First steps and company settings
- Check your account for trial data. If you have data that needs to be deleted, let your customer success consultant know
- Go to your company settings and fill out your general details
- On the Configuration tab, select the features you need
- Input your address and contact details
- Add your company logo on the images tab
- Add your company logo on the images tab
Security settings
- Add your Users
- Add your User roles and Set permissions for each role
System settings
Please note, not all settings will be applicable to every customer. Utilise these based on your individual business requirements.
It is important to check all settings before you begin transactions within Unleashed
- Enter Assembly Statuses
- Enter Adjustment Reasons
- Enter Attribute Sets
- Enter Automated Notifications
- Enter Credit Reasons
- Enter Currency Rates (if multi-currency is enabled)
- Enter Customer Types
- Enter Delivery Methods
- Enter Prefixes
- Enter Product Groups (if not included on the import data)
Additional system settings
- Enter Payment Terms
- Enter Sales Groups
- Enter Sales Order Statuses
- Enter Sales Persons
- Enter Sell Price Tiers
- Enter Shipping Companies
- Enter Supplier Return Reasons
- Review Taxes (or configure if not connected to accounting software)
- Enter Units of Measure
- EnterEnter Warehouses (if multi-warehouse is enabled)
Connect to account settings
You should turn off this integration until you go live
- Turn on integration and sign in to accounting software, authorize Unleashed Software
- Link your Default Sales Account, COGS Account and Stock on Hand Account
- Auto sync your tax codes and map to transactions
- Select export options
- Disable this connection until your Go Live Date
Import existing data
Please note: Import of stock on hand should be conducted on your GO LIVE date
- Export suppliers from current system, cleanse and enter into Unleashed template save and import into Unleashed
- Export customers from current system, cleanse and enter into Unleashed template save and import into Unleashed
- Export products from current system, cleanse and enter into Unleashed template. Pay special attention to assembled, component, batch, serial, pricing if you require these features. Import into Unleashed
- If required, cleanse Bill of Materials data, enter into Unleashed template and import into Unleashed
Document designer
- Review which transaction documents you’ll need
- If you are not happy with defaults, duplicate and amend as needed
Sandbox
- Create Sandbox
- Test all relevant transactions
- Test all integrations
- Map out your new processes
Go Live Steps
Please note, not all settings will be applicable to every customer. Utilise these based on your individual business requirements.
- Create Import your Stock on Hand using the stock on hand template
- Turn your accounting integration on, and ensure your Stock on Hand current asset account is the same value as the total cost of stock in Unleashed
- Connect up any other integrations in your live account
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