It’s here! WooCommerce now integrates with Unleashed. So you can enjoy the benefits of Woo’s flexible open-source eCommerce platform combined with the powerful inventory features of Unleashed – and with quicker, more accurate workflows.
Here’s what you’ll get with the new WooCommerce-Unleashed integration:
Advanced Inventory Manager — or AIM — is our brand-new inventory planning and demand forecasting tool.
It uses your Unleashed transaction data to find an optimal stock position for every different part, product or ingredient in your portfolio.
AIM puts you back in control, helping you eliminate stockouts, reduce excess capital tied up in overstocked products, streamline your purchasing and improve cash flow.
Watch out for even more improvements to this module coming soon, including demand forecasting.
This great new update to BI Vision lets you customise your dashboards – so your display has everything you need, in the right place.
It’s easy – head to any of your BI contexts and select ‘New Custom Layout’ from the dropdown menu to move, resize, rearrange, remove & add KPI tiles.
You can also give your custom layout a unique name – and delete custom layouts if you no longer need them.
Watch out for even more improvements to this feature coming soon!
Multiple Units of Measure (MUoM) is a major new feature to streamline bulk purchases. By letting you buy goods in bulk and automatically convert these into the units your business uses, MUoM gives you:
You might purchase a carton of 20 items and convert these into individual items, for instance. Or you might purchase goods in imperial units and convert them to metric units.
Support and improve important Unleashed workflows for you, your customers and suppliers with this document attachment feature – File Library.
With File Library, you can attach files of up to 20MB to your transactions, customers, suppliers and products. To help you use this new feature, we’ve increased your free storage to 10GB – 10 times the previous limit – with the option to add more.
With BI Vision Plus you’ve now got even more options for your BI notifications. You can select from the following sales and transactions measures so they’re included in your automated email updates:
We’ve also added a new date period option, ‘last month’, so you can choose to receive an email update that covers the previous month.
Our new and improved Shopify-Unleashed integration – found in our recently launched eCommerce Hub – streamlines your processes in the all-important eCommerce space.
In addition to existing information flows for stock on hand, product, customer and sales order information, this new Shopify-Unleashed integration gives you:
We’ve made a major enhancement to our BI Vision module with the introduction of BI Vision Plus – so you can set sales targets and track your performance easily and accurately.
In the BI menu you will see a new item ‘Targets and Tracking’ where you can now add targets for sales revenue, gross profit, and gross profit %. On the BI Sales page we’ve also added a new Vision Plus tab, where you’ll find clear and up-to-date graphs and tables to track your sales against your targets.
And you can also set up automated notifications so performance updates are emailed straight to your inbox – giving you a high-level view of your sales without logging in.
If you hold stock in multiple warehouses, this enhancement is for you. This enhancement will help you streamline shipping and better fulfil your customers sales orders, by allowing you to ship from different warehouses on a single sales order.
Choose local warehouses for selected items to decrease delivery time, or specify different warehouses where different stock is located. This speeds up order fulfilment and delivery, boosting customer satisfaction.
Manage freight for your B2B orders. You can now create rates based on geographic location and sell price tiers. Automatically add freight costs and freight taxes to your customers’ orders for a seamless customer experience.
New to Unleashed but have heaps of historical data? You can now immediately glean valuable sales insights with Business Intelligence (BI) Vision.
Incorporate your historical sales data by uploading Invoices, Sales Orders and Credits from your previous system into BI Vision. BI will reveal your historical performance, allowing you to comparatively understand current and ongoing sales performance allowing you to make even better sales decisions.
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.
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:
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:
Display stock levels
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.
Customise your statuses for your sales orders and assemblies to better suit your own business processes and track your workflow with greater accuracy.
Learn more about custom statuses for Sales Orders.
Learn more about custom statuses for Assemblies.
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.
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.
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:
Learn more about Production in: BI Foundation | BI Vision
Three great enhancements to help you and your customers take advantage of your B2B Store:
Payments
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
Manage Backorders
Disable backorders for your customers to prevent them 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 cross-filter dimensions, drill down in graphs and more.
Record International Commerce Codes and other Customs-required product information and be able to create compliant Commercial Invoices.
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.
