Skip to content

ERP Invoicing, inventory and accounting for growing operations.
Billing Recurring billing, dunning and automated collections.

ERP docs Guides and API reference for Upscale ERP.
Billing docs Set up subscriptions, collections and dunning.
Hub docs Manage your organization, members, roles and apps.

Visit the help center

Upscale ERP

Getting Started

Introduction
Quick Start
Install Web App

Dashboard

Overview

Business Locations

Introduction
Set Up Locations
Location Operations
Location Configuration

Inventory

Introduction
Inventory Items
Item Groups
Stock Adjustments
Stock Transfers

Sales

Introduction
Customers
Estimates
Sales Orders
Invoices
Payments Received
Credit Notes

Purchases

Introduction
Vendors
Expenses
Purchase Orders
Bills
Payments Made
Vendor Credits

Accounting

Introduction
Chart of Accounts

Reports

Introduction
Business Overview
Sales Reports
Inventory Reports
Receivables
Payables
Purchases and Expenses Reports
Taxes Reports

Settings

Introduction
Manage Your Organization
System Settings
CRM Settings
Sales Settings
Inventory Settings

DocsCRM Settings

CRM Settings

Allowing duplicate names for customers and vendors

This setting allows you to create multiple customers/vendors with the same Customer/Vendor Display name.

Alt text

Was this helpful?

On this page

Allowing duplicate names for customers and vendors

The business suite for growing companies. One login, one organization, every app.

Build with us

Product updates and SMB growth playbooks. No spam.

you@company.com

Products

ERP
Billing
Pricing

Resources

Docs
Help
Blog

Company

About
Careers
Contact

Legal

Terms
Privacy
DPA

© 2026 Upscale Technologies. All rights reserved. · Built for ambitious teams everywhere.