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Change Log - 2018

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10 December

Xero Tracking Categories

  • The Tracking Categories feature will enable easier reporting by eliminating the need to add multiple account codes. 
  • For more information, see Xero Tracking Categories.

Customer Credit Limits

  • The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. It will then automatically sync and update the value of the customers outstanding invoice balance from Xero.
  • Customers | Import/Export: New columns: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.
  • For more information, see Customer Credit Limits.

B2B Portal

  • The B2B Portal Admin can login as a customer to assist customers in placing orders or troubleshoot any issues they might be facing while using your B2B store.
  • Go to B2B Portal | Settings | Customers to access this option.
  • For more information, see Act as a Customer.

Products

Sandbox

  • API and Integrations can be accessed on Sandbox accounts.
  • For more information, see Using the sandbox.

Sales Orders

  • Added a new column: Unallocated to the Batch Number selection drop-down list.
  • Displays the batch number quantity that is not allocated to other open sales orders. Blank indicates there are no batch numbers allocated and the full quantity is available.

Xero

  • The Account Name for the integrated store is displayed on the Integration Store tile.

3 December

B2B Portal

  • Product Dimensions (Weight, Volume (height * width * depth) will be synced from Unleashed and displayed in the B2B Portal.
  • The volume and weight will also be displayed on the checkout page.

Supplier Returns

  • If you update the Return Cost, you can automatically recalculate the cost for the cost lines by clicking on the  icon in the Cost column.
  • For more information, see Adding a supplier return.

26 November

Xero Tracking CategoriesBETA

Customer Credit LimitsBETA

  • This is a Beta feature release. To participate in the Beta release, contact productteam@unleashedsoftware.com.
  • The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. It will then automatically sync and update the value of the customers outstanding invoice balance from Xero.
  • Customers | Import/Export: New columns: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.
  • For more information, see Customer Credit Limits.

Multi-Level Bill of Materials

  • Available on Medium, Large, and Large Plus subscriptions.
  • If you have nested Bill of Materials, you can view all levels in your Bill of Materials.
  • For more information, see Add Bill of Materials.

Customers

  • You can select the default Delivery Method and Sales Group for each customer.
  • The default Delivery Method and Sales Group selected for the customer will automatically be populated on the Sales Quote / Sales Order created for the customer.
  • Import/Export template: New columns to support the Customer Credit Limits feature: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.

Products

  • Products page: Added a new toggle: Sellable. You can now decide which products can be added to the Sales Orders / Sales Quotes by enabling/disabling the Sellable toggle.
  • Inventory | Products | View Products:
    • Added a new filter and Hidden Column: Sellable.
    • New bulk action cog options: Make Sellable and Make Non-Sellable.
  • Import/Export template: New column: Is Sellable. For more information, see Import Products field definitions.
  • API updates: New field added: IsSellable. For more information, see https://apidocs.unleashedsoftware.com/Products.

Reorder Report

  • Reports | Purchase | Reorder Report: Added a new filter and Hidden Column: Sellable. 

Doc Designer

  • All templates: The BarcodeImage column can now support ITF-14 barcode type.

19 November

Sales | Orders | View Sales Orders 

  • The Sales Channel column (this is a hidden column) will display an icon to group Sales Orders based on where they have been created.

14 November

Sales | Orders | View Sales Orders

  • Added a new filter: Delivery Method.

Serial Numbers

  • Serial numbers will support Code 128 characters (all standard ASCII characters from x20-x7E (32-126, or space through to tilde). The comma character is still used as a delimiter and will result in any string containing a comma being split into 2 serials. For more information, see https://en.wikipedia.org/wiki/Code_128.
  • The serial number case will be retained for all newly entered serial numbers. For example: AbC will be retained as entered and not converted to ABC. Note that the serial number search will be case insensitive.

12 November

Integration | Data Exporter

  • Added new Data Source: Sales Shipment.
  • For more information, see Data Exporter.

Assemblies

  • Production | Assemblies: The Assemble By Date can be printed.
  • Settings | Doc Designer: Assemblies template: Added new field: Assembly By.
  • This field is available by default on the Unleashed Default Doc Designer templates.
  • For custom templates, you can add the field from Settings | Doc Designer | Assemblies | Component tab | Other Data | Assembly By.

05 November

B2B Portal

  • The B2B Portal navigation menu is now available on the left pane for optimum space utilization and easier organization.

  • You can try the B2B Portal premium features for a trial period of 30 days. For any questions or more information, please submit a case to our Experience Team.

B2B Catalogs (Premium Feature)

  • Catalogs enable you to create custom product views for customers. You can create product catalogs and assign them to specific customers.
  • For more information, see Catalogs Tab.

B2B Multi-Warehouse (Premium Feature)

  • You can assign multiple Unleashed warehouses for stock availability to be displayed on the B2B Portal.

B2B Multi-Admin:

API updates: Assemblies endpoint

  • The existing Warehouse field has been replaced with 2 New Fields: Source Warehouse and Destination Warehouse.
  • For more information, see Add Assemblies & Sub-Assemblies.

Inventory

  • Transactions | Stock Counts: The Variance report can be printed in CSV format.

Reports | Sales | Margin Enquiry

  • The Include Charges filter has been replaced with a new column: Charge.

31 October

Bill of Materials

  • Production | Bill of Materials | View Bill of Materials - New Hidden column: Comments.
  • Production | Bill of Materials | Import/Export Bill of Materials - New column: Comments.

29 October

Multi-Level Bill of MaterialsBETA

Assemblies

  • Production | Assemblies | View Assemblies: Added a new column: Source Warehouse.

Products

  • From the Products page, you can create a new Bill of Materials or open an existing Bill of Materials for an Assembled product.
  • Click on the Assembled link to open an existing Bill of Materials for the product or to add a new Bill of Materials.

25 October

B2B Portal

10 October

Label Printing

  • The Label minimum size can now be set to:
    • Metric (cm): 1cm
    • Imperial (inch): 0.39 inch
  • For more information, see Label Printing.

8 October

Bill of Materials

  • You can now print the comments entered on your Bill of Materials.

24 September

Batch and Serial Number Updates

  • You can assemble serial numbered products out of batch tracked products and vice versa.
  • You can now assign/save serial and batch information on assemblies prior to the transaction being completed.  

Assembly/Disassembly

  • Production | Assemblies | Add Assembly/Add Disassembly: New field - Assemble By.
  • You can specify an Assemble By date for your Assembly/Disassembly.
  • When the Assembly/Disassembly is completed, it will display the Assembly Date field which is automatically populated with the date the Assembly/Disassembly is completed.
  • Production | Assemblies | View Assemblies.
    • New filter - Assemble By From
    • New column - Assemble By
    • The existing Assembly Date column will now display the date the Assembly is completed instead of the Created Date.
  •  Reports | Production | Production Enquiry.
    • New filters - Product Group, Status, Auto Assembly, Assemble By From, Assemble By To
    • New column - Assemble By
    • The existing Assembly Date column will now display the date the Assembly is completed instead of the Created Date.

Doc Designer

  • Component tab: Added BarcodeImage column to the grid for the following templates:
    • Purchase Orders
    • Warehouse Transfers
    • Assemblies
    • Picklists
    • Packing Slips
    • Ship Notes 
  • A barcode image will not be displayed if either the product does not have a barcode or the barcode string is invalid.
  • Supported formats: 
    • EAN-13
    • UPC-A
    • EAN-8
    • Code 128
  • For more information, see Barcoding - Adding Barcodes to Doc Designer Templates.

Company Settings

  • Settings | Company: Added a new Configuration tab for the toggle settings.
  • Added a new field - Trading Name (for Purchasing): The value entered in this field will be used for Purchase Order and Supplier Return emails.

19 September

Xero

  • Sales Order | Invoices tab: New action cog option Email Xero Invoice.
  • Available only when the sales invoice has been completed and exported to Xero.
  • The Xero invoice email will be sent from the email of the account owner who has enabled the Xero integration.
  • The Xero Invoice Status must be Submitted, Authorised, or Paid.
  • The Customer Contact email must have a valid email.
  • For more information, see Using Xero with Unleashed.

17 September

Label Printing

  • Available on Medium, Large, and Large Plus subscriptions.
  • You can create label templates using the Doc Designer and use them to print product labels.
  • For more information, see Label Printing.

Bill Of Materials

  • New Comments field added to the Bill Of Materials page.
  • The comments will be automatically copied to any assembly or disassembly created from the Bill Of Materials.
  • For more information, see Add a Bill of Materials.

3 September

Xero

Going forward, all invoices synced from Unleashed to Xero, will have a link in the Xero invoice to open the corresponding Unleashed invoice. 

27 August

B2B Portal Categories - Premium Feature

  • Available only on the B2B Portal Premium and Premium Plus subscriptions. For more information about price and to upgrade, see Pricing - B2B eCommerce.
  • You can create product categories and assign products for easier classification and search capabilities. This will create a better user experience and make it easier for customers to place orders on your B2B store. 
  • For more information, see B2B Store - Categories.

B2B Portal

  • The store creation flow has been updated for better user experience. For more information, see Adding a New Store.
  • You can choose to display/hide the Unit of measure for your B2B store products. These settings are available on the Product Details tab. For more information, see B2B Store - Product Details.
  • Sales | Orders | View Sales Orders: Added a new hidden column Sales Channel to display orders placed on the B2B Portal.

Xero

Shopify

  • Configuration tab: You can select if you want to create an order and a customer for each Shopify order or use a single customer for all Shopify orders.
  • For more information, see Shopify Integration Setup - Configuration tab.

Production | Assemblies/Disassemblies

  • You can specify the Source Warehouse and Destination Warehouse.
  • Assemblies:
    • Source Warehouse: The warehouse from which the component products are taken from to build the assembled product and the stock on hand will decrease.
    • Destination Warehouse: The warehouse where the assembled finished product will be added and stock on hand will increase.
    • For more information, see Add Assemblies & Sub-Assemblies.
  • Disassemblies:
    • Source Warehouse: The warehouse from which the product to be disassembled is retrieved from and stock on hand will be reduced.
    • Destination Warehouse: The warehouse where the disassembled component products will be added and stock on hand will increase.
    • For more information, see Disassembly.

Sales Shipments

  • On Ship column: Contains a sum of all the quantities of the product on open shipments for the given warehouse.
  • Settings | Company: New toggle Use Shipment Quantities for Sales. Only visible if Order Management is enabled.
  • If Order Management is enabled, and Use Shipment Quantities for Sales is enabled:
    • Creating a Shipment will calculate the (on hand quantity) minus (quantity on open shipments).
    • Updating a shipment line will throw a validation error if the new shipment quantity is greater than the (on hand quantity) minus (quantity on other open shipments).
    • Using the 'Refresh Ship Qty' action will take into account the (on hand quantity) minus (quantity on other open shipments).
    • If completing a sales order creates shipments, those shipments will use the same behaviour. If there is insufficient on hand quantity which is not on open shipments, the sales order cannot be completed.
  • For more information, see Create and maintain Shipments.

20 August

B2B Portal

  • Obsolete products and customers in Unleashed will not be synced to the B2B Portal.
  • You can choose to display/hide the 'Out of Stock' badge for your B2B store products. These settings are available on the Product Details tab. For more information, see B2B Store - Inventory tab.

Sales Orders

  • Assign Oldest/Batch and Serial Numbers: You can assign the oldest batch/serial numbers to all lines on a sales order using the action cog available on the Serial/Batch columns.
  • For more information, see Adding Sales Orders.
  • Unit column: The Unit column on the sales order lines will display the product unit of measure.

Reports | Sales | Margin Enquiry

  • Filter to include or exclude charges.

13 August

Vend 

  • Configuration tab - New option: Accounting System Invoice 
  • Enable this option if you want Unleashed to send the Sales Invoice to your Accounting Provider.
  • If you have already integrated Vend with your Accounting Provider, you must disable this option.
  • For more information, see Vend - The Integration setup.

06 August

Reports | Sales | Invoice Enquiry

  • Added the following hidden columns: Cost, Profit, and Charge Sub Total.

Shopify

  • Configuration tab | New toggle option: Create Missing Products In Unleashed - Enabling this will create any missing products when importing from Shopify into Unleashed.
  • For more information, see Shopify Integration Setup.

23 July

AMAZON Integration

  • Available on Medium, Large, and Large Plus subscriptions. 
  • Currently, we support North America (USA, Canada, Mexico), UK (UK, Italy, France, Spain and Germany), and Australia marketplaces.
  • You can integrate up to 5 stores.
  • For more information, see Amazon Integration Introduction.

Data Exporter

  • You can create Unleashed data templates which can be exported and used with third-party logistics providers. 
  • Available on Medium, Large, and Large Plus subscriptions.
  • Currently available only for Sales Orders.
  • For more information, see Data Exporter.

16 July

Sales | Orders | View Sales Orders

  • Added a new Hidden Column: Total.
  • The Total column will display the Sales Order Total in Customer Currency.
  • Renamed the existing columns:
    • Total -> Total (Base Currency)
    • Sub Total -> Sub Total (Base Currency)
    • Tax -> Tax (Base Currency)
    • Cost -> Cost (Base Currency)
  • For more information, see Manage and View Sales Orders.

Purchases | Purchase Orders | View Purchases

  • Added 2 new Hidden columns: Costing Sub Total and Sub Total.
  • The Costing Sub Total, Sub Total, and Total columns will display the Purchase Order Total in Supplier Currency.
  • The Costing Sub Total only includes costs from the same supplier as the Purchase Order.

  • For more information, see View Purchase

Doc Designer: Packing Slip Template

  • Component Tab: You can add up to 3 attribute values. 
  • For more information, see Do Designer.

 

9 July

B2B Portal

  • Available on Medium, Large, and Large Plus subscriptions. For more information about B2B Billing and Upgrade, see Pricing - B2B eCommerce.
  • For more information about how to setup and configure the B2B Portal for your account, see  B2B Portal Introduction.
  • For any questions please submit a case to our Experience Team.

 

4 July

Products

  • Inventory | Products | View Products | Open a product record: The Clone Product button has been updated to a Product drop-down list with the following options:
    • Create Purchase
    • Create Order
    • Create Adjustment
    • Clone Product

2 July

Magento

  • You can assign multiple warehouses from which you want stock availability to be synced to Magento.
  • For more information, see Magento Integration Setup.

27 June

Sales | Orders | View Sales Orders: Added a new hidden column - Delivery Method.

 

7 May

Reports | Inventory | Price List Enquiry

  • Added a new hidden column: Default Supplier Price.

 

30 April

AMAZON Integration

  • Available on Medium, Large, and Large Plus subscriptions. To enable the integration for your account, please submit a case to our Experience Team.
  • Currently, we support North America (USA, Canada, Mexico), UK (UK, Italy, France, Spain and Germany), and Australia marketplaces.
  • You can integrate up to 5 stores.
  • For more information, see Amazon Integration Introduction.

Sales Orders

9 April

Warehouse Permissions

  • Available on Medium, Large, and Large Plus subscriptions.
  • Not available on the Mobile App.
  • You can assign user level access permissions. For more information, see Role Permissions.

Xero

  • Configuration tab | Export Customers: New checkbox Send customer code to Xero account number.
  • The Unleashed customer code will be sent to the Xero account number field only if the customer code is less than or equal to 50 characters.

Shopify

  • Configuration tab: New Shipping Charge Account drop-down list.

  • The selected sales account from your accounting provider will be used for shipping charge lines for the Sales Orders imported from Shopify to Unleashed.

 

4 April

Doc Designer

  • All templates
    • You can easily export/import your custom document templates from one Unleashed Account to another. For more information, see Doc Designer - Importing/Exporting Document Templates.
    • Template tab: New fields:
      • Paper Size - A4 or Letter
      • Orientation - Potrait or Landscape
    • Component tab: Decimal Places can be configured for numerical components.
  • Ship Note: Toolbox tab
    • New fields - Sub Total, Tax Total, and Total

28 March

Doc Designer

  • Toolbox tab: Added Page Number, Header and Footer controls.

Customers: Updated checkbox labels for printing quotes and orders.

API Changes: SalesOrders endpoint

  • Field: Completed Date
  • Filters: CompletedAfter and CompletedBefore
  • For more information, see API Docs - Sales Orders.

 

19 March

API: BillOfMaterials Endpoint

  • POST 
  • PUT
  • GET a BillofMaterials for a specific Guid
  • Retrieve the following additional details for GET requests:
    BillOfMaterials BillNumber 
    CanAutoAssemble 
    CanAutoDisassemble 
    SortByProductCode 
    CreatedOn 
    CreatedBy 
    LastModifiedBy
    BillOfMaterialsLine ExpenseAccount  CreatedOn 
    CreatedBy 
    LastModifiedBy
  • For more information, see BillOfMaterials.

Doc Designer: Added the following enhancements

  • Batch selection of controls
  • Allow moving of controls using the keyboard
  • Allow alignment of selected controls
  • Border support for controls

12 March

Doc Designer

  • Component tab: Added BarcodeImage column to the grid for Sales Order, Packing Slip, Ship Note and Picklist templates.
  • A barcode image will not be displayed if either the product does not have a barcode or the barcode string is invalid.
  • Supported formats: 
    • EAN-13
    • UPC-A
    • EAN-8
    • Code 128
  • Sales Order template: Discount Rate field
    • Added a Dynamic check box to enable displaying the discount rate only if there is a discount rate available for the Sales Order.

 

5 March

Email Logs

  • Available on Medium, Large, and Large Plus subscriptions.
  • Email Logs are available for the following transactions:
    • Credits
    • Sales Orders
    • Sales Invoices
    • Sales Quotes
    • Ship Notes
    • Purchase Orders
    • Supplier Returns
    • Warehouse Transfers
  • To view emails for a transaction, open the page and click View/Hide Email Log.
  • To view all emails: Go to Settings | Security | Email Logs. 

Xero

  • Configuration tab: Export sales journals option | Send Journals drop-down list with the following options:
    • Individually: Each sale will create one sales journal in Xero.
    • Batched daily: A consolidated sales journal containing all sales for the day will be created in Xero. The sync will be initiated at 2 A.M. daily based on the local time zone setting.

 

26 February

API Changes

SalesOrders Endpoint

  • You can delete a Sales Order or Sales Order line(s).
  • For more information, see Sales Orders.

SalesShipments Endpoint

  • You can delete Sales Shipment lines.
  • For more information, see Sales Shipments.

Purchases Endpoint

  • You can delete a Purchase Order or Purchase Order line(s).
  • For more information, see Purchase Orders.

Invoice Enquiry Report

  • New Hidden column added - Tax Total

Xero

  • Configuration tab: UI redesign.
  • Sales Account: 860, Rounding has been added for product and charge lines.

19 February

Quantity Price Breaks is available on the Mobile App. For more information, see Unleashed Mobile App Quantity Price Breaks.

 

7 February

Delete all Customer / Product pricing

  • Customers | Import/Export | Customer Pricing tab | Delete All Customer Prices button. 
  • Products | Import/Export | Product Pricing | Delete All Product Prices button. 

Suppliers:  Added Bulk Actions cog in View Suppliers page with the following menu items:

  • Select All
  • Select None
  • Obsolete
  • Delete

Xero

  • Configuration tab: New Invoice Item Description drop-down list under Export Sales.

 

31 January

Purchase Order Approval Process

  • Available on Medium, Large, and Large Plus subscriptions.
  • New role permission: Settings | Security | Role Permissions | Purchases | Purchase Order Approvals.
  • New toggle option: Settings | Company | Require Approval for Purchase Orders.
  • Unapproved status for Purchase Orders.
  • Approve button added to Purchase Order update page.
  • New Bulk Action Cog options on View Purchases page:
    • Approve Orders
    • Unapprove Orders
  • For more information, see Add Purchase.

Xero

  • Configuration tab: For stock take journals, you can select the Export Status as Draft, Awaiting Approval, or Paid.

Add Product

  • Sale tab: You can specify a Minimum Sell Price. 

Bulk Action Cog options Select All and Select None added to the following pages:

  • Credit Entry
  • Free Credit
  • Purchase Order
  • Sales Invoice
  • Sales Order
  • Sale Quote
  • Supplier Return

QuickBooks

  • Configuration tab: Added Map Customer Reference to QuickBooks Custom Field (Optional) drop-down list.

Quotes - Added Bulk Actions cog in View Quotes and Customers | Quotes pages with the following menu items:

  • Select All
  • Select None
  • Accept
  • Cancel
  • Delete

15 January

Xero: 

  • Configuration tab: You can select the Export Status as described in the table.
Transaction / Journal Status
Transactions: Purchase, Purchase Costs, Assembly Costs, Supplier Return Costs, Supplier Return
  • Draft
  • Awaiting Approval
  • Awaiting Payment
Journals: Assembly / Disassembly, Sales, Credit, Adjustment, Recost Adjustment, Supplier Return 
  • Draft
  • Awaiting Approval
  • Paid

 

  • Export Sales and Export Purchase: You can select the option to include / exclude header comments and line comments.
  • Click on the View in Xero link to open the corresponding page in Xero:
    • Customers | View Customers | Action Cog
    • Suppliers | View Suppliers | Action Cog
  • You can create custom contact links in Xero to open the corresponding records in Unleashed. For more information, see Creating Custom Contact Links in Xero.

8 January

Xero: 

  • Configuration tab: You can select the Export Status as described in the table.
Transaction / Journal Status
Transactions: Sales Order, Credit Note
  • Draft
  • Awaiting Approval
  • Awaiting Payment
Journals: Sales Shipment, Credit, Stock Adjustment
  • Draft
  • Awaiting Approval
  • Paid

 

  • Click on the View in Xero link to open the corresponding page in Xero:
    • Sales Orders | Invoices tab
    • Sales Invoices
    • Purchase Orders
    • Xero Integration page | Export Xero Data tab | View column
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