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Status Shipped
Categories Unleashed
Created by Guest
Created on Mar 23, 2023

RELATED IDEAS

Use unleashed default delivery method and Sales Order Group when creating orders

In Unleashed you are able to assign the Delivery Method and Sales Order Group on a customer record. When creating a Sales Order in Unleashed under a customer, these are then used by default and helps ensure that the products are being sent out on the correct delivery run.

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1 MERGED

Automatically assign Unleashed sales order group

Merged
A customer has suggested that the Unleashed specific, Sales order group field to be automatically populated. The customer has said the the sales order group field is stored at the company/customer level in Unleashed. In an ideal world they would h...
Guest about 3 years ago in Unleashed 0 Shipped
0 MERGED

Set Default Sales Order Group on sales orders from Company Level

Merged
Within Unleashed you can set a default sales order group at company level and whenever an order is processed, the sales order group is defaulted to the select option at company level. It would be good to replicate this in the CRM as well.
Guest almost 4 years ago in Integration 0 Shipped
1 MERGED

Import & set Delivery Method for Unleashed

Merged
When integrating to Unleashed there's an end point for Delivery Methods, we should import that into delivery options as this would speed up config and make it easier for both us and the customer. We might to look at how this interacts with how ...
Guest over 4 years ago in CRM App 0 Shipped
5 MERGED

Set Default Delivery Method when creating new Unleashed customer accounts

Merged
A customer would find it useful to be able to set the default delivery method for a customer when creating their Unleashed customer account via the CRM.
Guest over 3 years ago in CRM App 0 Shipped
1 MERGED

Sales order group field

Merged
Currently the sales order group field is available on the quote entity. This is a field that we integrate with in Unleashed, the drop-down fields contain the data from Unleashed. When a new quote is raised the sales order group field can be popula...
Guest over 3 years ago in CRM App 0 Shipped
2 MERGED

Add default Sales Order Group & Delivery Method fields at Company Level to sync with Unleashed

Merged
Add default Sales Order Group & Delivery Method fields at Company Level to sync with Unleashed - these can be filled out via adding custom fields at Sales Order Level, however it would be good if these could be set up as default and sync with ...
Guest about 2 years ago in Unleashed 0 Shipped