Feature

Explanation

Customer Account Code

This gets imported into the Sales Ledger Customer Code field. You can change this in Unleashed and it'll sync the change with Prospect CRM.

Company Name

We import the Company Name when we sync any new Companies from Unleashed, and when a new customer account is created from Prospect CRM into Unleashed. There is a constant sync of this information if the two way sync is enabled, click here to learn more.

Company Phone Number

We import the Company Phone Number when we sync any new Companies from Unleashed, and when a new customer account is created from Prospect CRM into Unleashed. There is a constant sync of this information if the two way sync is enabled, click here to learn more.

Company Type

Company Type will be automatically set to either Customer or Supplier depending on the account type within Unleashed.

Unleashed Sales Person into Prospect CRM's Account Manager field

We import the Unleashed Sales Person into our Account Manager field when we sync any new Companies from Unleashed, and when a new customer account is created from Prospect CRM into Unleashed. There is a constant sync of this information if the two way sync is enabled, click here to learn more.

Unleashed Customer Type

Unleashed Customer Type needs to be customised in - learn more here. We do have a constant sync of this field, so if it is changed in Unleashed, it will sync back to the CRM if the two way sync is enabled, click here to learn more.

You can set the Customer Type when creating a new Unleashed customer account from Prospect CRM.

Contacts (Name, Email Address, Phone numbers etc.)

We import the Unleashed Contacts when we sync any new Companies from Unleashed, and when a new customer account is created from Prospect CRM into Unleashed. There is no constant sync of the Contacts & Contact Information once the company/account has been created.

Company Main Address

We import the main Address when we sync any new Companies from Unleashed, and when a new customer account is created from Prospect CRM into Unleashed. There is no constant sync of the main Address once the Company/Account has been created.

Delivery Addresses

We have a constant sync of the Delivery Addresses, meaning if a delivery address is changed in Unleashed, it will sync back to Prospect CRM.

Default Price Tier

We have a constant sync of the customer's Default Price Tier, so if it's changed in Unleashed, it will sync back to Prospect CRM. You can set the Default Price Tier when creating a new Unleashed customer account from Prospect CRM.

Default Payment Terms

We have a constant sync of the customer's Default Payment Terms, so if it's changed in Unleashed, it will sync back to Prospect CRM. You can set the Default Payment Terms when creating a new Unleashed customer account from Prospect CRM.

Bill of Materials (BOMs)

We have basic support for Bill of Materials (BOMs), where we import the details of the BOM, and specifically the recipe of components that make up the BOM, including support for wastage quantities. Then, the CRM will perform BOM "what if?" stock calculations, with buildable stock values calculated on demand when viewing the product record.

Xero Analysis Code

For customers who have Unleashed as their primary connection to Prospect CRM and Xero as their secondary connection, we import the Xero Analysis Codes for customers. You can also set the Analysis code when creating new customer accounts from Prospect CRM into Unleashed.

Feature

Explanation

Product SKU

The unique identifier for products can be changed in Unleashed and we obsolete the old Product SKU to avoid having duplicate products in Prospect CRM.

Product Description

This will constantly sync if changed in Unleashed.

Selling Price

Standard Selling Price is constantly synced, and will be used on Prospect CRM Quotes if no price tiers are used.

Price Tiers

We import all Price Tiers for products and use the customer's default when doing Quotes and Orders via Prospect CRM. You can view the Price Tiers for a product on the product record in Prospect CRM.

Stock Levels

Stock will be imported from all warehouses set up in Unleashed. You can see the total Stock Level, and individual Stock Level in the different warehouses on the product record.

Product Images

We can import Product Images from Unleashed if enabled in Prospect CRM's System Settings - learn more here.

Product Notes

These can be imported into either the Extended Description, Internal Notes or Specification Prospect CRM fields. You can select which field you import to within Prospect's System Settings.

Extended Description can be pulled through to the Quote table for the customer, so if these notes are useful additional information about the product that are customer-facing, it should go into the Extended Description.

Product Group

Will be imported to Prospect's Product Category field and this can be used on the Magic Matrix.

Unit of Measure

Will be imported into Prospect's Unit of Measure field and can be displayed on a Quote table - learn more here.

Sellable Flag

When we import products from Unleashed, if the Sellable Flag is set to 'No', we'll import the product as Obsolete.

Feature

Explanation

Sales Orders Confirmed into Unleashed

We'll import any sales orders entered directly in Unleashed to Prospect CRM under the Sales Order & Sales Transaction Report Entities.

Products

Any products on the order will be posted through to Unleashed.

Prices

The price entered on the order line will post through onto the order. This won't change the price for any future orders. Any default special prices need to be set in Unleashed on the customer account.

Discount Per Line

Discount entered on the order line will post through onto the order. This won't change discounts for any future orders. Any default discounts need to be set in Unleashed on the customer account.

Extended Description

Any notes entered in the extended description on the order line will be posted into the line comments within Unleashed on the order.

Delivery Notes

Any notes entered in the delivery notes will be posted into the Delivery Instruction field in Unleashed.

Delivery Address

The delivery address will default to the company's address, but this can be changed to any saved delivery address or by entering a new address. This will post through to the delivery address in Unleashed on the order.

Sales Order Group

Sales Order Group options are imported from Unleashed and the user can select the required sales order group for the order. This field will need to be customised into the Quote and Sales Order record layouts - follow the steps in this guide.

Note: we don't currently import the customer's default Sales Order Group.

Delivery Method

Delivery Method options are imported from Unleashed and the user can select the required delivery method for the order.

Customer Order Reference

Any reference entered here will be posted into the Customer Reference field on the sales order in Unleashed.

Warehouse

Warehouses will be imported from Unleashed and the user can select the required warehouse for the sales order.

Product Creation

If the user needs to create products that aren't already in Unleashed then this can be done using our product creator to create products straight from Prospect CRM into Unleashed - learn more here.

Order Status

Orders are confirmed through to Unleashed as a status of 'Parked'.

Payment Receipts

We post the payment receipt through to Unleashed when a card payment is processed using Stripe for a CRM order.

Memo

When an order is confirmed, the notes within the Prospect CRM Memo field will be posted into the Comments field on an Unleashed order.

Order Due Date

When an order is confirmed, the Order Due Date will be posted into the Required Date on an Unleashed Order.