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 buy and sell rates and easy conversion options at the transaction level. Setting this up before creating any transactions ensures you have reflected stock values and margins accurately from the beginning.
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Currency Rates
How to set up Currency Rates To set up the currencies you want to trade in; Go to the Currencies page under Settings | System | Currencies. Your base currency is the one chosen when the company was registered. It cannot be changed. You will not be ...
Magento Integration Setup
Before You Begin Before you configure the Unleashed integration setup, you must complete the following steps in Magento to create the Magento API Key. This is required to connect your Magento store to Unleashed. You must have administrator access to ...
General Setup
General setup allows you configure your Vend account to suit your retail operation. Store Settings Store Name This is where the full name of the store should be added for receipt printing and emails from the system. Private URL This is your store ...
Creating account
Creating Unleashed account You can create a free trial account get started on Unleashed's great inventory management features. Below are the steps to setup start a trial account on unleashed: Register for a trial account at: ...
Creating a PO Sheet
Getting Started Before you start, you’ll need to have some information ready: The SKUS, handles, supply price and inventory count of the products which can be copied over from the Product sheet. Creating a PO CSV Creating a PO CSV Importing your PO ...