Multichannel order management made easy
Action all your sales orders from a single place – and enjoy the efficiency of connecting all your different sales channels to your internal inventory, replenishment, production & accounting processes – plus your logistics & fulfilment partners
Advanced sales reporting
Unleashed’s BI Vision module brings you advanced Business Intelligence tools to analyse and optimise your sales.
Create KPIs and dashboards and spot top-performing staff and compare profit margins by sales person, channel, product type, warehouse and more.
Sell more, faster – every time
Selling physical products involves unique operational challenges, meaning ordinary CRMs fall short. Our CRM is different, and perfect for growing Wholesale, Distribution and Manufacturing businesses that sell physical products, B2B.
With integrated product, inventory and customer sales data you’ll streamline your B2B sales processes, increase sales and improve customer retention.
Connect your workflows with 30+ managed integrations
Unleashed has plug-and-play connections with the top software tools, including Amazon, Shopify, WooCommerce and Magento – as well as accounting, POS, and analytics tools. Meanwhile API access and a suite of connector apps make your tech-stack options endless.
Customer support that makes all the difference
#1 IN CUSTOMER SUPPORT
We have the highest rated customer support in the industry with email, phone and live chat options to suit every business.
- Onboarding support that works for you and your team
- Webinars, guided learning and comprehensive help files
- Local teams in your timezone
Trusted by 1000s of successful businesses
How does multichannel order management software work?
Learn more about Unleashed’s order management software features in the pages below
Try Unleashed free for 14 days. No credit card required.
Order management software FAQs
Questions we get asked the most about Unleashed’s Order Management Software
Can completed transactions be amended?
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.
Can Unleashed be used as a Point Of Sale system?
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.
Can I link my bespoke eCommerce system to Unleashed?
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).
Does Unleashed support special customer pricing?
Yes! Unleashed supports special customer pricing to give you the flexibility to apply special discounts for each customer. Find out more here.
How are organisational parent and child entities handled in Unleashed?
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.
Does Unleashed support part shipment?
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.
Create I create assemblies directly from a sales order?
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.
Can I create shipments in bulk?
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.
Does Unleashed support International Commerce Codes?
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.