Overview
This is an introductory walkthrough of how to navigate Upright Lister.
Please note access to some of these features and specific pages shown in this article is controlled by your user role and may not be visible to certain team members. Click here to learn about default and customizable roles in Lister.
Table of Contents
Navigating the Admin Dashboard
When an Admin or Custom Role with access to the Admin Dashboard logs into their Upright Lister account, you’ll be greeted with your account dashboard:
Header Buttons - Available on every page in Lister, these navigation buttons take you to various places in Lister. More details on each button can be found in the next section
Today’s Sales - Gross revenue from orders paid today. Click "Sales" to include or exclude shipping, handling, tax, and/or donation totals
Unfulfilled Orders - Orders paid for by the buyer ready for pickup or to be packed and shipped. Click "All" to switch between all orders, shipping only, or local pickup only
Unprocessed Manifest Items - Number of items that need to be processed for intake
Pending Listings - Listings ready to publish to your online marketplaces
Purgeable Products - Products ready to be purged and removed from your shelves
Attention Required Listings - Listings with errors preventing them from publishing to their online marketplaces. These should be reviewed and fixed daily. For more details, please review the help guides below:
Today’s Postings - Number of Postings by user/employee with % increase or decrease in postings from the previous day
Weekly Sales by Supplier - Revenue generated by items sold (excluding tax and shipping) from each store or location. The line graph shows the trends for the last 7 days. "View Report" takes you to Sales Overview Report
Weekly Poster Sales - Revenue of sold items (excluding tax and shipping) by poster/user/employee who listed item, Links to reports
Weekly Top 10 Sales - Highest ticket items sold in the last 7 days, option to filter by location. Click “View Report” to see the top 50
Live Chat - Available for admins on any page in Lister, this icon opens a live chat with the Upright team to help answer any questions from 9am-6pm Monday to Friday. Click here to learn more
Navigation Menu Header Buttons
In the top right corner of Lister are 13 quick-access buttons to navigate around Lister. Below is a brief overview of these buttons, with links to additional help center articles to explain them in more detail.
Note: Depending on your user role, certain navigation buttons may not be visible in your account.
Home - Return to the Lister homepage set by your user role. Default roles have predefined home pages, whereas custom roles can set the home page to any of the following views in Lister:
Admin Dashboard
Manifest Manager
New Shipment
Order Manager
Posting History
Product Manager
Reports
Supplier Dashboard
New Product - Quick access to list a new product if you do not use manifests
Products Manager - Central location to add and manage all existing active, draft, and recycled products.
Listings Manager- Central location to view all active and inactive listings. The listing manager is organized by channel
Manifests - Create, search, and process manifests. Manifests are digital records of the content of a container of goods being sent by a store to sell online and are a way to bulk-generate product barcodes
Orders - View and manage orders and print pack slips for order fulfillment. Each row represents a customer order
Shipments - Create, view, and manage all shipments. Each row represents a shipment
Reports - analyze data in your account
Admin Settings - Customize your Lister account, build out templates and listing strategies, and manage your team accounts. This page is only available to admin users or custom roles
User/Login - indicates username, option to change password, and sign out
Lister Connect - Verify your label printer and scales are connected and run test prints
Latest Updates- Review the latest product changes here. If a blue circle pops up that means there are new unread features in Lister!
Help - Navigate to our help center, check out the product roadmap, or request a new feature
💡Operational Tip: If your organization manifests every product to be listed, avoid using the New Product button (2). An item created via this button does not connect to the original manifest for reporting and can create a backlog of items on the draft product page.
Live Chat and Help Center
Need additional help? We’re here for you! Admin users can click the chat icon at the bottom of any page in Lister to open our support portal. From here you can:
See our Status Page to stay up to date on any ongoing issues affecting components of Lister or Link
Search our help center articles directly in Lister
Open a live chat with our team, or review your previous chats. We typically respond in a few minutes! Our support hours are 9am-6pm ET, Monday to Friday, and we are closed on holidays
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday