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Unleashed overview for Xero

Hi team Xero! Here’s a quick overview of all-things Unleashed and cloud inventory management for you to use when talking to businesses or accountants. Including how to introduce prospective customers to us, FAQs and an inventory glossary.

What is Unleashed?

Unleashed is a powerful, cloud-based inventory management solution that enables businesses to get full visibility and control over their stock.

We solve the problems that arise when manufacturers, wholesalers and distributors have poorly managed inventory: including unhappy customers, stockouts and stagnating sales.

Founded in 2009, we have a tight-knit teams in the UK and New Zealand with in-house development and a focus on putting our customers first. We are also:

  • One of the first inventory management apps to adopt cloud technology
  • The first inventory management app to integrate with Xero
  • The best-reviewed inventory integration on the Xero Marketplace

Introducing accountants to Unleashed

We work closely with accountants and bookkeepers around the world, helping them in the move to app advisory – and helping them spot clients who need better inventory management. If you have an accountant who’s interested in referring Unleashed, then:

1. SEND US YOUR ACCOUNTANT’S DETAILS
Introduce your contact at the firm to us.

2. WE GET IN TOUCH WITH THEM
And explain what the next steps are.

3. FREE SCOPING SESSION
We’ll arrange a free Unleashed scoping session with the accountant and their client.

4. WE GET THEM ONBOARD
We’ll offer onboarding to ensure that the client gets up and running quickly and efficiently.

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 — eliminating wastage.

TAKE CONTROL OF INVENTORY

Know precisely where materials and products are at any time, across multiple locations.

GET MAGNIFICENT MARGINS

See the exact profit from every sale — including freight, import and more.

CATER TO COMPLEX ORDERS

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

SAVE TIME

Automate inventory processes, so there’s no need to manually enter data.

GET ORGANISED

Spreadsheets aren’t up to the task of managing complex assemblies.

SCALE AT SPEED

Process as much stock as needed, with no transaction limits.

EVOLVE SALES

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

Hear from Unleashed customers

What does a typical Unleashed customer look like?

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

  • Need to report on margins by product line, customer type, channel or salesperson
  • Are required to maintain a traceable audit trail
  • Hold stock in multiple locations
  • Sell stock at multiple price points
  • Need to improve their landed cost tracking
  • Manufacture their own products, or use a third party manufacturer to make their products
  • Break down bulk products or assemble products into kits/bundles
  • Use third-party logistics providers
  • Sell across multiple channels (B2B & B2C)
  • Are required to track inventory with serial numbers

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 setup – 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 MYOB to Xero + Unleashed?

Unleashed can easily synchronise customer and supplier data that has been migrated from MYOB to Xero at the click of a button. All other data can be imported. The AU team offer free onboarding to guide the customer through the steps needed.

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.

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.