Resources
Step-by-step answers to the Unleashed questions wholesalers, distributors and manufacturers ask most. Each guide answers in its first lines, is checked against Unleashed's own help center, and says where Unleashed leaves the work to you. Each guide lists the Unleashed plans it applies to. Unleashed sells Core and Pro in the UK, Australia and New Zealand; Lite is listed only on its US pricing page.
Quotes, sales orders, backorders, pricing and credit notes.
Create a Sales Quote in Unleashed, send it, mark it Accepted, then use Create Order to turn it into a Parked Sales Order with the same lines and charges.
Unleashed Core, Pro·Updated October 23, 2026
Download the Sales Quote template from Sales > Quotes > Import Quotes, fill in one row per quote line, and upload it to create Draft quotes in bulk.
Unleashed Core, Pro·Updated October 23, 2026
Ship what you have, cover the shortfall with a purchase order or assembly, and track open orders in the Backorder Enquiry until each order is complete.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Allocating stock to an Unleashed sales order reserves it without changing stock on hand. Here's how to allocate, deallocate and find where stock is held.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Set up to 10 Sell Price Tiers, assign one to each customer, and add Customer Pricing for special deals. Here's the order Unleashed applies them in.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Set up a Drop Ship warehouse, raise the purchase order from the sales order with the customer's address, then receipt and complete both when the supplier delivers.
Unleashed Core, Pro·Updated October 23, 2026
A completed Unleashed invoice can't be edited. Credit it with a credit note, then re-create the sales order and issue a new invoice with the right details.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Stocktakes, adjustments, transfers, costs and tracking.
Run a stocktake in Unleashed with Stock Counts: create the count, enter or import quantities, check variances, then click Complete to update stock on hand.
Unleashed Core, Pro·Updated October 23, 2026
Use a Stock Adjustment in Unleashed to add, remove or revalue stock. Pick a warehouse and Adjustment Reason, enter quantity and value, then Complete.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Move stock between warehouses in Unleashed with a Warehouse Transfer: pick Source and Destination, add lines, then Complete. Import in bulk from CSV.
Unleashed Core, Pro·Updated October 23, 2026
Unleashed's average landed cost is total stock value divided by total quantity, recalculated on every receipt, adjustment and assembly. Here's how to fix it.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Turn on Batch Tracking in Unleashed, mark products Batch Tracked, record batch numbers and expiry dates at receipt, and trace a batch for a recall.
Unleashed Core, Pro·Updated October 23, 2026
Turn on Serialized Products in Unleashed, mark products Serialized, add serial numbers to existing stock, and record serials at receipt and shipment.
Unleashed Core, Pro·Updated October 23, 2026
Set a base unit for each Unleashed product and add alternate purchasing units with a conversion rate, so you buy by the case and stock by the unit.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Bulk-create or update Unleashed products with the Products template under Inventory > Products > Import/Export. What each tab does and what to avoid.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Bills of materials, assemblies and build to order.
Set up a bill of materials in Unleashed: mark assembled and component products, add quantities and wastage, set auto-assembly options and import BOMs by CSV.
Unleashed Core, Pro·Updated October 23, 2026
Create, manage and complete Assemblies in Unleashed, build sub-assemblies for made-in-house components, and track open jobs on the Assembly Kanban.
Unleashed Core, Pro·Updated October 23, 2026
Turn on Can Auto Assemble so Unleashed creates an Assembly from each Sales Order short of stock, then complete it with the order and handle partial shipments.
Unleashed Core, Pro·Updated October 23, 2026
Add labor, packaging and contractor charges to Unleashed assemblies as Never Diminishing Products or Supplier Costs, so assembled stock carries its full cost.
Unleashed Core, Pro·Updated October 23, 2026
Purchase orders, receipts, costs, returns and reordering.
Create a purchase order in Unleashed with Add Purchase, place it, then receipt the goods with Confirm Receipt or Complete. What each status lets you change.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Use Add Shared Cost in View Purchases to split one freight or other cost bill across several Unleashed purchase orders, and how the Distribution Method decides each share.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Create a Supplier Return from a completed Unleashed purchase order, choose what goes back and what's credited, refund or write off costs, then complete it.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Set min and max stock levels, run the Unleashed Reorder Report, read Suggested Replenishment, and create purchase orders, assemblies or transfers from it.
Unleashed Core, Pro·Updated October 23, 2026
Accounting and ecommerce connections, and the API.
Install the Xero integration from the Unleashed Integration Store, link your Sales, COGS and Stock on Hand accounts, sync taxes and choose what exports.
Unleashed Lite, Core, Pro·Updated October 23, 2026
When Unleashed's stock value and Xero's Stock on Hand account differ, check drafts, failed exports and edits made in Xero, then reconcile from Export Data.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Install the QuickBooks integration in Unleashed, set your Sales, COGS and Stock on Hand accounts, sync taxes, choose exports and fix common export errors.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Install a Shopify shop in Unleashed's eCommerce Hub, set order, product and stock sync, then find and import Shopify orders that failed to come across.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Find your Unleashed API ID and Key, see the headers each request needs, and learn the monthly API call limits per plan and what happens when you hit them.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Users, corrections, margins and stock turns.
Unleashed's stock turn formula is cost of goods sold for the past year divided by average inventory cost. Here is where to find each number.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Use the Margin Enquiry in Unleashed to see cost, sell, profit and margin on completed sales orders by product, customer or sales person.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Create roles, set Access and Can Edit permissions, and invite users in Unleashed. Plus who can delete users and what Superusers can't see.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Open Unleashed transactions can be deleted. Completed ones can't be undone, so you offset them with a Credit Note, Supplier Return or Stock Adjustment.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Unleashed's own AI features, and what ChatGPT and Claude can do with it.
Unleashed's AI comes through Access Evo: Copilot answers questions about your data, Feed sends alerts, and Access Analytics takes plain-English queries.
Unleashed Lite, Core, Pro·Updated October 23, 2026
We checked each AI assistant's own directory on 23 October 2026. None we could see lists an official Unleashed connector. Here are the official options.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Unleashed doesn't publish an MCP server (checked 23 October 2026). What its REST API offers instead, its limits, and what to know before building one.
Unleashed Lite, Core, Pro·Updated October 23, 2026
Unleashed forecasts demand with Advanced Inventory Manager: monthly forecasts per product and warehouse, replenishment plans, and component demand from BOMs.
Unleashed Core, Pro·Updated October 23, 2026
Comparing Unleashed with Cin7 Core, Katana or Xero?
Side-by-side comparisons with sources for every claim.