Unleashed is a powerful tool that can help you streamline your inventory management processes, save time, and improve your bottom line if used correctly. It provides real-time inventory tracking, stock control, and order management, making it an essential resource for businesses of all sizes.
Before using Unleashed inventory software, you need to ensure that your system is set up correctly. This means importing your inventory data, setting up your sales channels and payment gateways, and configuring your suppliers and customers.
The following helpful hacks will help you to work faster and more efficiently in Unleashed inventory management software:
Use keyboard shortcuts
Unleashed has several keyboard shortcuts that can help you navigate the software faster. For example, you can use the “G” key to go to a specific page or the “N” key to create a new record. You can also customise your own shortcuts.
Utilise batch processes
Unleashed has several batch processing options that allow you to update multiple records at once. For example, you can use batch processes to update product prices, add new suppliers, or update customer details. This can save you a lot of time and reduce the risk of errors. Batch and serial number tracking will help you keep track of each product’s unique identifier and avoid confusion when it comes to warranty claims, recalls, and other issues.
For more streamlined traceability, Auto-Assembly is available for your batch- and serial-tracked products. To use this feature, toggle on ‘Can Auto-Assemble’. Select the batch and serial numbers for your assembled and component products to complete the Auto-assembly.
Use custom fields to capture more data
Unleashed allows you to create custom fields to capture additional information about your products, such as size, colour or SKU, customers, suppliers, and orders. These fields can be used to store data that is specific to your business needs, such as product dimensions, supplier contact details, or customer preferences. These fields can be incredibly helpful when it comes to organising and tracking your inventory more efficiently.
To set up custom fields, navigate to the relevant section in Unleashed, click on the “Custom Fields” tab, and add the fields you need. Custom fields can also be used to create custom reports in Unleashed, allowing you to extract the exact information you need.
Set up email alerts
Unleashed allows you to set up email alerts for various events, such as low stock levels or new sales orders. This can help you stay on top of important inventory-related events and act quickly. By setting up reorder points and reminders, you stay on top of your inventory levels and ensure that you never run out of a particular product. You can choose which transactions and statuses to enable to trigger email notices, such as if credit notes are completed, or a sales quote is pending etc. All notifications are disabled by default.
Use Unleashed’s API to automate tasks
Use Unleashed’s API to automate tasks, integrate with other systems, and create custom applications to meet your specific business needs. Unleashed includes a robust API that allows users to integrate it with other business applications such as accounting software or e-commerce platforms. This can assist businesses in automating processes and decreasing manual data entry. Navigate to the “API” section of the Unleashed dashboard to access the Unleashed API. You can generate an API key and use it to access the API from this page. To get started with API integration, Unleashed also provides documentation and sample code.
In conclusion, Unleashed Inventory Management Software is a powerful tool for managing your inventory. By using these tips and tricks, you can get even more out of the software and improve your inventory management processes. Whether it’s using backorders to improve customer satisfaction, setting up email alerts, or using the API to integrate with other systems, there are plenty of ways to make the most of Unleashed.
Radical Cloud Solutions are proud implementation partners of Unleashed. We offer comprehensive training and support for companies of all sizes. Let us know if you’d like to find out more about the powerful capabilities of Unleashed and how it can streamline your operations.