Every walk-in,
and why the rest left.
Walk-ins is a log your team keeps, not a sensor. One tap logs a visitor or a phone call; when they leave, two more say how it ended and why. People who asked for something you did not have go on a waiting list, and the Lost sales report reads the month, every number labelled as an estimate.
What was asked for, who asked, and what happened next
Sales → Walk-ins, Growth → Complaints and Reports → Lost sales, on every plan. Nothing is installed and no camera counts heads.
Three taps,
and the reason is on record.
Tap + Visitor the moment somebody walks in, or Phone call for a call. When they leave, tap Sold, Quote or Left, and Left asks why: out of stock, wrong size, wrong finish or color, price, delivery timing, financing, just looking or nobody free to help, on a list the owner edits. What they asked for is picked from your catalog, with the stock here and at up to two other stores, or described in words.
Who is waiting,
and which order it’s on.
When a visit ends Left with a reason a purchase order can fix, a Text them when it arrives? box takes the customer’s number and, if they said yes, a tick for a text. The Waiting list groups everyone by item, most people waiting first, with what is on the shelf, the purchase order the item is on, and whether each person will get a text or has to be called. From Procurement, Special order starts a customer order with the customer and the item filled in.
Received today,
texted today.
Receive a product that had none free and UpChannels sends one automatic SMS campaign to everyone who asked for it at that store and agreed to a text, inside your send window (9:00 to 20:00 unless the owner changes it). It shows in SMS Campaigns as Automatic · Back in stock, with each text delivered, failed or opted out. Texting needs Pro or Premium and a texting number the UpChannels team connects; without it, the waiting list is your call list.
A complaint book
you can read in three months.
Log complaint takes a category, a severity, an owner and one line of what happened, and gives the complaint a number and an answer-by date set from the severity. Work it through Open, Waiting on customer, On hold, Escalated, Resolved and Closed, with notes, private photos and a timeline of who changed what. Overdue shows on its own once the date passes.
The month,
read as an estimate.
Reports → Lost sales reads the walk-in log a month at a time, next to the same days’ orders, revenue and gross margin, on seven tabs: Overview, Requested items, Reasons, Conversion, Sources, Complaints and Seasonality. Every conversion number carries “Estimated from what your team logged”, and Conversion shows each person beside how many visits they logged, so a thin log shows up before a rate you cannot trust.
What Lost Sales & Walk-ins does not do
- It is a log your team keeps. There is no camera, door sensor or people counter, so every number is an estimate from what was logged.
- It does not order anything by itself. Add to PO puts a line on the purchase order you are writing; nothing is ordered until you create it.
- Texts need Pro or Premium and a texting number the UpChannels team connects. On Basic, the waiting list is a call list.
- Rows typed at End of day never join the waiting list, and an item described in words is never texted automatically.
- The Lost sales report only reads. It cannot be scheduled or emailed.
- Complaints have no search, sorting, export or customer-facing form. Staff log them.
Lost sales and walk-in questions, answered
How do I track customers who come in and don’t buy anything?
Does UpChannels count foot traffic with a camera or a sensor?
What happens when the item they asked for arrives?
Does it turn what people asked for into a purchase order?
Doesn’t my point-of-sale system already do this?
Is this demand forecasting?
Which plans include Lost Sales & Walk-ins?
Lost Sales & Walk-ins is one part of UpChannels
UpChannels Lost Sales & Walk-ins is the record of what a small retailer or service business was asked for and could not sell. Staff log every visitor or phone call in one tap, with what they asked for and, when they leave without buying, a reason from a list the owner edits. People who asked for something the store did not have go on a waiting list grouped by item, with the purchase order each item is on and whether each person gets a text or a call; in Procurement the same asks can be added to a purchase order or started as a special order. On Pro and Premium, receiving the item texts everyone who agreed to a text. Complaints get a number, an owner, an answer-by date and a timeline, and the Lost sales report reads it all a month at a time as an estimate. There are no cameras or door sensors, and it is on every plan.
UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.
The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.
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retail business management?
Start your free trial today. No credit card required.
One system for the counter, the schedule, the truck and the books — and a team that will build the website, run the ads and take the busywork off you if you would rather not do it yourself. Start with the trial, or have us walk you through it first.
