You can now add Product Sub Group dimension charts to Custom Dashboards. The inner pie chart will display the selected measure by product group, while the outer ring will display the sub-group.

To add this new chart to your dashboard, select the type: Product Group & Sub Group.

Based on customer feedback, the following views and reports can now be filtered by Product Group and Product Brand:

You can now assign a Production Person to each assembly, making it easier than ever to manage job responsibility, balance workloads, and track progress across your team.

See at a glance who’s working on what, whether you’re creating an assembly or managing them on the Assembly Kanban board. This update enhances visibility, accountability, and efficiency in your production process. Additionally, you can now POST/PUT a Production Person on your Assemblies, see API Change Log.

Wanting to auto-sync payment information from Invoices in Xero, to Sales Invoice in Unelashed? You can now enable an advanced feature to sync payment information to Sales Invoices in Unleashed, see Advanced Features.

The AIM Replenishment page now includes a column to indicate the recommended upcoming replenishment type (Assembly or Purchase).

You can now POST/PUT your custom Sales Order statuses on your Sales Orders. For more information, please visit our API Change Log.

Just like you have for Customers, you can now assign a default warehouse to your Suppliers. If a Supplier has a default warehouse assigned, it will take priority over your company's default warehouse or a user's default warehouse.

For more information, please visit our API Change Log.

Add a comment about your product to the comment block and choose to automatically populate the comment through to Sales Quotes & Sales Orders and/or Purchase Orders:

Product Group/Product Sub Group and Product Brand filters are now available for targeted Stock Counts:

If a User typically processes transactions against a particular warehouse, you can set that warehouse as the User's default. They can still change the warehouse for transactions, see Warehouses.

The System Default Warehouse has moved to Settings > Company > Details.

The following new default layouts have been added to the Custom Dashboard layouts on the front page of Unleashed:

While the default dashboards are not editable, you can base a new dashboard on these layouts, select a default layout, and then click +Custom Dashboard to start creating a new dashboard of your own.

Some panels may show a permission error if the widget is provided by BI Vision and your subscription does not include BI Vision.

Experience a faster, more intuitive approach to handling open purchase orders with the Purchase Order Kanban. Watch your POs flow through each stage of the process, from creation to costing, with easy-to-follow visual cards that keep everything crystal clear. Instantly spot what’s in progress, uncover bottlenecks, and get a real-time snapshot of your purchase order distribution – all in one streamlined view.
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The AIM Replenishments tab will now differentiate between overdue replenishments and replenishments due today.

Purchasing Units of Measure are now available in the AIM replenishments tab. You can use the tick box above the grid to use base unit of measures, or purchasing unit of measures.

The Tracking Number on Sales Shipments has been extended to cater for 100 characters in light of some shipping companies changing their tracking number lengths.

This change is also available via our API, see the API Change Log.

You can now import the currency codes from Xero into Unleashed. This increases your capabilities of handling multiple currencies consistently and accurately across Unleashed and Xero. For more information, see Manage your Data.

Add Product Brands to your products for better categorizing, tracking and reporting.

You are now able to explore your sales data by product sub-groups in the Sales and Customers context pages in BI Vision. Click to select a Product Group, and the related sub-groups will be displayed.

The Sales Order Group configuration assigns the selected Sales Order Group to Orders for new customers and customers without a Sales Order Group. This setting will not overwrite the Sales Group for repeat or existing customers with an assigned Sales Group.

A new Shopify configuration will restrict the automatic import of historical sales orders. You can select from the following import periods:

Orders outside this selected date range will not be automatically imported. If you need to import older orders, you can do so manually using the "Manage Your Data" tab.

The Modelling tab will now include products that do not have stock or a rate of demand. These products are termed 'Catalog Products.'

A new endpoint has been added to Supplier Returns to allow for completing Supplier Returns.

Supplier Returns Endpoint

For additional information, please visit our API Change Log.

A new endpoint has been added to Supplier Returns to handle serial and batch number assignments.

Supplier Returns Endpoint

For additional information, visit our API Change Log.

Get an instant overview of sales performance with the mobile-friendly BI Dashboard, where you can also view your custom dashboards. For more information, see Mobile View.
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We've widened the application of Xero Tracking Categories. In addition to sales invoices, sales journals and purchase orders, tracking categories can now also be applied to:

We've created a new mobile-friendly view that works on all devices - Help your sales team operate more effectively on the go with live information on what’s in stock, customers’ order history, production times and more with the Unleashed Mobile View.

You can now create two additional layers of subcategories to keep your store organised and help customers find exactly what they need - fast. For more information, see B2B Categories.
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The categories will now be visible when you hover over the "Products" tab in the header on the top of your store page. Additionally this new menu will also display the banners and popular categories that are set on the "Homepage & Header" page.

Add sub-groups to your Product Groups to better categorize, track and report on your Products.

New DELETE and PUT endpoints for Supplier Returns.

For additional details, please visit our API Change Log.

You can now configure the modelling page to include new columns:

AIM Forecasting now features the ability to configure the minimum size of a replenishment and the increment size for increasing a replenishment. Use these settings to configure a supplier, or manufacturing quantity constraint.

We have added a new auto-fill option for populating forecast demand based on the demand from the previous year + a growth percentage.

Once you have selected this option, type the percentage growth (either positive or negative) you want to add to the demand the product had for each month compared to last year.

You can now flag an Invoice when a payment is received to assist with the following:

The following API endpoints have been updated:

For additional details, please visit our API Change Log.

You can now configure the page size in AIM: Modelling.

If you select a modelling page size above the previous limit of 10, then the charts in the modelling page will only load on demand as you hover the mouse on them. This is for performance reasons to avoid the browser crashing.

Similar to the shareable custom dashboards, BI Vision layouts are now shareable. You can setup a custom layout in BI Vision: Purchases, Sales, Inventory, Production and Customers and enable sharing so that other team members can use the same layout.

Some API POST endpoints no longer require GUIDs. For all the details, please visit our API Change Log.

The Supplier's Physical Address component is now available to use in your Purchase Order templates.

You can now edit your custom dashboard and enable sharing. Other team members will then be able to select this layout. User permissions will be honoured, so ensure users have the appropriate role permissions to load the BI widgets.

The Supplier's Physical Address component is now available to use in your Purchase Order templates.

You can now edit your custom dashboard and enable sharing. Other team members will then able to select this layout. User permissions will be honoured, so ensure users have the appropriate role permissions to load the BI widgets.