Multichannel Order Management Software

If a mistake has been made on a sales order, and the transaction has been completed already, a new sales order needs to be created, along with a credit note. This ensures that accounting data is protected from an audit perspective, as well as preserving the integrity of the data that Unleashed sends to any integrated (linked) cloud systems.

We don’t recommend that Unleashed is used as a Point of Sale (POS) system. However, it is certainly possible, and some customers do use Unleashed as a POS. The default view on the sales order screen can be modified to ensure customers can’t see any product margins. But the reality is that Unleashed is not a dedicated POS and we recommend that you rely on our native integration with Lightspeed instead to provide dedicated POS functionality.

Yes. Even if we don’t have a native integration, Unleashed supports this via our API. Many of our customers use our API to receive bespoke sales data, for example. Unleashed can be linked to any other system, including any eCommerce systems, via our API. As an alternative you can also use a connector such as TIDE to manage the information flow between Unleashed and any external system (additional 3rd party charges will apply).

Yes! Unleashed supports special customer pricing to give you the flexibility to apply special discounts for each customer. Find out more here.

A parent with subsidiary entities, or perhaps a situation where there is one head office with several branches, is currently handled in Unleashed as one organisation with multiple delivery addresses. To set this up right, we recommend that you only create one customer code for the parent head office, and within that head office (parent) record also setup the various (child) branches – each with a separate delivery address. And whenever a sale is created in one record, you can then choose to bill it against one of the branches. (Note that this is different from having a branch as a customer record, and then invoicing against an individual customer record). The benefit of all of this is that Unleashed offers a single head office bill, which includes all branches.

Yes. Our sales order process has the flexibility to ship any quantities required, with any amounts invoiced separately. This provides great a great deal of flexibility for your sales and order processes. For example, you are able to receipt a deposit before shipping 50% an order and when the second invoice is raised, then the remaining stock can be shipped.

Yes – you can begin your production processes immediately and eliminate double-handling by creating an assembly directly from a sales order.

Just use the bulk action cog, select ‘create assembly’ and follow the prompts. You’ll also be able to purchase any parts, ingredients or components needed for the assembly within the same workflow.

Yes – you ca create shipments for multiple sales orders in one go – streamlining your order processes and saving you time.

Head to the View Sales Order screen and select the new Create Shipments option from the bulk action cog, and this will create a parked shipment for the sales orders you’ve selected.

Yes – if you are required by your customs department to produce a commercial invoice when sending goods internationally, then Unleashed has a configuration option called “International Commerce Codes” that supports EORI numbers, commerce and country codes on key documents. These fields are also available in the shipments API for ease of sharing with logistics partners.