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Sales Groups

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Sales Groups

Use self defined "Sales Groups" (also referred to as "Sales Order Groups") in Unleashed to provide further context and more accurate reporting for your Sales Orders. The "Sales Group" detail allows you to assign a pre-determined label to the Sales Order that can later be used when populating Sales reports. 

For example, Sales Groups can help to distinguish sales by:

  • Brand
  • Origin (e.g. ecommerce, website, wholesale, POS)
  • Store

Points to note

  • Only one Sales Group can be assigned per Sales Order.
  • You can set a default Sales Group in a Customer record, which will automatically apply the Sales Group to Sales Orders created in Unleashed for the Customer. 
  • You can set a default Sales Group to apply to Sales Orders imported from the eCommerce Hub's Shopify and Amazon integrations (not available to WooCommerce). 
  • The Sales Group detail can be edited/updated in a Sales Order at any time.
  • Sales Groups will not automatically populate with the Customer's default Sales Group for Sales Orders created via a CSV import or 3rd party integration (API). The Sales Group must be included in the Sales Order import template or the 3rd party integration's POST request. 

Add a Sales Group

To create a new Sales Group that can be assigned to Customer records and Sales Order:

  1. From Unleashed's main menu, go to Settings, System and select "Sales Groups". 

  2. Use the "*Sales Group Name" field to enter the name of the new Sales Group and click "Add".


  3. The new Sales Group will be created and displayed in the Sales Groups' list. 

Manage Sales Groups

As well as creating new Sales Groups in the "Sales Groups" page in Unleashed's settings, you can also edit, obsolete and delete the Sales Groups that currently exist. 

Edit a Sales Group Name

To edit the "Name" of a Sales Group, simply click on the current name in the Sales Group to populate an editable field. Once the name's been changed, click away from the field and the Sales Group's name will update and save. Any changes made to the Sales Group Name will automatically update on any existing Sales Orders or Customer records the original Sales Order Group had applied to. 

Obsolete Sales Groups

If a Sales Group is no longer expected to apply to Sales Orders or Customers moving forwards, but does still apply to pervious transactions or records it can be obsoleted. When a Sales Group is obsoleted it can no longer be applied to a Sales Order or Customer record, but it will still populate for reports. 

To obsolete a Sales Group, tick the "Obsolete" checkbox in the "Sales Group" page under Settings, System.

Delete Sales Groups

If a Sales Group is no longer required and is not assigned to any Customer records or Sales Orders it can be deleted. When a Sales Group is deleted it will no longer be available to allocate to a transaction or record and will not be populated for any reports. 

To delete a Sales Group, click on the bin icon in the "Delete" column in the Sales Group page (in Settings, System). If a bin icon is not visible in the "Delete" column the Sales Group is currently allocated to a Sales Order and/or Customer record and therefore cannot be deleted, but it can be obsoleted. 

Sales Group label

Customise how the Sales Group's detail is labelled in reports, Sales Orders and Customer records using the "Sales Group Field Label" field.

By default, Sales Groups as labelled as "Sales Order Group", but you can update this in the Sales Group page at any time. 

To edit the "Sales Group" label:

  1. From Unleashed's main menu, go to Settings, System and select "Sales Groups". 

  2. In the "Sales Group Field Label" field, enter the new label and click "Update".
  3. Once updated, the Sales Group label will display accordingly in your Sales Orders, Customer records and reports.

Using Sales Groups

Once Sales Groups have been created, use the dropdown menus available in Customer records and Sales Orders to assign them to subsequently report on. 

Assigning Sales Order Groups

Use the "Sales Group" field in a Customer record to automatically allocate the selected group to Sales Orders created for the Customer in Unleashed. By providing a Customer default Sales Group you can help to ensure each Sales Order's grouped when generating reports. But note that you still have the option to manually amended the Sales Group detail from the Customer's default per Sales Order as and when necessary.

A Customer's default Sales Group can be updated at anytime using the "Sales Group" field, but this change will only apply to Sales Orders created after the Customer record's been saved. Any Sales Order created prior to the change will retain the originally allocated Sales Group.

 

In a Sales Order, use the "Sales Group" field to assign or update the appropriate Sales Group. The "Sales Group" assigned here will be the detail Unleashed will use to generate Sales reports with. A Sales Order's "Sales Group" can be updated at any time, even after a Sales Order has been Completed, to give you full flexibility and accuracy of your Sales. 

NOTE: If a Sales Order has been created via a third party integration (using Unleashed's API), the Sales Group allocated in a Customer's record will not automatically be assigned to the Sales Order.

Reporting on Sales Groups

The following reports in Unleashed allow you to filter Sales by the Sales Group currently allocated to the Sales Order:

Sales Groups Tutorial video

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