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.
Sales Invoices – New Related Credits Tab
There’ll be less confusion and fewer errors on the status of your credits with this update, which links your Credit transactions to the relevant Sales Invoice.
When you view an invoice, you’ll now see a ‘Credits’ tab that indicates how many credits you have for that invoice. Simply click on this tab to see the stage your credit is at – returned, not returned, or incomplete.
Bulk Update Purchase Order Statuses
You can now save time by bulk updating your Purchase Order statuses – and you can even use the custom statuses you’ve created.
Simply select the Purchase Orders you wish to update, then head to the bulk action cog and select ‘Change Status’.
Totals in Customer Currency – Sales Quotes, Invoices and Orders
To streamline your quoting and billing process, you can now display totals in your customers’ currency on quotes, invoices and orders.
Purchase Orders – Supplier Product Description Column
To assist with your purchasing workflows, you now have the option to add the column Supplier Product Description to your Purchase Orders from the Hidden Columns list.
Shopify Order Editing
Need to change a Shopify order after it’s come into Unleashed – for example, your customer’s made a mistake, or you need to make a product swap? This update makes it easy – and you won’t have to recreate the Sales Order.
You can adjust both line items and header details on orders you need to change. To do so, ensure you’ve enabled Unleashed Manual Order Edits in your Configuration Settings for each store.
Tip: Edits will not sync back to Shopify, so ensure these match in both systems before you complete the Sales Order.
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.
Small but Powerful Updates – February
They may be minor, but these updates could be just what you need to make your everyday tasks easier:
- Sales Orders – New Related Credits Tab. Your credits will be automatically linked to this tab if they are connected to an invoice from the same sales order, and the tab will display information such as status, value and whether stock has been returned.
- Settings – Turn off Automatic PDF Downloads According to Transaction Type. You’re now able to select whether you want to automatically generate and download transaction documents. Head to your Company Settings, where you’ll find toggles to easily select your preferences under Print Settings.
See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.
Custom Purchase Order Statuses
This update lets you add up to 10 custom statuses for your purchase orders – so you can create statuses relevant to your workflow and focus on these as and when needed.
We’ve also made a change so you can add a new status when doing a bulk status change – you can do this for sales orders, assemblies and purchase orders.
Small but Powerful Updates – January
We’ve released a heap of minor updates in January to improve your inventory workflows and visibility:
- Attachments Tab – add attachments to your Credit Notes
- Customer Name, Supplier Name and Product Description added to records on View pages
- Purchase Orders – new totals layout for Suppliers with foreign currency
- Adding a Sales Quote – new lightbulb icon next to the Customer name
- Product Pop-Up – ‘Can Assemble’ quantity added
- View Assemblies – bulk update assembly statuses using the bulk action cog
- Settings – new Settings tab on your Company page
See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.
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-Assign Batch & Serial Numbers to Auto-Assembly Components
You’ll save even more time and manual work with this update to Auto-assembly for batch and serial items.
You can now set Unleashed to automatically assign the oldest batch or serial number to your components – just check the ‘Auto Assign Oldest Batch/Serial’ box on your Bill of Materials.
Sales Orders – Create Shipments in Bulk
This update lets you create shipments for multiple sales orders in one go – streamlining your order processes and saving you time.
It’s easy – 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.
Small but Powerful Updates – November
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.
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
File Library – Central File Management Page
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.
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.
Sales Orders – Set Minimum Order Values
This update gives you greater control over your sales orders by letting you set a minimum order value that triggers a pop-up warning.
Head to Settings > Company, and click on the Configuration tab to set your minimum order value. This then triggers a warning when users attempt to complete a sale, or convert a Quote to a Sales Order, below your minimum value.
Access the Change Log Via the In-app Menu
This enhancement makes it easy to keep up with the latest product updates. Head to the Help menu at the top right of your Unleashed screen and select Change Log to view these.
File Library – Add Attachments to Transactions Emails
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.
Create Assemblies Directly from Sales Orders
You can kick off your production processes seamlessly and eliminate double-handling with this new feature, which gives you the option to create an Assembly straight from a Sales Order.
It’s easy – just use your bulk action cog, select ‘Create Assembly’ and follow the prompts.
File Library – Email Interface Updates
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 – Attach Documents to Templates
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.
Doc Designer – Remove Blank Address Lines
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.
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.
Create and Update Assemblies – API
Further streamline your assembly workflows across systems with this API. The Assemblies API has been updated so you can now create and update your assemblies via your assemblies endpoint.
Recommended By:
Nick
Sales Team Lead - AUCustoms data available in Doc Designer
Doc Designer has had an update; you can now import customs data into most of your document templates. This is useful if information like EORI numbers are relevant to any of your existing workflows or documents.
Recommended By:
Amber
CUSTOMER SUCCESS TEAM LEAD – UKSerial 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 – NZStreamlined interface
Unleashed now only displays modules that you have access to. This makes it clearer to view content relevant to you, making it easier to navigate around Unleashed.
Recommended By:
Ivan
CUSTOMER ENGAGEMENT TEAM LEAD – NZImport Assemblies
If you’ve enabled Assemblies in your account, this enhancement will allow you to import your Assemblies, just like you can for the Bill of Materials.
Recommended By:
Kyle
SALES EXECUTIVE – UKCustom statuses for Sales Orders
Create statuses for your Sales Orders to suit your workflow and how you wish to view and manage your orders. Create your statuses in your settings and bulk update them in your Sales view.
Recommended By:
Alice
CUSTOMER ENGAGEMENT CONSULTANT – UKCustom statuses for Assemblies
With this feature release, you can create your own statuses for Assemblies. This enhancement helps you save time and focus on specific statuses, rather than sifting through a group of parked assemblies!
Recommended By:
Amber
SALES EXECUTIVE – UKShare 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 – UKAssign Ship Note Templates to Customers
You will likely already be familiar with how you can assign templates against customers for quotes, orders, invoices and packing slips. You can now do the same for Ship Note templates — the designated template will automatically populate when you ship products out to the respective customer.
Recommended By:
Natanya
CUSTOMER ENGAGEMENT TEAM LEAD – NZCreate a Combined Picklist template
You can now create a template for your Combined Picklist in the Doc Designer. This document can also be printed in the bulk action cog in View Sales Orders.
Recommended By:
Amber
SALES EXECUTIVE – UKAdd purchase costs to your Purchase Orders
A Purchase Cost grid is now available to be added to you POs in Doc Designer. Use this to add purchase cost information such as supplier name, cost, cost date, exchange rates and more.
Recommended By:
Tasmin
SENIOR CUSTOMER ENGAGEMENT CONSULTANT – USSerial and Batch numbers added to Doc Designer
Display product serial numbers, batch numbers and batch expiry dates on your sales orders, invoices and picklists. Simply create a new template, select the sales/invoice/picklist LineGrid and drop in serial/batch from the Components list. Remember to save and use your new template!
Recommended By:
Vandana
CUSTOMER ENGAGEMENT TEAM LEAD – AUProduct 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