Once you've established the basics in Unleashed, it's time to evolve your operations and unlock deeper capabilities that drive efficiency and control. This stage of your Value Pathway journey focuses on building confidence in accessing, understanding, and acting on your data to achieve better business outcomes.

By investing time in these Evolve-stage capabilities, you'll gain:

The Reorder Report is your command center for proactive inventory management. At the Evolve stage, you'll learn to interpret this powerful tool to anticipate stock needs before they become urgent. By understanding how Unleashed calculates reorder recommendations based on your sales velocity and lead times, you can maintain optimal stock levels while avoiding costly overstocking or stockouts.

Gain visibility into where your stock is committed and available. You'll learn to set minimum and maximum stock levels that align with your business rhythm, along with reorder points that trigger automatic alerts. This intelligent approach ensures you're never caught off guard by demand spikes or supply delays, giving you clear visibility into your purchasing needs and helping you make timely, informed decisions.

Unleashed offers flexible customization options that let you tailor the system to your workflow. At this stage, you'll discover how to configure dashboards, adjust page layouts, and create custom views that surface the information most critical to your operations. This personalization streamlines your daily tasks and ensures your team can quickly access the data they need.

As your business grows globally, compliance becomes non-negotiable. You'll learn how to configure Unleashed to generate commercial invoices that meet international trade requirements, including proper documentation, tariff codes, and country-specific regulations. This knowledge protects your business from costly delays and penalties while ensuring smooth cross-border transactions.

Transform stock taking from a dreaded chore into a streamlined process. Discover techniques for conducting cycle counts, using mobile devices for real-time updates, and reconciling variances efficiently. By improving your stock taking procedures, you'll maintain data accuracy while minimizing disruption to your operations.

For businesses dealing with regulated products, perishables, or items requiring traceability, proper batch and serial tracking is essential. You'll master the configuration and daily management of these tracking methods, enabling full product traceability from supplier to customer. This capability is invaluable for recalls, warranty management, and regulatory compliance.

Operating across multiple warehouses or fulfillment centers? Learn how to configure and manage multi-location shipping workflows that automatically route orders to the optimal location based on stock availability, proximity, or business rules. This optimization reduces shipping costs and delivery times while improving customer satisfaction.

Different customers require different approaches. You'll establish clear processes for handling proforma invoices for new or high-risk customers, while creating streamlined workflows for trusted on-account customers. This balance between risk management and customer convenience strengthens relationships while protecting your cash flow.

Returns don't have to be complicated. Learn to create a straightforward returns workflow that's easy for customers and efficient for your team. Proper returns management ensures accurate inventory adjustments, timely refunds or replacements, and valuable data about why products are being returned.

Master the art of managing backorders professionally while keeping customers informed. You'll learn to configure automated notifications, prioritize backorder fulfillment, and optimize partial shipment strategies. These refined processes turn potential frustrations into opportunities to demonstrate your commitment to customer service.