The Tracking Categories feature will enable easier reporting by eliminating the need to add multiple account codes.

For more information, see Xero Tracking Categories.

The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. It will then automatically sync and update the value of the customers outstanding invoice balance from Xero.

Customers | Import/Export: New columns: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.

For more information, see Customer Credit Limits.

The B2B Portal Admin can login as a customer to assist customers in placing orders or troubleshoot any issues they might be facing while using your B2B store.

Go to B2B Portal | Settings | Customers to access this option.

For more information, see Act as a Customer.

Inventory | Products | Purchase tab: You can specify a minimum order quantity for Purchase Orders at a product level and/or supplier level.

For more information, see Purchase tab in this article..

Import/Export template: New column: Minimum Order Quantity. For more information, see Import Products field definitions and Import Product Suppliers field definitions.

API and Integrations can be accessed on Sandbox accounts.

For more information, see Using the sandbox.

Added a new column: Unallocated to the Batch Number selection drop-down list.

Displays the batch number quantity that is not allocated to other open sales orders. Blank indicates there are no batch numbers allocated and the full quantity is available.

The Account Name for the integrated store is displayed on the Integration Store tile.

Product Dimensions (Weight, Volume (height * width * depth) will be synced from Unleashed and displayed in the B2B Portal.

The volume and weight will also be displayed on the checkout page.

If you update the Return Cost, you can automatically recalculate the cost for the cost lines by clicking on the

icon in the Cost column.

For more information, see Adding a supplier return.

This is a Beta feature release. To participate in the Beta release, contact productteam@unleashedsoftware.com.

The Tracking Categories feature will enable easier reporting by eliminating the need to add multiple account codes.

For more information, see Xero Tracking Categories.

This is a Beta feature release. To participate in the Beta release, contact productteam@unleashedsoftware.com.

The Credit Limits feature allows you to enable a credit limit for your customers in Unleashed. It will then automatically sync and update the value of the customers outstanding invoice balance from Xero.

Customers | Import/Export: New columns: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.

For more information, see Customer Credit Limits.

Available on Medium, Large, and Large Plus subscriptions.

If you have nested Bill of Materials, you can view all levels in your Bill of Materials.

For more information, see Add Bill of Materials.

You can select the default Delivery Method and Sales Group for each customer.

The default Delivery Method and Sales Group selected for the customer will automatically be populated on the Sales Quote / Sales Order created for the customer.

Import/Export template: New columns to support the Customer Credit Limits feature: Has Credit Limit and Credit Limit. For more information, see Import Customers field definitions.

Products page: Added a new toggle: Sellable. You can now decide which products can be added to the Sales Orders / Sales Quotes by enabling/disabling the Sellable toggle.

Inventory | Products | View Products:

Import/Export template: New column: Is Sellable. For more information, see Import Products field definitions.

API updates: New field added: IsSellable. For more information, see https://apidocs.unleashedsoftware.com/Products.

Reports | Purchase | Reorder Report: Added a new filter and Hidden Column: Sellable.

All templates: The BarcodeImage column can now support ITF-14 barcode type.

The Sales Channel column (this is a hidden column) will display an icon to group Sales Orders based on where they have been created.

Added a new filter: Delivery Method.

Serial numbers will support Code 128 characters (all standard ASCII characters from x20-x7E (32-126, or space through to tilde). The comma character is still used as a delimiter and will result in any string containing a comma being split into 2 serials. For more information, see https://en.wikipedia.org/wiki/Code_128.

The serial number case will be retained for all newly entered serial numbers. For example: AbC will be retained as entered and not converted to ABC. Note that the serial number search will be case insensitive.

Added new Data Source: Sales Shipment.

For more information, see Data Exporter.

Production | Assemblies: The Assemble By Date can be printed.

Settings | Doc Designer: Assemblies template: Added new field: Assembly By.

This field is available by default on the Unleashed Default Doc Designer templates.

For custom templates, you can add the field from Settings | Doc Designer | Assemblies | Component tab | Other Data | Assembly By.

The B2B Portal navigation menu is now available on the left pane for optimum space utilization and easier organization.

You can try the B2B Portal premium features for a trial period of 30 days. For any questions or more information, please submit a case to our Experience Team.

Catalogs enable you to create custom product views for customers. You can create product catalogs and assign them to specific customers.

For more information, see Catalogs Tab.

You can assign multiple Unleashed warehouses for stock availability to be displayed on the B2B Portal.

You can invite multiple Unleashed users as B2B Portal administrators.

For more information, see How to add more B2B Administrators.

The existing Warehouse field has been replaced with 2 New Fields: Source Warehouse and Destination Warehouse.

For more information, see Add Assemblies & Sub-Assemblies.

Transactions | Stock Counts: The Variance report can be printed in CSV format.

The Include Charges filter has been replaced with a new column: Charge.

Production | Bill of Materials | View Bill of Materials - New Hidden column: Comments.

Production | Bill of Materials | Import/Export Bill of Materials - New column: Comments.

This is a Beta feature release. To participate in the Beta release, contact productteam@unleashedsoftware.com.

If you have nested Bill of Materials, you can view all levels in your Bill of Materials.

For more information, see View Bills Of Materials.

Production | Assemblies | View Assemblies: Added a new column: Source Warehouse.

From the Products page, you can create a new Bill of Materials or open an existing Bill of Materials for an Assembled product.

Click on the Assembled link to open an existing Bill of Materials for the product or to add a new Bill of Materials.

Your customers can now save frequently ordered products as Favorites/Wishlist.

For more information, see B2B Portal User Guide - Adding Favorite Products.

The Label minimum size can now be set to:

For more information, see Label Printing.

You can now print the comments entered on your Bill of Materials.

You can assemble serial numbered products out of batch tracked products and vice versa.

You can now assign/save serial and batch information on assemblies prior to the transaction being completed.

Production | Assemblies | Add Assembly/Add Disassembly: New field - Assemble By.

You can specify an Assemble By date for your Assembly/Disassembly.

When the Assembly/Disassembly is completed, it will display the Assembly Date field which is automatically populated with the date the Assembly/Disassembly is completed.

Production | Assemblies | View Assemblies.

Reports | Production | Production Enquiry.

Component tab: Added BarcodeImage column to the grid for the following templates:

A barcode image will not be displayed if either the product does not have a barcode or the barcode string is invalid.

Supported formats:

For more information, see Barcoding - Adding Barcodes to Doc Designer Templates.

Settings | Company: Added a new Configuration tab for the toggle settings.

Added a new field - Trading Name (for Purchasing): The value entered in this field will be used for Purchase Order and Supplier Return emails.

Sales Order | Invoices tab: New action cog option Email Xero Invoice.

Available only when the sales invoice has been completed and exported to Xero.

The Xero invoice email will be sent from the email of the account owner who has enabled the Xero integration.

The Xero Invoice Status must be Submitted, Authorised, or Paid.

The Customer Contact email must have a valid email.

For more information, see Using Xero with Unleashed.

Available on Medium, Large, and Large Plus subscriptions.

You can create label templates using the Doc Designer and use them to print product labels.

For more information, see Label Printing.

New Comments field added to the Bill Of Materials page.

The comments will be automatically copied to any assembly or disassembly created from the Bill Of Materials.

For more information, see Add a Bill of Materials.

Available only on the B2B Portal Premium and Premium Plus subscriptions. For more information about price and to upgrade, see Pricing - B2B eCommerce.

You can create product categories and assign products for easier classification and search capabilities. This will create a better user experience and make it easier for customers to place orders on your B2B store.

For more information, see B2B Store - Categories.

The store creation flow has been updated for better user experience. For more information, see Adding a New Store.

You can choose to display/hide the Unit of measure for your B2B store products. These settings are available on the Product Details tab. For more information, see B2B Store - Product Details.

Sales | Orders | View Sales Orders: Added a new hidden column Sales Channel to display orders placed on the B2B Portal.

You can choose to send the discount rate from Unleashed to Xero.

For more information, see Xero The Integration Setup - Export Discounts.

Configuration tab: You can select if you want to create an order and a customer for each Shopify order or use a single customer for all Shopify orders.

For more information, see Shopify Integration Setup - Configuration tab.

You can specify the Source Warehouse and Destination Warehouse.

Assemblies:

Disassemblies:

On Ship column: Contains a sum of all the quantities of the product on open shipments for the given warehouse.

Settings | Company: New toggle Use Shipment Quantities for Sales. Only visible if Order Management is enabled.

If Order Management is enabled, and Use Shipment Quantities for Sales is enabled:

For more information, see Create and maintain Shipments.

Obsolete products and customers in Unleashed will not be synced to the B2B Portal.

You can choose to display/hide the 'Out of Stock' badge for your B2B store products. These settings are available on the Product Details tab. For more information, see B2B Store - Inventory tab.

Assign Oldest/Batch and Serial Numbers: You can assign the oldest batch/serial numbers to all lines on a sales order using the action cog available on the Serial/Batch columns.

For more information, see Adding Sales Orders.

Unit column: The Unit column on the sales order lines will display the product unit of measure.

Filter to include or exclude charges.

Configuration tab - New option: Accounting System Invoice

Enable this option if you want Unleashed to send the Sales Invoice to your Accounting Provider.

If you have already integrated Vend with your Accounting Provider, you must disable this option.

For more information, see Vend - The Integration setup.

Added the following hidden columns: Cost, Profit, and Charge Sub Total.

Configuration tab | New toggle option: Create Missing Products In Unleashed - Enabling this will create any missing products when importing from Shopify into Unleashed.

For more information, see Shopify Integration Setup.

Available on Medium, Large, and Large Plus subscriptions.

Currently, we support North America (USA, Canada, Mexico), UK (UK, Italy, France, Spain and Germany), and Australia marketplaces.

You can integrate up to 5 stores.

For more information, see Amazon Integration Introduction.

You can create Unleashed data templates which can be exported and used with third-party logistics providers.

Available on Medium, Large, and Large Plus subscriptions.

Currently available only for Sales Orders.

For more information, see Data Exporter.

Added a new Hidden Column: Total.

The Total column will display the Sales Order Total in Customer Currency.

Renamed the existing columns:

For more information, see Manage and View Sales Orders.

Added 2 new Hidden columns: Costing Sub Total and Sub Total.

The Costing Sub Total, Sub Total, and Total columns will display the Purchase Order Total in Supplier Currency.

The Costing Sub Total only includes costs from the same supplier as the Purchase Order.

For more information, see View Purchase

Component Tab: You can add up to 3 attribute values.

For more information, see Do Designer.

Available on Medium, Large, and Large Plus subscriptions. For more information about B2B Billing and Upgrade, see Pricing - B2B eCommerce.

For more information about how to setup and configure the B2B Portal for your account, see B2B Portal Introduction.

For any questions please submit a case to our Experience Team.

Inventory | Products | View Products | Open a product record: The Clone Product button has been updated to a Product drop-down list with the following options:

You can assign multiple warehouses from which you want stock availability to be synced to Magento.

For more information, see Magento Integration Setup.

Added a new hidden column: Default Supplier Price.

Available on Medium, Large, and Large Plus subscriptions. To enable the integration for your account, please submit a case to our Experience Team.

Currently, we support North America (USA, Canada, Mexico), UK (UK, Italy, France, Spain and Germany), and Australia marketplaces.

You can integrate up to 5 stores.

For more information, see Amazon Integration Introduction.

New Exchange Rate field added for Sales Invoices.

For more information, see Adding Sales Orders - Creating a Sales Invoice.

Available on Medium, Large, and Large Plus subscriptions.

Not available on the Mobile App.

You can assign user level access permissions. For more information, see Role Permissions.

Configuration tab | Export Customers: New checkbox Send customer code to Xero account number.

The Unleashed customer code will be sent to the Xero account number field only if the customer code is less than or equal to 50 characters.

Configuration tab: New Shipping Charge Account drop-down list.

The selected sales account from your accounting provider will be used for shipping charge lines for the Sales Orders imported from Shopify to Unleashed.

All templates

Ship Note: Toolbox tab

Toolbox tab: Added Page Number, Header and Footer controls.

Field: Completed Date

Filters: CompletedAfter and CompletedBefore

For more information, see API Docs - Sales Orders.

Batch selection of controls

Allow moving of controls using the keyboard

Allow alignment of selected controls

Border support for controls

Component tab: Added BarcodeImage column to the grid for Sales Order, Packing Slip, Ship Note and Picklist templates.

A barcode image will not be displayed if either the product does not have a barcode or the barcode string is invalid.

Supported formats:

Sales Order template: Discount Rate field

Available on Medium, Large, and Large Plus subscriptions.

Email Logs are available for the following transactions:

To view emails for a transaction, open the page and click View/Hide Email Log.

To view all emails: Go to Settings | Security | Email Logs.

Configuration tab: Export sales journals option | Send Journals drop-down list with the following options:

You can delete a Sales Order or Sales Order line(s).

For more information, see Sales Orders.

You can delete Sales Shipment lines.

For more information, see Sales Shipments.

You can delete a Purchase Order or Purchase Order line(s).

For more information, see Purchase Orders.

New Hidden column added - Tax Total

Configuration tab: UI redesign.

Sales Account: 860, Rounding has been added for product and charge lines.

Customers | Import/Export | Customer Pricing tab | Delete All Customer Prices button.

Products | Import/Export | Product Pricing | Delete All Product Prices button.

Select All

Select None

Obsolete

Delete

Configuration tab: New Invoice Item Description drop-down list under Export Sales.

Available on Medium, Large, and Large Plus subscriptions.

New role permission: Settings | Security | Role Permissions | Purchases | Purchase Order Approvals.

New toggle option: Settings | Company | Require Approval for Purchase Orders.

Unapproved status for Purchase Orders.

Approve button added to Purchase Order update page.

New Bulk Action Cog options on View Purchases page:

For more information, see Add Purchase.

Configuration tab: For stock take journals, you can select the Export Status as Draft, Awaiting Approval, or Paid.

Sale tab: You can specify a Minimum Sell Price.

Credit Entry

Free Credit

Purchase Order

Sales Invoice

Sales Order

Sale Quote

Supplier Return

Configuration tab: Added Map Customer Reference to QuickBooks Custom Field (Optional) drop-down list.

Select All

Select None

Accept

Cancel

Delete

Configuration tab: You can select the Export Status as described in the table.

Export Sales and Export Purchase: You can select the option to include / exclude header comments and line comments.

Click on the View in Xero link to open the corresponding page in Xero:

You can create custom contact links in Xero to open the corresponding records in Unleashed. For more information, see Creating Custom Contact Links in Xero.

Configuration tab: You can select the Export Status as described in the table.

Click on the View in Xero link to open the corresponding page in Xero: