Here is an overview of our main features that have helped your business over the past few years!
More power behind Reorder Reports
Creating assemblies, transferring between warehouses and reordering just got a lot easier with the updates on the Reorder Report. No need to navigate outside of the report, you can do it all here.
We’ve also updated a few of the columns and how the data is presented to make the report even clearer. Watch this video to see what’s new in the Reorder Report.
Customer managed standing orders
Standing orders are a great way of creating a reliable source of repeat sales. With these enhancements to the standing orders feature in the B2B Store, we’ve further minimised the administrative effort to manage and update them.
Available to B2B Store Premium and Premium+ accounts, you and your customers can now:
- Create and edit names of standing orders
- Edit the quantity of items in existing standing orders
- Add or remove products in existing standing orders
January & February Enhancements
- Streamlined Interface
- Credit Notes via API
- BI Vision: Save and share filtered views
- BI Vision: View sales by country
- BI Vision: View Purchase Orders created over time
BI Vision enhancements
BI Vision is growing. These new features allow you to get even more insights from your data, and make it even easier to find and share them:
- A new sales KPI: Units Sold
- Custom date range
- Search and filter by specific fields
- Select multiple filters
- Save and share filtered views
- Import Assemblies
- Custom statuses for Sales Orders
- Custom statuses for Assemblies
- Share report layouts
- Sales shipments improvements
B2B Store Enhancements
Choose to display your stock availability in your B2B Store. If you’re a Premium or Premium Plus customer with multiple warehouses, you can also further display stock levels across your warehouses.
Display estimated stock arrival time
Estimated date of arrival for out-of-stock products, is now also available to optionally display. This gives your customers more certainty when wanting to preorder out-of-stock items.
Create custom statuses for Sales Orders and Assemblies
- Share report layouts
- Better manage sales shipments
- Assign ship note templates to customers
- BI – export data
- Share costs across purchase orders
- More information in View Customers
- Create a combined picklist template
- View supplier lead times for products
- Add purchase costs to your purchase orders
Security Update: 2-Step Authentication
2-step authentication (2SA) makes it harder for attackers to access your data and drastically reduces your risk of data loss, fraud or identity theft. This is particularly important when dealing with live, cloud-based data that’s essential to your business.
B2B Multiple Customer Contacts
You can now grant B2B Store access to multiple contacts per customer account. Each user will have user specific information and be able to use their individual login — no need to share access!
This is great for your customers who have multiple people ordering from you, or for large, complex organisations such as franchises.
- View Sales Orders against Auto Assemblies
- View serial and batch numbers on the product page
Business Intelligence – Production
Production is the latest context for the BI module. It helps you gain powerful insight into your manufacturing processes and output using your product and assembly data. You’ll discover metrics such as:
- Value of wastage
- On-time assembly
- Avg. cost per assembly
- Value of completed assemblies
- Create Warehouse Transfers via the API
- Serial and Batch numbers added to Doc Designer
- Bulk print 3PL templates from Data Exporter
B2B Store Enhancements
Three great enhancements to help you and your customers take advantage of your B2B Store:
Allow guest users as well as your registered customers to make credit card purchases from your B2B Store. Learn more
Manage Guest Access
Choose how your registered and guest customers interact with your B2B eCommerce Store. Learn more
Disable backorders for your customers so you can prevent them from seeing, ordering and purchasing out of stock items. Learn more
Drive successful decision making using the new Business Intelligence module in Unleashed. Dive deep into business data to gain instant clarity into your performance across customers, sales, purchases and inventory.
BI Vision takes it to the next level with the ability to crossfilter dimensions, drill down in graphs and more.
International Commerce Codes
Record International Commerce Codes and other Customs required product information and be able to create compliant Commercial Invoices.
- Edit ‘Source’ and ‘Destination’ warehouses for parked assemblies
- Export Purchase Order data
- Auto-assign serial and batch numbers when creating shipments
- Auto-assign serial and batch numbers in Shopify
- Show “Can Assemble” on the product page
- Improvements to Purchase Enquiry report
- Product links on the Purchase Order page
- Product description in Stock Adjustments
Easier supplier management
Supplier Quantity Price Breaks
Supplier Quantity Price Breaks help businesses apply supplier quantity pricing and discounts against products.
Multiple supplier contacts
Add as many supplier contacts as you need to keep track of key contacts and ensure the right people are receiving your purchase orders.
Unleashed Sales App: Android Release
Empower your sales team with the freedom and flexibility to make sales, work efficiently and deepen their relationship with their customer outside the office.
The Unleashed Sales App is now available on Android and Apple so all our users can capture sales opportunities on the go!
Label Printing from Sales Orders
Perfect inventory control
Set Product Delivery Dates on Purchase Orders
Set the delivery date for each product on a Purchase Order for different expected delivery dates.
Lead Times for Suppliers and Products
Better manage which suppliers to choose for your product purchases by recording standard lead times against each. Record a lead time for suppliers and products to predict the delivery date of your purchases.
Speed up workflows
Record and filter printed transactions
Record when a transaction has been printed and even filter by this new printed status. This allows you to easily see what orders have been printed and sent to the warehouse, emailed to your supplier and more.
Quick Actions Keyboard Shortcuts
Skip navigating the sidebar menu and use the quick action keyboard shortcut (ctrl + .) instead. This allows you to easily search for your next action, whether it’s creating a sales order or looking up a customer.
Select multiple report filters
Select multiple filters to get exactly what you want on your business reports.
B2B eCommerce: Guest Access
With guest access, the Unleashed B2B Store becomes an even more powerful marketing tool. You can showcase your products to your prospective customers in an easy to manage, mobile-friendly catalogue without requiring them to create an account.
Pack a punch with pricing
Show customer discount
When you give your customers’ discounts, you will now have the option in Unleashed to show the discount on the Sales Order so both parties have greater transparency over pricing.
Flexible pricing with the Sell Price Tier
We’ve added more flexibility to help with your pricing strategy. Base discounts on your customers’ Sell Price Tiers.
Xero tracking categories update
B2B eCommerce Platform Updates
Customise your Store with a homepage that includes a carousel banner, featured categories and popular product section.
Create flexible content pages that give you the opportunity to share important information, such as terms and conditions, privacy policies and shipping information.
Custom email templates
Customise email templates and link them to statuses in Unleashed. At each new stage of the transaction, it automatically sends an email to your customer.
B2B eCommerce platform updates
Your customers can now automate their recurring orders with the new Standing Orders feature. This will allow them to set a recurring order at a specific frequency.
Bulk Cart Upload
With the bulk cart upload feature, your customers can upload a large order straight to their cart instead of painstakingly adding each item from the catalogue.
Set credit limits and Configure tracking categories in Unleashed. Email Xero invoices from Unleashed. Learn more
Label and Barcode Printing
Users can now print product labels. Start by creating a new product label template in the Doc Designer: customise the fields and attributes, add images or even a company logo. You can now select products that you want to print labels for.
Use the Data Exporter to extract information from Unleashed. You’ll be able to extract sales order information and other related details such as their customer code. If your business has a 3PL partner, the Data Exporter will allow you to create templates for your 3PL.
B2B eCommerce portal
Unleashed users can give their customers a seamless buying experience with our B2B eCommerce portal. Streamline your interactions with customers by making the entire B2B ordering process efficient and minimises costly errors. Learn more
Unleashed’s Amazon integration is a complete eCommerce solution that connects your Amazon store to
your Unleashed account so you can set up online stores to sell your goods, organise your products,
customise your storefront and more! This integration streamlines your inventory management
requirements for their Amazon store. Learn more
Our Document Designer gets a major upgrade, allowing users to have greater flexibility over their customisable templates. Now with barcode support, page orientation, greater control over each element and more!
To simplify your businesses processes, Unleashed allows you to email your transactions to your warehouse, supplier or customer. Users can also view the email log for complete transparency on each transaction. Manage your emails better for accurate historical records and internal reporting.
Speed up sales processes with the flexibility to apply special discounts. Quantity Discounts allows you to easily apply special discounts for each product based on a minimum quantity. Learn more
If you have specific product prices for certain customers, you might have to maintain multiple and complex spreadsheets with all the customer details, the products they purchase, and their percentage or fixed discounts.
Customer Pricing simplifies the special pricing process for you by removing reliance on manual spreadsheets and reducing the chances of errors being made, including the wrong prices and quotes being given to your customers.
Barcode scanning reduces manual input, helping you to have the correct products in the correct quantities reflected in your system, whether you’re receipting goods, or just doing a stock count.
Purchase Order Recosting
Purchase order recosting allows you to include additional costs and update your margins after you receipt your goods into inventory. This means no more waiting for that final transport invoice to come through before adding your stock to your inventory and selling it! Learn more
Easily set Product Attributes on all your products to save time and improve product data visibility. Product Attributes can enhance your system of record by capturing important reference data. For example, you can add key attributes such as country of origin, model, and tariff code.
Document Designer new templates
New templates for Credit Notes and Assemblies added to Document Designer.
Multi-store support for Shopify Integration
Manage more than one Shopify store with our multi-store integration. Dispatch your orders rapidly and have the freedom to pool or isolate your stock, enabling you to gain real-time visibility of stock from all your warehouses. Learn more
Supplier Returns for Costed Purchase Orders
You can now create supplier returns for purchase orders with added costs.
Include assembled quantities in stock levels sent to integrations
For Shopify, Vend, and Magento integrations, a new option to include assembled quantities in stock levels is available on the Configuration tab.
Print combined picklist for multiple Sales Orders
Select multiple sales orders and use the Bulk Actions cog to print the combined picklist.
New API endpoints
New API endpoints added: Assemblies, Credits and updated Sales Orders with POST/PUT/GET Serial and Batch Numbers in Orders and Shipments.
Never Diminishing Products on a Purchase Order
Ability to add never diminishing products that does not require tracking or reporting to Purchase Orders. You can also specify an expense account to use when purchasing Never Diminishing products. Learn more about Never Diminishing Products.
Bulk Assign Batch and Serial Numbers to Sales Orders
Ability to Bulk Assign Batch and Serial Numbers to Sales Orders on the View Sales Order page or on the Order Lines.
Grow your Shopify store with Unleashed. Gain detailed insight into your sales margins with the freedom of knowing what stock you have and where you have it, eliminating costly stock outs.
Freight and Charges
Take advantage of the most accurate sales reporting available on the market today, with Freight and Charges that are not included in your margins. Learn more
Keep all your customer information in one place – a record of all your tasks, interactions and product sales inside of Salesforce. Keep your customers happy with reduced warehouse processing times and faster dispatches.
Supplier Price Books
Maintain pricing from all suppliers with unique product codes and descriptions. Learn more
The ability to breakdown products into multiple components manually or automatically. Learn more
New API Site
New API site design and documentation update. Check it out here
Serial Tracking in Production
Ability to use serial numbers in the production module.
Import Batch and Serial Numbers
The ability to import batch and serial numbers in bulk when setting up. Learn more
New Stock Counts
Count stock by product groups on a perpetual basis. Keep business as usual while running a stock count on one product. Never over or under order again by doing counts by supplier. Eliminate bias when auditing inventory with blind counts. Complete a stock count in your own time, and upload it when you’re ready
Mobile Sales App
Unleashed’s mobile sales app is a business’s inventory on an iPhone – create sales, call customers and check inventory levels using our intuitive app. Makes sales with easy product selection and send them straight to the warehouse for immediate order processing.
Unleashed customers who manufacture can add expenses like services, processing or packaging costs to their assembled products, to see its true costs and margins.
Per warehouse controls
Reordering inventory that’s running low is simple – per warehouse controls give minimum inventory level alerts on product lines by warehouse, so a business can create a purchase order to replenish that stock with one click.
Batch number tracking
Assign batch numbers to products that have been purchased or manufactured together, so you can easily track and trace where you product has come from, and where it is going. Includes expiration alerts on the Dashboard and batch tracking reporting.
Multiple Costs of Goods Sold accounts can be imported directly from your accounting provider, so Unleashed customers can code the COGS account of their choice to any product. This makes it easier to determine margins for each product line, and focus on the best-selling products.
Metric and Imperial measurements
Adding imperial measurements makes it easier for Unleashed’s global customers to work with the measurements their customers use too.
Serial number tracking
Assign serial numbers to individual products to track parts, warranties and returns. Unleashed’s in-depth reporting allows for greater than ever product tracking and oversight, with serial numbers displayed on ship notes for greater visibility for your customers.
Unleashed completed a major overhaul of taxes, in particular to streamline the setup and processing of taxes for accounts not connected to an accounting provider, providing better options for how businesses use Unleashed.
QuickBooks Online integration
The full release of our QBO integration with setup wizards and export lists allows for greater choice in accounting softwares for Unleashed users, with full control of exported information to keep accounts balanced.
4 decimal places
4DP for pricing within Unleashed optimizes your precision with pricing information, and brings Unleashed’s pricing in line with other softwares we integrate with for better data consistency.
Separating invoices from sales orders means that an invoice can be completed and sent to an accounting provider while a sales order is still open. This means businesses can invoice their customers before an order is dispatched, also partially invoice sales and create invoices from shipments. With added reporting for invoices, this gives greater clarity to making sales.
Unleashed customers can create sales quotes, report on their quotes to see which result in sales, track the status of quotes on the Dashboard, and quickly create a sales order from a quote when it’s accepted. Sales quotes means Unleashed customers have expanded options in the sales process.
Set sell prices of products based on a pre-defined markup percentage; choose from the landed cost, last cost, purchase price or the default sell price. No more manual calculations when setting sell price tiers.
If stock is allocated to a sale that does not have to be dispatched for quite some time, a business can choose to deallocate that stock, freeing it up for use on another sale. This provides greater control of how inventory is used in Unleashed.
Add a product image to a product record for a quick visual reference of stock items – browse products by image to find the right one, or use it as a simple digital showroom.
Coded stock adjustments
Businesses can keep precise records of stock movements and loss by adding an accounting code, either as an expense or revenue, to a stock adjustment. For example, code damaged stock to a wastage account in an integrated accounting software.
Custom payment terms
Businesses can create custom payment terms that can be assigned to individual customers, for extra flexibility to meet customer needs.
Multiple account access
Expanding businesses often choose to have more than one Unleashed account for the clearest view of their inventory at each location, so we’ve made it possible to easily switch between accounts with the one username.
Backordering puts out-of-stock items on a sales order to be supplied to your customer when available, and also allows a purchase order to be created from a backordered sale, so you can better meet your customers needs.
Multiple shipments can be created for one order – tying in nicely with the backordering function, so stock can be dispatched as it becomes available. Assign a shipping company and create a customized ship note for your customer, the overall process of picking and packing is improved.
Backorder Enquiry and Shipment Enquiry
New reports to match the new sales and dispatch functionalities, to ensure you have the best overall view of your business’s processes.
Clone sale orders and purchases
For repeat transactions, the clone function for sales and purchases means all the product and customer details are replicated in a new transaction, cutting down on manual input of data.
Supplier change codes
If your supplier code is incorrect or they change names, this allows you to easily change that code, either individually or in bulk.
When businesses return a purchase back to their supplier, Unleashed can reverse it by updating stock levels and financials with the accounting provider, keeping accounts balanced.
Product code changes
Sometimes a supplier changes their product codes, or the business needs to change theirs. Unleashed customers can make the change quickly and easily through individual changes or with a bulk upload that makes the process smoother.
Clone product details
When businesses create new products that are similar or near identical to existing ones, they can save time by cloning all of the product’s settings in Unleashed except the product code and description.
Enhanced Barcode Searches
Searching for products is made even simpler with an autocomplete function added to barcode searches, which results in a drop-down menu of matching products for quick selection.
User customized reporting
Individual Unleashed users can create and save customized reports that have the data values of your choice and allow you to filter by any category so users can have the report they want, every time.
A handy little tool next to transactions which displays a list of actions to choose from and complete to speed up business’s workflows.
Get an overview of your business’s performance at a glance, every time you log in to Unleashed. Our Visual Dashboard features profitability graphs and outstanding transaction alerts for actionable tasks.
Tax on foreign currencies
Businesses importing and exporting globally can now be sure the right tax is applied to each transaction. Setting a foreign tax rate as the default for customers and suppliers saves time manually resetting rates.
Unleashed’s firm integration with Vend’s Point-of-Sales solution keeps stock levels exact for on the spot sales in fast-moving retail environments.
Unleashed customers are able to speed up their picking and packing by knowing the exact location of their stock on hand in the warehouse. Assigned bin locations are printed on packing slips for faster order processing.
Our open API allows our customers to connect their Unleashed data to all their business management solutions, making sure the information they need is accurate at all times.
Unleashed customers can connect to Magento’s eCommerce platform to ensure accurate stock data, meaning there is no risk of over selling resulting in unhappy customers.
Auto-assembly for Production
Auto-assembly gives businesses the ability to kit products in Unleashed before they are physically assembled, to enhance and speed up the sales process. It also shows how much of an assembled product can be produced based on existing component stock, cutting down on time-consuming manual calculations.
A stock take that freezes a warehouse’s entire inventory for a physical count and reports any inventory variance. This allows for reliable inventory data that outlines any unexpected stock losses.
Xero Export List
The Xero export list enables faster accounting with an easier ability to balance books on an ongoing basis. Unleashed users can quickly reconcile their accounts with Xero with transparency and control.