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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 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.

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Unleashed Software - Sales Executive - UK - Josh
Recommended by:

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.”

Unleashed Software Enhancements - BI Vision - Sales by countryy

Unleashed Software Enhancements - BI Vision - View purchases value over time
Modules    Released February 2021

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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Unleashed Software - Sales Executive - UK - Josh class=
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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.”


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.

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Unleashed Software - Sales Executive - AU - Nick
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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”

Unleashed Software Enhancements - Create Credit Notes via the API
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.

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Unleashed Software - Customer Engagement Team Lead - NZ - Ivan
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.”

Unleashed Software Enhancements -  Streamlined interface

Unleashed Software Enhancements - Save and share BI Vision views
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.

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Unleashed Software - Customer Engagement Consultant - NZ - Tyler
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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.”

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.

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Unleashed Software - Customer Engagement Consultant - NZ - Amber
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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.”

Unleashed Software Enhancements - New BI Vision KPI: Units Sold

Unleashed Software Enhancements - Improved data filtering in BI Vision
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.

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Unleashed Software - Customer Engagement Consultant - AU - Ayub
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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.”

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.

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Unleashed Software - Customer Engagement Consultant - UK - Sara
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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.”

Unleashed Software Enhancements - Select Multiple Statuses in Sales Enquiry

Unleashed Software Enhancements - Import Assemblies
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.

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Unleashed Software - Sales Executive - UK - Kyle
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Kyle

Sales Executive – UK

“As a manufacturer, importing assemblies into Unleashed will save you so much time.”


Modules    Released November 2020

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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Unleashed Software - Customer Engagement Consultant - NZ - Kevin
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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.”

Unleashed Software Enhancements - Display estimated stock arrival date in B2B eCommerce Store

Unleashed Software Enhancements - Display stock levels in B2B eCommerce Store
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.

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Unleashed Software - Customer Engagement Consultant - NZ - Kevin
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.”


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.

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Unleashed Software - Customer Engagement Consultant - UK - Alice
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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. ”

Unleashed Software Enhancements - Custom statuses for Sales Orders

Unleashed Software Enhancements - Custom statuses for Assemblies
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!

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Unleashed Software - Sales Executive - UK - Amber
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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.”


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.

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Unleashed Software - Sales Executive - UK - Amber
Recommended by:

Amber

Sales Executive – UK

“This feature is great, especially if you don’t want to re-create a report layout between users. ”

Unleashed Software Enhancements - Share report layouts

Unleashed Software Enhancements - Better manage Sales Shipments
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.

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Unleashed Software - Sales Executive - UK - Kyle
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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!”

Settings Customers    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.

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Unleashed Software - Customer Engagement Team Lead - NZ - Natanya
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Natanya

Customer Engagement Team Lead – NZ

“Create customised ship notes and serve up the most relevant shipping information by customer.”

Unleashed Software Enhancements - Assign Ship Note Templates to Customers

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.

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Unleashed Software - Customer Engagement Team Lead - NZ - Natanya
Recommended by:

Natanya

Customer Engagement Team Lead – NZ

“Get a full view of your results and manipulate data further for your reporting.”


Purchases & 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.

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Unleashed Software - Customer Engagement Team Lead - AU - Vandana
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.”

Unleashed Software Enhancements - Share costs across multiple Purchase Orders

Unleashed Software - Feature Enhancements - More information in View Customers
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.

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Unleashed Software - Sales Executive - UK - Amber
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.

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Unleashed Software - Sales Executive - UK - Amber
Recommended by:

Amber

Sales Executive – UK

“This will improve your workflow when it comes time to pick and pack your sales orders.”

Unleashed Software Enhancements - Create a Combined Picklist template

Unleashed Software Enhancements - View supplier lead times for products
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.

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Unleashed Software -  Customer Engagement Team Lead - AU - Vandana
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.

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Unleashed Software - Senior Customer Engagement Consultant - US - Tasmin
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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.”

Unleashed Software Enhancements - Add purchase costs to your Purchase Orders
Unleashed Software - Enhancements - View Sales Orders against Auto Assemblies
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.

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Unleashed Software - Senior Customer Engagement Consultant - US - Tasmin
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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.”


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.

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Unleashed Software - Customer Engagement Team Lead - AU - Vandana
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.”

Unleashed Software - Enhancements - View serial and batch numbers on the product page
Unleashed Software - Feature Enhancements - Create Warehouse Transfers via API
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.

More Info Rate this enhancement

Unleashed Software - Customer Engagement Team Lead - NZ - Ivan
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!

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Unleashed Software - Customer Engagement Team Lead - AU - Vandana
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.”

Unleashed Software Enhancements - Serial and Batch numbers added to Doc Designer

Unleashed Software Enhancements - Bulk print 3PL templates from Data Exporter
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.

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Unleashed Software - Regional Manager - NZ/RoW - Danielle
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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.”


Inventory   Released August 2020

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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Unleashed Software - Regional Manager - UK - Stephen
Recommended by:

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.”

Unleashed Software Enhancements - International Commerce Codes
Unleashed Software Enhancements - Auto-assign serial and batch numbers when creating shipments
Sales Customer    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.

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Unleashed Software - Customer Engagement Team Lead - NZ - Ivan
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.

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Unleashed Software - Customer Team Lead - NZ - Ivan
Recommended by:

Ivan

Customer Engagement Team Lead – NZ

“No need for workarounds when this feature will automate it for you.”

Unleashed Software Enhancements - Export Purchase Order data

Unleashed Software Enhancements - Edit ‘Source’ and ‘Destination’ warehouses for parked assemblies
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

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Unleashed Software - Sales Executive - UK - Josh
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.

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Unleashed Software - Sales Executive - UK - Amber
Recommended by:

Amber

Sales Executive – UK

“If you have a high volume of sales this feature will speed things up for you.”

Unleashed Software Enhancements - Auto-assign serial and batch numbers in Shopify

Unleashed Software Enhancements - Show “Can Assemble” on the product page
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.

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Unleashed Software - Sales Executive - UK - Amber
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.

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Unleashed Software - Customer Engagement Team Lead - AU - Vandana
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.”

Unleashed Software Enhancements - Improvements to Purchase Enquiry report
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 minimise mistakes.

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Unleashed Software - Regional Manager - NZ/ROW - Danielle
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.”

Unleashed Software Enhancements - Product description in Stock Adjustments

Coming Soon

We’re regularly releasing enhancements. Keep your eye on this page for further updates.


INVENTORY/strong>
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

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