Ground Training
Take Off
In Orbit
Podcasts
Back to Unleashed
I'm a Trialist
I'm a Customer
All
Ground Training
Take Off
In Orbit
Podcasts
Botanica works with Cloudsolve to achieve efficient inventory management with Unleashed
What's next
Implementation
Ground Training
Customers
1:31
Customer Record
2:35
Customer Special Pricing
Inventory
2:39
Batch/Serial: Stock Adjustment & Stock Take
1:30
Introduction to Batch Tracking
1:59
Markup Price Update
1:32
Introduction to Serial Number Tracking
1:22
Supplier Price Books
1:26
Batch Purchase Order & Supplier Return
1:29
Serial Purchase Order & Supplier Return
2:14
Stock Count
1:20
Serial: Sales Order & Credit
1:18
Batch Tracking Sales Order & Credit
1:44
Stock on Hand vs Available Quantity
1:52
Obsoleting Products
1:41
Product Measurements
2:21
List sellable products
Production
1:48
New Bill of Materials
1:50
Assembly
1:20
Disassembly & Auto Disassembly
1:33
Auto Assembly
2:02
Never Diminishing Products to BOM
2:01
Increase your Unleashed production process visibility
2:46
Sub-Bill of Materials Provides Transparency into Production Processes
Purchasing
1:03
Add Supplier Return
2:09
Purchase module: Order Recosting
2:16
Purchases module: Overview
1:27
Setting product delivery dates
Sales
2:16
Quantity Discounts
1:15
Accept Sales Quote & Create Order
1:17
Batch Complete
1:03
Create a Sales Order
1:17
Sales Order: Managing Invoices
1:11
Sales Order: Managing Shipments
1:07
Sales Order Credit
1:21
Free Credit
1:30
Credit Reasons
1:47
Managing your Sales Team
2:06
Enhanced reporting with customised sales groups
1:55
Sales module: Overview
1:34
Using the View Shipment Page
Setup
3:40
Importing Stock on Hand
1:25
Setup the Sandbox
2:05
Settings
1:37
Prefixes
2:30
Navigate Unleashed like a Pro
2:05
Set up company details
2:50
Product set up
Suppliers
1:37
Add multiple supplier contacts in Unleashed
1:09
Suppliers
Take Off
Integration
3:06
Seamless Shipping with Advanced Shipping
1:11
Shopify: Locate missing order
1:28
Magento: Missing Invoices
2:20
Magento: Product Type
2:22
Xero: Reconcile Transactions
1:52
Integrating Shopify - Shopify as Master
1:48
Integrating Shopify - Unleashed as Master
2:19
Managing Products with Shopify
2:05
Integrating with Amazon
2:21
Best practices for your Xero integration
2:39
Enable credit limits
2:24
Setting up Xero Tracking Categories in Unleashed
Inventory
1:42
Batch Tracking: Update Batch Numbers
1:54
Importing Files
1:02
Product Attributes Invoices
1:44
Product Attributes Setup
1:52
Receipting Purchase Order with Barcoded Product
1:26
Warehouse Transfers
0:50
Batch Tracking: Update batch number expiry date
2:33
Creating multi layered Bills of Materials with Sub Assembly
3:14
How to do a batch recall in Unleashed
Reporting
1:21
Margin & Sales Enquiry - Sales & Marketing campaign
1:43
ReOrder Report
1:36
Margin Enquiry: Sales person commission
1:58
Customising Reports
1:52
Create templates for your 3PL with data exporter
Sales Orders
1:30
Backordering: Fulfilling Sales Order Via Purchase Order
1:43
Backordering: Split Shipments
2:30
How to manage dropshipping orders in Unleashed
4:08
View and manage your sales orders in Unleashed
3:20
How to create Commercial Invoices
Settings
1:43
Multiple Images
1:30
Payment Terms
1:31
Roles and Role Permissions
2:12
Complete Transparency with Email Logs
2:17
Creating and printing customised product labels
1:19
Set a default delivery method
2:43
Printing product labels
2:26
Add Supplier Quantity Price Breaks
3:49
How to set up email templates and automated emails
B2B Store
1:40
Allow guests to access to your B2B Store
2:29
Managing your B2B orders
2:05
Get your customer records ready for your B2B store
2:58
Update product details for your B2B store
1:46
Setting up multi currency sales on your B2B store
1:58
Setting up product categories in the B2B store
1:53
Acting as a customer in the B2B eCommerce portal
2:40
Creating catalogues for your B2B store
1:59
Grant multiple admin access on your B2B store
0:00
B2B Standing Orders
1:34
Help B2B customers transact efficiently with Standing Orders
1:18
Send personalised B2B Emails
1:26
Customise your B2B eCommerce Store with content pages
2:35
Create custom homepage on your B2B Store
1:50
Place bulk orders on the B2B Store
4:54
Set up payments for your B2B Store
Business Intelligence
3:25
Learn how to use BI Foundation
2:15
Using BI vision to leverage your sales data
1:55
Transform customer insights with BI Vision
2:08
Leverage inventory data with BI Vision
3:42
Using BI to leverage your purchases data
In Orbit
Inventory Management
2:02
Essential Steps for Effective Inventory Stocktaking
1:57
Advantages of perpetual inventory systems
1:44
Leaving your spreadsheets
1:27
Facing Software Change
2:23
Inventory Management Systems - What to look for
1:04
Tips to get your business ready for moving to an inventory management system
1:28
Benefits of integrating with other ecommerce softwares
2:20
The Rise of the Component Solution
3:22
Tips to help you match your product supply to customer demand
1:49
Inventory Management vs Warehouse Management
1:56
The importance of customer service
1:42
Make the most of an inventory management system with training
Finance Flavour
1:42
Gross margin
Business Bites
0:54
The importance of a good team culture in business
1:19
Growing from start up to a sustainable business
2:40
Tips for marketing your businesses
3:28
Do you have to up your B2B game?
2:32
How SME manufacturers can track KPIs effectively
Partners
2:42
Benefits of being an Unleashed Partner
1:56
Why use a Partner
2:50
Working Together with Implementation Partners