What's new in Unleashed

Advanced Inventory Manager Released April 2024

See your stock levels and rate of demand in seconds with these two powerful updates to AIM:

• Visual summary of Stock Levels and Demand Rates: Our new visuals on the modelling tab provide an instant visual insight into your stock levels and rate of demand, making it simpler to stay on top of your inventory.
• Enhanced Dashboard Visuals: We’ve also integrated these visuals into the Dashboard. Whether you’re using a custom setup or the default dashboard, you can now view your rate of demand at a glance, saving you valuable time.

Advanced Inventory Manager - Released July 2023

Your AIM insights dashboard has had a complete makeover so your forecasting workflows are smoother and you have better visibility over key information – including any issues. New features and changes include: 

• Search Product field to find specific products
• AIM Activity panel to help you maintain your AIM data
• Top Performers panel with Product Forecast links
• Stockout Risk panel to highlight potential stock issues
• Supplier Performance panel to identify delivery or lead days issues
• AIM Opportunities panel to explore strategies – and even come up with your own.

Advanced Inventory Manager - Released May 2023

On each of your individual product forecast pages you’ll find two new charts that give you a quick and easy way to review historical sales, stock on hand and purchase data – so you can make informed decisions on your strategy.

Tip: Click the double arrow at the top of the Historic Performance panel to expand your graphs – you can then select an area to drill down into the detail.

Advanced Inventory Manager Released May 2023

This enhancement to your Product Forecast Stock on Hand chart means it displays daily figures rather than monthly ones – so you’ll see how your strategy will accommodate your forecast demand in more detail, and can spot if a stockout occurs at any point during a month.  

Tip: You can select part of the chart to zoom into an area of interest, and hold the control key to scroll along the chart. 

Advanced Inventory Manager - Purchases and Suppliers - Stock Management - Workflow Improvement - Released March 2023

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.

Modules - Released January 2024

We know that your B2B Store plays an important part in your multi-channel sales strategy, so we’ve made some improvements to the way you display your products to your customers and organise them in your settings.  

Here’s everything new: 

Storefront 

• You now have two more content pages to use for things like Shipping Info, Terms and Conditions, Returns or About Us. 
• You can now also add videos and images to those pages (and other content pages) 
• Your product descriptions now display over 2 lines and respect line breaks. And if you’re description is too long, we display an ellipsis and customers can hover over the product title to see the full description 
• Standing Orders now include the automatic freight rules and charges you’ve created. 

Backend 

• When you’re in your Store Settings and viewing all your products you can now filter on products with no assigned category or catalogue 
• You’ll also see thumbnail images of your products (the product’s default image), the Product Group, and the Stock Available QTY 

Modules - Released August 2023

With this small change you can customise your B2B Store that little bit more, with the option to use formatting and fonts in line with your branding.  

In your settings, you’ll see two fields have changed from a plain text field editor to a rich text field editor: 

• Main Title of Your Catalog 
• Catalog Page Summary 

Look out for more updates in the near future to customise your store even further! 

Modules - Released August 2022

Modules - Released June 2022

Your customers will find navigating your B2B store quicker and simpler with these updates:

• At the bottom of each page seven page numbers are displayed that your customers can click on, rather than one – making it easier to jump across multiple pages.  
• Or your customers can use the new ‘Go to’ field on the page to move directly to a page they specify.  
• Your customers also have more options and a higher limit for the number of items displayed on each page: 20, 40, 60, 80 or 100. 

Modules - Released May 2022

With this update you can now search for items in your B2B store by scanning or inputting a barcode number – simplifying the process of finding items in your catalogue.

If you use the B2B store for sales in a setting like a showroom or wine cellar, you can also use this barcode functionality to search for products and add them to your customer’s cart to streamline your sales process.

Modules - Released April 2022

Modules - Released August 2021

B2B eCommerce has had a couple of menu changes to make getting to and updating your store easier. The new B2B shortcut in the main menu of Unleashed means you can now navigate directly to your store. Within your store, you’ll notice that the settings menu now appears in a more intuitive order.

Recommended By: Sophie, Sales Executive - UK

"I love the fact the B2B portal is now its own module within the core Unleashed account as it shows how many improvements we've made and will continue to add to the platform."

Modules Released - May 2021

B2B Premium and Premium + accounts can now set up and apply freight fees to your customers’ orders. Create rates based on geographic locations and sell price tiers, with the option to automatically apply freight taxes to all orders.

This enhancement not only automates your freight charge processes, it also improves your customers buying experience in your store with transparency on your delivery charges and immediate processing.

Recommended By: Richard, Senior Sales Executive – NZ

"Automated freight charges for online B2B orders will allow you to configure charges to be competitive and reward your loyal customers. This feature will have a phased rollout, so expect additional enhancements over time to allow for more advanced calculations for freight."

Modules - Released March 2021

This enhancement to all B2B Stores (Basic and Premium accounts) enables you to specify delivery and non-delivery days. You can also set non-delivery periods — great for when you’re closed over holidays.

This gives your customers clarity on delivery availability, preventing them from selecting unavailable delivery dates, and managing their lead time expectations.

Recommended By: Heather, Customer Engagement Consultant  – UK

"This is a really exciting feature — you’ll be able to communicate your delivery schedule’s availability directly with your customers, giving them peace of mind from the get-go. You’ll no longer need to spend time re-negotiating delivery dates after the order’s been created and you can proactively plan for your busier delivery periods by blocking dates off or adding more in."

Modules - Released November 2020

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.

Recommended By: Kevin, Customer Engagement Consultant - NZ

"Your customers can view stock availability in multiple warehouses more efficiently, which simplifies their ordering process — especially for multinational warehouses."

Modules - Released May 2022

With our updates to BI this month, you’ll find tracking your KPIs that much simpler – and we’re preparing for more great improvements:

• We’ve released a new page for the main BI dashboard – paving the way for the ability to customise your BI dashboard in the near future. Watch this space!
• You’ll find it easier to review BI Vision targets for the current period with changes to the grid layout, including the addition of a new Selected Year Sales Revenue column.
• Adding and editing your BI Vision notification rules just got easier: simply click anywhere on the page to dismiss the success notification for your changes.

Custom Integrations - Released June 2023

Several of Unleashed’s API endpoints have been updated in May and June: 

• Purchase Orders 
• Sales Orders 
• Sales Shipments 
• Products 
• Accounts  
• Customers   

For all the details, head to the Unleashed API Change Log. We suggest you get in touch with your third-party provider to find out if these changes affect your custom integration. 

Custom Integrations - Stock Management - Released December 2021

With this update, you can now receive stock alerts via the API for each of your warehouses, rather than an overall stock level for all of your warehouses.  

With alerts for minimum and maximum stock in each of your warehouses, you’ll have a clearer view of what products you have and where – and what you need to reorder, transfer or sell. 

You’ll find this useful if you communicate warehouse stock information via the API – for instance, if you’re using reporting or reordering software.

Custom Integrations Sales and Customers Released August 2021

This API enhancement will give you better visibility of your sales orders. Push all custom sales statuses through to your sales order endpoint and get better visibility of your statuses in your applications that you choose to connect. 

Recommended By: Richard, Senior Sales Executive - AU

"This is particularly useful for third party logistics (3PL) applications that include triggers based off your sales stages."

Custom Integrations - Production - Released June 2021

We’ve also updated the Assemblies API to include the date field ‘Assemble By’. This means a greater ability to plan and schedule production when you use Unleashed.

Recommended By: Emiliano, CUSTOMER ENGAGEMENT CONSULTANT – NZ

"This API is particularly useful if you need to retrieve the list of all contacts in a customer record so that you can use this to fit your processes outside of Unleashed"

Custom Integrations - Stock Management - Released December 2021

API users can now use the filter “Modified Since” to retrieve warehouse stock transfers edited or created after the date you’ve specified. 

This means you can access the latest and most relevant data on your transfers – making it quicker and easier to locate the information you need. 

You’ll find this enhancement helpful if you use the API to send warehousing data to third party software – for example, your logistics provider. 

Modules - Released March 2021

With this enhancement, your integration partner or developer can now connect their interface to Unleashed to create ‘free’ (not connected to Unleashed invoices) credit notes via the API for you. Click on ‘More Info’ below to find the API documentation.

Recommended By: Nick, Sales Executive - AU

"This feature is an absolute ‘must have’ for any custom integrations to Unleashed, particularly for any 3rd party sales channels. Your developer will now have the capacity to establish a Credit/Return workflow within the custom connection which will streamline your Credit process immensely."

Managed Integrations - Released June 2024

Great news! You can now process orders in multiple currencies directly from your Shopify store into Unleashed.

Choose how you’d like to process your orders using the toggle feature that can be found in eCommerce Hub > Shopify > Your Store > Configure:

• Shop Currency: Your shop’s default currency will apply to all orders.
• Order Currency: This option allows you to import orders in the currency in which they were made

Note: this is not available for single or guest customer setups at this stage.

Managed Integrations - Released June 2023

For Shopify users we’ve got a great update that could save you hours each month by taking the manual work out of managing your returns workflow.   

With each credit created in Shopify, you can now set your integration to import value and/or stock credits into Unleashed – meaning your stock on hand and revenue are accurate in Unleashed.   

To enable this feature, head to Shopify in eCommerce Hub and select ‘Configure’ for your store, then:

• On your configuration page, toggle on the ‘Shopify Restocks and Refunds’ option 
• Click ‘refresh connection’, top right, to ensure you have the latest version of the integration.  

Tip: Ensure you have a Free Credit Customer to select as the account where credits will be created in Unleashed.

Managed Integrations - Workflow Improvement - Released March 2023

Need to change a Shopify order after it’s come into Unleashed – for example, your customer’s made a mistake, or you need to make a product swap? This update makes it easy – and you won’t have to recreate the Sales Order. 

You can adjust both line items and header details on orders you need to change. To do so, ensure you’ve enabled Unleashed Manual Order Edits in your Configuration Settings for each store. 

Tip: Edits will not sync back to Shopify, so ensure these match in both systems before you complete the Sales Order. 

Managed Integrations - Released July 2022

Your Amazon integration now has more flexibility when it comes to product management, with the option to disable product detail synchronisation between Amazon and Unleashed.

Note: Product description will always sync for your initial import and export.

Managed Integrations - Released June 2022

With this update, you can ensure Stock On Hand figures are sent across to Shopify for products that haven’t had stock movement since your last export – so you no longer need to carry out a manual adjustment or transfer for these.

To make sure your SOH is exported accurately, head to the Manage Your Products tab in eCommerce Hub, select the items you want to transfer stock information for, and save your configuration.

Managed Integrations - Purchases and Suppliers - Sales and Customers - Stock Management - Workflow Improvement - Released December 2022

Our minor updates this month make your shipments, integration, CRM and inventory processes smoother: 

• View Shipments/Sales Orders – deleted shipments excluded from bulk print actions
• Prospect CRM Integration – seamless single sign-up and sign-on
• Purchase Order Receipting – bin location added for easier inwards goods processing
• View Products New Columns – including Default Purchase/Sell Price and Unit & On Purchase Quantity
• View Products Columns – Product Unit, Pack Size and Barcode renamed using ‘Base’ for clarity when using Multiple Units of Measure
• Product Import/Export templates – Default Purchase Unit automatically updated or created via the import
• Product Import/Export templates – Unit of Measure added to Product Suppliers and Supplier Quantity Prices templates

See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log. 

Managed Integrations - Purchases and Suppliers - Sales and Customers - Stock Management - Released October 2021

Managed Integrations - Purchases and Suppliers - Released July 2020

Create a template in Data Exporter to further report on your Purchase Orders. It works exactly the same as Sales Orders and Sales Shipments.

Recommended By: Ivan, Customer Engagement Team Lead - NZ  

"No need for workarounds when this feature will automate it for you."

Production Released - July 2024

Transform your by-products into sellable goods with ease in Unleashed.

Your assembly cost breakdown will now display the cost and percentage of your assembly and by product. You can also see by products within the Production enquiry report, allowing you to report more accurately.

To use this feature, open the assembly where you want to add a by-product and navigate to the new By-Product tab. Note – this feature cannot yet be set up for assembled products or at a BOM level.

Production - Purchases and Suppliers - Released April 2024

Good news! If you’ve wanted to use component products in your assemblies that have been receipted but not yet completed – now you can.

Simply go to Settings -> Company -> Settings and turn on Use Receipted Goods in Assemblies.

Please note: If you use this new feature, your Average Landed Costs will exclude any additional costs that are added between receipting and completing a purchase order. Make sure everyone in your team is aware of the accounting implications before switching it on.

Production Workflow Improvement Released January 2024

Production processes can be difficult to visualise if you’re relying on list views or printed worksheets. So we built a Kanban board to help you spot bottlenecks, reduce the time required to find production info and more easily move jobs to new statuses.  

Close your additional tabs, disconnect the second screen and step out of excel to experience the simplicity of Assembly Kanban. WIPs have never been easier to progress.  

Production - Purchases and Suppliers - Sales and Customers - Released June 2023

If you use Unleashed Assemblies for production, this update will make managing assembly costs much easier – especially if you produce bespoke or make-to-order items that require costing.  

For any Assembly created from a Sales Order, you’ll now see the tab ‘Supplier Costs’ where you can add cost lines to your record.

Production - Purchases and Suppliers - Sales and Customers - Workflow Improvement - Released January 2023

We’ve released a heap of minor updates in January to improve your inventory workflows and visibility: 

• Attachments Tab – add attachments to your Credit Notes
• Customer Name, Supplier Name and Product Description added to records on View pages
• Purchase Orders – new totals layout for Suppliers with foreign currency
• Adding a Sales Quote – new lightbulb icon next to the Customer name 
• Product Pop-Up – ‘Can Assemble’ quantity added
• View Assemblies – bulk update assembly statuses using the bulk action cog
• Settings – new Settings tab on your Company page

See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.

Production - Workflow Improvement - Released November 2022

You’ll save even more time and manual work with this update to Auto-assembly for batch and serial items.  

You can now set Unleashed to automatically assign the oldest batch or serial number to your components – just check the ‘Auto Assign Oldest Batch/Serial’ box on your Bill of Materials. 

Production - Purchases and Suppliers - Stock Management - Workflow Improvement - Released September 2022

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
• Less reliance on auto-disassembly.

You might purchase a carton of goods and convert these into individual items, for instance. Or you might purchase goods in imperial units and convert them to metric units.

Production - Sales and Customers - Stock Management - Workflow Improvement - Released June 2022

Wanting to gain better access to batch and serial numbers – and improve traceability? You can with this feature, which lets you add batch and serial numbers to your grid lines in a whole new range of documents – so you’re able to include these on the first page of documents such as:

• Warehouse Transfers
• Assemblies
• Packing Slips
• Ship Notes
• Credit Notes

You might record batch numbers on your packing slips to ensure the correct batch is picked, for instance. Or you might record the batch number of an item you’ve issued a credit note for.

Production - Workflow Improvement - Released November 2020

If you’ve enabled Assemblies in your account, this enhancement will allow you to import your Assemblies, just like you can for the Bill of Materials.

Recommended By: Kyle, Sales Executive - UK

"As a manufacturer, importing assemblies into Unleashed will save you so much time."

Production - Sales and Customers - Released November 2020

Production - Sales and Customers - Released September 2020

Now, you don’t have to run a Batch Enquiry report when you want to see the batch and serial information for your products.

This is especially useful in getting serial and batch number transparency.

Recommended By: Vandana, Customer Engagement Team Lead - AU

"This will replace a time-consuming step of running a Batch or Serial Enquiry report, especially if you have stock across various warehouses."

Production - Stock Management - Released July 2020

Now you can change the warehouse locations for parked assemblies giving you more flexibility in tracking your production processes. This feature is great for businesses doing sub-assemblies, tracking production across different sites, or using different warehouses for each stage of production.

Recommended By: Josh, Sales Executive - UK

"This is especially useful if you use sub-assemblies to allocate warehouses to represent different stages of production or if your production processes actually take place in different locations."

Purchases and Suppliers - Released May 2024

We’ve been hard at work enhancing our supplier features to simplify your workflow. Here’s what we’ve introduced:

Automatically Require Approval for High-Value Purchase Orders: You can now set an approvals policy for purchase orders exceeding a set value. Ensure your “Require Approval for Purchase Order” setting is enabled in your settings to activate this feature.

Minimum Order Value Setting: Set minimum order values directly in your supplier records, ensuring smoother and more efficient order management.

Purchases and Suppliers - Released September 2023

Supplier reminders are a good way to list minimum order quantities, free-in-store pricing or attachment requirements, and now if you use them, you’ll get a prompt when you create a new purchase order.  

Add your reminders to the supplier record and get a prompt at the perfect time. No more trawling through old POs or racking your brain for the supplier specific notes.  

Purchases and Suppliers - Workflow Improvement - Released August 2023

You’ll notice 2 minor changes on your Purchase Order pages – they may be small, but they’ll make a big difference to your purchasing and receipting workflows:

• Supplier Product Code has been added to the order line on each Purchase order, to assist with your receipting process
• Receipted Date and Completed Date fields are now included in the header for each Purchase Order, and you can add these as columns on the View Purchases page

Purchases and Suppliers - Workflow Improvement - Released March 2023

You can now save time by bulk updating your Purchase Order statuses – and you can even use the custom statuses you’ve created. 

Simply select the Purchase Orders you wish to update, then head to the bulk action cog and select ‘Change Status’.  

Purchases and Suppliers - Sales and Customers - Stock Management - Workflow Improvement - Released February 2023

With this improvement you can resize any of your Document Designer templates, so you can customise your document sizes for any purpose.

You might use these as in-house shipping or assembly job cards, for instance. 

Purchases and Suppliers - Sales and Customers - Workflow Improvement - Released November 2022

These two small but mighty updates streamline your sales and purchase workflows: 

• Backorder Enquiry. You can now filter sales orders by your custom statuses – these are included in the ‘Order Status’ dropdown list.
• Edit Purchase Order Cost Date. You’re now able to edit the cost date for Supplier costs on your open Purchase Orders.

See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log. 

Purchases and Suppliers - Sales and Customers - Workflow Improvement - Released July 2022

Emailing your inventory files becomes seamless with this latest update to File Library. You can now attach files to emails you send from any of your Transactions pages. 

The uses are almost endless – you can attach any files uploaded to the transaction, or files uploaded to the transaction’s customers, suppliers and products. These attachments are in addition to any standard email template attachments. 

Please note: This feature is not available on Small Plans. 

Purchases and Suppliers - Reporting - Stock Management

A new filter has been added to the Purchase Enquiry. You can now filter using ‘Product Group’. This gives you further visibility and understanding of your purchases to help you manage your stock more effectively. 

Recommended By: Ayub, Customer Engagement Consultant AU

"The addition of the Product Group filter to the Purchase enquiry will save your time creating fast and accurate reports for a specified product group."

Purchases and Suppliers - Reporting - Released June 2020

To give you better clarity over currencies, a better understanding of your purchases and fewer workarounds, we’ve added some useful hidden columns and the ability to filter this report by supplier invoice date. Great for businesses purchasing in different currencies and those who create purchase orders frequently.

Recommended By: Vandana, Customer Engagement Team Lead - AU  

"Searching is quick and it’s easy to sort. It’s great for our Xero users too when it comes to reconciling the two systems."

Purchases and Suppliers - Sales and Customers - Workflow Improvement - Released June 2022

You’ll notice some changes when you send an email from one of your transactions pages in Unleashed:

• You’ll now see an email window on your page that you can minimise and reopen as needed.
• Completed email addresses in the ‘To’ and ‘CC’ fields are now detected, so you don’t need to separate these using commas.
• If you click on the ‘To’ field, you’ll see a list of email address options for that customer or supplier – simply click on these to select your recipient(s).

Watch this space – some great new File Library features are on their way.

Purchases and Suppliers - Sales and Customers - Workflow Improvement - Released June 2022

You’ll be able to create cleaner and more readable documents with this update, which lets you suppress blank address lines.

It’s super easy to use – head to the Doc Designer Toolbox, where you’ll find ‘Remove Blank Address Lines’ under Basic Components. Drop this component onto the template, and resize it to encompass the address fields to remove any blank address lines.

Purchases and Suppliers - Sales and Customers - Stock Management - Workflow Improvement - Released March 2022

Support and improve important Unleashed workflows for you, your customers and suppliers with this new 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. 

Purchases and Suppliers - Stock Management - Released October 2020

You will now be able to see lead times for individual products at a glance on the View Products page. Not every product coming from a supplier will have the same lead time. This is great for customers who purchase a variety of products with different lead times.

Recommended By: Vandana, Customer Engagement Team Lead - AU 

"This enhancement will definitely help you manage lead times, especially if you source products from overseas suppliers."

Purchases and Suppliers - Stock Management - Released May 2020

No need to leave the Purchase Order page to view product details, including stock on hand available quantity, average landed costs and more.

Recommended By: Kyle, Sales Executive - UK

"Having all the product information on this page will improve your experience with generating purchase orders"

Reporting - Sales and Customers - Released August 2023

Get exactly what you need – and quickly – from the Invoice Enquiry with these two new Status filters:

• ‘All’ – see all your invoices in one go
• ‘All (excl. Deleted)’ – see all your invoices except those that have been deleted

Reporting - Sales and Customers - Released June 2022

To give you better visibility over which sales quotes have been accepted and which still require action, you’ll now find Sales Order references in your Sales Quotes.  

Use the View Quotes grid to see an individual quote, and here you will see the corresponding Sales Order number. If you have more than one order linked to a single quote, click on ‘Sales Order Number’ to see a list of associated orders. 

For an overview of which quotes are linked to orders – and vice versa – we’ve also made changes to your Enquiry pages:  

• The Sales Enquiry now has the option to include a Sales Quote Number column and filter 
• The Quote Enquiry now has the option to include a Sales Order Number column and filter 

Reporting - Sales and Customers - Released November 2020

You can now instantly see Sales Orders across multiple statuses in the Sales Enquiry Report. This enhancement gives you a more comprehensive view of your sales orders — without having to run separate reports.

Recommended By: Sara, Customer Engagement Consultant -UK

"With the multi-select order status option, you can obtain a real-time list of sales based on all statuses in one single report. This will save you time when going through all your open sales orders and allow you to efficiently monitor your sales activity at once."

Sales and Customers - Released May 2024

Enhance your sales management with these new features:

• Customisable Sales Order Grid: Tailor your sales order grid to display exactly what you need making it easier to manage your orders efficiently.
• Advanced Filtering Options: Quickly find and organise your sales orders with new filters for product code, description, and product group.
• Quick Access to Product Stock Details: Access your product stock details via a convenient pop-up on your Sales Shipment Lines that provides instant insights without leaving the page.
• Effortless Sales Quotes: Save time by creating a Sales Quote directly from a customer’s Sales Order.

Sales and Customers - Released September 2023

We know a lot of you use the View Quotes, View Orders and View Shipments to follow up with your customers.  

But then you have to click on the individual customer to find their email address or phone number. Not anymore. Now you can add your customer’s contact details as an extra column to your sales pages.  

Make your way down the list and touch base with your customers easily. 

Sales and Customers - Workflow Improvement - Released March 2023

There’ll be less confusion and fewer errors on the status of your credits with this update, which links your Credit transactions to the relevant Sales Invoice. 

When you view an invoice, you’ll now see a ‘Credits’ tab that indicates how many credits you have for that invoice. Simply click on this tab to see the stage your credit is at – returned, not returned, or incomplete.

Sales and Customers - Workflow Improvement - Released February 2023

They may be minor, but these updates could be just what you need to make your everyday tasks easier:

• Sales Orders – New Related Credits Tab. Your credits will be automatically linked to this tab if they are connected to an invoice from the same sales order, and the tab will display information such as status, value and whether stock has been returned.

• Settings – Turn off Automatic PDF Downloads According to Transaction Type. You’re now able to select whether you want to automatically generate and download transaction documents. Head to your Company Settings, where you’ll find toggles to easily select your preferences under Print Settings.

See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.

Modules - Sales and Customers - Released February 2022

We’ve also made it easier to capture, export and share data from Sales and Customers in BI Foundation.

Exporting timeline charts is now available on the Foundation pages for Sales and Customers (already available in BI Vision), so you can export in different file types including CSV. This nifty function is useful for further analysis or sharing. 

Sales and Customers - Released August 2022

Have you ever searched for a customer only to find you have two or three of the same name?  

This update solves the problem by letting you input an email or postal code as part of your search, meaning your results are narrowed down to the customer you’re looking for without extra hassle. 

Modules - Sales and Customers - Released July 2022

This new BI-powered feature gives you access to rich insights into your customers’ buying habits on the fly – so you can decide on what to up-sell and cross-sell straight from your Sales Orders.

You’ll now see a lightbulb icon next to your customer’s name in each Sales Order. Hover over this icon and a floating box will appear with contact information of that customer and their top 10 products for the last 12 months.

For even deeper insights, click on the ‘Explore more with Business Intelligence’ hyperlink in the hover window to view your BI Vision Sales page in a new tab.

Please note: Your account needs to be subscribed to the BI Vision module and your user role needs permission to access this page.

Sales and Customers - Stock Management - Released May 2021

If you hold stock in multiple warehouses, stock the same product in multiple warehouses or only stock certain items in specific locations this enhancement is for you.

You can now ship from different warehouses on a single sales order. This should streamline shipping workflow and enable you to better fulfil customer sales orders.

Recommended By: Natanya, Customer Engagement Team Lead, NZ

"This feature is most beneficial if you have multiple warehouse locations and if you need to ship instantly when stock is available. Avoid delays in your shipping to keep your reporting accurate when using this feature."

Sales and Customers - Workflow Improvement - Released October 2020

Sales and Customers - Workflow Improvement - Released October 2020

You can now create a template for your Combined Picklist in the Doc Designer. This document can also be printed in the bulk action cog in View Sales Orders.

Recommended By: Amber, Sales Executive - UK

"This will improve your workflow when it comes time to pick and pack your sales orders."

Stock Management - Workflow Improvement - Released July 2023

Ever spotted one of your warehouses is running low on a product – and wished you could transfer stock without moving between screens? 

Well, now you can. On the Inventory tab of each Product Record, you’ll see a ‘Quick Transfer’ button. Select this, choose your Source and Destination Warehouses, input the quantity – and select tracking numbers if your product has batch or serial tracking. Easy.  

Note: When using the Quick Transfer button, you can only include a single product and cannot add comments to the transaction. 

Workflow Improvement - Released August 2023

Annoyed at having to change file names of PDFs you’ve generated from Unleashed because they include a timestamp?

Great news – you can now change your settings so the timestamp is not included in your PDF names. Head to Settings | Company | Settings to toggle this on or off.

• Example name with timestamp ON: Sales Order_SO-00000001_2020.01.01_12.30.00.pdf
• Example name with timestamp OFF: Sales Order_SO-00000001.pdf

Modules - Released January 2023

If you’re a BI Vision subscriber, you now have a quick way to check your BI Vision data from your main dashboard.   

The link on each tile of your dashboard now takes you to the relevant section of BI Vision – so access is just one click away. 

Workflow Improvement - Released August 2022

This enhancement makes it easy to keep up with the latest product updates. Head to the Help menu at the top right of your Unleashed screen and select Change Log to view these.

Modules - Released June 2022

Your BI insights are even more accessible with changes we’ve made to your weekly update email.  

For each of your KPIs your email now provides a more targeted link that takes you directly to the corresponding target in BI Vision Plus: Gross Profit, Gross Profit %, or Sales Revenue.

Modules - Released May 2022

Enjoy easier navigation with the new BI Vision Plus button, which takes you straight to the Vision Plus page. Your system will even remember which measure you’re viewing, and auto-select this when you arrive at Vision Plus.

Modules - Released April 2022

This latest update to your BI Vision means your dashboard now displays quantities of product for orders, orders received and returned orders – so you can see at a glance how many units there are for each of these categories.

Modules - Released February 2022

We’ve updated the Products and Customers charts on the BI Vision, Sales page to provide you with clearer and richer information. These charts now display your top 25 customers or products by default – rather than giving you the segmented pentile chart you used to see.

You can easily change your view of this data –  to your top 100 products or customers, or a view of your customers and products segmented according to revenue. 

Pro tip: If you want to view a full list of all Products or Customers for these charts you can use the export to CSV (all) feature.

Modules - Released February 2022

You’ll notice that the Sales Channel pie chart is now presented in bar chart format.

This update allows Sales Channel data to be represented more clearly, allowing for negative Sales Revenue values. 

Modules - Released December 2021

BI Vision Plus – our latest Business Intelligence enhancement – is a powerful feature that gives you a quick and accurate way to track your sales performance against set targets. 

With the new targets and tracking feature, you can add targets for sales revenue, gross profit, and gross profit % – and your Unleashed app generates attractive graphs and tables so you can view this data easily.  

BI Vision Plus also lets you create and edit automated notification rules so performance updates are emailed straight to your inbox, giving you a high-level view of how your business is tracking without even logging in to Unleashed. 

Modules - Released June 2021

Sending multiple packages just got easier with this enhancement to the Advanced Shipping Module. Now, when you ship internationally, a new pop-up will let you split the contents across multiple packages.

Recommended By: Alan, Customer Experience Lead – UK, EMEA, NA

"This is a great new feature that will help your sales and shipping teams provide end-to-end traceability for your customers. Not only can you advise how many packages your customer is due to expect from their international order, but you can keep them updated with which products are grouped per package so that your customers know what to expect and when!"

Modules - Released March 2021

You’ll find more meaningful customer information in the customer context of BI Vision.

Your Customer graph will display in table format, when selecting the Total Customers, New Customers, or Active Customers KPIs. This format allows you to view much more valuable customer information such as customer type, currency, sales group, and more. You can also sort the order by which customers are listed in the table by right clicking on the column and selecting “Sort”.

When you select the Avg. Orders per Customer, or Avg. Revenue per Customer KPIs, the Customer graph will display as a bar chart, grouped by customer value.

Recommended By: Richard, Senior Sales Executive - NZ

"Top tip: quickly gain an insight to who has dropped off recently by sorting your customers by “Last Sales Order”. Right click on this column in the table view and click Sort.2

Modules - Released February 2021

In the Sales module, you will now be able to see sales by country, then drill down to sales by regions and states.

Recommended By: Josh, Sales Executive - UK

"If you trade globally and track performance across multiple countries, this new measure gives you the insight you need out of the box, as well as more granular analysis on a region and state-level basis."

Custom Integrations - Sales and Customers - Stock Management - Released February 2021

With this enhancement, your integration partner or developer can now connect their interface to Unleashed to create ‘free’ (not connected to Unleashed invoices) credit notes via the API for you. Click on ‘More Info’ below to find the API documentation.

Recommended By: Nick, Sales Executive – AU

"This feature is an absolute ‘must have’ for any custom integrations to Unleashed, particularly for any 3rd party sales channels. Your developer will now have the capacity to establish a Credit/Return workflow within the custom connection which will streamline your Credit process immensely"

Modules - Released January 2021

Navigating and sharing information from BI Vision just got a whole lot easier.

Apply filters to create unique URLs (web addresses). Save or bookmark your filtered view in your browser and return to it at any time. You can also share the unique URL to share your filtered view with others.

Recommended By: Tyler, Customer Engagement Consultant - AU

"Easily share information with other users who have the same access, without having to walk them through filtering the data each time. It’s also great for users who frequently run reports using the same filters — simply bookmark the page for next time to avoid your view resetting to the default."

Modules - Released December 2020

It’s easier to see what you really want to know at a glance. Within the menu of each dimension, you can now search and select multiple items to quickly select or filter out items to view more specific results.

Further refine your view by a custom date range and see year-on-year comparisons. This option is available now in your date menu.

Recommended By: Ayub, Customer Engagement Consultant - AU

"The ability to search for and select multiple items in a BI dimension will save valuable time by presenting the required information quickly and efficiently."