Unleashed Mobile View
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Sales/Support
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Manage Mobile and Desktop views
Use Unleashed's Mobile View to review your Customers, stock and Sales Orders on the go!
The Mobile View feature is supported on all handheld devices and makes it easier for your sales teams to operate more effectively with live information on what’s in stock, customers’ order history, production times and more!
Points to note
- Unleashed's Mobile View is designed as a view only feature.
- Mobile View does not allow users to add new Customers, Products or Sales Orders.
- Only Customer Notes can be added or edited in Mobile View.
- Obsolete Products and Customers will not be displayed in Mobile View.
Manage Mobile and Desktop views
When logging in to Unleashed from a mobile device for the first time an automatic "Mobile Device Detected" prompt will be displayed, to confirm if you'd like to switch from the desktop view to mobile view.
The initial choice you make for switching to mobile view or not will be saved in your mobile browser's cache and will be used as the default view for your device, from then on. To update your mobile browser's default view clear your mobile browser's cache and re-login to Unleashed.
Switch to Mobile View
To manually update your browser's view from Desktop to Mobile go to your name's dropdown in the top right corner of Unleashed and select "Display Mobile View".
Switch to Desktop View
To switch from Mobile to Desktop View, click on the 3-line menu icon in the top right corner and select "Display Desktop View".
Mobile View menu
When displaying Unleashed in Mobile View, existing Products, Customers, Sales Orders and the BI Dashboard are available to view in a mobile friendly format.
From the 3-line menu icon in the top right corner of Unleashed's Mobile View you can navigate to one of the following options:
- View Products
- View Customers
- View Sales Orders
- BI Dashboard
You will also have the option to Display Desktop View or Log Out of your Unleashed account.
Products in Mobile View
Select View Products in the Mobile View's menu for a list of all sellable products in Unleashed.
From the Products page you can:
- Scroll through the Products list to view more products.
- Search for specific products by their Product Code or Description.
- Filter the list of products by Product Group.
- Open a product for more details.
Product Details in Mobile View
When viewing a product in Mobile View, it's details are displayed across three tabs: Details, Availability and Price Tiers.
| Product Details tab | Description |
|---|---|
| Details |
Displays the following product specific detail:
|
| Availability |
Displays a the following stock details per warehouse:
|
| Price Tiers | Displays the each Sell Price Tier's value and any Quantity Discounts set for the product |
Customers in Mobile View
On the Customer page, you can search and view customer and their contact details. Simply click on a customer row to view the customer's details.
- When you tap on Customers from the side menu, your list of customers will be displayed.
- The search bar will allow you to search for any customer within your Unleashed list.
- You will also be able to filter your list by "Customer Type". To learn more about Customer Types click here.
Customer Details in Mobile View
The customer details page will show you details about the customer including their tax rate, notes, contacts and existing Sales Orders. The following tab views are available : Details, Contacts, Orders.
Manage Customer notes in Mobile View
You can add to the Customer notes from the Customer Detail page.
Clicking the edit button next to Notes on the customer details page will allow you to add notes to this customer.
Sales Orders in Mobile View
Sales Orders List
- Here you can view the list of sales orders that have come in.
- Use the funnel icon to filter the Orders page by Sales Order status. To learn more about Sales Order Status click here.
Sales Orders Details
- Tap on any sales orders to view the details of that order
- You will be able to view the products & their respective quantities
- The following tab views are available : Products, Order Details
- The Products tab will show you the products on the order & their respective quantities
- More information such as the customer details, required date, tax rate will be visible by clicking on the "Order Details" tab at the top
Note : The purpose of the mobile version is view only. You are unable to edit the details available on this view. The only exception to this is being able to add & edit customer notes on the Customer Detail page.
BI Dashboard in Mobile View
Get an immediate overview of sales performance with the BI Dashboard.
- Tap on the "Unleashed Default" filter to switch to your custom dashboards
- Please note these dashboards are view only and can only be edited in desktop view
Order Processing
We've shifted the order processing functionality to our B2B Store. New UI and UX improvements make it easier and quicker to place orders on the go.
A B2B Store also helps you:
- Increase revenue with standing orders and payments
- Increase upsell and cross sell
- Reduce order processing time