FAQs
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.
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 Customers | Add Customer Or Navigate to the View Customer page and click Add Customer.
How do I enter a Purchase Order for a new Supplier?
onnected From the Purchase module: Select Add Purchase Click Supplier Codes. On the View Supplier page, select Add Supplier. Enter the relevant supplier details and click Save. Select the Supplier Entry tab and return to the Purchase Order Entry ...
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 only import stock on hand once per product.) Import your opening balance manually into your ...
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 ...
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 ...
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 Diminishing Product when a value is in the Last Cost field. This does not affect your Stock On Hand ...
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.
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 purchase and sales order generated in Unleashed. Select Settings | System | Warehouses. When you access this page, ...
Changing decimal points on Unleashed documents
You can certainly change the Decimal Places shown on your Document Designer template for your Invoice. This can be actioned by going to the Invoice Template you wish to amend (ensuring that this is not one of the Unleashed defaults) then by double ...