Managing customers within your mobile sales app
Looking for the best app for sales reps? The Unleashed mobile sales app gives your salespeople all the information they need to effectively make field sales and manage customers on the go
This video shows you how to use the Unleashed Sales App to access your customer details. You’ll be able to search for customers, access their contact details, view details like available discounts, tax rates, notes and more, and view their historical orders.
What's next
- Implementation
- Ground Training
- Customers
- Inventory
- 2:39 Batch/Serial: Stock Adjustment & Stock Take
- 1:30 Introduction to Batch Tracking
- 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
- 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
- 3:23 Navigate Unleashed like a Pro
- Production
- Purchasing
- Sales
- Setup
- Suppliers
- Take Off
- B2B Store
- 1:40 Allow guests to access to your B2B Store
- 2:10 B2B Freight
- 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
- 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
- 5:00 How to set up multiple contacts in your B2B Store
- 1:17 B2B Standing Orders
- Business Intelligence
- 1:01 Business Intelligence: Customers
- 1:09 Business Intelligence: Production
- 1:01 Business Intelligence: Inventory
- 1:16 Business Intelligence: Purchases
- 3:26 Learn how to use BI Foundation
- 2:36 Using BI vision to leverage your sales data
- 2:18 Transform customer insights with BI Vision
- 2:37 Leverage inventory data with BI Vision
- 3:43 Using BI to leverage your purchases data
- 3:12 Using BI Vision to leverage your production data
- 2:17 BI Vision: Sales
- Customer
- 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
- 0:53 View Bills of Materials
- 1:23 Add Bill of Materials
- 1:34 Creating Stock Adjustments
- 1:49 Receipt Barcoded Products on Purchase Orders
- 1:34 Receipt Batch & Serial Tracked Purchase Order
- 3:14 Introduction to the Dashboard
- 1:59 Markup Price Update
- 2:09 Stock Counts
- 1:35 Create a Stock Adjustment
- 1:42 Batch Tracking: Update Batch Numbers
- 1:54 Importing Files
- 1:02 Product Attributes Invoices
- 1:44 Product Attributes Setup
- 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
- 4:56 Use disassembly to break down bulk products into small units of measure
- 3:20 Manage consignment inventory
- Production
- Purchasing
- Reporting
- Sales
- Sales Orders
- 4:00 Add Sales Order
- 1:35 Receipt Batch & Serial Tracked Items
- 1:38 Ship From Multiple Warehouses
- 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
- 4:09 Set up pricing hierarchy in Unleashed
- Settings
- 1:43 Multiple Images
- 1:30 Payment Terms
- 1:31 Roles and Role Permissions
- 3:51 How to set up 2-Step Authentication (2SA)
- 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
- Suppliers
- B2B Store
- 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
- Business Bites
- Partners
- Inventory Management
- Access
