UpChannels
Procurement Management

Buy the stock, receive it,
know what it cost

UpChannels gives a small store one place to raise a purchase order, print it for the vendor, and receive the shipment — in full or in part — so stock, cost and the inventory ledger all update from that one receipt.

Purchase orders per store location, numbered for you
Partial receiving, with the shortfall still on the order
Receiving updates on-hand stock and weighted average cost
Procurement Orders
Acme Corporation5 locations
Total🗂️
87
Value💵
$284.5k
Pending⏳
12
Delivered✅
58
🔍
DraftNeeds ReviewApprovedIn TransitDelivered
PO# / InvoiceVendorItemsQtyTotalStatus
INV-TS-9284
PO-2024-1847
TechSource Electronics24 items156$48,350In Transit
INV-GOS-7712
PO-2024-1856
Global Office Supply18 items420$12,895Delivered
Awaiting invoice
PO-2024-1863
Pacific Manufacturing8 items95$36,500Approved
Real-time data • DemoShowing 3 of 87
How buying works in UpChannels

Order it, import it, receive it — in one system

Your order list, a new purchase order, CSV import and receiving are four tabs of one screen, with your vendor list beside them — and all four write to the same stock records your sales floor reads. Nothing here is a separate purchasing product you have to reconcile afterwards.

🏭Supplier Management

Every supplier you buy from,
in one list.

Each vendor record holds a code, a primary contact, phone, email and website, a vendor type and category, and free-text tags — so a purchase order goes to the right supplier without anyone digging through a phone for the number.

Vendor profile management with contact details
Vendor type & category classification
Status tracking & vendor filtering
Preferred-vendor flag, inline edit and delete

Vendor List (4 of 24)

🔍
NameCodeTypeCategoryStatusCreatedActions
TechSource ElectronicsSupplierSupplierElectronicsActiveJan 15, 2024
Global Office Supply Co.DistributorDistributorOffice SuppliesActiveMar 08, 2024
Pacific Manufacturing Ltd.ManufacturerManufacturerRaw MaterialsActiveMay 22, 2024
Metro Packaging SolutionsSupplierSupplierPackagingPendingSep 28, 2024
24
Total Vendors
22
Active
18
Suppliers
📦Bulk Import

A whole truckload
in one CSV.

Upload a spreadsheet and UpChannels creates the products, the vendor order and the stock in one pass. Use the trackable format for one row per serialized unit, or the bulk format for one row per product and a quantity — and start from a template already filled with sample rows for your kind of business.

Industry-matched templates, in English, Spanish or Chinese
Trackable items with individual serial numbers
Bulk quantities for consumable items
Duplicate serials and barcodes refused, not double counted
📊

Bulk Import

Trackable Items

Individual items with serial numbers

✓ Creates InventoryItem records
✓ Updates StockLevel.available
✓ Full audit trail
Bulk Quantities

Large quantities of identical items

✓ Updates StockLevel only
✓ No individual item records
✓ Efficient for high-volume
Data Preview (5 rows shown)📍 Location: Main Warehouse
SKUNameSerial #CostRetailStatus
LAPTOP001Dell Laptop 15"SN123456789$899.99$1,299.99NEW
PHONE001iPhone 14 ProSN987654321$599.99$899.99NEW
TABLET001iPad Air 64GBSN456789123$399.99$599.99REFURB
156
Items
$48.3k
Cost
$72.5k
Retail
50%
Margin
🔄Replenish & Reorder

A purchase order,
in about a minute.

Set a minimum level and a reorder point per product per location so low stock shows itself, then pick the vendor, search your own catalog by name or SKU, and the order is numbered, totalled and ready to print. Tick one box and the stock lands the moment you create it.

Line notes, tax rate, shipping and discount on the order
Minimum level & reorder point per product, per location
Printable purchase order on your own letterhead
Receive on create, or receive later against the same PO
📋

Replenishment Sheet

Lines (3)
Received into inventory now (update stock levels)
Product Search
Description
Qty
Unit Cost
Line Total
Notes
HP Laptop 15"
LAPTOP-HP-15
Intel i5, 8GB RAM
5
$549.99
$2749.95
Line notes...
USB-C Cable
CABLE-USBC-2M
2m braided
25
$12.50
$312.50
Line notes...
Wireless Mouse
MOUSE-WL-01
Ergonomic design
15
$24.99
$374.85
Line notes...
Summary
Tax Rate (%)
%
Subtotal
$3,412.20
Tax
$290.04
Grand Total
$3,702.24
Common questions

Procurement questions, answered

Can I create a purchase order and send it to my vendor?
Yes. Pick the vendor and the store location, search your own products by name or SKU, set a quantity and unit cost on each line, add a tax rate, shipping or a discount, and UpChannels assigns the PO number for you. Print then renders a standard purchase order — your logo, your ship-to location and phone, the vendor contact, every line with its notes, and the totals — which you print or save as a PDF. There is no send-to-vendor email button on the PO screen today, so you attach that PDF to your own email or hand it over at the counter.
How do I load a whole truckload or container of stock at once?
Upload a CSV on the Import tab. There are two formats: trackable is one row per physical unit with its own serial number, condition and grade, and bulk is one row per product with a quantity, for things you do not track individually. Download the template first — UpChannels ships filled-in sample files for thirteen business types, including apparel, furniture, liquidation and returns, electronics, appliance retail, HVAC, plumbing, landscaping, auto repair, salon and restaurant — so the example rows already look like your own stock. The import screen switches between English, Spanish and Chinese for whoever on the team is doing the data entry.
What happens if I import the same file twice?
Serialized units are refused rather than quietly duplicated. Before creating a tracked unit, UpChannels looks for that serial number or barcode anywhere in your organization and skips the row with an error naming the unit that already exists, so a second upload cannot double your on-hand count. Failed rows are listed by SKU with the reason and the rest of the file still imports. Bulk rows carry no serial number, so re-uploading a bulk file does add the quantity again — check your order list before you re-run one.
What happens when a shipment arrives short?
You receive what actually turned up. On the Receive tab each line shows the expected quantity, the quantity you are receiving now, the missing quantity and a note field, and only the quantity you received moves stock. The order shows as Partial and stays on the list with the shortfall visible, so you can receive the balance against the same purchase order when it arrives. An order with nothing received past its expected date is flagged Overdue.
Does UpChannels order from my supplier automatically when stock runs low?
No — it flags, you decide. You can set a minimum level and a reorder point per product per location, and anything at or below them shows as low stock on your dashboard and in the product catalog, but nothing is ever sent to a vendor on its own. Creating the purchase order stays a deliberate step on the New Order tab, which for most small stores is the point: a buying decision is one an owner wants to make, not discover after the fact.
Does receiving a shipment update my costs?
Yes. Each received line records the unit cost you entered, updates that product's last cost, and recalculates the weighted average cost from the quantity you already held plus the quantity arriving. It also writes an inbound stock movement tied to the purchase order, carrying quantity, unit cost, total cost and who received it, and that movement ledger is append-only, so the history behind a cost figure stays auditable. Retail prices are not changed for you — you set those on the product.
Is procurement an add-on, or is it in my plan?
It is included. Vendors, purchase orders, CSV import and receiving are part of the inventory module in every UpChannels plan, Basic included — unlike Bank Reconciliation and integrated card payments, which are paid add-ons. Plans are priced per store with two users included, and the 14-day free trial needs no credit card. See plans and pricing.

Procurement Management is one part of UpChannels

UpChannels Procurement Management is where a small retailer or service business records what it buys: you raise a purchase order against a vendor and a store location, print it on your own letterhead, then receive the shipment line by line — in full or in part — and the on-hand stock, the weighted average cost and an append-only inventory movement all update from that one receipt. A CSV import brings in a whole truckload at once, either one row per serialized unit or one row per product and a quantity, starting from a template already filled with sample rows for your industry. Vendors, purchase orders, import and receiving are included in every UpChannels plan rather than sold as an add-on.

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. Every capability below is included in the same subscription, with no integration to wire up between them.

See plans and pricingEverything the software doesSetups by business type

Works with

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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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.

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