You can access the Company settings page from Settings | Organization | Company.
Company Name & Trading Name: This the name of your company and will print on the orders, packing slips etc.
Industry: This is the type of industry you are in, to be selected from the drop-down list.
Organisation Type: This is the type of company you are.
Base Currency: This is the currency of your company - this is chosen during account registration.
Before activating the features below, ensure that they are required. Once enabled, they cannot be deselected.
Multi Warehouse: Provides the ability to segregate stock within Unleashed, that is usually based on physical stock locations. Additionally, it can be used for segregation like quarantine and drop-shipping.
Per Warehouse Tracking: Manage bin locations and stock level alerts on a per warehouse basis.
Production: Provides functions to build finished goods from components using bill of materials (BOM) and assembly orders.
Auto Assembly: Provides functions to sell finished goods without pre-assembly.
Order Management: Provides functions to manage sales back orders, pick, pack & dispatch features, track & trace shipments.
Auto Allocation: Enables you to activate the Sales Allocate and Deallocate function. When enabled, it allows you to reserve and un-reserve stock for the sales order.
Markup Price Update: Provides functions to use Markup Price Updates. When activated, this feature allow you to mark up from the landed cost, last cost, purchase price or even the default sell price.
Sales Quotes: Provides functions to use Sales Quotes, when this is activated you have the opportunity to maximize your sales process within Unleashed.
Serialized Products: When Serial Products is enabled, you can then store serial numbers in Unleashed and attach them to related products. You have the ability mark specified products as 'Serialized', and then track those 'Serialized' products with serial numbers on every transaction. See Serial Number Tracking for more information.
Batch Tracking: When Batch Tracked is enabled, you can tag each product as 'Batch Tracked', and attach batch numbers to a product (and as many as you like thereafter). See Batch Number Tracking for more info.
Auto Set Receipt Quantity: Enabled by default. When Auto Set Receipt Quantity is enabled, the receipt quantity on a purchase order will default to the order quantity. If you prefer to manually enter the receipt quantity, you can disable this option and the receipt quantity will default to zero.
Dashboard Data Source: This is is used to display the type of sales data you want to display on your Unleashed dashboard (Profitability, Activity and Margin). You have the option to either display completed sales order data or completed sales invoice .
GST/VAT Number: This is your tax number and will print on your orders.
Website: You can put your company website in this field for reference.
Timezone: This is the timezone you are working in and will be used when time-stamping the transactions.
Financial Year End: You can select the financial year end for the Dashboard display.
Measurement Units: You can select either imperial or metric standard. There is no automatic conversion between the standard options in Unleashed. If you need to convert from one standard to the other (from metric to imperial), you need to manually work this out and enter them in.
Date Format: Global date format. Options are:
dd/MM/yyyy = e.g. 20/11/2013
MM/dd/yyyy = e.g. 11/20/2013
dd/MMM/yyyy = e.g. 11 Nov 2013
MMM/dd/yyyy = e.g. Nov 11 2013
By default, it is set to dd/MM/yyyy. Once selected and saved, all date references are set in the chosen format.
Postal Address & Physical Address: These are the addresses for your company. The Postal Address prints on your orders.
Contact Details: These are all your company contact details for your reference.
Purchase Email: This is the email address that the Purchase Orders will be sent from. If this field is blank, the logged in user's email id is used.
Purchase Email Comment: If you want a default message to go in the email, you can enter this here.
Sales Email: This is the email address that the Sales Orders will be sent from. If this field is blank, the logged in user's email id is used.
Sales Email Comment: If you want a default message to go in the email you can enter this here.
You can upload a maximum of 20 files. The first file will be selected as the default company logo. You can use the Action cog to select a different file.
Footer Details: These payment details will be printed at the end of your order to your customers.
Default Invoice Date: Enables you to either select from two invoice date options that you want the invoice date to default to, and then display on all invoices created in Unleashed.
If Part Invoicing is not enabled, you get Order Date and Completed Date options.
If Order Management is enabled, you get the Order Date and Created date options when exporting to your accounting provider.
For reconciliation purposes, if you are using the Order Date option when creating an invoice, make sure you have completed the invoice on the same date. This ensures that you have a copy of the invoice for your accounting records.
Footer Details: These payment details are printed in the footer for the supplier purchase orders.
Purchase Order Report Print Name: You can specify a different name for printing the report.
System Settings video tutorial