LATEST IMPROVEMENTS
Feature enhancements you can expect from Unleashed
We develop and release major features but that’s not all. We are also committed to listening to your requests and enhancing our software in response. Check out our latest improvements and get a sneak peek at what’s coming next
Recently Released
Modules
Released August 2021
Updates to B2B Menu
B2B eCommerce has had a couple of menu changes to make getting to and updating your store easier. The new B2B shortcut in the main menu of Unleashed means you can now navigate directly to your store. Within your store, you’ll notice that the settings menu now appears in a more intuitive order.
Modules
Released August 2021
Products and Customers in B2B Settings
Updating products and customers in your store just got a whole lot easier. Your complete inventory and customers are now automatically synced from Unleashed. This means you no longer have to push this information from Unleashed to your store. You’ll find all your products and customers listed in your store settings, and all you need to do is select the products you want to make saleable and the customers you want to invite.
Reporting
Released August 2021
Purchase Enquiry – Product Group Filter
A new filter has been added to the Purchase Enquiry. You can now filter using ‘Product Group’. This gives you further visibility and understanding of your purchases to help you manage your stock more effectively.
Recommended By:
Ayub
Customer Engagement Consultant AU
“The addition of the Product Group filter to the Purchase enquiry will save your time creating fast and accurate reports for a specified product group.”
Production
Released August 2021
Create and Update Assemblies – API
Further streamline your assembly workflows across systems with this API. The Assemblies API has been updated so you can now create and update your assemblies via your assemblies endpoint.
Recommended By:
Nick
Sales Team Lead - AU
“API add ons such as this, aid integration robustness and can ease workflows.”
Sales
Released August 2021
Get sales custom statuses – API
This API enhancement will give you better visibility of your sales orders. Push all custom sales statuses through to your sales order endpoint and get better visibility of your statuses in your applications that you choose to connect.
Recommended By:
Richard
Senior Sales Executive - AU
“This is particularly useful for third party logistics (3PL) applications that include triggers based off your sales stages."
Modules
Released June 2021
International shipping across multiple packages
Sending multiple packages just got easier with this enhancement to the Advanced Shipping Module. Now, when you ship internationally, a new pop-up will let you split the contents across multiple packages.
Recommended By:
Alan
CUSTOMER EXPERIENCE LEAD – UK, EMEA, NA
“This is a great new feature that will help your sales and shipping teams provide end to end traceability for your customers. Not only can you advise how many packages your customer is due to expect from their international order but you can keep them updated with which products are grouped per package so that you customers know what to expect and when!”
Production
Released June 2021
API includes “Assemble By” Date
We’ve also updated the Assemblies API to include the date field ‘Assemble By’. This means a greater ability to plan and schedule production when you use Unleashed.
Recommended By:
Emiliano
CUSTOMER ENGAGEMENT CONSULTANT – NZ
“This API is particularly useful if you need to retrieve the list of all contacts in a customer record so that you can use this to fit your processes outside of Unleashed”
Settings
Released June 2021
Customs data available in Doc Designer
Doc Designer has had an update; you can now import customs data into most of your document templates. This is useful if information like EORI numbers are relevant to any of your existing workflows or documents.
Recommended By:
Amber
CUSTOMER SUCCESS TEAM LEAD – UK
“This is a great feature for customers who export goods overseas and want this additional information on their documents.”
Customers
Released May 2021
Retrieve customer contacts – API
We’ve created a new API so that you can automate creating retrieving and sharing customer data between Unleashed and the Customer endpoint. This API is particularly useful if you need to retrieve a list of all contacts in a customer record for use outside of Unleashed
Recommended By:
Ivan
AGILE DELIVERY LEAD – NZ
“This API is particularly useful if you need to retrieve the list of all contacts in a customer record so that you can use this to fit your processes outside of Unleashed.”
Modules
Released May 2021
B2B Freight
B2B Premium and Premium + accounts can now set up and apply freight fees to your customers’ orders. Create rates based on geographic locations and sell price tiers, with the option to automatically apply freight taxes to all orders.
This enhancement not only automates your freight charge processes, it also improves your customers buying experience in your store with transparency on your delivery charges and immediate processing.
Recommended By:
Richard
SENIOR SALES EXECUTIVE – NZ
“Automated freight charges for online B2B orders will allow you to configure charges to be competitive and reward your loyal customers. This feature will have a phased rollout, so expect additional enhancements over time to allow for more advanced calculations for freight.”
Sales
Released May 2021
Ship from multiple warehouses on a single order
If you hold stock in multiple warehouses, stock the same product in multiple warehouses or only stock certain items in specific locations this enhancement is for you.
You can now ship from different warehouses on a single sales order. This should streamline shipping workflow and enable you to better fulfil customer sales orders.
Recommended By:
Natanya
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“This feature is most beneficial if you have multiple warehouse locations and if you need to ship instantly when stock is available. Avoid delays in your shipping to keep your reporting accurate when using this feature.”
Modules
Released April 2021
Promote products in B2B emails
We’ve created a new way for you to promote your products. B2B Premium and Premium Plus accounts now have the option to add a promotional footer featuring up to five products in selected customer emails.
This will allow you to highlight products and encourage further sales.
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“This is a great feature for our customers who are constantly working on new products or enhancing the existing ones. Make, promote, sell, repeat!”
Modules
Released March 2021
Manage B2B non-delivery dates
This enhancement to all B2B Stores (Basic and Premium accounts) enables you to specify delivery and non-delivery days. You can also set non-delivery periods — great for when you’re closed over holidays.
This gives your customers clarity on delivery availability, preventing them from selecting unavailable delivery dates, and managing their lead time expectations.
Recommended By:
Heather
CUSTOMER ENGAGEMENT CONSULTANT – UK
“This is a really exciting feature — you’ll be able to communicate your delivery schedule’s availability directly with your customers, giving them peace of mind from the get-go. You’ll no longer need to spend time re-negotiating delivery dates after the order’s been created and you can proactively plan for your busier delivery periods by blocking dates off or adding more in.”
Modules
Released March 2021
Upload historical sales data in BI Vision
Good news for those new to Unleashed — you can immediately glean valuable sales insights with BI Vision. This enhancement, allows you to upload your historical sales data (Invoices, Sales Orders and Credits) from your previous stock management system into BI Vision.
Recommended By:
Katy
CUSTOMER SUCCESS CONSULTANT – UK
“Being able to upload historical data into BI Vision will mean you can gain powerful insights as soon as you start using Unleashed! You’ll be able to make better, more informed business decisions from the very beginning of your journey.”
Modules
Released March 2021
More customer data in BI Vision
You’ll find more meaningful customer information in the customer context of BI Vision.
Your Customer graph will display in table format, when selecting the Total Customers, New Customers, or Active Customers KPIs. This format allows you to view much more valuable customer information such as customer type, currency, sales group, and more. You can also sort the order by which customers are listed in the table by right clicking on the column and selecting “Sort”.
When you select the Avg. Orders per Customer, or Avg. Revenue per Customer KPIs, the Customer graph will display as a bar chart, grouped by customer value.
Recommended By:
Richard
SENIOR SALES EXECUTIVE – NZ
“Top tip: quickly gain an insight to who has dropped off recently by sorting your customers by “Last Sales Order”. Right click on this column in the table view and click Sort.”
Settings
Released March 2021
Serial and batch numbers in Commercial Invoices
If you hold stock in multiple warehouses, stock the same product in multiple warehouses or only stock certain items in specific locations this enhancement is for you.
You can now ship from different warehouses on a single sales order. This should streamline shipping workflow and enable you to better fulfil customer sales orders.
Recommended By:
Tyler
CUSTOMER EXPERIENCE CONSULTANT – NZ
“Including serial/batch info on commercial invoices will increase your visibility of your goods and it’s particularly useful if product recall is required.”
Reporting
Released March 2021
More power behind your Reorder Reports
Creating assemblies, transferring between warehouses and reordering just got a lot easier with these updates to the Reorder Report. No need to navigate outside of the report, you can do it all here.
- A new “Product Type” filter has been added so you choose to view only assemblies or components.
- 2 new actions are included in the bulk action cog so you can “Create Assemblies” and “Create Transfers” directly from the report
- A new column “Outgoing Transfers” has been added
Data now displays as +/- to make stock movement even clearer - Column renamed: suggested reorder is now suggested replenishment
Recommended By:
Josh
SALES EXECUTIVE – UK
“I really see the value in this if you make-to-stock rather than make-to-order. We’ll do the maths for you, so you’ll see suggested assembled items at a glance.”
Modules
Released March 2021
Customer managed standing orders
Standing orders are a great way of creating a reliable source of repeat sales. With these enhancements to the standing orders feature in the B2B Store, we’ve further minimised the administrative effort to manage and update them.
Available to B2B Store Premium and Premium+ accounts, you and your customers can now:
- Create and edit names of standing orders
- Edit the quantity of items in existing standing orders
- Add or remove products in existing standing orders
Recommended By:
George
CUSTOMER ENGAGEMENT CONSULTANT – NZ
“This enhancement will give you and your customer the ability to ensure that you can overview, customise and control the standing orders you want! Less stress and definitely more efficient.”
Modules
Released February 2021
BI Vision – Sales by country
In the Sales module, you will now be able to see sales by country, then drill down to sales by regions and states.
Recommended By:
Josh
SALES EXECUTIVE – UK
“If you trade globally and track performance across multiple countries, this new measure gives you the insight you need out of the box, as well as more granular analysis on a region and state-level basis.”
Modules
Released February 2021
BI Vision – Purchase quantity over time
The timeline graph displaying the count/value of Purchase transitions over time now includes the quantity of those transactions over time. This allows you to easily view both metrics simultaneously and identify relationships between them.
Recommended By:
Josh
SALES EXECUTIVE – UK
“A side by side comparison of PO count or value and the quantity purchased will allow you to focus more on doing more with less and optimise your buying efficiency.”
Sales
Released February 2021
Create Credit Notes via the API
With this enhancement, your integration partner or developer can now connect their interface to Unleashed to create ‘free’ (not connected to Unleashed invoices) warehouse transfer transactions via the API for you. Click on ‘More Info’ below to find the API documentation.
Recommended By:
Nick
SALES EXECUTIVE – AU
“This feature is an absolute ‘must have’ for any custom integrations to Unleashed, particularly for any 3rd party sales channels. Your developer will now have the capacity to establish a Credit/Return workflow within the custom connection which will streamline your Credit process immensely”
Settings
Released January 2021
Streamlined interface
Unleashed now only displays modules that you have access to. This makes it clearer to view content relevant to you, making it easier to navigate around Unleashed.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“For administrators, this makes it easier to manage user access as it’s clearer to your users what sections are available to them.”
Modules
Released January 2021
Save and share BI Vision views
Navigating and sharing information from BI Vision just got a whole lot easier.
Apply filters to create unique URLs (web addresses). Save or bookmark your filtered view in your browser and return to it at any time. You can also share the unique URL to share your filtered view with others.
Recommended By:
Tyler
CUSTOMER ENGAGEMENT CONSULTANT – AU
“Easily share information with other users who have the same access, without having to walk them through filtering the data each time. It’s also great for users who frequently run reports using the same filters — simply bookmark the page for next time to avoid your view resetting to the default.”
Modules
Released December 2020
New BI Vision KPI: Units Sold
In your Sales context of BI Vision, you will now see a new KPI tile for total sales for units sold. Slice and dice your data to view total units sold across dates and dimensions such as sales person, products, regions and more.
Recommended By:
Emiliano
CUSTOMER ENGAGEMENT CONSULTANT – NZ
“It’s awesome! The new “Units Sold” KPI on the BI Vision module means even more detailed analysis of your data, allowing you to make smarter business decisions for the future.”
Modules
Released December 2020
Improved data filtering in BI Vision
It’s easier to see what you really want to know at a glance. Within the menu of each dimension, you can now search and select multiple items to quickly select or filter out items to view more specific results.
Further refine your view by a custom date range and see year-on-year comparisons. This option is available now in your date menu.
Recommended By:
Ayub
CUSTOMER ENGAGEMENT CONSULTANT – AU
“The ability to search for and select multiple items in a BI dimension will save valuable time by presenting the required information quickly and efficiently.”
Sales
Released November 2020
Select Multiple Statuses in Sales Enquiry
You can now instantly see Sales Orders across multiple statuses in the Sales Enquiry Report. This enhancement gives you a more comprehensive view of your sales orders — without having to run separate reports.
Recommended By:
Sara
CUSTOMER ENGAGEMENT CONSULTANT – UK
“With the multi-select order status option, you can obtain a real-time list of sales based on all statuses in one single report. This will save you time when going through all your open sales orders and allow you to efficiently monitor your sales activity at once.”
Production
Released November 2020
Import Assemblies
If you’ve enabled Assemblies in your account, this enhancement will allow you to import your Assemblies, just like you can for the Bill of Materials.
Recommended By:
Kyle
SALES EXECUTIVE – UK
“As a manufacturer, importing assemblies into Unleashed will save you so much time.”
Modules
Released November 2020
Display stock levels in B2B Store
Choose to display your stock availability in your B2B Store. If you’re a Premium or Premium Plus customer with multiple warehouses, you can also further display stock levels across your warehouses.
Recommended By:
Kevin
CUSTOMER ENGAGEMENT CONSULTANT – NZ
“Your customers can view stock availability in multiple warehouses more efficiently, which simplifies their ordering process — especially for multinational warehouses.”
Modules
Released November 2020
Display estimated stock arrival date in B2B eCommerce Store
B2B Premium and Premium+ accounts now have the option to display the estimated date of arrival of out-of-stock products. This will give your customers more certainty when wanting to preorder out-of-stock items.
Recommended By:
Kevin
CUSTOMER ENGAGEMENT CONSULTANT – NZ
“Your customers will be able to better factor in the estimated lead times for out of stock products. This could retain some sales that might have otherwise been lost because of the unknown lead time.”
Sales
Settings
Released November 2020
Custom statuses for Sales Orders
Create statuses for your Sales Orders to suit your workflow and how you wish to view and manage your orders. Create your statuses in your settings and bulk update them in your Sales view.
Recommended By:
Alice
CUSTOMER ENGAGEMENT CONSULTANT – UK
“If you have large teams or longer, more complex sales cycles, this will be of particular interest to you. Your teams can see at a glance what stage an order is at and what they need to prioritise. ”
Production
Settings
Released November 2020
Custom statuses for Assemblies
With this feature release, you will have the ability to create your own statuses for Assemblies. This enhancement will help you save time and focus on specific statuses, rather than sifting through a group of parked assemblies!
Recommended By:
Amber
SALES EXECUTIVE – UK
“This enhancement will make it much easier to see your specific manufacturing processes and what assembly is at what stage. Having customisable statuses will make this clearer.”
Reporting
Released November 2020
Share report layouts
Created a useful report layout you want to share with your team? You can now share report grid views with other Unleashed users by ticking the “Shared” box. This will make the report view available for your team to use.
Recommended By:
Amber
SALES EXECUTIVE – UK
“This feature is great, especially if you don’t want to re-create a report layout between users. ”
Sales
Released November 2020
Better manage Sales Shipments
Sales Shipment just got a booster. You can create invoices and dispatch shipments in bulk. You can also auto-assign the oldest serial and batch numbers for shipments, all from the shipments screen.
Recommended By:
Kyle
SALES EXECUTIVE – UK
“This allows you to be super efficient and bulk process multiple shipments at the same time without clicking into each Sales Order. Perfect for a fast-paced business!”
Customers
Settings
Released October 2020
Assign Ship Note Templates to Customers
You will likely already be familiar with how you can assign templates against customers for quotes, orders, invoices and packing slips. You can now do the same for Ship Note templates — the designated template will automatically populate when you ship products out to the respective customer.
Recommended By:
Natanya
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“Create customised ship notes and serve up the most relevant shipping information by customer.”
Purchases and Suppliers
Released October 2020
Share costs across multiple Purchase Orders
You can now apply shared costs, such as shipping, across multiple purchase orders.
This function enables you to proportionately distribute shared costs against multiple purchase orders, saving you precious time and ensures accuracy.
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“This removes the manual work of having to go through each of the Purchase Orders, calculate and distribute the costs.”
Customers
Released October 2020
More information in View Customers
You can now add 2 new columns to your View Customers screen. Last Order Date and Sales Group can be selected in hidden columns and dropped into your view to give you quick visibility of when your customers have last ordered and where these orders are coming from.
Recommended By:
Amber
SALES EXECUTIVE – UK
“By viewing the Last Order Date, you can quickly see if a customer hasn’t ordered in a while and allow you to find out why.”
Settings
Released October 2020
Create a Combined Picklist template
You can now create a template for your Combined Picklist in the Doc Designer. This document can also be printed in the bulk action cog in View Sales Orders.
Recommended By:
Amber
SALES EXECUTIVE – UK
“This will improve your workflow when it comes time to pick and pack your sales orders.”
Inventory
Released October 2020
View supplier lead times for products
You will now be able to see lead times for individual products at a glance on the View Products page. Not every product coming from a supplier will have the same lead time. This is great for customers who purchase a variety of products with different lead times.
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“This enhancement will definitely help you manage lead times, especially if you source products from overseas suppliers.”
Settings
Released October 2020
Add purchase costs to your Purchase Orders
A Purchase Cost grid is now available to be added to you POs in Doc Designer. Use this to add purchase cost information such as supplier name, cost, cost date, exchange rates and more.
Recommended By:
Tasmin
SENIOR CUSTOMER ENGAGEMENT CONSULTANT – US
“This enhancement gives you more flexibility on your templates, improving how you’re able to share information with your supplier.”
Reporting
Released October 2020
Export BI data
You can now export your BI dashboard data as a CSV file so you can easily see full details and further manipulate the raw data. With this update, you can also choose to view as many results as you like on your BI dashboards. This feature is available for BI Vision users only.
Recommended By:
Natanya
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“Get a full view of your results and manipulate data further for your reporting.”
Production
Released September 2020
View Sales Orders against Auto Assemblies
Sales Order has been added as a hidden column in the View Assemblies table. Drag and drop this column in your table to now see and hyperlink to the Sales Orders that correspond to your Auto Assemblies.
Recommended By:
Tasmin
SENIOR CUSTOMER ENGAGEMENT CONSULTANT – US
“It’s so much easier for you to access and keep track of the Sales Order that generated the Auto Assembly.”
Inventory
Released September 2020
View serial and batch numbers on the product page
Now, you don’t have to run a Batch Enquiry report when you want to see the batch and serial information for your products.
This is especially useful in getting serial and batch number transparency.
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“This will replace a time-consuming step of running a Batch or Serial Enquiry report, especially if you have stock across various warehouses.”
Integration
Released August 2020
Create Warehouse Transfers via the API
With this enhancement, your integration partner or developer can now connect their interface to Unleashed to create warehouse transfer transactions via the API for you. Click on ‘More Info’ below to find the API documentation.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“If you have warehouse transfers in your workflows, this will create some automation and efficiencies in your order fulfilment, so you don’t have to enter this information in 2 systems.”
Settings
Released August 2020
Serial and Batch numbers added to Doc Designer
Display product serial numbers, batch numbers and batch expiry dates on your sales orders, invoices and picklists. Simply create a new template, select the sales/invoice/picklist LineGrid and drop in serial/batch from the Components list. Remember to save and use your new template!
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“Having products with serial and batch numbers on a combined picklist will make things much easier for your warehouse team. No more work arounds.”
Integration
Released August 2020
Bulk print 3PL templates from Data Exporter
For businesses using third party logistics (3PLs), this feature will allow you to save time and reduce manual work when emailing 3PL partners.
Recommended By:
Danielle
REGIONAL MANAGER – NZ/ROW
“This will really reduce manual work, having to work order by order and minimise room for error.”
Customers
Sales
Released July 2020
Auto-assign serial and batch numbers when creating shipments
Auto-assign serial and batch numbers when creating shipments, just like you can when creating sales invoices.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“Automation between integrations like Shopify or Magento will be better as you won’t have to select batch or serial numbers once it flows through to Unleashed.”
Integration
Released July 2020
Export Purchase Order data
Create a template in Data Exporter to further report on your Purchase Orders. It works exactly the same as Sales Orders and Sales Shipments.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“No need for workarounds when this feature will automate it for you.”
Production
Released July 2020
Edit ‘Source’ and ‘Destination’ warehouses for parked assemblies
Now you can change the warehouse locations for parked assemblies giving you more flexibility in tracking your production processes. This feature is great for businesses doing sub-assemblies, tracking production across different sites, or using different warehouses for each stage of production
Recommended By:
Josh
SALES EXECUTIVE – UK
“This is especially useful if you use sub-assemblies to allocate warehouses to represent different stages of production or if your production processes actually take place in different locations.”
Integration
Released June 2020
Auto-assign serial and batch numbers in Shopify
Now you have the option to automatically assign the oldest batch or serial numbers to products ordered in Shopify so you can process orders and shipments faster. This is great for those who want to quickly complete orders with serial or batch tracked items and track by the oldest number.
Recommended By:
Amber
SALES EXECUTIVE – UK
“If you have a high volume of sales this feature will speed things up for you.”
Inventory
Released June 2020
Show “Can Assemble” on the product page
Get a clearer idea of how much product can be assembled when viewing your assembled products. This is great for users who assemble products regularly.
Recommended By:
Amber
SALES EXECUTIVE – UK
“This is great for you to see the exact quantity without navigating away from this page.”
Reporting
Released June 2020
Improvements to Purchase Enquiry report
To give you better clarity over currencies, a better understanding of your purchases and fewer workarounds, we’ve added some useful hidden columns and the ability to filter this report by supplier invoice date. Great for businesses purchasing in different currencies and those who create purchase orders frequently.
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AU
“Searching is quick and it’s easy to sort. It’s great for our Xero users too when it comes to reconciling the two systems.”
Purchases and Suppliers
Released May 2020
Product links on the Purchase Order page
No need to leave the Purchase Order page to view product details, including stock on hand available quantity, average landed costs and more.
Recommended By:
Kyle
SALES EXECUTIVE – UK
“Having all the product information on this page will improve your experience with generating purchase orders”
Inventory
Released May 2020
Product description in Stock Adjustments
We’ve introduced stock adjustment tables to now display product descriptions against product codes, so you can better understand stock adjustments and minimize mistakes.
Recommended By:
Danielle
REGIONAL MANAGER – NZ/ROW
“Sometimes SKUs can get quite long. With this feature, you can make sure the stock you’re adjusting is the right product.”
Coming Soon
We’re regularly releasing enhancements. Keep your eye on this page for further updates.
INVENTORY
ALL YOUR FILES
IN
ONCE PLACE
MODULES
EVEN MORE
USABILITY ENHANCEMENTS
FOR BI VISION
INVENTORY
ADDITIONAL
FUNCTIONALITY FOR
WAREHOUSE TRANSFERS
SALES
SALES ORDERS
GETS EVEN MORE
USER FRIENDLY
REPORTING
A MAJOR
TIME SAVER
FOR ASSEMBLIES
MODULES
CHARGE FOR
FREIGHT IN
YOUR B2B STORE
REPORTING
A BIG HAND
FOR
ACCOUNTING
AND MORE
