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 file correctly is an essential process that ensures that fields and categories you need to select throughout the data entry process are available and valid from the beginning. This ensures that Unleashed's data is matched to your business process requirements.
- Set your Currencies early, this will ensure that you can transact in any currency, as well as your default buy and sell rates.
- Set your transaction prefixes early, this includes the prefixes and numbers to be used in the transactions you make. Doing this early is the only time you will get to change these before you start entering transactions.
You can access the Company settings page from Settings | Organization | Company. Details tab 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 ...
The Sales module enables you to manage quotes, orders, shipments, and invoices. For instance, you can create a sales order outlining the sales details and what the customer owes you, while calculating the margin and profit from the cost of goods ...
Advanced company settings
Adding terms & details to purchase orders For those users who clarify payment details with their suppliers through other correspondence, this can be done on your purchase orders. Comments are entered while doing the purchase order, in the ...
Using the Production Module
Using the Production module enables you to create, view, and manage the production (manufacture) of goods in your inventory management process. Unleashed is setup like a production line, it flows from left to right through the business process, ...
The Production Module Overview
Overview Production simply involves product(s) being converted into another product. It is an internal movement of stock and shifting of value from a set of individual components to an assembled product. The Production module enables you to view and ...