THE LATEST PRODUCT UPDATES
Unleashed is constantly evolving. And with so much going on, we know it can be hard to keep up with the latest product updates.
We don’t want you to miss out, so we’ve made some changes so you can see all the latest product updates for your area of the business, with one click.
Select a category below to see all the updates most relevant to you – and join the thousands of businesses using these to maximise the ROI of Unleashed.
Play Video about What's New from Unleashed March April 2023
Recently Released
Modules
Reporting
Stock Management
Released August 2022
BI-powered Stock Movement Enquiry
This new version of your Stock Movement Enquiry is powered by Unleashed BI – meaning it generates your report much more quickly than previously.
We’ve also added the new filter ‘Product Group’, giving you an extra option for narrowing down your data.
Pro Tip: The first time you run this report, it may take a little longer to load, so we suggest running the report for a shorter timeframe.
Reporting
Sales and Customers
Released June 2022
Sales Order Numbers Linked to Sales Quotes
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
Purchases and Suppliers
Reporting
Released September 2021
Additional Columns in the Purchase Enquiry
We’ve added several new columns in the Purchase Enquiry Report to enhance your purchase order management. You can now sort and view by supplier reference, volume and weight of the product, and receipted quantity. Your report also includes purchase order comments, which are pulled through automatically from your purchase orders.
Recommended By:
Katy
Customer Success Consultant - UK
"The new columns in the Purchase Enquiry give you more information to report on, making gathering data on your purchases even easier than before, especially for someone whose role entails keeping track of incoming stock!"
Purchases and Suppliers
Reporting
Stock Management
Released August 2021
Purchase Enquiry – Product Group Filter
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
Stock Management
Released March 2021
More power behind your Reorder Reports
Creating assemblies, transferring between warehouses and reordering just got a lot easier with these updates to the Reorder Report. No need to navigate outside of the report, you can do it all here.
- A new “Product Type” filter has been added so you choose to view only assemblies or components.
- 2 new actions are included in the bulk action cog so you can “Create Assemblies” and “Create Transfers” directly from the report
- A new column “Outgoing Transfers” has been added
Data now displays as +/- to make stock movement even clearer - Column renamed: suggested reorder is now suggested replenishment
Recommended By:
Josh
SALES EXECUTIVE – UK
“I really see the value in this if you make-to-stock rather than make-to-order. We’ll do the maths for you, so you’ll see suggested assembled items at a glance.”
Reporting
Sales and Customers
Released November 2020
Select Multiple Statuses in Sales Enquiry
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.”
Reporting
Workflow Improvement
Released November 2020
Share report layouts
Created a useful report layout you want to share with your team? You can now share report grid views with other Unleashed users by ticking the “Shared” box. This will make the report view available for your team to use.
Recommended By:
Amber
SALES EXECUTIVE – UK
“This feature is great, especially if you don’t want to re-create a report layout between users. ”
Modules
Reporting
Released October 2020
Export BI data
You can now export your BI dashboard data as a CSV file so you can easily see full details and further manipulate the raw data. With this update, you can also choose to view as many results as you like on your BI dashboards. This feature is available for BI Vision users only.
Recommended By:
Natanya
CUSTOMER ENGAGEMENT TEAM LEAD – NZ
“Get a full view of your results and manipulate data further for your reporting.”
Purchases and Suppliers
Reporting
Released June 2020
Improvements to Purchase Enquiry report
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.”
Coming Soon
We’re regularly releasing enhancements. Keep your eye on this page for further updates.
MANAGED INTEGRATIONS
ACCESS FINANCIALS –
NEW INTEGRATION
PURCHASES AND SUPPLIERS
PURCHASE ORDER COSTING BY WEIGHT, VOLUME + QUANTITY
MANAGED INTEGRATIONS
WOOCOMMERCE –
NEW INTEGRATION
MODULES
ADVANCED INVENTORY MANAGER – FORECASTING & PRODUCT PROFILE
MODULES
ADVANCED INVENTORY MANAGER – EVEN MORE ENHANCEMENTS
MANAGED INTEGRATIONS
PROSPECT CRM –
INTEGRATION
WORKFLOW IMPROVEMENT
MORE GREAT TIME-SAVING UPDATES
AND MORE
