Welcome to Unleashed! This guide will walk you through the essential setup process to get your inventory management system ready for use. The Setup Wizard ensures your account is properly configured before you begin processing transactions, helping you avoid common issues and ensuring smooth operations from day one.
Getting started
When you first log into your account, you'll see the Setup Page automatically. If you need to return to this page later, navigate to Settings > Company > Setup Wizard from the main menu.
The Setup Wizard provides essential steps to configure your account before you begin processing transactions. Complete all steps for the best experience!
Step 1: Company Details
Start by setting up your company information in Settings > Company. Some fields may already be filled in based on your registration details. This company information will be used throughout your Unleashed inventory management system.
What to do:
Go to Settings > Company.
Review all information across every tab and update information as needed.
Verify existing details are correct.
Click Save.
Critical setting - Time Zone: This determines timestamps on all your transactions, so make sure it's accurate for your location.
Step 2: Currency Configuration
Your account's base currency (found in Settings > Company > Details), which is selected during registration, cannot be changed; this will remain your default currency permanently. The base currency is locked after the first transaction to maintain the integrity and consistency of financial records. If a different base currency is needed, you must create a new account before performing any transactions. Add additional currencies you plan to trade in and set the appropriate default exchange rates for each currency in Settings > System > Currency Rates.
What to do:
Go to Settings > System > Currency Rates.
Select a currency in the Currency Selection menu.
Enter a Buy and Sell Rate.
Currency rates set in your account are static and will not update automatically, but they can be edited on a per-transaction basis or updated in the Currency Rates page.
FAQs on Currency settings
Can I transfer transactions to a new customer record with a different currency?
Can I transfer transactions to a new customer record with a different currency?
No, transactions cannot be transferred between customer records. You will need to start fresh with the new record or manage the existing one with its assigned currency.
Can Unleashed Support assist with changing locked currencies?
Can Unleashed Support assist with changing locked currencies?
No, the system does not permit changes to locked base or default currencies, even with support intervention.
Best practices for Currency management
Plan Ahead: Decide the appropriate base and default customer currencies during initial setup to prevent complications.
Verify Early: Double-check all currency-related details before completing any transactions that could lock configurations.
Handling Changes Post-Lock: For locked configurations, such as a customer's default currency, create separate records when a new currency needs to be applied.
Step 3: Transaction Prefixes
Configure prefixes for your transaction references. Prefixes help organize and identify different types of transactions. Update the prefixes and next transaction numbers in Settings > System > Prefixes before creating transactions, and make it easier to migrate from your previous system.
What to do:
Go to Settings > System > Prefixes.
Update each transaction type's "Prefix" and "Next Number" to align with your previous system.
Click Save.
Step 4: Accounting Integration
Choose how to manage your accounting needs by integrating your accounting provider. The native integration options available are:
If you are not integrating with an accounting provider and using Unleashed in a standalone environment, all native accounting integrations are turned off, and no data will be exported or synced to a third party.
The Stock Movement Enquiry will provide details of the following accounting metrics:
Opening and closing stock balances.
Completed sales revenue for Profit & Loss reporting.
Completed receipts for your balance sheet, as you will need to journal these figures into your accounting system.
There is no ability to age debtors and creditors with this feature. It is assumed that if you are using Unleashed in a standalone, you will manually populate your accounting system with the above data.
Step 5: Import Your Data
The final step involves importing your existing business data.
Required imports, in this order:
⚠️ Critical requirement: You must import your initial Stock on Hand before you can start using Unleashed for transactions.
Optional setup steps
Once you've completed all five essential steps, your Unleashed account will be ready for active use. Review the following optional configurations to suit your business needs, and begin processing transactions with confidence that your system is properly set up!
System Settings
Customize and configure how transactions and records are managed in your account to enhance your workflow processes and reporting.
Go to Settings > System from the main menu for access to the following options:
Users and Role Permissions
Manage user access and permissions to control who can view and modify different parts of your account data. This ensures proper security and workflow management across your team.
Go to Settings > Security from the main menu for access to the following options:
Document Templates
Create and manage custom document templates for different transaction types using Doc Designer. This streamlines your documentation process and ensures consistent, professional-looking documents.
Go to Settings > Doc Designer from the main menu to:
Create multiple templates per transaction type.
Add custom images and branding.
Control what data appears on each template.
Assign specific templates to suppliers or customers.
Publish templates when ready to use.