THE LATEST PRODUCT UPDATES
Unleashed is constantly evolving. And with so much going on, we know it can be hard to keep up with the latest product updates.
We don’t want you to miss out, so we’ve made some changes so you can see all the latest product updates for your area of the business, with one click.
Select a category below to see all the updates most relevant to you – and join the thousands of businesses using these to maximise the ROI of Unleashed.
Play Video about Whats New from Unleashed July August 2023 feature image
Recently Released
Stock Management
Workflow Improvement
Released July 2023
Inventory – Quick Warehouse Transfer Button
Ever spotted one of your warehouses is running low on a product – and wished you could transfer stock without moving between screens?
Well, now you can. On the Inventory tab of each Product Record, you’ll see a ‘Quick Transfer’ button. Select this, choose your Source and Destination Warehouses, input the quantity – and select tracking numbers if your product has batch or serial tracking. Easy.
Note: When using the Quick Transfer button, you can only include a single product and cannot add comments to the transaction.
Production
Stock Management
Workflow Improvement
Released April 2023
View Products – New Production Tab for Related BOMs
If you manufacture or assemble goods, this update gives you an efficient way to find the BOMs related to each of your products or components.
Head to Inventory and select the product you wish to explore, and you’ll see a new Production tab – click on this to see all BOMs related to that product, including obsolete BOMs.
Advanced Inventory Manager
Purchases and Suppliers
Stock Management
Workflow Improvement
Released March 2023
New Module – Advanced Inventory Manager (AIM)
Advanced Inventory Manager — or AIM — is our brand-new inventory planning and demand forecasting tool.
It uses your Unleashed transaction data to find an optimal stock position for every different part, product or ingredient in your portfolio.
AIM puts you back in control, helping you eliminate stockouts, reduce excess capital tied up in overstocked products, streamline your purchasing and improve cash flow.
Watch out for even more improvements to this module coming soon, including demand forecasting.
Purchases and Suppliers
Sales and Customers
Stock Management
Workflow Improvement
Released February 2023
Custom Sizing – Document Designer Templates
With this improvement you can resize any of your Document Designer templates, so you can customise your document sizes for any purpose.
You might use these as in-house shipping or assembly job cards, for instance.
Production
Stock Management
Workflow Improvement
Released January 2023
Assemblies Updates – Perfect for Custom Production
These two updates streamline your assemblies workflow – especially if you’re making bespoke products.
You can now create an assembly without a bill of materials – which creates a blank assembly where you can add components.
And if you’ve got a new bespoke item to produce, you’ve now got an efficient way to create your Assembly for it – just set up a new product record, then select Create Assembly from the product dropdown. Easy!
Managed Integrations
Purchases and Suppliers
Sales and Customers
Stock Management
Workflow Improvement
Released December 2022
Small but Powerful Updates – December
Our minor updates this month make your shipments, integration, CRM and inventory processes smoother:
- View Shipments/Sales Orders – deleted shipments excluded from bulk print actions
- Prospect CRM Integration – seamless single sign-up and sign-on
- Purchase Order Receipting – bin location added for easier inwards goods processing
- View Products New Columns – including Default Purchase/Sell Price and Unit & On Purchase Quantity
- View Products Columns – Product Unit, Pack Size and Barcode renamed using ‘Base’ for clarity when using Multiple Units of Measure
- Product Import/Export templates – Default Purchase Unit automatically updated or created via the import
- Product Import/Export templates – Unit of Measure added to Product Suppliers and Supplier Quantity Prices templates
See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.
Production
Stock Management
Workflow Improvement
Released October 2022
Auto-Assembly on Batch- and Serial-Tracked Products
For more streamlined traceability, Auto-assembly is now available for your batch- and serial-tracked products:
- To use this feature, head to your BOM and toggle on ‘Can Auto-Assemble’
- Select the batch & serial numbers for your assembled and component products to complete the Auto-assembly
Production
Purchases and Suppliers
Stock Management
Workflow Improvement
Released September 2022
Multiple Units of Measure
Multiple Units of Measure (MUoM) is a major new feature to streamline bulk purchases.
By letting you buy goods in bulk and automatically convert these into the units your business uses, MUoM gives you:
- Greater flexibility and accuracy with your purchasing
- Accurate reorder reports for streamlined re-stocking
- Fewer products to maintain
- Less reliance on auto-disassembly.
You might purchase a carton of goods and convert these into individual items, for instance. Or you might purchase goods in imperial units and convert them to metric units.
Modules
Reporting
Stock Management
Released August 2022
BI-powered Stock Movement Enquiry
This new version of your Stock Movement Enquiry is powered by Unleashed BI – meaning it generates your report much more quickly than previously.
We’ve also added the new filter ‘Product Group’, giving you an extra option for narrowing down your data.
Pro Tip: The first time you run this report, it may take a little longer to load, so we suggest running the report for a shorter timeframe.
Purchases and Suppliers
Sales and Customers
Stock Management
Released June 2022
Inventory – Display Default Sell and Purchase Prices
You’ll have better visibility over your Product information with this update, which gives you the option to display default sell and purchase prices on your View Products grid in the Inventory module.
To customise your grid so you can view the information you need, use the Hidden Columns button to hide or display columns.
Production
Sales and Customers
Stock Management
Workflow Improvement
Released June 2022
Doc Designer – Option to Include Serial and Batch Numbers
Wanting to gain better access to batch and serial numbers – and improve traceability? You can with this feature, which lets you add batch and serial numbers to your grid lines in a whole new range of documents – so you’re able to include these on the first page of documents such as:
- Warehouse Transfers
- Assemblies
- Packing Slips
- Ship Notes
- Credit Notes
You might record batch numbers on your packing slips to ensure the correct batch is picked, for instance. Or you might record the batch number of an item you’ve issued a credit note for.
Purchases and Suppliers
Sales and Customers
Stock Management
Workflow Improvement
Released March 2022
File Library
Support and improve important Unleashed workflows for you, your customers and suppliers with this new document attachment feature – File Library.
With File Library, you can attach files of up to 20MB to your transactions, customers, suppliers and products. To help you use this new feature, we’ve increased your free storage to 10GB – 10 times the previous limit – with the option to add more.
Custom Integrations
Stock Management
Released December 2021
API: Warehouse Stock Transfer – New Filter “Modified Since”
API users can now use the filter “Modified Since” to retrieve warehouse stock transfers edited or created after the date you’ve specified.
This means you can access the latest and most relevant data on your transfers – making it quicker and easier to locate the information you need.
You’ll find this enhancement helpful if you use the API to send warehousing data to third party software – for example, your logistics provider.
Custom Integrations
Stock Management
Released December 2021
API: Stock Level Alerts for Individual Warehouses
With this update, you can now receive stock alerts via the API for each of your warehouses, rather than an overall stock level for all of your warehouses.
With alerts for minimum and maximum stock in each of your warehouses, you’ll have a clearer view of what products you have and where – and what you need to reorder, transfer or sell.
You’ll find this useful if you communicate warehouse stock information via the API – for instance, if you’re using reporting or reordering software.
Managed Integrations
Purchases and Suppliers
Sales and Customers
Stock Management
Released October 2021
ICC Fields in the Data Exporter
In the Data Exporter we’ve added International Commerce Code (ICC) fields to the purchase order, sales order and sales shipment templates. You can now select ICC fields to add to the file you’re exporting – including EORI number, commerce and country codes, warehouses and more. You’ll find these additions helpful if you use these data exports in your automated processes, or if your third-party logistics partner relies on these files.
Purchases and Suppliers
Reporting
Stock Management
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.”
Sales and Customers
Stock Management
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.”
Production
Sales and Customers
Stock Management
Workflow Improvement
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.”
Purchases and Suppliers
Reporting
Stock Management
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.”
Custom Integrations
Sales and Customers
Stock Management
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) credit notes 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”
Purchases and Suppliers
Stock Management
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.”
Production
Stock Management
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.”
Custom Integrations
Stock Management
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.”
Sales and Customers
Stock Management
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.”
Production
Stock Management
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.”
Production
Stock Management
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.”
Purchases and Suppliers
Stock Management
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”
Stock Management
Workflow Improvement
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 product updates. Keep your eye on this page for further updates.
SALES QUOTES
NOMINAL
COST FIELD
FOR PRODUCTS
PRODUCTION
BY-PRODUCTS IN
BILLS OF MATERIALS
AND ASSEMBLIES
SALES PAGES
CUSTOMER CONTACT
DETAILS
DISPLAYED
advanced inventory manager
aim
manufacturing
features
B2B ECOMMERCE
EVEN MORE
FORMATTING & FONT
FLEXIBILITY
WORKFLOW IMPROVEMENT
MORE GREAT
TIME-SAVING
UPDATES
PRODUCTION
ASSEMBLIES –
CUSTOM STATUS
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