THE LATEST PRODUCT UPDATES

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. 

This update to File Library streamlines your document management by giving you a single page where you can upload, view and attach files in bulk – halving the number of clicks needed to manage files. 

Head to File Library, the new tab under Settings in Unleashed. Here you can: 

• Bulk upload files 
• Bulk attach up to 50 files to entities such as products and customers 
• Link up to 50 entities to each file 
• Detach files and view storage usage 
• Search for files and view up to 50 per page 
• Sort files with options such as ‘last attached’ and ‘latest’ 

Note: If you don’t see File Library under Settings, contact your account owner to request the correct permissions. 

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. 

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.

File Library – our new file storage feature released in 2022 – now comes with the option to attach a file to your email templates.

What this means is that you can choose to include an attachment with every email of a single type. You might attach T&Cs or Returns documentation to all of your Sales Orders, for instance.

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.