Page contents

Company Settings

System Settings

Users and Role Permissions

Doc Designer templates

Accounting provider integrations

Import data

Confirm Stock on Hand

The below article outlines the pages you'll want to visit once you subscribe to an Unleashed account, and you're ready to start setting it up. The following setup steps are not mandatory and do not have to be performed in order, however we recommend reviewing them and before you get started using Unleashed. Before going through these steps, we recommend attending one of our free training Webinars in the Unleashed Academy.

• Assembly Statuses
• Adjustment Reasons
• Attribute Sets
• Automated Notifications
• Credit Reasons
• Currency Rates
• Customer Types
• Delivery Methods
• Payment Terms
• Prefixes
• Product Brands
• Product Groups
• Purchase Order Statuses
• Sales Groups
• Sales Order Statuses
• Sales Persons
• Sell Price Tiers
• Shipping Companies
• Supplier Return Reasons
• Taxes
• Units of Measure
• Warehouses

System Settings tutorial video

Users and Role Permissions

Manage your users and their individual access to your account's data using the Users and Role Permission settings. 

From Unleashed's main menu, got to Settings, Security and use the following pages to manage user access:

• Users
• Roles and Role Permissions

Doc Designer templates

Create and manage custom document templates per transaction type using Unleashed's Doc Designer. Doc Designer allows you to create multiple templates per type that can be used as and when needed, or allocated per Supplier or Customer, streamlining your documenting process. 

From Unleashed's main menu, go to Settings and click on Doc Designer to select a document type you want to manage. From this page you're then able to add images, control the data that populates per template and publish new templates.

For more details, see Doc Designer.

Accounting provider integrations

From Unleashed's main menu, go to Integration, Integration Store and select the appropriate accounting provider that you want to integrate with. 

For more details on integrating one of the mentioned accounting providers with Unleashed:

• Access Financials Integration Introduction
• Xero Integration Introduction
• QuickBooks Integration Introduction

Import data

Use Unleashed's Import templates to easily and accurately upload your company's product, customer and supplier data into Unleashed. Each importable data set has a unique CSV template that must be used in order to successfully upload your data.

For a guide on the available import templates and best practices when importing data to Unleashed, see Data Import Checklist.