Page Contents:

Create an Account

System Requirements

Trial Data Options

Trial Management Page

Trialing Unleashed

Introduction to Unleashed Tutorial Video

You can create a free trial account to try some of our great inventory management features. We recommend attending one of our free training webinars  to understand details about how you can leverage Unleashed features for your business requirements. You can also access our video library anytime. 

Create an Account

1. Register for a trial account at:  https://go.unleashedsoftware.com/v2/Account/Register.
2. Type in your First Name, Last Name, and Email Address.
3. Type in your Company Name and Phone Number.
4. Select your Country.
5. Type in your City.
6. Select your Base Currency, and Industry.
7. Click Next
8. Select your Business Type
9. Select your Industry and Number of Employees
10. Tell us how you heard about Unleashed
11. Click Next

Now it's time to activate and secure your account with a password.

1. Type in your Password.
2. Re-enter your password for confirmation.
3. Read the terms and conditions and select I have read and I accept the Terms of Use.
4. Select whether you'd like to receive ongoing marketing information from Unleashed
5. Click Activate your Account
6. Verify your email address

NOTE: Once you activate your account, you will receive an email to verify your email address. You don't need to do this immediately and can log in without verifying your address, but you will be reminded each time you log in until you do verify your email address.

Example verification email:

System Requirements

For the best experience of Unleashed, see our system requirements.

Trial Data Options

• When you log in to your trial account a dialog box will be displayed 
• You can choose to add example data which Unleashed has provided to try out the different features or you can choose to add your own data.
• You can also change the option after you start using Unleashed from the Manage Trial page.
• Click Confirm. The Guided Tour popup message will be displayed. Click Next to complete the tour and understand the different features in Unleashed. 
• There is an information bar displayed at the top to indicate that you are using a Trial account 
• Click Manage Trial to display the Trial Management page.
• Click Subscribe Now to access the subscription options. 
• If you want to extend your trial, click Extend Trial to send an email to the Sales team with the Trial Company name and reason.
• Trial accounts will be deleted 21 days after the expired date.

Trial Management Page

The Trial Management page has information and options to manage your data during the trial. The following screenshot displays the Trial Management page.

Trialing Unleashed

After you have selected the required options and setup your Trial account, you can take a quick tour of different processes with our training videos. Try the following tasks to understand the Unleashed inventory management process flows. You can replicate some of the scenarios in your business to understand how it can best fit your requirements.

Setup your Trial Company Settings

This will enable you to configure options like Currencies, Product Groups, Customer types, etc. For more information, see Account Configuration.

Create Suppliers, Customers, and Products

You can create some records to try the different features. 

1. To create Purchase Orders, you must have a Supplier to buy from. For more information, see Create a new supplier.
2. Now let's create customers to sell to. For more information, see Create a new customer.
3. Create products to buy or sell or never diminishing products, such as freight and fees. For more information, see Create a new product.

Create Purchase Orders

1. You can create a purchase order for ordering stock. For more information, see Create purchase orders.
2. When goods arrive at the Warehouse, you must Receipt them in.

Manage Inventory

1. Complete a Stock Adjustment to adjust stock on hand and accurately reflect current stock that is ready for sale. 

2. Complete a  Stock take to ensure accurate stock numbers. 

Production Module

A Bill of Materials (BOM) is a list of the raw materials (products or component parts) and the quantities required to manufacture a product.

You can create a BOM and then add an assembly based on the BOM. 

Create Sales Orders

After you have created the products and have stock on hand to sell, try to create a sales order.

You can also try using features like Multi Warehouse Production and Order Management.

Once you have tried Unleashed and decide to subscribe, you can proceed to setup your new account.