Unleashed Feature Release Timeline

• 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 

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New Shopify Integration

Our new and improved Shopify-Unleashed integration – which can be found in our recently launched eCommerce Hub – is designed to streamline 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 

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• ICC Fields in the Data Exporter 
• BI Vision - View "Last Year" 
• ICC Fields in Shipments API 
• Additional Columns in the Purchase Enquiry

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• 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

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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.

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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.

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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

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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

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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.

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• 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

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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.

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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

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 so you can prevent them from seeing, ordering and purchasing out of stock items. Learn more

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

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

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Supplier Quantity Price Breaks

Supplier Quantity Price Breaks help businesses apply supplier quantity pricing and discounts against products.

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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.

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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!

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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.

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.

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We updated the Xero Tracking Categories configuration section so you can now pass tracking category data from Unleashed to Xero for your Sales Orders, Sales Journal and Purchase Orders.

Standing Orders
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.

• B2B Multiple admins
• B2B Customer catalogues and categories
• B2B Multi-warehouse
• B2B Favourite products tags

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.

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. 

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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.

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.

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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! 

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New templates for Credit Notes and Assemblies added to Document Designer.

You can now create supplier returns for purchase orders with added costs.

For Shopify, Vend, and Magento integrations, a new option to include assembled quantities in stock levels is available on the Configuration tab.

New API endpoints added: Assemblies, Credits and updated Sales Orders with POST/PUT/GET Serial and Batch Numbers in Orders and Shipments.

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.

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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.

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The ability to breakdown products into multiple components manually or automatically. 

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Ability to toggle how sales data is calculated on the dashboard.

The ability to import batch and serial numbers in bulk when setting up. 

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Take a tour of Unleashed from within the browser showcasing what it can do, going through some of the key features Unleashed has to offer.

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Unleashed customers who manufacture can add expenses like services, processing or packaging costs to their assembled products, to see its true costs and margins.

The notification center displays feature updates and system messages for each user, so our customer’s never miss an important message.

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.

Unleashed overhauled its user interface to make it more intuitive, with faster access to our customer’s favorite pages via our Quicklinks addition.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Businesses can create unlimited customized documents to assign to customers and suppliers to cater for each purchaser’s needs.

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.

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.

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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.

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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.

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.

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