Up-to-date profit margins in 3 clicks with Upstock & posBoss

If you manage a cafe, restaurant, or bar, you know the pain of stocktake and recipe costing. With Upstock and posBoss you can import and automatically update stocktake & recipe costings in just 3 clicks. It's never been easier.

Photo of Upstock Wholesale Ordering Software being used in a cafe

Super simple stocktake

Simply export your recent orders from Upstock and import them into posBoss – your stock on hand, recipe costing and profit margins are automatically calculated for you instantly.

Save time and confusion

Drop the out-of-date spreadsheet and save time managing your stock, recipes and pricings by using Upstock & posBoss

Reduce the uncertainty

With up-to-date pricing from Upstock to posBoss you no longer have to second guess what an item is costing you to sell

Improve business performance

With up-to-date profit margins you know what items on your menu to push to improve your business's bottom line

How it works

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The workflow

Connecting posBoss with Upstock is super easy:

Step 1

Mark orders as received in Upstock

We recommend only exporting orders that have been marked as received. This is quick to do when viewing an order and helps you keep track of what's been delivered.

Step 2

Export orders from Upstock

Go to Reports › Orders export report.

Choose Received as the order status and Since last export and the date. These settings will be remembered for next time.

Next, choose Export to download a CSV file with the orders.

Step 3

Import orders in posBoss

In PosBoss, go to Stock Control › Stock Invoices.
‍Choose Import from Upstock, then select the CSV file.

Step 4

Match products & suppliers

The first few times you import orders, you'll need to match the suppliers and products in Upstock with those in posBoss. Once matched, these will be remembered for next time.

Step 5

Complete the import

When you're ready, choose Save all to create the stock invoices in PosBoss. These will determine the amount of stock you’ve purchased for your next stocktake.

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