Page contents

Unleashed interface

Action cogs

Customizing grids

The following article describes how you can navigate around Unleashed and access the features and functions available.

Once logged in to your account you can use the menus, shortcuts and hyperlinks available to view, manage and use Unleashed, as per your user's role permissions. If at any stage you're unable to access a page or function of Unleashed, it's likely because your user has restricted access. Contact your account's Account Owner or Superusers to review your permissions and ensure you have the appropriate access granted.  

Unleashed interface

The following image identifies the main navigation tools you'll need as you use Unleashed. A description of each tool has been included below. 

(1) Unleashed account

In the top left corner of any Unleashed page you'll find the current Unleashed account's Company Name. If you have multiple Unleashed accounts, all using the same user login credentials, click on your Unleashed account's name and a dropdown menu will display allowing you to navigate between Unleashed accounts seamlessly, including, including active Sandboxes.

(2) Main menu

On the far left side of any Unleashed page you'll find the main menu. This lists each module of Unleashed, from top to bottom, in order of where it would typically fall in a production line e.g. Purchases, to Inventory, to Production then Sales. Click on a module in the menu to open it's sub-menus, listing the module's available pages and functions.

Select Collapse Menu at the bottom of the main menu to minimize it in your view. When collapsed the menu will display an icon for each module and only it's sub-menus will display when selected.

(3) Dashboard

The Dashboard provides an overview of your business's performance, displaying day-to-day business information such as Sales Revenue, Total Customers, Stock On Hand Value, Purchase Order Value and Assembly Costs.  By default the dashboard will populate for the period "Month To Date", with other periods available from the drop down menu on the right. Use the 3-dot icon in the top right of the dashboard to change the dashboard's view from the BI Dashboard to the Classic Dashboard, see BI Dashboard VS Classic Dashboard.

Create custom BI Dashboard layouts with widgets that you configure according to your role in the company. To learn more, check out BI Custom Dashboards. Click on Show at the bottom of the Dashboard to display a slide-up panel detailing Transaction, Stock on Hand (SOH) and Batch Expiry details that require your attention.

(4) Shortcuts

Click on the 9-dot icon in the center of red banner at the top of every page in Unleashed to use the customizable shortcuts set for your user login. Shortcuts can be set for views, reports and modular pages, depending on your typical daily use. 

In the shortcuts tab select Customize Shortcuts to choose up to 10 shortcuts. For more details, see Customize shortcuts.

(5) Tasks menu

• Orange circle: Upload in progress.
• Red cross: Action failed to complete, click on the task for further details about the failed action. You will also receive an email notification with further details).
• Green tick: Action successfully completed, and you will receive an email confirmation too.

(6) User account

Click on your user name in the top right corner to open the options available for managing your account:

• My Account: Opens the My Unleashed Account page, listing all Unleashed accounts you're a user of. If you're the Account Owner you will also see the options to manage Sandboxes, download your Unleashed subscription invoices and register additional Unleashed accounts. 
  
• Unleashed University: If your user login is enabled for University (see Users) this will open your Unleashed University environment.
• Log Out: Logs your user out of Unleashed across all browsers tabs on your device. 
• Change password: Allows you to manage the password for your user.

(7) Notification center

Click on the bell icon to open the notifications center to see where updates about new feature releases, support and marketing information will be displayed.

• The action cog found in the header of a grid's column is often referred to as a "bulk action cog", where any action selected (ticked) will apply to the transactions or records selected in the page's current view. 
• The single action cog found within a transaction or record's row will only perform the action selected to the transaction or record in it's view. 

Customizing grids

In views, reports, Purchase Order and Sales Order pages you can customize the grid layouts to show only the details you'd like to see. Make the custom layouts default to your user and share them with other users who may benefit from seeing the same view as you.

When customizing a grid layout in a view, report or Order Lines tab you can adjust the widths, arrangements and columns displayed, and save them for future use. 

For more details, see How to create and share default grid layouts.

How to customize the grid columns

1. In the view, report or Order Lines tab, click Show Toolbar.

2. Select New and specify a name for the layout.

3. Adjust the columns as appropriate and use the Hidden Columns button to drag and drop the headers that should be included in the layout.

4. Use the Default and Shared checkboxes to determine if the layout should be the default for your user or available for others to use. 
5. Click Save.