FAQs

Frequently asked questions.

How do I delete a Transaction?
You can delete a transaction on the page by clicking the red delete button. You can remove lines by clicking on the trash icon.
Thu, 14 Sep, 2017 at 12:54 PM
How do I create a Customer?
You can create a new Customer from the Sales module. Customers must be created before you action any sales transactions within Unleashed. Navigate to Cus...
Thu, 14 Sep, 2017 at 12:54 PM
How do I create a Purchase Order?
You can create a purchase order in the Purchases module. Navigate to Purchases | Purchase Orders | Add Purchase Or Navigate to the View Purchase page and...
Thu, 14 Sep, 2017 at 12:54 PM
How do I enter a Purchase Order for a new Supplier?
From the Purchase module: Select Add Purchase Click Supplier Codes. On the View Supplier page, select Add Supplier. Enter the relevant supplie...
Thu, 14 Sep, 2017 at 12:55 PM
How do I get my current stock into Unleashed?
Import your Products on a single separate spreadsheet. Once completed, you can then import your Stock on Hand on a single spreadsheet.        (You can...
Thu, 14 Sep, 2017 at 12:56 PM
Do I need to setup my Currency Rates before creating any transactions?
Yes, it is recommended to setup your Currency Rates for your Suppliers and Customers before making any transactions. This is because Unleashed has default b...
Thu, 14 Sep, 2017 at 12:57 PM
When do I use the Settings module?
It is recommended that you complete all setting requirements before importing data and performing data transactions in Unleashed. Setting up your Unleashed ...
Thu, 14 Sep, 2017 at 12:57 PM
How do I add Costs to Sales Invoices?
You can add costs (freight, labor etc.) to invoices by using the Never Diminishing product option.  (Margins are correctly worked out for a Never Diminishin...
Thu, 14 Sep, 2017 at 12:58 PM
How do I modify a completed Sales Order?
Return the entire order via credit (ensure to tick return on ALL), Clone sales order and recreate correctly.
Thu, 14 Sep, 2017 at 12:59 PM
How do I set a Delivery Address to show up automatically?
You can do this at two levels: Warehouse  Customer  Warehouse  You can set a default delivery address to appear automatically on every purchas...
Thu, 14 Sep, 2017 at 1:00 PM