Sales orders that maximise efficiency and accuracy

Are your manual sales orders creating errors, reducing customer trust and driving up the cost of returns?

Action all your sales orders from a single place, and enjoy the efficiency of connecting all your different sales channels to your internal processes and stock management with Unleashed - your reliable inventory and order fulfillment software.

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Sales order software

Choose the highest-rated sales order management system

Tasmin Kirkley shows how Unleashed manages inventory and sales orders from multiple channels. Watch the video as she fulfils shipments, orders stock, completes partial shipments and monitors margins all within a single platform.

Manage your inventory and sales in real-time

Manage all stock units and sales in Unleashed and gain better visibility over the entire buying cycle.

Manage sales quotes effectively

Create or import sales quotes in Unleashed that you can view and manage; filter by quote status, number, customer, or warehouse.

Receive sales orders easily

Create, import, manage, and view sales orders on the go. Assign batch and serial numbers to serialised products that customers can reference for warranty purposes and more.

Track shipments from multiple locations

Create, manage, and view shipments in bulk from all stock locations as you sell and manage the dispatchment of your stock on hand to your customers.

Generate invoices & credits

Generate an invoice for each sold product from your stock on hand and build a credit note whenever a customer returns an item; Unleashed fills in the gaps between accounting, sales, and inventory management.

Automate accurate sales reporting

You can review your sales revenue, profit margins, units sold, sales enquiries, shipment progress, and more within intelligent reports that give the sales insights you need.

Sales and inventory management in one place, at record pace

Keep your sales funnel flowing with efficient sales order management that syncs to your inventory. Monitor their status, and progress orders, and use filters to see what’s critical to your business.

Reserve Stock for Smarter Sales

Allocate stock to critical sales orders to guarantee it doesn’t disappear when you need it most.

Time-Saving Bulk Actions

Maximise efficiency by bulk processing critical actions. Apply serial and batch numbers, complete orders, email invoices, and much more.

Clone Orders

Need to replicate an order? No need to start over. Once you create a sales order, you can clone it with a few clicks and allocate it to a new customer.

Finalising orders dashboard

Pricing and margins that you can rely on

Eliminate costly mistakes. Unleashed will automatically generate product prices, tax, margins, and customer pricing for you. Complete orders with confidence, knowing that you can trust your data.

Intuitive Tiered Pricing

Add multiple price tiers for each product and assign a price tier to each customer. This ensures the correct price, discount, and tax is used for each product, every time.

Meaningful Margins

Know exactly how much you are going to make from each and every sale by viewing margins on sales orders. Your margins will automatically update when charges and discounts are applied – helping you make smarter business decisions that drive more profitable sales.

Sales order software margins view

Faster order taking, total order visibility and smart reporting

Our CRM lets you collaborate seamlessly thanks to up-to-date customer, stock and order records.

Intelligent and automatic segmentation

We automatically categorise your customers by order recency, frequency and value to help you manage your best and worst customers.

Missing order alerts

Get prompts when customers haven’t ordered at their usual frequency before they become a churn risk.

Consistent financials across platforms

Integrate Unleashed with Quickbooks Online or Xero for complete data integrity.

Separate Invoices and Orders

Easily deal with pre-payments or split deliveries with invoices that are separate to the sales order. Send the invoice to your accounting software to manage payment, while keeping the sales order open as you work on it.

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Unleashed App Marketplace integrations

What our customers say

"Everything that's happening in the physical world is reflected in the system, so that Unleashed becomes that single source of the truth."

– Matt Oliver, Head of Operations

"What [Unleashed] does assist us with, is knowing how efficient we are in making them with the stock control, [we can see] how much goes into the bill of materials, against how much is used in assemblies."

– Luke Bream, CEO

"For the past 6 months, by using the [Unleashed] software, I have found that I have a lot more time to myself. I’m not spending my time fixing or digging into problems with software, the business runs much smoother and that has allowed me to reduce my working days."

– Mark Weisner, Logistics & Operations Manager

“I’ve used other inventory management systems in the past. They work fine, but they’re just real clunky. I found reporting was never really what I needed from it. You’re always kind of fighting the system just to get what you need out of that. But I don’t have that with Unleashed.”

– Sam Kenny, Operations Manager

"I would say it [Unleashed] has allowed our accounts team to be more focused on their day-to-day important tasks and that we've been able to pull high-level reporting that we need on customers, suppliers, and our sales team."

– Blair Nicholl, Co-founder

"The things I like most about Unleashed is that it's grown with our business. As we've grown and got multiple manufacturing sites and different staff members in different locations, doing different things, it's been malleable enough to handle all of that."

– Jack Tarrant, Managing Director

Frequently Asked Questions

Does Unleashed guarantee secure data sync between sales channels and accounting software?

Yes. Unleashed automatically updates your connected systems and securely reconciles all transactions as they happen to eliminate discrepancies. The Unleashed API enables real-time data synchronisation with your custom tools, while native integrations with platforms like Xero and QuickBooks update stock levels instantly. Your sales, inventory, and financial data stay perfectly synchronised across every platform.

All Unleashed user data is encrypted using data encryption and the TLS protocol to encrypt internet traffic. Enhanced security features include 2-step authentication, with data replicated across global servers daily.

Can I sell a product that's out of stock?

Yes. You can add any product to a sales order and raise an invoice even if stock isn't currently available. The only restriction is dispatch: goods need to be in stock before they can be shipped. This means you can take the order and sort out fulfilment once stock arrives.

Can I sell products that are still on an open purchase order?

Yes. Products already on order from a supplier can be added to sales orders and invoiced straight away. Once the stock arrives and is receipted, it can be dispatched against the relevant sales order without any extra steps.

Can I track which sales order has reserved specific stock?

Yes. Each product record shows all open transactions linked to it, including which sales orders have stock allocated against them. You can see exactly where your available inventory is committed at any point.

Can I add more lines or make changes to a sales order after it's been created?

Yes, as long as the order is still open and hasn't been completed or deleted. You can add product lines, charges, and other details without needing to create a new order. Note that sales orders are individual transactions and cannot be merged together.

What happens to a sales order once it's been completed?

Completed sales orders are locked and cannot be edited or deleted. If you need to reverse a completed sale, you can raise a credit note against it to counter both the sale and any dispatched stock.

What if a sales order has been invoiced but there's no stock left to dispatch?

You'll need to bring stock back into your inventory first, using a stock adjustment, an assembly, or a new purchase order. Once the stock is available, complete the sales order, then raise a credit note if you need to reverse the transaction.

What if a shipment has been dispatched but the sales order hasn't been invoiced yet?

Create an invoice from the shipment and complete it. After that, if you need to reverse the transaction, raise a credit note to counter the sale and return the goods to stock.

What happens to linked purchase orders if I deallocate a sales order?

Deallocating a sales order only releases the stock that was reserved against it. Any linked purchase orders are unaffected and remain exactly as they were. When those POs are receipted, the stock will update your availability as normal.

Try Unleashed free for 14 days. No credit card required.

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