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.
Recently Released
View Products – New Production Tab for Related BOMs
If you manufacture or assemble goods, this update gives you an efficient way to find the BOMs related to each of your products or components.
Head to Inventory and select the product you wish to explore, and you’ll see a new Production tab – click on this to see all BOMs related to that product, including obsolete BOMs.
New Module – Advanced Inventory Manager (AIM)
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.
Custom Sizing – Document Designer Templates
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.
Assemblies Updates – Perfect for Custom Production
These two updates streamline your assemblies workflow – especially if you’re making bespoke products.
You can now create an assembly without a bill of materials – which creates a blank assembly where you can add components.
And if you’ve got a new bespoke item to produce, you’ve now got an efficient way to create your Assembly for it – just set up a new product record, then select Create Assembly from the product dropdown. Easy!
Small but Powerful Updates – December
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.
Auto-Assembly on Batch- and Serial-Tracked Products
For more streamlined traceability, Auto-assembly is now available for your batch- and serial-tracked products:
- To use this feature, head to your BOM and toggle on ‘Can Auto-Assemble’
- Select the batch & serial numbers for your assembled and component products to complete the Auto-assembly
Multiple Units of Measure
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.
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.
Inventory – Display Default Sell and Purchase Prices
You’ll have better visibility over your Product information with this update, which gives you the option to display default sell and purchase prices on your View Products grid in the Inventory module.
To customise your grid so you can view the information you need, use the Hidden Columns button to hide or display columns.
Doc Designer – Option to Include Serial and Batch Numbers
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.
File Library
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.
API: Warehouse Stock Transfer – New Filter “Modified Since”
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.
API: Stock Level Alerts for Individual Warehouses
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.
ICC Fields in the Data Exporter
In the Data Exporter we’ve added International Commerce Code (ICC) fields to the purchase order, sales order and sales shipment templates. You can now select ICC fields to add to the file you’re exporting – including EORI number, commerce and country codes, warehouses and more. You’ll find these additions helpful if you use these data exports in your automated processes, or if your third-party logistics partner relies on these files.
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 AUShip from multiple warehouses on a single order
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 – NZSerial and batch numbers in Commercial Invoices
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:
Tyler
CUSTOMER EXPERIENCE CONSULTANT – NZMore 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 – UKCreate Credit Notes via the API
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 – AUView supplier lead times for products
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 – AUView serial and batch numbers on the product page
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 – AUCreate Warehouse Transfers via the API
With this enhancement, your integration partner or developer can now connect their interface to Unleashed to create warehouse transfer transactions via the API for you. Click on ‘More Info’ below to find the API documentation.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZAuto-assign serial and batch numbers when creating shipments
Auto-assign serial and batch numbers when creating shipments, just like you can when creating sales invoices.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZEdit ‘Source’ and ‘Destination’ warehouses for parked assemblies
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 – UKShow “Can Assemble” on the product page
Get a clearer idea of how much product can be assembled when viewing your assembled products. This is great for users who assemble products regularly.
Recommended By:
Amber
SALES EXECUTIVE – UKProduct links on the Purchase Order page
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 – UKProduct description in Stock Adjustments
We’ve introduced stock adjustment tables to now display product descriptions against product codes, so you can better understand stock adjustments and minimize mistakes.
Recommended By:
Danielle
REGIONAL MANAGER – NZ/ROWComing Soon
We’re regularly releasing enhancements. Keep your eye on this page for further updates.
ACCESS FINANCIALS –
NEW INTEGRATION
PURCHASE ORDER COSTING BY WEIGHT, VOLUME + QUANTITY
WOOCOMMERCE –
NEW INTEGRATION
ADVANCED INVENTORY MANAGER – FORECASTING & PRODUCT PROFILE
ADVANCED INVENTORY MANAGER – EVEN MORE ENHANCEMENTS
PROSPECT CRM –
INTEGRATION
MORE GREAT TIME-SAVING UPDATES