Settings
Creating Sandbox
The Unleashed Sandbox creates a copy of your organization in a separate environment. This environment allows you to develop, test and learn without affecting the data in your live Unleashed account. Points to Note Only the account owner can create ...
Salesperson setup
About the Salespersons function The Salespersons page enables you to create and manage your salespeople in Unleashed. These salespeople can be associated with sales orders allowing you to view which salesperson is related to each sale. You can then ...
Sell Price Tiers
About Sell Price Tiers The Sell Price Tiers function allow for different sell prices for different kinds of customers (i.e. Retail v.s Staff Sale or USD vs GBP). There are different amounts of tiers available based on your subscription, but you can ...
Shipping Companies
About Shipping Companies The Shipping Companies page enables you to create and manage your shipping companies in Unleashed. These shipping companies can be associated with sales orders and shipments, allowing you to view which shipping companies are ...
Supplier Return Reasons
About Supplier Return Reasons The Supplier Return Reasons page provides you the ability to set up the different reasons to use on your Supplier Returns. These include reasons such as; 'damaged' or 'incorrect product' and are recorded on the line for ...
Taxes
About Taxes The Taxes page enables you to set up taxes within Unleashed. If you have Unleashed in standalone mode (not connected to an accounting provider) you need to make sure that all tax rates are entered manually. If you integrate with an ...
Unit of Measure
Importing product details If you are importing product details including groups into Unleashed, then these fields are created automatically. This makes it easier for you to include the relevant data in the CSV file prepared in Excel, without needing ...
Warehouses
The warehouse details where your goods are stored can be created in Unleashed. Once you create the warehouse records, the details can be automatically retrieved when you want to create purchase orders, sales orders and other transactions. Adding a ...
Doc Designer
You can use the Doc Designer to create a new template or modify the default templates provided by Unleashed. Once you create a new template or duplicate an existing template, the Template and Toolbox tabs will be displayed and you can use the ...
Attribute Sets
You can record reference data in the form of attributes belonging to attribute sets. An attribute set is a set of custom fields (attributes). For example: Attribute Set: Television, Attributes: Country Of Origin, Model, and Tariff Code. Attribute ...
Credit Reasons
About Credit Reasons You can access the Credit Reasons page from Settings | System | Credit Reasons. Credit Reasons can be used to report on why credits are happening in your business. Every credit that is completed can be given a reason to help; ...
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 ...
Customer Types
About Customer Types Customer Types can be used to group sales reporting by the types of customers you sell to. Every customer that is created can be given a type (i.e. Retail v.s. Wholesale vs Corporate etc.). They can also be used to cover anything ...
Delivery Method
About Delivery Methods You can access the Delivery Method page via Settings | System | Delivery Methods. The Delivery Methods page provides a field to record the customer's choice of delivery; either by ; field name, or with options such as 'pick ...
Prefixes
About Prefixes You can access the Prefixes page via Settings | Prefixes. Before you start your transactions in Unleashed, you can nominate both the order number prefixes and start numbers for your transaction. Unleashed is an auditable system, which ...
Product Groups
Product Groups can be used to used to group sales reporting by the types of products you are selling. Every product you create can be given a Group (e.g. Raw materials, Beer, Wine, Spirits, Bolts etc). If you are importing product details using the ...
Payment Terms
About Payment Terms The Payment Terms page enables you to customize and maintain payment terms. You can use this screen to add new payment terms, or modify existing payment terms to calculate a due date on an order. Once you have added a payment ...
Sales Order Groups
About Sales Order Groups The Sales Order Group page enables you to create your own group on a sales order, this could include; region or branch and you can specify whatever options you require. You can filter on this field in the Margin Enquiry. ...
Company Settings
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 ...
Billing
Using the Billing service in Unleashed, you have the option to: Sign-up to Unleashed if you are a new Customer or Upgrade your existing Unleashed account. Features available are included in your plan details. Go to Settings | Organization | ...
Inviting users
This section provides User Setting information, to help you setup your Unleashed account. Unleashed can be used by many users at the same time, depending on their subscription. Tips about email addresses A User's email address must be unique. Any ...
Role Permissions
About Role Permissions Role Permissions are an effective way for you to manage what your users can view and access. For example, you can hide Margin and Profit information on a Sales Order page and View Sales Order pages. You cannot suppress ...
Adjustment Reasons
About Adjustment Reasons The Adjustment Reasons page can be used to report on why adjustments are happening in your business. Every stock adjustment that is completed can be given a reason, which aids reporting and auditing, and helps you to make ...