Software for product businesses & their advisors

Unleashed is cloud-based software that gives companies more control over their inventory, production and sales. Built with collaboration in mind, it also helps their advisors access their records – and improve their processes – any time, anywhere.

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Unleashed Software - Ecosystem

Inventory management and beyond

From our core inventory management role we’ve evolved into a powerful business management solution for product-based industries. Our features include:

  • A B2B eCommerce store, with guest payments
  • A mobile sales app
  • Production module with serial number and batch tracking
  • Purchasing and supplier management, International Commerce Codes functionality, and advanced shipping
  • A powerful business intelligence toolset called BI Vision

We integrate with a wide-range of best-of-breed business apps, like Shopify, Vend, Salesforce and many more. And we’re constantly evolving our product with new features as they’re requested.

View our App Marketplace View the Feature Release Timeline

“We’ve worked with the Unleashed team for a number of years now, their patience with, and support of Beever and Struthers and our clients is second to none. We really value our relationship with Unleashed, especially our cloud team”

Avatar
John Toon
Beever and Struthers

Why Unleashed?

Unleashed helps manufacturers, distributors and wholesalers grow with real-time inventory accuracy they can trust. We enable SMEs to:

SAY GOODBYE TO STOCKOUTS

Track products by batch, expiry, lot or serial number

SAVE VALUABLE TIME

Automate inventory processes and eliminate manual data entry

TAKE CONTROL OF INVENTORY

Know precisely where materials and products are at any time

GET ORGANISED

Replace spreadsheets that can’t cope with complex assemblies

GET MAGNIFICENT MARGINS

See the exact profit from every sale

SCALE AT SPEED

Process as much stock as you need with no transaction limits

CATER TO COMPLEX ORDERS

Split shipments when the right stock isn’t in the warehouse

EVOLVE YOUR SALES

Sell in multiple currencies and at multiple price points across multiple channels

Useful resources

Unleashed Software Xero Team - Resources - Manufacturing App Playbook
Exclusive Manufacturing Playbook

Just like Xero Playbooks, but by us for manufacturers

Download here

Unleashed Software - Xero Team - Resources - Partner Programme Overview.png
Our Partner Programme

A 2 page overview of how we support accountants to deliver transformational advice

Download here

Unleashed Software - Xero Team - Resources - Why-Unleashed
Our ‘Why Unleashed?’ Handout

A short and sweet 2 pager for your clients

Download here

Unleashed articles

How Unleashed helps your clients make, manage and move products

Just like online accounting platforms, CRM systems and more, the benefits that inventory software can bring to a business are ...
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online inventory management system

Sage vs Xero and Unleashed — a guide for accountants

As a business advisor, clients look to you for information on which software will help them grow their business. For ...
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“We have a great relationship with Unleashed who are always on hand to offer us as much support as they can, to in turn support our clients. They’ve helped upskill us to ask the right types of questions when dealing with clients, and understand how Unleashed can help support our clients to grow.”

Avatar
Alana Hamson
PKF Francis Clark

How we work with you

We regularly help Advisors and their clients with inventory management questions. If you want us to step in to one of your conversations it’s easy.

STEP 1:
Send us your details

Either book a time with our partner team directly – or fill out the form here, and tell us how we can help

STEP 2:
Free scoping session

We arrange a scoping session with you and your client

STEP 3:
We get them onboard

We onboard the client, getting their inventory management up and running quickly and easily

Got a question?

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“Unleashed has provided us with training materials and helpful guides. This helps us when scoping to make the correct assessment and recommendation. The team have also been supportive when discussing specific client requirements, collaborating on demonstrations and with onboarding.”

Avatar
Katherine O’Carroll
BDO
Unleashed Software - Customer Testimonial - Tom Riley - Managing Director and co-founder Whitewash Laboratories

How does Unleashed benefit you?

Unleashed helps a huge variety of companies around the world – but we’re particularly useful to businesses that

  • Need to report on margins in detail
  • Need a traceable audit trail
  • Hold stock in multiple locations
  • Sell stock at multiple price points
  • Manufacture their own products
  • Use a third party to make their products
  • Break down bulk products or assemble products into kits/bundles
  • Have multi-level assemblies
  • Use logistics providers
  • Sell across multiple channels (B2B & B2C)
  • Need to track inventory with serial numbers

What solutions do different companies need?

Many industries will benefit from a best-of-breed cloud app combination. Let’s look at the types of business that are likely to need your advice the most, and the features they’ll need – both from Unleashed, and the apps it integrates with.

  • Food and beverage

    With high volumes of limited shelf-life inventory, these manufacturers have special requirements

    • Batch tracking of raw material inventory to avoid the costs of ingredients expiring
    • Accurate audit trails in the case of a product recall
    • Attribution of production costs (e.g. labour, or third-party charges) for accurate costing of finished goods
    • View of margins by product and channel to drive profit growth and strategy
    • Multichannel sales to grow revenue,spread risk and build resilience
  • Building and construction

    Supplying building and construction materials involves close management of both customers and products

    • CRM to manage key contacts, accounts and projects
    • Make to order functions to reduce finished goods inventory
    • Batch and serial number tracking for traceability
    • Online client ordering portal to reduce admin
    • View of margins by product and channel to drive profit growth and strategy
  • Health and medical equipment

    Successful companies in this space connect sales systems with inventory, closely manage customer relationships, and accurately track their labour costs by product

    • CRM to manage key contacts, accounts and projects
    • Accurate audit trails in the case of a product recall
    • Serial number tracking improves management of high-value componentry, and aids warranty process after sales
    • Mobile sales and inventory management for more effective sales and fulfillment in the field
  • Electronics and telecoms

    Multi-level BOMs need close tracking and management. Early adopters of tech may also be hindered by legacy systems, and need an update

    • Serial number tracking improves management of highvalue componentry
    • Warehouse management and inventory control efficiencies
    • Lead time tracking to reduce production downtime
    • Mobile sales and inventory management for more effective sales and fulfillment
  • Medical supplies

    These manufacturers have similar needs to food and beverage companies, but with added regulatory oversight

    • Batch and serial number tracking for compliance with product recall legislation
    • Improved purchase order and sales order management
    • Accurate view of margins by product and channel to drive profit growth and strategy
  • Furniture and fixtures

    Managing margins and production efficiency is critical as these companies seek to stay in touch with changing trends

    • Efficient Bills of Materials management that captures all costs
    • Accurate view of margins by product and channel to drive profit growth and strategy
    • B2B sales portal to reduce admin
    • Warehouse management and inventory control efficiencies
  • Metals and fabrication

    Productive efficiency is a key focus area for capital intensive industries

    • Efficient Bills of Materials management that captures all costs
    • Supplier management to reduce production downtime
    • Improved purchase order and sales order management
  • Sport and entertainment

    A close relationship between production and sales drives growth in these companies

    • Mobile sales and inventory management for more effective sales and fulfillment
    • Multichannel sales to grow revenue, spread risk and build resilience
    • Accurate view of margins by product and channel to drive profit growth and strategy

FAQs

Find answers to the questions accountants typically have about Unleashed.

  • Can my clients connect their online sales channels to Unleashed?

    Yes, we have native integrations for eCommerce platforms including Amazon, Shopify and Magento. Once the integration is set up – which takes just a few clicks – stock levels will be updated across Unleashed and all their platforms in real time. They’ll also benefit from a streamlined order fulfilment process.

  • My client has customers who pay on account. How can they manage their credit control, specifically setting credit limits?

    They can keep tighter control over outstanding invoices in Unleashed + Xero by setting credit limits for customers in Unleashed. This ensures that sales staff in the business know which customers aren’t paying their bills – so they can stop selling to them.

  • Can my client deal in multiple currencies on your platform?

    Yes, this is standard in Unleashed and we pass currency data to Xero for reconciliation against payments from local/foreign bank accounts. If your client does not have a Xero account with multiple currencies, then Unleashed will take care of the conversion for them.

  • How can I migrate my client from Sage 50 Pro to Xero + Unleashed?

    Services like Move My Books can still be used to bring your client’s CoA, opening balances and customer/supplier accounts into a new Xero account. Please note: Move My Books does not convert inventory data, but the Unleashed UK team offer a setup service that includes data conversion.

  • My client processes more than 1000 transactions per month. Can Unleashed deal with this?

    Yes, Unleashed + Xero can handle an unlimited number of inventory items.
    While Xero has a soft limit of 1,000 transactions per month, Unleashed can batch transactions daily to solve this problem.

  • What support will my client receive?

    We offer an onboarding service to help your client get up and running on Unleashed. Once Unleashed is implemented, they’ll have access to our dedicated customer service teams in the UK and Australasia.

Inventory Glossary

Assembly

The building of finished goods in line with a bill of materials (BOM).

Average cost

An inventory costing method that recalculates each item’s cost when it’s receipted, by averaging the cost of the receipt with the current cost of goods sold (COGS).

Batch tracking

A method of product tracking that involves grouping products together, from creation right through to sale. It enables continuous monitoring of a component or ingredient throughout the manufacturing or assembly process.

Bill of materials (BOM)

The raw components of a product, used for its assembly. For example, a Covent Garden soup carton would contain various ingredients like stock, water and vegetables – as well as its container.

Disassembly

The splitting of a product into smaller components. For example, buying in bulk then packaging in a smaller unit of sale.

EDI

Stands for electronic data interchange. Similar to an API, it is a computer-to-computer exchange of business documents in a standard electronic format between business partners.

Finished goods

Stock that has been completed by the manufacturing process, or purchased in a completed form, but which has not yet been sold to customers.

Online marketplace

A type of eCommerce site where a product can be sold by multiple third parties, but the transaction is processed by the marketplace owner. Examples include the Amazon Marketplace and eBay.

Purchase orders processing (POP)

The recording of purchase orders and managing of ordered goods once they are received. Purchase orders are typically used to track goods as they are bought and receipted into the warehouse.

Sales order processing (SOP)

The allocation of stock items to match a customer’s order. Involves reserving items for that order to prevent them being sold to someone else, as well as recording despatch once the items leave the warehouse. Once despatched, an invoice can be raised for the customer.

Stock keeping unit (SKU)

An identifying code for an individual item, product or service for sale. A SKU is made up of a unique set of characters that relates exclusively to that particular item.

Third-party logistics

A company’s use of external businesses to cover elements of their distribution and fulfilment services. Often abbreviated to 3PL, or sometimes TPL.

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