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Monday 19 February

Shopify Multilocations

The following settings have been moved from the main Shopify Configuration tab to the Stock Configuration tab

*Export Stock on Hand to Shopify

*Include quantities for auto-assembled products

*Assign warehouses for stock availability (replaced with the new Stock )

*The Frequency of Exporting Stock on Hand to Shopify

Stock availability can now be synced across multiple Shopify locations - please note that you can only use an Unleashed warehouse once across your different locations.

More details in the Shopify Integration Setup.

 

Thursday 15 February 

AIM Stock Out Risk enhancement

A daily process will calculate a running total of stock on hand using open transactions and their assigned date. This includes:

  • Assemble By date
  • Sales Order Required date
  • Purchase Order Line ETA date

If the running count of stock on hand becomes negative, then the Stock Out Risk panel will list the product. Clicking on the AIM icon will load the Product Forecast and display the Future Stock on Hand chart. 

NOTE: AIM will update every hour, so a stock out risk may be raised that is no longer relevant. You are able to dismiss a stockout risk which will drop it to the bottom of the list and decrease the alert counter. 

Monday 12 February

View Products Page - columns added

The following columns have been added to the Hidden Columns for use in your customised grid layouts:

  • Average Land Cost
  • Created On
  • International Commerce Code
  • Is Assembled 
  • Last Cost
  • Minimum Order Quantity
  • Minimum Sale Quantity
  • Minimum Sell Price
  • Nominal Cost

Note:  Some columns are subject to Product page permissions

For additional information please see Manage and View Products.

 

Cloning Sales Quotes and Sales Orders - Customer Reminder pop-up

If you have a Reminder note on a Customer, it will now pop up when cloning Sales Quotes and Sales Orders.

 

Assembly Kanban - Product Description now visible on the cards

We now include the Product Description as one of the default fields on the Kanban cards so that it is visible without needing to hover over the Product Code. The Product Description will be displayed over a maximum of 2 lines, if the name is longer than the 2 lines it will be truncated, to view the full name you still need to hover over the Product Description field.

Once we release the ability to customise the board and cards you will be able to toggle the display off for the Product Code field if you only want to display the Product Description on the cards.

 

Monday 22 January

Stock on Hand and Overstock Value

The AIM Insights Dashboard now features a chart that plots your stock on hand and overstock values over time. Use this panel to track your performance and filter down to different product groups to identify opportunities to solve stock issues. 




Introducing Kanban View for Production

Our new Kanban Board for Assemblies gives you a high-level oversight of all your work in progress. With Kanban, you can see all your assemblies grouped by their Parked / Custom Statuses and easily move them through the production cycle using click-drag-and-drop per card.

Kanban Assembly Board can help you spot production bottlenecks and improve team efficiency.

You can find more information in our support files here along with information about some of the enhancements coming soon for Assembly Kanban.

 

Thursday 18 January

AIM Product Forecast SOH Charts Combined

AIM Product Forecast now has a single stock on hand chart. You are able to select the legend labels to disable/enable different types of data.

AIM Product Forecast Production Tab

The production tab in a forecast now features a flattened BOM with a calculation of required quantity of components based on the forecast replenishments of the open forecast. 

Modelling Global Rate of Demand

The modelling page of AIM now features the product Global Rate of Demand. You can customise the grid layout to add this new column to compare the per warehouse rate of demand with the global rate of demand. 

 

Monday 15 January

Create Purchase Order from Assembly - default purchasing unit applied

If you have a default purchasing unit set up against your Product, or your Product Supplier, it will now automatically populate to a Purchase Order you raise from an Assembly.

Shopify Multilocations

Inbound Warehouse Mappings beefed up today with the ability to add Shopify locations and map with your Unleashed warehouses for inbound orders and fulfillments.

You may import your Shopify locations from the manage your data tab.

Order management and Ship from Multiple Warehouses are recommended to be switched ON for the effectiveness of this feature.

NOTE: A change in behaviour will affect users who have order management turned OFF wherein multiple fulfillments from Shopify may not import if the shipments can’t be dispatched from Unleashed.

*Please keep in mind that this feature focuses on inbound updates from Shopify to Unleashed and locations will not update in Shopify if you change the locations from Unleashed.

Please see the Shopify Integration Setup for more information.

Wednesday 10 January

Xero - Credit Notes to use Credit Dates instead of LastModifiedOn 

Unleashed will now send the Credit Date over to Xero instead of the LastModifiedOn date. 

Improved messaging for CSV imports

When a csv file is busy importing, it will display a revolving circle of dots until done:

A percentage completion will be updated every 10 seconds:

Post processing activities will be signaled at 100% as follows:

When the file is completely processed, the filename will display:

Files that are queued for processing will have the orange circle alongside them:

 

Supplier Import/Export - fields added

The Supplier Return Template and the Supplier Reminder fields have been added to the Supplier export and import template.  For additional information see Import Suppliers field definitions.

Customer Import/Export - fields added

The following fields have been added to the Customer export and import template.  For additional information see Import Customers field definitions.

  • Quote Template, Order Template, Ship Note Template
  • Stop Credit
  • EORI number
  • Created On (for export only)

View Quotes - additional filters added

The following filters have been added to the View Quotes page to mirror those on the View Sales Order page:

  • Quote Date From
  • Quote Date To
  • Customer Reference
  • Delivery Method (also added to Hidden Columns)

View Quotes - additional bulk actions

 

Email and Print options are now available via the bulk actions option.

 

Doc Designer - Sales Quote and Sales Order Templates - Product Group Added

Product Group has been added to the QuoteLinesGrid and SalesOrderLinesGrid in the respective templates.

Product Group is also available in the "Sort By" list if you would like to prepare Quotes and Orders for Customers that are sorted into Product Groups.

 

 

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