Search our Help.

  1. Unleashed Support
  2. Get Started
  3. Setting up your Unleashed account

Customize Shortcuts

Follow

Customize the shortcuts available in Unleashed's header (9 dot icon) to navigate around Unleashed quickly and efficiently. The shortcuts you set in your account are specific to your login, so you can prioritise the pages most useful to you. They're a great way to save you time and effort when managing your inventory in Unleashed. 

mceclip0.png

How to customize shortcuts

The shortcuts tab is split into two spaces, allowing you to segment your shortcuts for further ease. You can add up to 20 shortcuts within the the shortcuts tab, a maximum of 10 shortcuts in each space. To customize your login's shortcuts, see below steps:

  1. Click on the 9 dot icon in the header of any Unleashed page. 

  2. Click on the Customize shortcuts hyperlink at the bottom of the tab. 

  3. Drag menu items from the options listed on the left of the Customize Shortcuts page and drop them into the tab template shown on the right hand side of the page.
    NOTE: Use the Menu dropdown field to filter the menu items by module or type.

  4. Further organize the selected menu items by drag and dropping them within the tab. 

  5. Click Save Shortcuts to apply them to your account. 

Menu shortcuts available

Menu Menu item
Purchases
  • Receipt Purchase
  • View Supplier Returns
  • Import/Export
  • Add Supplier Return
  • Add Purchase
  • View Purchases
Inventory
  • Stock Counts
  • Change Codes
  • Import Stock Revaluation
  • Markup Price Update
  • Import/Export
  • Add Product
  • View Products
  • Stock Adjustments
  • Warehouse Transfers
Production
  • Add Assembly
  • Assembly Kanban
  • Import/Export
  • Add Disassembly
  • Add Bill of Materials
  • View Assemblies
  • View Bills of Materials
Sales
  • Import Quotes
  • Batch Complete
  • View Credits
  • View Invoices
  • Import/Export
  • Export Credits
  • View Shipments
  • Add Credit
  • Prospect CRM
  • Add Quote
  • View Quotes
  • Add Sales Order
  • View Sales Orders
Customers
  • Add Customer
  • View Customers
  • Import/Export
  • Prospect CRM
  • Change Codes
Suppliers
  • Add Supplier
  • Change Codes
  • View Suppliers
  • Import/Export
Integration
  • Integration Store
  • Data Exporter

Reports
  • Purchase Enquiry
  • Product Enquiry
  • Transaction Enquiry
  • Stock Movement Enquiry
  • Margin Enquiry
  • Backorder Enquiry
  • Credit Enquiry
  • Costing Analysis Enquiry
  • Batch Number Enquiry
  • Product Allocations
  • Price List Enquiry
  • Unit Sales Enquiry
  • Shipment Enquiry
  • Reorder Report
  • Serial Numbers Enquiry
  • Quick Stock Count
  • Production Enquiry
  • Quote Enquiry
  • Invoice Enquiry
  • Sales Enquiry
  • Stock on hand Enquiry
Business Intelligence
  • Purchases
  • Sales
  • Inventory
  • Customers
  • Production
  • Targets and Tracking
Settings
  • Company
  • Users
  • Email Logs
  • Adjustment Reasons
  • Credit Reasons
  • Delivery Methods
  • Product Groups
  • Sales Order Statuses
  • Shipping Companies
  • Units of Measure
  • Supplier Returns (Doc Designer)
  • Sales Orders (Doc Designer)
  • Combined Picklists (Doc Designer)
  • Credit Notes (Doc Designer)
  • Billing
  • Roles
  • Accounts
  • Attribute Sets
  • Currency Rates
  • Payment Terms
  • Purchase Order Statuses
  • Sales Persons
  • Supplier Return Reasons
  • Warehouses
  • Assemblies (Doc Designer)
  • Invoices (Doc Designer)
  • Packing Slips (Doc Designer)
  • Labels (Doc Designer)
  • File Library
  • Role Permissions
  • Assembly Statuses
  • Automated Notifications
  • Customer Types
  • Prefixes
  • Sales Groups
  • Sell Price Tiers
  • Taxes
  • Purchase Orders (Doc Designer)
  • Sales Quotes (Doc Designer)
  • Picklists (Doc Designer)
  • Ship Notes (Doc Designer)
B2B Portal
  • B2B Portal
Was this article helpful?
0 out of 1 found this helpful