Post-Sale Management
Post-Sale Management: Overview
Last Updated: August 21, 2026Everything that happens after you win the item — in one place (uBuyFirst Web App) Post-Sale Management (PSM) is the module in app.ubuyfirst.com that manages your orders after purchase: pull them in from your eBay account(s), track them in views, receive items in when they arrive, keep state with statuses and tags, message sellers, leave...
Getting Started with Post-Sale Management
Last Updated: August 21, 2026The whole loop in one sitting (uBuyFirst Web App) Post-Sale Management (PSM) is where your eBay purchases live after you buy: pull orders in, check items in as they arrive, and work everything — statuses, seller messages, feedback — from one place. Here’s what you can do and how you do it. Enjoy. Ask questions....
Post-Sale Management: eBay Accounts & Syncing
Last Updated: August 21, 2026Connect your eBay account(s) and pull your orders in Table of Contents Connect an eBay Account Once connected, the account appears in the Connected accounts list with its status and last-synced date. Known Quirk. There’s no explicit success message after connecting yet — confirm by checking that the account shows in the list with a...
Post-Sale Management: Orders, Views & Filters
Last Updated: August 21, 2026The grid is where you live; views are how you slice it Table of Contents The Orders Grid Orders (left nav) shows every synced order in a grid. Above the grid: Download & sync (pull latest orders) and the … menu with the grid’s tools: Find any order with the search bar at the top...
Post-Sale Management: Receiving Items
Last Updated: August 21, 2026Check items in as they arrive — with inspection checks, photos, and your own fields Table of Contents The Receiving Desk Receive (left nav) opens the receiving desk: a session counter (received / awaiting), a lookup box, and the awaiting list. Look an item up by tracking number, item number, or invoice — or pick...
Post-Sale Management: Statuses & Tags
Last Updated: August 21, 2026eBay’s statuses come in synced; your own status dimensions layer on top Table of Contents Two Kinds of Status Every order carries two kinds of status fields: Archived, Not Deleted. Values in a custom dimension are archived rather than deleted — archiving hides a value without losing the history on orders that used it. Where...
Post-Sale Management: Messaging Sellers & Feedback
Last Updated: August 21, 2026Message any seller and leave feedback without leaving PSM Table of Contents Message Templates Build reusable messages under Settings → Messages → Add template. Templates support merge tags that fill in per order: {order} {item} {seller} {amount} {tracking}. Known Quirk. When you create your very first template it can overwrite the built-in default — double-check...
Post-Sale Management: Exporting & Your Data
Last Updated: August 21, 2026Your orders are your data — take them anywhere Table of Contents Export a View From the Orders grid: … menu → Export view… The export matches what the view shows — build the view first, then export it. Account-Level Exports Settings → Integrations → Export your data holds the bigger hammers: These are owner-scoped...
Post-Sale Management: Home & Workspace Layout
Last Updated: August 21, 2026The dashboard bends to how you work Table of Contents The Home Dashboard Home (left nav) is your PSM dashboard. Its modules are draggable — rearrange them to match how you work. Recent Activity The Recent activity module is the running log of what’s happened: messages sent, feedback submitted, returns initiated, orders created by sync...
