This guide requires the Neto Connect addon to be installed from the Addon Store.
Easy-to-use inventory management at the heart of your business.
For manufacturers, wholesalers and distributors that need efficient processes, Unleashed is an easy-to-use online inventory solution at the heart of your business. Understand essential inventory health to make the right decision to scale your business with confidence.
Unleashed is a powerful inventory management platform with advanced features such as costed purchase orders, kitting and multi-warehouse support. Find out more at http://www.unleashedsoftware.com
Neto integrates with Unleashed for seamless inventory and purchase order management. Neto’s Unleashed integration eliminates the need for duplicate data entry and can even extend the functionality of your Unleashed solution.
Did You Know? Neto staff can perform the setup for you for a flat fee. Click here to find out how
Unleashed to Neto:
Neto to Unleashed:
To locate and edit warehouse reference codes from the Neto dashboard, navigate to Stock Control > Locations / warehouses.
To locate and edit warehouse codes in Unleashed, navigate to Settings > System > Warehouses.
In Unleashed navigate to Settings > System > Adjustment Reasons and add each RMA reason here.
You can find a list of your Neto RMA reasons in the Neto dashboard by navigating to
Setup & Tools > All Settings & Tools > Returns & Disputes > RMA Reasons.
Step 1 – Get Started
From the Neto dashboard dashboard, navigate to Addons > Find Unleashed then click Install.
Enter a start date for your integration (only invoices and returns after this date will be exported to Unleashed)
Select whether or not you want invoices to be individually exported to Unleashed or if you would prefer for these to be exported in batches.
Export invoices to this customer only (Select customer username if batching is on).
Select Export invoices when Dispatched or Approved.
Select the relevant workflow.
Step 2 – Connect to App
Step 3 – Configure Integration
Unleashed integration data sync is now in progress.
Then go to Unleashed > Setup & Tools and Click on the Name or ID of the new integration to complete the configuration.
In Neto, map warehouse(s) downloaded from Unleashed under warehouse mapping as shown below.
Now that you have turned on your Unleashed integration, the system will automatically start to export and import data between the two systems based on the settings you have defined.
An integration task is an import or export process that pushes data to or pulls data from Unleashed.
To see a full list of tasks that run between the systems in Neto, navigate to Unleashed > Tasks.
The tasks required for your integration will automatically run on the schedule set. You can edit a tasks schedule by drilling into it. We do not recommend editing the default schedules that have been setup for you.
Manually Initiating Integration Tasks
You can manually run an integration task at any time by selecting the task from the list of active tasks and clicking the with selected > run selected task button. This will run the chosen task within a minute.
Every single invoice and adjustment that is pushed to Unleashed from Neto is logged in the integration export log. This log provides in depth reporting into the success or failure of each transaction as well as an overview of what has not yet been exported. From this log you can also re-export any transaction at the click of a button.
Product Field Mapping
The below product fields are imported to Neto from Unleashed. You can configure on a per field basis whether or not Unleashed is the master (source for updates). This is done under the advanced config section of the Unleashed integration setup (to gain access to the advanced configuration, please contact our integration’s support).
|Neto Field Name||Unleashed Field Name|
|Default Purchase Price||DefaultPurchasePrice|
|Store Price (default price)||DefaultSellPrice|
|Price A to J||SellPriceTier1 to SellPriceTier10|
|If SKU has kit components||IsAssembledProduct|
|If SKU is a component of a kit||IsComponent|
|Unit of Measure||Unit of Measure|