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Import Commerce Code, Customs Description and Country of Origin from Unleashed Products

Customers would like to perform interstat reporting from their workspace to monitor the movement of goods within the EU/internationally. Importing Commerce Code, Customs Description and Country of Origin would give them a better overview of this i...
Guest 7 months ago in Unleashed 1

Send Sales Order That Has Been Imported (Apply Email Template)

We frequently receive sales orders generated by customers in the Unleashed B2B store. This automatically creates the order in Unleashed and imports into Prospect. We'll often follow up with customers for payment to complete their orders, but there...
Guest 14 days ago in Unleashed 0

Import Committed and Credit Available fields from Exchequer

In Exchequer you have four fields relating to a ledgers credit limit, the limit itself, the balance which denotes the invoiced orders that they have yet to pay, the committed which is the value of orders that have been placed but not yet invoiced,...
Guest about 2 months ago in Exchequer 0

Option to create CRM contacts in Unleashed through Two Way Sync

It will be great if there is an option in the CRM for the User to specify if they want the CRM contact to be created in Unleashed. A customer would like to create new contacts in Unleashed through the two way sync as there is no real distinction b...
Guest 11 months ago in Unleashed 0 Available as Preview Feature

Product pictures do not carry over to Prospect is a special character such as "/" appear in the product code

When creating quotations, if a special charater such as "/" appears in the product code, the picture will not catty over.
Guest 16 days ago in Unleashed 0

Create Contacts under Company Group

We have business customers who have multiple stores/sites that purchase separately, but are the one parent company.These are set up with a company group where each respective site/store is nested under (with the company group as the parent).Often ...
Guest over 1 year ago in Other 1

System option to queue full product sync

You can update stock in QBO and depending on the method used, sometimes the last updated timestamp is not updated. This means that on the next sync with QBO we do not update the stock levels on our side. We have tried raising this with QBO, but th...
Guest 3 months ago in Quickbooks Online 0

Change Company Type when order is placed in ERP/Accounting System

Currently the 'Change to on Sale' option when configuring Company Type only applies for orders made in CRM directly. If this is also applicable for orders made in ERP/Accounting System, it will be beneficial for customers who don't quote/order fro...
Guest 3 months ago in Integration 0

Select individual product attributes from Unleashed on a quote

When creating a quote there are several data points that are held under the attributes section in Unleashed that are relevant in a quote, such as case size and brand details. Currently you can only show all attributes in one column which are not a...
Guest about 1 month ago in Unleashed 0

Add Accounts Order Status option on quotes for Access Dimensions integration

Add Accounts Order Status option on quotes for Access Dimensions integration, so there is the same functionality as Unleashed etc
Guest 3 months ago in Access Dimensions 0