Unleashed Feature Release Timeline

Here is an overview of our main features that have helped your business over the past few years!

2022

November 23

BI Vision – Customisable Dashboards

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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!

November 1

September & October Enhancements

BI Vision – Customisable Dashboards
Auto-Assembly on Batch- and Serial-Tracked Products
B2B Store – Customer-specific Payment Options
File Library – Central File Management Page
Multiple Units of Measure

September 5

Multiple Units of Measure

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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:

Greater flexibility and accuracy with your purchasing
Accurate reorder reports for streamlined re-stocking
Fewer products to maintain
And less reliance on auto-disassembly.

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.

August 31

July & August Enhancements

Create Assemblies Directly from Sales Orders
Sales Orders – Set Minimum Order Values
File Library – Central File Management Page
File Library – Add Attachments to Transactions Emails
BI-powered Stock Movement Enquiry
Customers – Search by Email Address or Postal Code
Access the Change Log Via the In-app Menu
B2B Home Page – Display 8 Popular Categories
Amazon – Assign Batch and/or Serial Numbers Automatically
Amazon – Option to Disable Product Synchronisation

July 1

Feature Fortnight Enhancements

Doc Designer – Option to Include Serial and Batch Numbers
Doc Designer – Remove Blank Address Lines
File Library – Attach Documents to Templates
File Library – Email Interface Updates
Sales Order Numbers Linked to Sales Quotes
Inventory – Display Default Sell and Purchase Prices
Shopify – Option for Fulfilment Email Notification
Shopify – Export Stock On Hand from Unleashed
B2B Store – Set Minimum Order Values
BI-Powered Hover Window – Top 10 Products

June 30

May & June Enhancements

Purchases – Customisable Purchase Order Grid
BI Vision – ‘Go to Vision Plus’ Button
B2B eCommerce – Barcode Search Functionality
B2B eCommerce – Products, Request Access Form & Shipping Address Updates
Business Intelligence is Getting Smarter
BI Vision – New ‘Sticky’ Navigation Panel
BI Vision Sales – Identify Free Credits
BI Vision Inventory – Clarity on your KPI Quantities
B2B eCommerce – User-friendly Updates to the Request Access Form
B2B eCommerce –Page Navigation Functionality
BI Vision Targets and Tracking – Links to Specific KPIs in Notifications
Shopify – New ‘Retain Tracking URL’ Switch for Fufilments

April 30

March & April Enhancements

BI Vision – New Dimension “Product Type”
BI Vision – Sales Trend Line on Timeline Chart
BI Vision – Select Partner Accounts as Notification Recipients
BI Vision – Quantities on Purchases Dashboard
BI Vision – A Boost to Inventory, Sales and Notifications
B2B eCommerce – Never Diminishing Products
B2B eCommerce – Multi-Select and New Filters

March 2

File Library

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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.

February 28

January & February Enhancements

BI Vision – Additional sales dimensions
BI Vision – Sales channel bar chart
BI Vision – New customer and product sales revenue bar chart views
BI Foundation – Export timeline charts to CSV
BI – Take full page screenshots
API update – GET Suppliers

2021

December 31

November & December Enhancements

BI Vision Plus – More notification options
BI Vision Plus – New targets and tracking functions
API: Warehouse stock transfer – Use the filter “Modified Since”
API: Stock level alerts for individual warehouses
API: Delivery contacts for Sales Orders

December 6

BI Vision Plus - More Notification Options

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:

Low Stock Levels
Batch Expiry
Open Shipments
Top 5 Products
Top 5 Customers

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.

November 29

New Shopify-Unleashed Integration

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:

Two-way automated updates to shipping company and tracking numbers
Two-way automation for order fulfilment status
The ability to select individual data fields to sync between Unleashed and Shopify
Automated updating of shipping rate name from Shopify into Unleashed as delivery method
Connected to eCommerce Hub – Our centre for ecommerce solutions with more control over how you manage orders, products and shipping

November 29

BI Vision Plus

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.

October 30

September & October Enhancements

ICC Fields in the Data Exporter
BI Vision – View “Last Year”
ICC Fields in Shipments API
Additional Columns in the Purchase Enquiry

August 31

July & August Enhancements

Purchase Enquiry – new filter “Product Group”
Create and update assemblies – API
Get sales custom statuses – API
Updates to B2B Menu
Products and Customers in B2B Settings

June 30

May & June Enhancements

ASM: International shipping across multiple packages
API: “Assemble By” date included
Customs data available in Doc Designer
API: Retrieve customer contacts
Serial and batch numbers in Commercial Invoices
Comments on combined picklists

May 31

Ship from Multiple Warehouses on a Single Order

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.

May 17

B2B Freight

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.

April 30

March and April Enhancements

Upload historical sales data in BI Vision
More customer data in BI Vision
Manage non-delivery dates in your B2B Store
Customer managed standing orders
Promote products in B2B emails
More power behind your Reorder Reports
International Commerce Codes (ICC) Enhancements

March 22

Even More Sales Insights

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.

March 17

More Power Behind Your Reorder Reports

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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.

March 8

Customer-Managed Standing Orders

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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

February 26

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

2020

December 7

BI Vision Enhancements

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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

November 30

November Enhancements

Import Assemblies
Custom statuses for Sales Orders
Custom statuses for Assemblies
Share report layouts
Sales shipments improvements

November 23

B2B Store Enhancements

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.

November 16

Create Custom Statuses for Sales Orders and Assemblies

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.

October 30

October Enhancements

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

October 12

Security Update: 2-Step Authentication

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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.

October 5

B2B Multiple Customer Contacts

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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.

September 30

September Enhancements

View Sales Orders against Auto Assemblies
View serial and batch numbers on the product page

September 24

Business Intelligence – Production

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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

Learn more about Production in: BI Foundation | BI Vision

August 31

August Enhancements

Create Warehouse Transfers via the API
Serial and Batch numbers added to Doc Designer
Bulk print 3PL templates from Data Exporter

August 3

B2B Store Enhancements

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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

August 3

Business Intelligence

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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.

August 3

International Commerce Codes

Record International Commerce Codes and other Customs-required product information and be able to create compliant Commercial Invoices.

July 31

July Enhancements

Edit ‘Source’ and ‘Destination’ warehouses for parked assemblies
Export Purchase Order data
Auto-assign serial and batch numbers when creating shipments

June 30

June Enhancements

Auto-assign serial and batch numbers in Shopify
Show “Can Assemble” on the product page
Improvements to Purchase Enquiry report

May 29

May Enhancements

Product links on the Purchase Order page
Product description in Stock Adjustments

March 9

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.