Created as normal orders
Approved orders become ordinary sales orders (in Unleashed, with a status of Placed), indistinguishable from ones keyed in by hand.
Created in your ERP, exactly as you would
Approved orders are created in Unleashed or your ERP with the right customer, products, prices and PO reference. Your existing processes, reports and invoicing carry on unchanged.
Your ERP stays the system of record
PO reference kept
The customer’s PO number is saved to the customer reference field, so it appears on paperwork and can be searched later.
Your prices, your stock
Products, prices, stock, customers and delivery methods are read from your ERP, so every check uses current data.
New customers in one click
When an order arrives from a new customer, the account can be created in your ERP from the review screen.
Invoicing unchanged
Your ERP still raises invoices into Xero, Sage or QuickBooks as it does today. We don’t sit in the middle of your accounts.
Refreshed before picking
If the office changes an order in the ERP after approval, the warehouse sees the change the moment the order is opened for picking.
A clean handover, every time
Mapped field by field
Each part of an approved order is mapped to the matching field in your ERP, agreed with you during the specification. The data looks exactly as your team would enter it.
- Customer, PO reference and status
- Lines at ERP prices
- Delivery method, charge and date
The whole history in one place
From the email arriving to the carrier booking, every step is recorded against the order, so you can see where it is and who has touched it.
- Timeline for every order
- Linked to the ERP order
- Searchable audit log
Works with what you run
Unleashed is a natural fit, and we connect to other ERP, inventory and accounts systems through their APIs, including Xero, Sage, QuickBooks, Linnworks, Cin7 and Brightpearl.
- Unleashed
- Xero, Sage and QuickBooks
- Linnworks, Cin7 and Brightpearl
Typical scope
ERP sync is built in the first phase, so approved orders flow straight into your system from day one.
What’s included
- Read products, stock, prices, customers and delivery methods
- Create customers and sales orders
- Field mapping agreed during specification
What we’ll need from you
- API access to your ERP
- How your team enters orders today
Keep exploring the workflow
Order review
An order review queue built for wholesale teams: the original email beside the extracted order, clear warnings, and one-click approval into your ERP.
Warehouse pick & pack
Rugged handheld devices for the warehouse floor: a live order queue, pick lists, weights, dimensions and photos, connected directly to your order platform.