If a mistake has been made on a sales order, and the transaction has been completed already, a new sales order needs to be created, along with a credit note. This ensures that accounting data is protected from an audit perspective, as well as preserving the integrity of the data that Unleashed sends to any integrated (linked) cloud systems. Voided transactions are on our roadmap.
Flexible Sales Management
Gain accurate sales margin reporting for flexible sales processes and order management including invoicing, backordering, pick-and-pack, customer returns and drop shipping.Try it free for 14 days
Unleashed’s production and purchasing modules ensure that all the required information is captured for accurate cost reporting.
The sales module then uses these costs to give you full visibility and accurate reporting on the actual margin for each product, across every sale.
Unleashed’s sales order management gives you the ability to review and process orders and invoice customers. You can create split shipments, email invoices to your customers and search by order number.
Multiple invoices and shipments can be created per sales order.
Create purchases from sales orders, ship products that are in stock, back order the rest from your suppliers and then (optionally) invoice for what you’ve just shipped.
Once the backordered stock comes in you can then ship the remainder of the order.
Unleashed offers several flexible return options including the most common scenario of crediting the customer and mandating that stock is returned back to the company.
A number of different return scenarios can be handled by using Unleashed’s stock adjustment functionality.
From purchasing, through production and final sale, Unleashed ticks all the boxes for our food production inventory management.
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Pick and Pack
When you are ready to ship an order, simply print off the required warehouse documentation such as a picking list, packing list, an invoice or a ship note.
With Unleashed you can print off any documentation you might require for your business’ entire pick and pack process including shipping.
Unleashed will keep track of customer contact details such as addresses and phone numbers, along with customers’ order history.
An Unleashed account can also be set up with up to 10 price levels and discounts, by using tiered pricing.
Native POS Integration
Unleashed supports native integration with Vend, an excellent point-of-sale system.
Integrating Unleashed with Vend will let you automatically sync stock and sales information across your retail outlets, eCommerce stores and multiple warehouses in real-time.Learn more
Native eCommerce Integration
You can use Unleashed’s native integration to push stock information to the Magento eCommerce platform, with Unleashed acting as the dedicated, centralized stock system.
Magento in turn will update Unleashed on a regular basis with sales data.Learn more
Contact us today if you have more questions about how Sales can work for your business.
Can completed transactions be amended?
Can Unleashed be used as a point of sales system?
We don’t recommend that Unleashed is used as a point-of-sale system. However, it is certainly possible, and some customers do use Unleashed as a POS. The default view on the sales order screen can be modified to ensure customers can’t see any product margins. But the reality is that Unleashed is not a dedicated POS. As mentioned above we strongly recommend that you rely on our native integration with Vend instead to provide dedicated POS functionality.
Can I link in my bespoke eCommerce system to Unleashed?
Yes. Even if we don’t have a native integration, Unleashed supports this via our API. Many of our customers use our API to receive bespoke sales data, for example. Unleashed can be linked to any other system, including any e-commerce systems, via our API. As an alternative you can also use our OneSaas or Zapier connectors to manage the information flow between Unleashed and any external system (additional 3rd party charges will apply).
Does Unleashed support special customer pricing?
Unleashed currently supports tiered customer pricing, but not unique pricing. However, flat rate discounts on a whole-account basis are supported. At this present time we can support up to 10 price tiers per account.
How are organisational parent and child entities handled in Unleashed?
A parent with subsidiary entities, or perhaps a situation where there is one head office with several branches, is currently handled in Unleashed as one organisation with multiple delivery addresses. To set this up right, we recommend that you only create one customer code for the parent head office, and within that head office (parent) record also setup the various (child) branches – each with a separate delivery address. And whenever a sale is created in one record, you can then choose to bill it against one of the branches. (Note that this is different from having a branch as a customer record, and then invoicing against an individual customer record). The benefit of all of this is that Unleashed offers a single head office bill, which includes all branches.
Does Unleashed support part shipment?
Yes. Our sales order process has the flexibility to ship any quantities required, with any amounts invoiced separately. This provides great a great deal of flexibility for your sales and order processes. For example, you are able to receipt a deposit before shipping 50% an order and when the second invoice is raised, then the remaining stock can be shipped.
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