Managing your sales orders is essential for maintaining accurate stock visibility and ensuring your customers receive their orders on time. Unleashed offers various functionalities designed to improve the efficiency, accuracy, and precision of your sales order process enabling you to grow and scale your sales at ease. 

• Create and manage sales orders: All of your sales orders should be running through Unleashed to not only ensure your stock is updated but later allow you to analyze your sales orders and margins. Quantities allocated to sales orders will be used to update the products remaining stock availability so you always have an accurate view of what stock you have left. You can add or remove stock as you wish until you've shipped and invoiced the items to your customer.
  
  
• Manage and maintain shipments: Always have visibility on your shipments by using the shipments functionality in Unleashed. Create your Shipments as you need them or have them ready to dispatch so there is no delay in sending your products to your customers. Include useful information so as tracking number, shipping company, shipment weight as well as printing ship notes for your customers too.
  
  
• Manage and create Invoices: Manage your invoice process in Unleashed and ensure you always know when an invoice has been created for a customer and pushed to your account platform (if you're integrated). Simply create an invoice from the sales order screen and manage the process within this screen.
  
  
• Refund and credit customers: If a customer has returned an item or isn't happy with their product(s) you can manage the full refund n Unleashed to ensure you can credit the customer whilst accounting for the returned stock. Simply add a credit note from the corresponding sales order. You have the option to do a value credit only or to return the stock back into your inventory. This ensures you're tracking the stock movement and/or value effectively to ensure accuracy of your stock and stock value.
  
  
• Manage and customize your sales view: Increase your productivity by having full control over your sales order view. Manage sales orders using one bulk action and group your sales orders by what you should be focusing on. Group by warehouse, sales channel, sales person, sales group and/or status. You can also add additional views for easy visibility on what has been shipped and/or invoiced. Make sure you save your custom layouts for easy access for you and your team in the future.

How to get to grips with sales basics

• Add Sales Orders
• Create and manage Shipments
• Create a Sales Invoice
• Add a Credit Note
• Manage and View Sales Orders