Stock on Hand Endpoint: New filter - productId.

Products Endpoint: New filters - excludeAssembled and excludeComponents.

New Endpoint:/ProductPrices to return product pricing information.

New grid columns: Tax Total and Total.

New bulk action cog actions: Print Packing Slips and Print Ship Notes.

All: Added Total Weight and Total Volume.

Company Data - Added Physical Address Name and Postal Address Name.

Customer Data - Added Customer Address Name.

You can add or remove lines from a sales shipment.

All: Added the Product Image component to display the default product image.

Picklists: Added ComponentProducts component to display breakdown of kitted/auto-assembled products.

Added Date From and Date To fields.

You can add a new Charge Line by pressing the Enter/Return key.

If you enter the Supplier Code, it is mandatory to enter the Supplier Name.

Available on Medium, Large, and Large Plus subscriptions.

You can add or import product prices and customer specific product prices using minimum quantity and date range.

The product and customer specific product prices will be displayed in Red font with tooltips on Sales Orders and Sales Quotes.

Added Sales Order Customer Ref to the Hidden Columns list.

New template added for Warehouse Transfers.

Added Print Serial Numbers and Print Batch Numbers checkbox in the Assemblies, Packing Slips, and Warehouse Transfer templates.

For products with serial numbers and batch numbers, the GET Products endpoint will display the IsSerialized and IsBatchTracked fields.

Added ability to purchase Extra API Calls.

Sales Invoice: This can be configured from Settings | Security | Role Permissions | Sales | Sales Invoice.

Complete Sales Order: This can be configured from Settings | Security | Role Permissions | Sales | Complete Sales Order.

Sales Shipment: This can be configured from Settings | Security | Role Permissions | Sales | Sales Shipment.

Setting this permission to inaccessible hides all pricing from Sales Orders.

Setting this permission to inaccessible also hides the Sub Total column and Total Sales Order value from View Sales Orders.

Stock Adjustments endpoint

Template preview is now available even if there are no existing transactions.

Purchase Orders | Purchase Lines grid: You can add the Bin Location column available on the Component tab.

A tooltip will be displayed next to the Customer Reference field for duplicate records. You can click on the tooltip to open the existing sales order with the same customer reference.

If you select the Stop Credit checkbox, you will not be able to create or complete Sales Orders.

You can choose to add example data or your own data for the Trial Account.

You can manage your trial data using the Trial Data Management page.

You can choose what trial data you want to retain or delete when you subscribe to Unleashed.

SalesOrders: A list of orders that are linked to a PurchaseOrder. The Guid and OrderNumber for every SalesOrder linked to a PurchaseOrder will be returned in the list/collection.

TotalCost: The total cost of the Bill of Material. One value will be returned as part of the BillOfMaterial.

TotalLineCost: The total cost of the BillOfMaterialsLine. This is the Quantity of the line multiplied by the cost of the product.

TaxRate: Rate of the default tax selected on the customer.

TaxCode: Code of the default tax selected on the customer.

IsDefault: Returned as part of the Addresses for a customer and will be True for the default delivery address.

customerType

sellPriceTier

currency

customer

The list/collection will be called Images and will contain a list of all images uploaded to a product.

The two new filters will allow you to filter the responses by productId and productGroup.

Added a new filter to only return orders for a specified customerId.

A new endpoint /Invoices to return Sales Invoice information. This is not to be confused with the existing endpoints returning Sales Order information.

A new endpoint /SupplierReturns to return Supplier Return information. Various filters can be used with the endpoint e.g. Purchase Order Number and Supplier Code.

A new endpoint /SalesQuotes to return Sales Quote information. Various filters can be used with the endpoint e.g.customerCode, quoteStatus, modifiedSince, etc.

A new endpoint /SellPriceTiers to return the names of all available Sell Price Tiers.

You can add never diminishing products to a Bill of Materials, Assemblies, and Disassemblies.

If you have an accounting provider integration with Unleashed, a new Expense Account drop-down list will be available ONLY for Never Diminishing products.

The Expense Account field values are retrieved from the linked accounts in the Accounting provider. Ensure that you select the correct account you want to link.

When you complete an assembly or disassembly, a journal will be passed to the integrated accounting provider.

Purchase Order costs from different Suppliers with the same Reference, will be exported separately.

Purchase Order costs for the same supplier will be included with the Purchase Order total and not exported separately.

Available on Medium, Large, and Large Plus subscriptions.

You can add or import customer specific product prices.

The customer specific product prices will be displayed in Red font with tooltips on Sales Orders and Sales Quotes.

New Role Permission added: Customer Pricing. This can be configured from Settings | Security | Role Permissions | Sales | Customer.

API Updates - Products Endpoint

You can add a reminder which will be displayed each time the customer is selected on a Sales Quote or Sales Order.

Reminder column added to the Import Customers template.

Advanced Product Search dialog

Product Search auto-complete drop-down list for Sales Order

You can import warehouse transfers using the Unleashed template.

New Role Permission added: Warehouse Stock Transfer Import.

New columns: Image and Qty on Hand

Available on Medium, Large, and Large Plus subscriptions.

You can use single or bulk scanning of product barcodes for the following processes: Receipting Purchase Orders, Stock Counts, and Sales Shipments.

Warehouses: New email field added. For more information, see Warehouses.

Warehouse Transfers: Email Source and Email Destination options added.

New filters: Supplier Reference and Sales Order No

New columns: Costing Sub Total and Sub Total

List of products will be displayed in the format: [ProductCode] - Product Description [Barcode].

Product Search will only return Assembled and/or Component products.

Assemblies

Disassemblies

Bill of Materials

Purchase Orders

Sales Orders

Sales Quotes

New columns:

New filters: Supplier Code and Supplier Name

The following fields will remain enabled and can be edited:

Available on Medium, Large, and Large Plus subscriptions.

You can add purchase order costs on the "Add Purchase" page. The Add Purchase Cost menu is not available.

New status called "Receipted" is now available. You can add more purchase costs if required when a purchase order is in Receipted status. Note: You cannot add costs to a Complete purchase order.

Serial and batch numbers are displayed for Receipted and Complete purchase orders.

Receipt Purchase page: You can select the checkbox available on the Receipt Quantity column to automatically set the receipt quantity to match the order quantity.

You can also choose the default behaviour of this option from the Company settings page.

Added a bulk action cog with the following actions:

Added email address column to hidden columns (Customers only).

Added Delete and Obsolete items in existing action cog.

Complete

Delete

Invoice

Credit Notes are now shown when filtering by Salesperson on the Margin Enquiry.

You can import/export customers, delivery addresses, and customer contacts from the Customers | Import/Export menu.

The Customers template file has two new fields: Invoicing Contact and Shipping Contact.

Quickbooks Integration: Ensure that the Display Name attribute in QuickBooks is unique for all customers and suppliers.

Configuration tab: New field Auto Publish to Online Store added.

Select this option if you want new products added in Unleashed to be visible in your Shopify store.

New Obsolete field added to the SalesOrderGroups endpoint.

New Address Line field added to the Customers, PurchaseOrders, and SalesOrders endpoints.

An additional address line is available for company, customers, delivery addresses, suppliers, sales quotes, sales orders, purchase orders, warehouses, import/export, and doc designer templates.

The Description field in Quickbooks will display the "Product Code + Description" for all transactions passed from Unleashed to Quickbooks.

Available on Medium, Large, and Large Plus subscriptions.

You can integrate up to a maximum of 5 Shopify stores.