Manage and View Customers
After you import or create customers in Unleashed, you can use the View Customers page to view and manage your customers.
- Go to Customers | View Customers.
- The list of customers is displayed. You can filter by Customer, Customer Type or Obsolete fields.
- To import bulk customers details, click Import.
- To export the existing customer details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
- To add a new customer, click Add Customer. For more information, see Add new customer.
- You can use the action cog to perform functions at line level.
Edit: Edit customer details.
Add Quote: Add a sales quote.
Add Order: Add a sales order.
Add Credit: Park or Complete a free credit.
View Transactions: Displays the Sales Enquiry page. You can run or export a report of sales transactions for the customer.
Obsolete: Marks the customer as Obsolete. If you want to revert, open the customer record and clear the Obsolete checkbox.
Delete: Deletes the customer. You can only delete customers without any associated transactions.
Manage and View Credits
After you create credits in Unleashed, you can use the View Credits page to view and manage your credits. Viewing Credits Go to Sales | Credits | View Credits. The list of Parked credits is displayed. You can filter by Credit Status, Credit Note ...
Manage and View Sales Orders
After you import or create sales orders in Unleashed, you can use the View Orders page to view and manage your orders. Viewing Sales Orders Go to Sales | Orders | View Orders. The list of orders is displayed. You can filter by fields. To import ...
Manage/View Warehouse Transfers
The View Warehouse Transfer page enables you to view all Warehouse Transfers. By default, this page displays Warehouse Transfers with Open status. Viewing Warehouse Transfers Go to Inventory | Transactions | Warehouse Transfers. From the Status ...
Manage and view products
About View Products The View Products page enables you to view a list of all your existing products and several details about those listed products. You have the ability to sort the products each product by name, using the columns available to you. ...
Manage and View Quotes
Viewing Quotes Go to Sales | Quotes | View Quotes. The list of quotes is displayed. You can filter by Quote Status, Quote Number, Customer or Warehouse fields. To export the existing quote details, click Export. You can choose to export as PDF, CSV, ...