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Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Guest 7 months ago in Unleashed 3 Already exists

Add handling for Serial numbers added to Unleashed invoice after initial creation

Currently when importing invoices from Unleashed, equipment will be created and any serial numbers on the lines will be set on the equipment at creation. If there are no serial numbers set at the time the equipment is created, this will not be upd...
Guest 7 months ago in Unleashed 0

Two-way sync between prospect and unleashed for Sales Order Group (SOG), allowing SOG to be editable in Prospect

Two-way sync between prospect and unleashed for Sales Order Group (SOG), allowing SOG to be editable in Prospect. Not all of our team has Unleashed access and are therefore unable to update the SOG.
Guest 7 months ago in Unleashed 0

Import default_shipping_id on katana customer addresses

We currently import customer shipping locations from Katana into the delivery locations table, but we do not store which of these are the default shipping location for a sales ledger. We should add handling to import this and use it for when custo...
Guest 7 months ago in Integration 0

Import Cin7 Product Status and apply user restriction based on Product Status

Currently, we only check if the Product status in Cin7 is inactive and use this to update the obsolete flag. In Cin7 you can have a number of status that can be used to restrict what users can see the product. This would allow our users to be able...
Guest 9 months ago in Cin7 Omni 0

Moving contacts in CRM to move contact in Unleashed

As part of the Unleashed 2 way sync, we currently do not have any functionality to support when a contact has it's parent changed from one company to another. Adding this would add a better user experience and increase the ease of contact manageme...
Guest 7 months ago in Unleashed 0

import Unleashed International Commerce Code on Products

import Unleashed International Commerce Code on Products
Guest 8 months ago in Unleashed 1

Sync Unleashed Accounts/Contacts two-ways

Many new customers expect that when they update records in Unleashed that the records in the CRM will also get updated. It is assumed that these records are synced rather than just imported. We should see if something like this is possible.
Arthur Ashdown over 4 years ago in Unleashed 9 Available as Preview Feature

add brand field from Cin7 into items on Prospect

We sell branded products. The products in Cin7 are categorised by those brands. My sales people need to be able to search items by brand.
Guest 9 months ago in Cin7 Omni 0

Import Sales Person from Unleashed Sales Orders to Sales Person in the CRM

We have had feedback from a customer that they are unable to use the Sales Rep Dashboard as they don't process orders in the CRM. It would be useful if we could also import the Sales Person on Unleashed created sales orders to make this work
Guest over 1 year ago in Unleashed 0