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Company Settings

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You can access the Company settings page from Settings | Organization | Company.

 

Details tab

Company Name:  This the name of your company and is available for use on your templates.
Trading Name:  This is your trading name which is used as the sender and in the subject line for emails for Sales Quotes, Sales Orders, Credits, Packing Slips, Picklists, Ship Notes, Invoices and Warehouse Transfers.
Trading Name (for Purchasing)This is your trading name used as the sender and in the subject line for purchase orders and supplier returns (if present - otherwise Trading Name is used).
Industry: This is the type of industry you are in, to be selected from the drop-down list.
Organisation Type: This is the type of company you are.
Base Currency: This is the currency of your company - this is added during account registration.
Dashboard Data Source: This is is used to display the type of sales data you want to display on your Unleashed dashboard (Profitability, Activity and Margin). You have the option to either display completed sales order data or completed sales invoice data.
GST/VAT Number: This is your tax number and will print on your orders.
EORI Number:  Used for EU Customs and visible if the International Commerce Codes feature is enabled
Website: You can put your company website in this field for reference.
Timezone: This is the timezone you are working in and will be used when time-stamping the transactions.
Financial Year End: You can select the financial year-end for the Dashboard display.
Measurement Units: You can select either imperial or metric as your preferred measurement unit. There is no automatic conversion between the standard options in Unleashed. If you need to convert from one standard to the other (e.g. from metric to imperial), you will need to calculate this yourself.

Date Format: Global date format. Options are:

  • dd/MM/yyyy = e.g. 20/11/2013

  • MM/dd/yyyy = e.g. 11/20/2013

  • dd/MMM/yyyy = e.g. 11 Nov 2013

  • MMM/dd/yyyy = e.g. Nov 11 2013

By default, it is set to dd/MM/yyyy. Once selected and saved, all date references are set in the chosen format.

Configuration tab

Before activating the features below, ensure that they are required.  Once enabled, they cannot be deselected.

Multi Warehouse: Provides the ability to segregate stock within Unleashed, that is usually based on physical stock locations.  Additionally, it can be used for segregation like quarantine and drop-shipping.
Per Warehouse Tracking: Manage bin locations and stock level alerts on a per warehouse basis.
Production: Provides functions to build finished goods from components using Bill of Materials (BOM) and assembly orders.
Auto Assembly: Provides functions to sell finished goods without pre-assembly.
Order Management: Provides functions to manage sales back orders, pick, pack & dispatch features, track & trace shipments.
Auto Allocation: Enables you to activate the Sales Allocate and Deallocate function. When enabled, it allows you to reserve and un-reserve stock for the sales order.
Markup Price Update: Provides functions to use Markup Price Updates. When activated, this feature allow you to mark up from the landed cost, last cost, purchase price or even the default sell price.
Sales Quotes: Provides functions to use Sales Quotes, when this is activated you have the opportunity to maximize your sales process within Unleashed.
Serialized Products: When Serial Products is enabled,  you can then store serial numbers in Unleashed and attach them to related products. You have the ability mark specified products as 'Serialized', and then track those 'Serialized' products with serial numbers on every transaction. See Serial Number Tracking for more information.
Batch Tracking: When Batch Tracked is enabled, you can tag each product as 'Batch Tracked', and attach batch numbers to a product (and as many as you like thereafter). See Batch Number Tracking for more info.
Auto Set Receipt Quantity:  Enabled by default. When Auto Set Receipt Quantity is enabled, the receipt quantity on a purchase order will default to the order quantity. If you prefer to manually enter the receipt quantity, you can disable this option and the receipt quantity will default to zero.   
Use Shipment Quantities for Sales: For Sales Shipments, the Ship Quantity will not include quantities that are already on other open shipments.
Require Approval for Purchase Orders: Enforce an approval process for all Purchase Orders.
International Commerce Codes: Disabled by default.  When enabled, will display commerce code and country of origin fields for products, commercial shipment terms on shipments and enable commercial invoicing. 
Ship From Multiple Warehouses: Disabled by default.  This feature is designed for customers who want to fulfill orders by shipping from multiple warehouses.  It is important to note that stock allocations are based on the sales order warehouse.  Only once the sales shipments are dispatched will stock availability be updated.  Use this feature with caution if you don't tend to dispatch shipments timeously within Unleashed. 
For location-based tax rates, ensure shipment warehouses have the same tax rates based on the order’s from/to location tax rate.

Address tab

Postal Address & Physical Address: These are the addresses for your company. The Postal Address prints on your orders.

Contact tab

Populate the following contact numbers if you would like to use them on the document designer templates:

Telephone
Fax
Mobile
DDI
Tollfree

Images tab

  • Drop image here or click to upload: Drop the image file or click to browse and select the image files. 
You can upload a maximum of 20 files. The first file will be selected as the default company logo. You can use the Action cog to select a different file. 

Invoicing tab

Footer Details: These payment details will be printed at the end of your order to your customers.
Default Invoice Date: Enables you to either select from two invoice date options that you want the invoice date to default to, and then display on all invoices created in Unleashed.

If Part Invoicing is not enabled, you get Order Date and Completed Date options.

  • Order Date: Displays the dates the sales order was created.
  • Completed Date: Displays the date the sales order was completed in Unleashed.

If Order Management is enabled, you get the Order Date and Created date options when exporting to your accounting provider.

  • Order Date: Defaults to and displays the date that the order was created in Unleashed.
  • Created Date: Displays the order date that the invoice was created.
For reconciliation purposes, if you are using the Order Date option when creating an invoice, make sure you have completed the invoice on the same date. This ensures that you have a copy of the invoice for your accounting records.

Purchasing tab

Footer Details: These payment details are printed in the footer for the supplier purchase orders.
Purchase Order Report Print Name: You can specify a different name for printing the report.
Enable:  Click to enable the above 2 options for your purchase orders.

Email Templates

Email Templates are available for the following transaction types:

Transaction
Credit
Packing Slip
Pick List
Purchase Order
Sales Invoice
Sales Order
Sales Quote
Shipe Note
Supplier Return

 

The "From" email address will pre-populate with your Unleashed account's email address.  You can change this email address as appropriate should you wish to direct email replies to a particular inbox.  You may choose to use an unmonitored email address like noreply@companyname.com.

The email Subject line is pre-configured using available "variables", however, you can change the subject line to suit your audience using free text and/or the available variables (click on the variables button).  You can always "undo" the changes to the subject line using the undo button if you want to revert to the default subject line.

The email Body is free text to contain an appropriate message for the particular transaction, together with any instructions you wish to convey. 

Please note that variables are not supported within the email body.

Click on Email Preview if you wish to receive and preview your email based on the layout and content.  Note that the email previewing function ignores the "From" address in this case - an email will be sent to the email address of the User logged in to Unleashed.

To enable automated emails, please see Automated Notification.

 

Company Settings Tutorial

 

 
System Settings Tutorial
 
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