts, refunds and expenses against the books, and close each statement period on a zero difference.

Record and categorise business expenses against the account they belong to.

Post to a real chart of accounts with journal entries, so the numbers reconcile as books and not just as reports.

Produce a P&L and a balance sheet from the ledger, and print either to PDF.

Apply tax profiles and multiple tax rules per location rather than one flat rate for the whole business.

See the sales tax you collected by state, county, city and district on either basis, with exempt customers and their certificates, and filing periods you mark filed; UpChannels does not look up rates, file returns or pay the tax.

Enter a vendor’s bill against its purchase order, see each line matched to what was ordered and what was received, and decide the lines that disagree before you pay.

Set up rent, insurance and other repeating bills to be made every week, month, quarter or year, with Pause and Resume.

See the bills due, how old each unpaid bill is by vendor, and a statement for each vendor.

See where the cash went over a range and what falls due in the next 7 and 30 days from the bills, sales, sales tax and planned items you recorded; it is a record of what you entered, not a forecast.

Sending each store day to QuickBooks Online as one balanced journal entry is built and is coming soon; it is not switched on for stores yet.

Record every visitor who came through the door, whether or not they bought anything.

Capture why a visitor left without buying — out of stock, wrong size, wrong finish or color, price, delivery timing, financing, just looking, nobody free to help, or reasons you rename and add — as data you can total up.

Log a complaint with its details and carry it through to a recorded resolution instead of leaving it on a sticky note.

See the day’s sales, orders, stock position and outstanding work on one screen, per location.

Report on sales — by product, person, hour, payment, cashier and register — inventory, services, lost sales and sales tax from the records themselves, filtered by date in your store’s own time zone; the finance statements are on Pro and Premium.

See jobs, revenue, job cost, on-time rate and callbacks, each technician side by side with profit per labour hour, and every callback traced to the earlier work.

See profit by product, category, brand, vendor or salesperson.

Set the store’s goals, each person’s sales targets and monthly budgets for each expense line, and see them on the Dashboard and the Sales Report, with Budget and Variance on the Pro and Premium P&L.

Group the Orders, Expenses and Products lists, and pivot the Orders and Expenses lists, to answer a question the standard list does not.

Download any report you can open as CSV, Excel or a PDF on your store’s letterhead, with what it covers printed at the top, for a spreadsheet or an accountant.

Have any report you can open emailed daily, weekly or monthly to the people who need it.

Download the list, pivot and statement files: the order, product and expense lists with their grouped and pivot views, the change history, the services price book and a commission statement.

Keep a shared operational log of the day — door traffic, calls, notes — that builds into a trend rather than a pile of notebooks.

Keep one record per customer with contacts, addresses, consent, notes and every order they have ever placed.

Build a filter — spend band, last purchase, product bought, consent — and save it as a group a campaign can send to.

Read and answer customer texts in one shared inbox, with pictures, and that customer’s contact details and recent orders beside the thread.

Send a targeted text campaign to a saved segment from your own number, with consent enforced, and see how many were delivered, failed or opted out.

Send a text to the customer straight from an order, a job on the schedule board or the customer page, and the reply lands in the same thread. There is no rule builder for your own automatic triggers yet; the automatic texts that exist are the delivery messages, the service-visit messages and the review invitation that go out with the Customer Portal,, the text to everyone who asked for an item on the day it is received, and a follow-up text on day 7 and day 30 after a quote is marked lost with Follow up by text on.

Read and reply to your Google Business Profile reviews inside UpChannels on every plan. The review invitation sent from a finished order runs on the Customer Portal (Pro and Premium), and the SMS review-invite campaign is part of the SMS suite on Pro and Premium.

Earn points on each sale’s subtotal after discounts, spend them as money off a later sale at the Register or on Create Order, and let a return take them back, with no separate loyalty app.

Compare advertising spend against the orders your own system recorded, not against clicks.

Find local rivals on Google Maps, keep one shared competitor list, and open their Google ads, Facebook and Instagram ads and Google search trends in a click.

Give every customer a link to their own order — status, appointments, quote approval, a schedule-change request and a review request — branded to your store, with no account to create.

Staff clock in and out, breaks are recorded separately, and paid hours are totalled from the punches rather than typed in.

Build the week’s rota and publish it to staff so everyone is looking at the same schedule.

Work out what each person is owed — rate, pay type, bonuses, advances, remaining pay — and export it. UpChannels is not a payroll provider and does not file payroll taxes.

Handle time-off requests and disagreements about recorded hours as threaded requests with a decision on the record.

Run the team’s work on a board with your own columns and the steps to follow in each, lanes named for your roles, and cards that follow the To-Do list on their own.

Give each login the Owner, Manager or Staff role, choose per person which menu items they see, and set what each role may change — cost is hidden from staff on every screen, export and print by default.

See who changed what on orders, payments, customers and products, with the value before and after, so a disputed edit has an answer; edits made before change history was switched on are not in it.

Ask a question in plain words from any page and get an answer from your store’s own records and the help pages; it only reads, and never creates, changes or deletes anything.

Run each location with its own profile, stock, tax rules and staff, and report across all of them together.

Hold and count stock separately per location, and transfer units between them with the movement recorded.

Start from a prebuilt configuration for your business type rather than a blank system.

Change the menu and the quick actions so the screen matches how your business actually works.

Our team builds your website on your own domain — a product storefront with checkout, a booking-first service site, or both — running on the same system as your counter.

Our team sets up and runs your Google Search and Performance Max campaigns and your Google Business Profile.

Our team builds and runs your Meta campaigns and your page, with retargeting built from your real customer records.

Our team keeps your pages posting and answering in your store’s voice, creative included.

Our team connects QuickBooks, your existing POS, payment gateways and supplier feeds so far less is typed twice, until the built-in QuickBooks Online sync is switched on and beyond what it sends.

Our team maps how your store really runs and builds automation around its specific bottlenecks.

Filing payroll taxes

UpChannels works out what each person is owed and exports it. It is not a payroll provider: it does not withhold or deposit payroll taxes, does not file 940s, 941s or W-2s, and does not move money to your employees. Keep your payroll provider or your bookkeeper for that.

Being your accountant

There is a real double-entry ledger and real statements, but UpChannels does not replace your accountant and does not file your taxes. Most stores keep QuickBooks and their accountant. A built-in QuickBooks Online sync is built but not switched on for stores yet, and when it is it will send each day as a journal entry, not customers, invoices, items or bills; until then connecting QuickBooks is a project our team takes on as the System integration service. Income tax preparation and 1099s are not in the product.

Compliance guarantees

The system records hours, breaks, tax rules and consent so the record exists. It does not certify that your practices comply with federal, state or local law, and no software honestly can.

Automatic foot-traffic counting

The walk-in log is recorded by your staff. There is no camera, no door sensor and no hardware counter — which is also why it can record WHY someone left, which a sensor cannot.

Being a lease-to-own provider

UpChannels records and reconciles lease-to-own tickets as tenders. It does not originate leases, underwrite customers, or fund you — that stays with Acima, Snap, Koalafi, Progressive or whoever you already work with.

Card processing without a processor

Integrated card payments run on Stripe and carry Stripe’s processing fees plus a platform fee. You can also keep your own processor entirely, in which case UpChannels takes no percentage and records the payment without touching the money.

A native mobile app for staff

UpChannels runs in the browser, and the Register, the driver’s and technician’s day links and Ask AI are built to work on a phone, the day links including offline. There is no separate app in the App Store or Play Store today.

Manufacturing and production

There is no bill of materials, work-in-progress tracking or production scheduling. If you build what you sell from raw components, this is not the right system.

A shared supply pool between partners

Sourcing a unit you do not have from another dealer in the network is listed as coming soon. It is not shipped. What ships is the Partners Network: suggested partner types for your trade, a search for businesses nearby, outreach templates and a pipeline for each partner.

Marketplace and e-commerce channel sync

The marketplace is a waitlist, not a live channel. There is no built-in sync to Amazon, eBay, Walmart or an existing Shopify storefront.

24/7 automated phone answering

Automatic and semi-automatic answering is on the roadmap and is not shipped. The Communication Hub today is a unified inbox your people answer.