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
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.
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Josh
Sales Executive – UK
“For product businesses trading globally and tracking performance across multiple countries, this new measure gives them the insight they need out of the box, as well as more granular analysis on a region and state-level basis.”
BI Vision – View purchases value over time
The Purchases chart displaying number of purchases over time now includes the value of those purchases over time. This allows you to easily view both metrics simultaneously and identify relationships between these metrics.
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Josh
Sales Executive – UK
“A side by side comparison of PO value and the number of POs created will allow product businesses to focus more on doing more with less and optimise their buying efficiency.”
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.
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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”
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.
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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.”
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.
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Tyler
Customer Engagement Consultant – NZ
“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.”
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.
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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.”
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.
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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.”
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.
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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.”
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.
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Kyle
Sales Executive – UK
“As a manufacturer, importing assemblies into Unleashed will save you so much time.”
Display estimated stock arrival date in B2B eCommerce Store
You 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.
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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.”
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.
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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.”
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.
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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. ”
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!
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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.”
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.
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Amber
Sales Executive – UK
“This feature is great, especially if you don’t want to re-create a report layout between users. ”
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.
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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!”
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.
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Natanya
Customer Engagement Team Lead – NZ
“Create customised ship notes and serve up the most relevant shipping information by customer.”
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.”
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.
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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.”
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.
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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.”
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.
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Amber
Sales Executive – UK
“This will improve your workflow when it comes time to pick and pack your sales orders.”
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.
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Vandana
Customer Engagement Team Lead – Au
“This enhancement will definitely help you manage lead times, especially if you source products from overseas suppliers.”
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.
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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.”
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.
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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.”
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.
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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.”
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.
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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.”
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!
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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.”
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.
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Danielle
Regional Manager – NZ/RoW
“This will really reduce manual work, having to work order by order and minimise room for error.”
International Commerce Codes
We’ve made it easier for you to manage exports with the International Commerce Codes feature. Now you can store and report on customs-compliant product information, and create commercial invoices in Unleashed.
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Stephen
Regional Manager – UK
“It’ll save operations staff a lot of time and increase data accuracy, by enabling them to produce a customs-compliant document with just a few clicks when booking shipments for customers.”
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.”
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.
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Ivan
Customer Engagement Team Lead – NZ
“No need for workarounds when this feature will automate it for you.”
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
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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.”
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.
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Amber
Sales Executive – UK
“If you have a high volume of sales this feature will speed things up for you.”
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.
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Amber
Sales Executive – UK
“This is great for you to see the exact quantity without navigating away from this page.”
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.
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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.”
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.
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Kyle
Sales Executive – UK
“Having all the product information on this page will improve your experience with generating purchase orders”
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 minimise mistakes.
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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.
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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
HELPING YOUR CUSTOMERS WITH STANDING ORDERS IN YOUR B2B STORE
Reporting
A BIG HAND
FOR
ACCOUNTING
And more
