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Monday, 8 July

API - Credit Notes Endpoint

Sales Order Number collection added to GET CreditNotes response.
For additional information please visit our API Change Log.

 

Supplier Returns Reference field now editable

The Supplier Reference field is now editable for Completed Supplier Returns.

 

B2B Portal - Customise the display order of your products.

We added a new setting whereby you can now control the display order of your visible and sellable products for your B2B store.

When logged in as a store admin, go to the Inventory-> Product Details page to toggle the control On. Remember to Save your changes.

Once this has been added you can navigate to Inventory - Products. You will see a Display Priority column with a default of 0. Click on the Product line to enter a priority of 1-999. 

In the example below, the 3 products with a priority of 1 will be displayed first and in alphanumeric order followed by the other products with a display priority of 0, then alphanumeric.

You can also bulk update a selection of products using the bulk action cog on the page. 

Select the products you want to update the display order for, use the action cog, and select Set Priority.  

In the pop-up enter a number and click on Confirm.

The Product page will refresh and display these products based on the priority you have set.

 

Wednesday, 3 July

API Updates

ModifiedSince filter has been added to Bill of Materials endpoint.

Pagination is now required on the following endpoints:

Bill of Materials

Suppliers

ModifiedSince filter has been added to Bill of Materials endpoint.

For more information on pagination please visit our API Documentation for Pagination.

Bookmark our API Change Log for recent updates.


Shopify Product Mapping

Remap by Product Code.

Under the e-Commerce Hub > Shopify > Manage Your Data tab, you can now address mapping issues with your Shopify integration.

This functionality helps resolve potential order import issues, such as duplicate or blank SKU errors.

For detailed instructions on using this function, refer to the Manage Your Products section.

 

Customer Type Option in the WooCommerce Configuration

Under your WooCommerce store configuration, you will find a new dropdown menu that allows you to set the Customer Type for WooCommerce orders created from your store. This feature pulls information from your system's Customer Types settings, which can be accessed via Settings > System > Customer Types.

 

Assembly Kanban: Edit and save the board layout.

Users with permission to view the Kanban board can now customise the page, select the default sort order of the cards, change the order of the columns, and select which columns to display on the page 

To change the layout, of the Kanban page, click on the [Edit Layout] button at the top right-hand side of the page.

A slideout panel will display, allowing you to make the columns visible or hidden, change the display order using the 6-dot handle, save, and share the layout with other users. (If you have added numbers to your custom assembly status to sort them in a specific order, like me, you can now remove these prefixes.)

 

Monday, 1 July

Production module: By-Products

Some manufacturing processes, such as distilling, creating jewelry, and baking, combine several ingredients to form a finished, sellable product. These processes also result in leftover material or secondary products that can be consumed, sold, or re-used in production.​

You can add these secondary products back to your inventory using the By-Products feature. Upon completing an assembly, the by-product is booked into stock with the cost attribution splitting between the primary assembled item and the by-products according to the user's wish.

Click on the By-Products tab in an open assembly and search for a product to add, this product must be an existing product in your account but cannot be a Never Diminishing or an Assembled product. If the product is a serial or batched track product, you can also add a serial- or batch number. 

Wednesday 25 June

Update on Multi-Currency Functionality

Since the release of our Multi-Currency functionality on Monday, June 17 we have identified some issues and conflicts with how Shopify Markets handle and transfer orders to Unleashed.

To address these issues, our team has introduced a new toggle that  lets you choose between:

  1. Shop Currency: (Orders will be imported in your shop currency). Reverts to the currency settings that existed prior to the introduction of the multi-currency functionality, meaning your shop’s default currency will apply to all orders.
  2. Payment Currency: (Orders will be imported in the currency which they were paid for via Shopify Markets). This option allows you to import orders in the currency in which they were made.

You can find this toggle under your eCommerce hub>Shopify>YourStore -> configuration tab.

Monday 17 June

Suppliers - Minimum Purchase Order value

If your Supplier stipulate a minimum order value, you can add it to the Supplier record.  Note that the value is in the Supplier's currency:

If you PLACE and order below the Supplier's minimum value, you will receive a warning message:

 

Purchase Order import - unit of measure added

The unit of measure for your purchase orders can now be specified.  For additional information, please see Import Purchases Field Definitions.

 

Shopify - Multi-currency Support

The multi-currency functionality currently supports the workflow with:

Order Import Option:

  • Create an order and a customer based on each Shopify order.

Considerations:

  • Currencies must already be defined in Unleashed.
  • No currency conversions or recalculations are introduced with this feature, ensuring accounting integrations function as intended.
  • Pricing should be managed within the Shopify store. For existing customers, use customer special pricing to ensure correct product pricing.
  • Customers will be created in Unleashed upon order import - regardless of Customer Synchronisation setting. This prevents a customer record being locked to the Shopify store's base currency.

This functionality allows you to manage different currencies with separate Shopify stores. If your workflow aligns with the considerations above, you can start testing this new method to simplify operations.

This eliminates the need to maintain multiple Shopify stores, positioning the posibility of using Shopify as the master integration platform to manage your products, creating a 1:1 relationship between Unleashed and Shopify.

Update as of 25 June - the statement below is no longer relevant regarding multi-currency

A toggle has been introduced to allow users to switch between Shop currency and Payment currency.

No activation is required for this feature. The system will automatically accept orders in foreign currencies to your Shopify base, provided the considerations and conditions above are met.

 

Lightspeed - slight changes in product / SKU mapping behaviour

There are different SKU types in Lightspeed (Custom, EAN, ISBN, ITF, JAN, UPC). Unleashed currently maps Product Code to “CUSTOM”. Products can have many SKUs of the same type.

  • Unleashed only overrides the first product code of Custom Type, if there isn’t any custom type product code we create one.
  • We update the product code if there’s a custom type on an existing product; if there is none, Unleashed will create a new custom type for the product. If there's an existing product code in Vend that we want to update the value into - this will throw a duplicate SKU error. 
  • We only update or ADD a new product code to Vend and will not update the SKU

 

Wednesday 12 June

Assemblies - New Option to Automatically Create Sub Auto Assemblies

Instead of clicking on the individual sub auto assemblies from your main assembly to create them, you can now select "Create All Auto Sub Assemblies" in the assembly line grid header:

Once you have selected the option to create all auto sub assemblies, the loading icon will appear on the page.  A confirmation message will display once all the auto assemblies have been created:

 

Monday 10 June

Create Sales Quote from Sales Order

You can now create a Sales Quote from a Customer's previous Sales Order by clicking on the "Order" option in the top right hand corner of the Sales Order:

 

 

Wednesday 29 May

View Warehouse Transfers - filters added 

The following fields have been added as filters to the Warehouse Transfer page:

  • Transfer Number
  • Source Warehouse
  • Destination Warehouse
  • Transfer Date Range

Backorder Enquiry - bulk actions added

A bulk action option has been added to the backorder enquiry to create shipments or complete orders for multiple orders.

View Sales Order - filters added

Product (Code or Description) and Product Group filters have been added to the View Sales Order page.

Serial Number Enquiry - Product Description added to CSV export

Monday 27 May

B2B Portal - Catalogue improvements 

When you create a new B2B store, your products for sale are imported from Unleashed and placed into the default catalogue. Initially, only up to 20 products are set to be sellable, giving store admins a quick overview of the store, while all other products will be hidden by default.

 

Products in a specially assigned catalogue will have two statuses: one linked to the default catalogue and another indicating the status of the product in the special catalogue.

 

To help store administrators easily identify the status of products, we added a status badge to the Catalogue column indicating the status of the product for the assigned catalogue. The default status column indicates the product's status in the default catalogue.

 

 

To assign multiple products to one or more catalogues, you can use the bulk action cog located to the left of the product name. When you use this feature, a popup window will appear, allowing you to update the status of these products in the default catalogue.

 

 

We also made more relevant information available on the settings/customer page adding Customer Type and the Assigned Catalogue.

 

 

Wednesday 22 May

Purchase Order Approval Process - Addition of Value Threshold 

The Purchase Order Approval process has been improved to include a purchase order total that, if reached, will trigger the approval process.  This works in conjunction with the Role Permission "Purchase Order Approvals".

The purchase order value threshold is available if you have enabled the Require Approval for Purchase Orders setting in your Company Configuration:

 

B2B Portal - making it easier for our store admins

We updated the B2B portal store settings page to make it easier to navigate between specific related pages. 

  1. On the settings/products page, we added 2 links to navigate to and manage Categories and Catalogues.

  2.  From the Categories page, we added a quick link to go back to the settings/products page.

  3. On the Catalogues page, you now need to click on the blue values to manage them, view the list of Products or Customers assigned to each. Clicking on the product count will navigate to the settings/products page with the catalogue filter applied. Any new Catalogues will have 0 products/customers assigned to them.

    You can still get to the previous Product and Customer views for a Catalogue, just click on the Catalogue row.

Note: We also updated the spelling of Catalog to Catalogue.

 

Monday 20 May

Quickbooks - minor bug fixes

Fixed an issue in Unleashed where it was overwriting or removing specific QuickBooks Online fields for customers and suppliers:

  • Payment terms
  • Middle name
  • GST/VAT for customers (mapping for this field still exists for suppliers as per current behavior)
  • DDI phone number for suppliers (mapping for this field still exists for customers as per current behavior)

Reports | Inventory | Batch Numbers Enquiry

Product Description has been added to the export functions

 

Reports | Sales | Backorder Enquiry

Required Date has been added to the Hidden Columns in the "All" tab

 

View Sales Orders

The following fields have been added to the Hidden Columns to help you customise and organise your sales order views:

  • Created By
  • Created On
  • Charge Sub Total (Base Currency)
  • Completed Date
  • (Delivery) City
  • (Delivery) State/Region
  • (Delivery) Post Code
  • (Delivery) Country
  • Last Modified By

  • Last Modified On

  • Total volume
  • Total weight

 

Monday 13 May

Sales Order Grid - now customisable

Your Sales Order Lines grid can now be customised.  The following fields can be removed from the grid via the Hidden Columns:

  • Image
  • Shipped
  • Invoiced
  • Discount Percentage

The following fields can be added to the grid via Hidden Columns:

  • Volume
  • Weight

 

B2B portal  - Creating a new store just got easier.

We removed a few steps and improved the B2B store creation process.

Go to https://au.unleashedsoftware.com/v2/B2BPortal to subscribe and add a B2B store. After completing the Create New Store form, the process will:

- Create the store and open the Login page for you in a new tab
- Pull in your Company Logo from Unleashed (if attached)
- Add default text to the BrandName, the Main Title of your store(Catalogue), and the Catalogue Page Summary.
- Pull in your top 20 sellable products and make them sellable so that you have an instant view of the store and how these products will be displayed to your customers.
- Import Product Groups as Product Categories and keep the link with products.

 

B2B portal  - Filter Customers not assigned to any Catalogue.

Similar to Products not assigned to a Catalogue you can now also filter on Customers not assigned to any Catalogues.

As the store admin, log in to your B2B store and go to settings/customers. Filter on Catalogues = [None] will filter all Customers not assigned to any specific Catalogue. Use the action cog to the left for bulk actions to assign customers or the single action button to the right to assign a single customer to a specific Catalogue (yes, we are going to update the spelling in the UI from Catalog to Catalogue).

 

Wednesday 8 May

Change Log relabeled "What's New"

 

Monday 6 May

View Products fields

Margin added to Hidden Columns

View Shipments - the following fields have been added to Hidden Columns:

  • Number of Packages

  • Shipment Weight

  • Incoterm

  • Nature of Transaction

  • Line Count

  • Item Count

  • Total Volume

  • Total Weight

  • Created By

  • Created On (cannot be grouped by)

  • Last Modified By

  • Last Modified On (cannot be grouped by)

View Assemblies

Product Group filter added

 

Monday 29 April 

Creating a new B2B Store improvements.

1. When creating a new B2B store for the first time we will pre-populate the Store Subdomain with your Unleashed Account (Company Name). Unfortunately, the subdomain name cannot contain spaces so we removed them. You can change this before clicking on the Create Store button.

NOTE (Premium Plus): The Store Subdomain field for any additional stores will be blank, forcing you to add unique subdomain names for any additional stores.

2. You are now also able to select your Primary and Secondary store colours as one of the first steps to create your new B2B store to align with your corporate colours. (You as store admin can always update this later under settings/general.)

 

Wednesday 24 April 

AIM Top Performing Products added to Custom and Default Dashboard

The first AIM panel is now available for custom dashboards

 

The Top Performers panel includes a spark chart displaying the demand per month over the selected time period. AIM users can click products to open the forecast. 

Wednesday 17 April 

AIM Modelling Tab

The modelling tab in AIM has been redesigned with drop down filters and new new charts displaying recent demand and stock levels. 

Monday 15 April

Production Job Durations

Take advantage of our customisable Production settings under your Company Settings to give you better visibility of your production jobs and assist you with assembly scheduling and planning.

Watch this quick video for an overview of the feature:

See also Add Bill of Materials and Add Assemblies & Sub Assemblies

 

Sales Shipments - Product Stock Details available on Shipment Lines

Product stock details are now available via a pop-up on your Sales Shipment Lines:

Ecommerce Hub: WooCommerce - Price Sync and Sell Price Tier Configuration

Under the WooCommerce configuration tab, you are now able to set your product pricing to sync from Unleashed to WooCommerce.  In addition to this, you are also able to designate a Sell Price Tier specifically for your shop.

 

Wednesday 10 April

Doc Designer Templates - Add Lines Between Rows

There is an additional option for your templates if you would like to add separator lines between rows.  Tick the "Include Separator Line" when customising your template:

Without the separator line:

With the separator line:

Monday 8 April

Use Receipted Goods On Assemblies

If you wish to use receipted goods in your assemblies, you can now do so by enabling the setting in your Company Settings.

Please make sure you understand the accounting implications of doing so in terms of costs that may be added to your purchase order AFTER receipting. 

We recommend that Account Owners ensure all staff are made aware of the change in behaviour if you enable this setting.

By toggling this setting ON, you acknowledge that the costs of your completed assemblies will be bound to the costs of the goods at the time of receipting and will exclude any additional costs that are added between receipting and completing a purchase order.

For additional information please see Using Receipted Goods On Assemblies.

 

Add Customer Type Option in the Shopify Configuration

Under your Shopify store configuration, you will find a new dropdown menu that allows you to set the Customer Type for Shopify orders created from your store. This feature pulls information from your system's Customer Types settings, which can be accessed via Settings > System > Customer Types.

Default Setting:

The default setting for the Customer Type dropdown will be blank.

Application of Customer Type:

      • New Customers: When a new customer places an order through your Shopify store, the selected Customer Type will be applied to them.
      • Existing Customers: If an existing customer places an order and they have no or a blank Customer Type, the selected Customer Type will be applied to their order.

Note:

This setting will not overwrite the Customer Type for repeat or existing customers who already have assigned values for their Customer Type.

 

Wednesday 3 April

BI Chart Styling Improvements

The layout and style of BI charts exported to images and documents has been improved to better reflect the screen space available on slides and pages. 

Wednesday 27 March

Bulk update Shipment Status

A new option to bulk update your Shipment statuses is available from the bulk action cog on the View Shipments page:

Assembly Kanban view - Filters and Search added

We added a few important and valuable filters to the Assembly Kanban board.

Now you can sort the cards on:
- Assembly Number
- Assemble By Date
- Assembly Quantity

You can search for a product using the product description or product code.

Filter Assemblies on specific Warehouses (Includes destination and source warehouses).

Select an Assemble By Date (similar to what is available on the View Assemblies page).

Filter out Auto Assemblies by default (similar to the View Assemblies page).

 

Monday 25 March

Ecommerce Hub: WooCommerce Tax Exclusive Pricing

You can now work with Tax Exclusive pricing with Unleashed's WooCommerce integration.
For more information, please see WooCommerce Integration Setup

 

Wednesday 20 March

API Credit Notes 

You can now complete credit notes via API.

For more information please see API Change Log

 

Email Templates

The email body for all email templates has been increased from 2048 to 4000 characters.

 

AIM Inventory Return on Investment Panel

We have added a new Inventory ROI panel to keep you informed of how your products are performing in comparison to the amount of money encumbered in stock-on-hand over the selected period of time.

The ROI will give you an indication of cashflow performance and can help you uncover whether there are opportunities in your company that can make better use of the monetary investment. 

The panel will also provide you with the fill rate of sales, the backorder rate of sales and the stock to sales ratio over the selected period of time. 

 

B2B Portal - More Product information available for Store Administrators

As a B2B store administrator, you will now be able to see a thumbnail image (default image) of your products, the Product Group, and the Stock Available QTY when viewing the settings/products page.

This will help you to easily identify your products with no images (Go to Unleashed to add, update or remove images), and identify low or out of stock products (Note: The available stock quantity syncs and gets updated every 10 minutes from Unleashed.) 

 

Wednesday 6 March

B2B Portal - Content Pages

We made some updates to the Content Page feature for the B2B portal.

Now you have 2 additional content pages to use. By default, they will be hidden but it is super easy to edit them and make them visible to your customers.

Click on the content page line or the edit icon under the Action column.

We also updated the rich text editor, providing you with more options to format and style your content pages with options to add Images and promotional videos. Read more about it here.

 

 

 

Wednesday 28 February

B2B Portal - Filter Products as Store Admin

We made a small but powerful improvement to the Products filter in the B2B portal. Now you will be able to easily filter your products, using the [None] option to identify all products not assigned to Product Categories or Product Catalogs.

With this [None] filter selected under Categories, use the tick boxes to the left and the action cog to assign Categories to products you have missed previously or for any New products added.

As soon as you assign a product the grid will refresh leaving you with the remaining [None] category products.

NOTE: Product not assigned to any Catalogs = [None] also known as the Base/Guest Catalog. This is important if you do allow guest customers to access and view your products in your store. 

 

Monday 19 February

Ecommerce Hub: 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.

Ecommerce Hub: 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

Integrations: 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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