You can create a free trial account to try some of Unleashed's great inventory management features. We recommend attending one of our free training webinars to understand details about how you can leverage Unleashed features for your business requirements. You can also access our video library anytime.
Create an Trial
Type in your First Name, Last Name, and Email Address.
Type in your Company Name and Phone Number.
Select your Country.
Type in your City.
Select your Base Currency, and Industry.
Click Next
Select your Business Type
Select your Industry and Number of Employees
Tell us how you heard about Unleashed
Click Next
Now it's time to activate and secure your account with a password:
Type in your Password.
Re-enter your password for confirmation.
Read the terms and conditions and select I have read and I accept the Terms of Use.
Select whether you'd like to receive ongoing marketing information from Unleashed
Click Activate your Account
Verify your email address
Important: Once you activate your account, you will receive an email to verify your email address. You don't need to do this immediately and can log in without verifying your address, but you will be reminded each time you log in until you do verify your email address.
Example verification email:
Trial Data
When you log in to your trial account a dialog box will be displayed
You can choose to add example data which Unleashed has provided to try out the different features or you can choose to add your own data.
You can also change the option after you start using Unleashed from the Manage Trial page.
Click Confirm. The Guided Tour popup message will be displayed. Click Next to complete the tour and understand the different features in Unleashed.
There is an information bar displayed at the top to indicate that you are using a Trial account
Click Manage Trial to display the Trial Management page.
Click Subscribe Now to access the subscription options.
If you want to extend your trial, click Extend Trial to send an email to the Sales team with the Trial Company name and reason.
Trial accounts will be deleted 21 days after the expired date.
Trial Management
The Trial Management page has information and options to manage your data during the trial. The following screenshot displays the Trial Management page.
After you have selected the required options and setup your Trial account, you can take a quick tour of different processes with our training videos. Try the following tasks to understand the Unleashed inventory management process flows. You can replicate some of the scenarios in your business to understand how it can best fit your requirements.
Set up your Trial Company Settings
This will enable you to configure options like Currencies, Product Groups, Customer types, etc.
Create Suppliers, Customers, and Products
You can create some records to try the different features.
To create Purchase Orders, you must have a Supplier to buy from.
To create Sales Orders, you need Customers to sell to.
Products to buy or sell, or never diminishing products, such as freight and fees.
Create Purchase Orders
You can create a purchase order for ordering stock.
When goods arrive at the warehouse, you must Receipt them in.
Manage Inventory
Complete a Stock Adjustment to adjust stock on hand and accurately reflect current stock that is ready for sale. Stock Adjustments can be used to increase or decrease physical stock levels or to adjust the stock value.
Complete a Stock take to ensure accurate stock numbers.
Production
A Bill of Materials (BOM) is a list of the raw materials (products or component parts) and the quantities required to manufacture a product.
You can create a BOM and then add an assembly based on the BOM.
Create Sales Orders
After you have created the products and have stock on hand to sell, try to create a sales order.
You can also try using features like Multi Warehouse and Order Management.
Once you have tried Unleashed and decide to subscribe, you can proceed to setup your new account.