Search our Help.

Change Log - 2018

Follow

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 (click to expand/collapse screenshot).
  • 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

Supplier Returns

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 

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, contact support@unleashedsoftware.com.

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.
  • For more information, see B2B Multi warehouse.

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 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 (click to expand/collapse screenshot).

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 (click to expand/collapse screenshot).
  • 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 (click to expand/collapse screenshot).
    • 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 (click to expand/collapse screenshot).
    • New filters - Product Group, Status, Auto AssemblyAssemble 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 Adding Barcodes to Doc Designer.

Company Settings

19 September

Xero

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

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 B2B Billing.
  • 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 Portal - 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 configuration.
  • Sales | Orders | View Sales Orders: Added a new hidden column Sales Channel to display orders placed on the B2B Portal (click to expand/collapse screenshot).

Xero

Shopify

Production | Assemblies/Disassemblies

  • You can specify the Source Warehouse and Destination Warehouse (click to expand/collapse screenshot).
  • 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 Assemble a product.
  • 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 Add Disassembly.

Sales Shipments

  • On Ship column: Contains a sum of all the quantities of the product on open shipments for the given warehouse.
  • Settings | Organization | Company: New toggle Use Shipment Quantities for Sales. Only visible if Order Management is enabled (click to expand/collapse screenshot).
  • 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 Sales Shipment.

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 Sold Out badge for your B2B store products.These settings are available on the Product Details tab. For more information, see B2B store configuration.

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

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 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 upto 5 stores.
  • For more information, see Amazon Integration.

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 (click to expand/collapse screenshot).
  • 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 View Sales Orders.

Purchases | Purchase Orders | View Purchases

Doc Designer: Packing Slip Template

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

 

9 July

B2B Portal

 

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 (click to expand/collapse screenshot):
    • Create Purchase
    • Create Order
    • Create Adjustment
    • Clone Product

2 July

Magento

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, contact support@unleashedsoftware.com.
  • Currently, we support North America (USA, Canada, Mexico), UK (UK, Italy, France, Spain and Germany), and Australia marketplaces.
  • You can integrate upto 5 stores.
  • For more information, see Amazon Integration.

Sales Orders

  • New Exchange Rate field added for Sales Invoices.
  • For more information, see Create sales invoice.

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 Warehouse 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 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 (click to expand/collapse screenshot)

API Changes: SalesOrders endpoint

  • Field: Completed Date
  • Filters: CompletedAfter and CompletedBefore
  • For more information, see 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 Account860, 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. For more information, see Importing Product Pricing.
  • Products | Import/Export | Product Pricing | Delete All Product Prices button. For more information, see Importing Customer Pricing.

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 | Organization | 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 Purchase Orders.

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.

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
Was this article helpful?
0 out of 0 found this helpful