Sales
Unleashed | Part Invoicing
Part invoicing in Unleashed allows you to create invoices for partial shipments, enabling you to bill customers for the items they have received while keeping track of outstanding items. This feature is useful for managing orders with multiple ...
Unleashed | Split Shipment
Split shipment functionality in Unleashed allows you to partially ship orders, which can be useful when only part of the order is available for shipping. This feature helps manage inventory more efficiently and promptly fulfill customer orders. It ...
Sales Enquiry
About Sales Enquiry The Sales Enquiry page enables you to filter and report on your Sales lines. This includes all sales, regardless of what their status is, e.g: Parked, Completed or Deleted etc. The Sales Enquiry will show all sales regardless of ...
Shipment Enquiry
About Shipment Enquiry The Shipment Enquiry page is aimed towards warehouse staff to view and process open shipments. After administration staff have created and deployed the shipments, warehouse staff can use this screen to manage their work flow of ...
Unit Sales Enquiry
About Unit Sales Enquiry The Unit Sales Enquiry enables you to view how your products are performing over a longer term. There are a few filters that you can apply to your Sales which dictates the product and date range you see. The Unit Sales ...
Printing Sales Documents
The following sales documents can be printed. Sales Order Sales Invoice Ship Note Packing Slip Credit Note Sales Quote Note: The default templates for printing invoices and packing slips can be set on the Customers | Details tab. Print Sales Order, ...
Sell in a Foreign Currency
A customer can only have one currency in Unleashed and all prices on sales orders for that customer will be in the customer currency. Unleashed does not do the currency conversion. If you sell in different currencies, you can create different sell ...
Manage Backorders
If you create a shipment and not all ordered products are available, the status of the Sales Order will default to "Backordered". This is a status to simply show you that not everything has gone to the customer. If it is backordered, you can create a ...
Manage Drop Ship Orders
Dropshipping is a method where the supplier does not store the items sold in stock but purchases the items from a third party and ships directly to the customer. You can use the following process to manage the drop ship orders in Unleashed. Managing ...
Import Sales Orders
You must import sales orders using the Unleashed template. Before You Begin Read the following topics to understand the correct process details and avoid common errors: Data Import Checklist Troubleshooting Import Errors Points to Note: Order ...
Add Credit
he Add Credits page enables you to create credit notes for existing Customers during the sales process. If you want to add a customer credit but do not have an associated sales invoice, you can create a free credit. Adding a Credit Note Go to Sales | ...
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 ...
Export Credits
You can export credit notes you have created in Unleashed to a CSV file. Go to Sales | Credits | Export Credits. A CSV file is generated with the details.
Backorder Enquiry
About Backorder Enquiry The Backorder Enquiry report page can be used by administration staff to manage the creation and deployment of shipments. After adding an order and saving it, or creating a shipment; the order will appear in the Shipment ...
Credit Enquiry
About Credit Enquiry The Credit Enquiry screen enables you to filter and report on your Credit lines. There are a number of filters that you can apply to your Credits. You can filter the credits by date, credit number, order number, credit status, ...
Invoice Enquiry
About Invoice Enquiry The Sales Invoice Enquiry page enables you to view all sales invoices in Unleashed. You can access the Invoice Enquiry page via Reports | Sales | Invoice Enquiry. Specify the required options and click Run to view a filtered ...
Margin Enquiry
The Margin Enquiry report page enables you to view the Margin Enquiry report quickly and easily. You can add filters to the Margin Enquiry and generate reports on your sales and credit lines. Additionally, you can view the turnover and profits ...
Quote Enquiry
About Quotes Enquiry The Quotes Enquiry page enables you to filter and report on your Sales quotes. This includes all sales quotes, regardless of what their status is, e.g: Draft, Pending, Accept or Cancel. The Quote Enquiry has several filters at ...
Sales Module
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 ...
Add Sales Quotes
The Add Sales Quote page enables you to enter quote(s) for a customer. Quotes have their own unique prefix that can be accessed and edited from Settings | System | Prefixes. New quotes are assigned to the next available quote number. Sales orders ...
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, ...
Import Sales Quotes
You must import sales quotes using the Unleashed template. Before You Begin Read the following topics to understand the correct process details and avoid common errors: Data Import Checklist Troubleshooting Import Errors Points to Note: Quote ...
Adding Sales Order
The Add Sales Order page enables you to enter sales orders for customers. This page provides you with the flexibility to edit sales orders at line level. If you want the ability to create multiple shipments, multiple invoices, and purchases, you ...
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 ...
Batch Complete Sales Orders
The Batch Complete page enables you to complete open sales orders in bulk. Completing Batches of Sales Orders Go to Sales | Orders | Batch Complete. Select the required status from the Status drop-down list. You can select Open, Parked, Placed, or ...