Knowledge Base

Neto By Maropost

Unleashed Inventory Management

This add-on was built by Maropost

Add-ons and Integrations built in-house by Maropost are documented and supported by our customer service team. If you're having issues with this integration, let us know!

Overview

Easy-to-use inventory management at the heart of your business.

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

Maropost Commerce integrates with Unleashed for seamless inventory and purchase order management. Maropost Commerce’s Unleashed integration eliminates the need for duplicate data entry and can even extend the functionality of your Unleashed solution.

Add-on Data

Unleashed to Maropost Commerce:

Products
Bill of Materials (Kitting)
Stock on Hand
Tax Rates
Suppliers
Warehouses
Customers

Maropost Commerce to Unleashed:

Invoices
Returns / Stock Adjustments

Data Preparation

Check that the warehouses you have set up in Unleashed match the warehouses you have set up in Maropost Commerce, even if you just have one warehouse. You can edit the warehouse code and warehouse ref of existing warehouses in both systems to match.

To locate and edit warehouse reference codes from the Maropost Commerce dashboard, navigate to Stock Control > Locations / warehouses.

To locate and edit warehouse codes in Unleashed, navigate to Settings > System > Warehouses.
Add your Maropost Commerce RMA reasons to Unleashed. So that returns (RMAs) in Maropost Commerce can adjust stock in Unleashed (return products to stock), you need to add your Maropost Commerce RMA reasons to Unleashed.

In Unleashed navigate to Settings > System > Adjustment Reasons and add each RMA reason here.

You can find a list of your Maropost Commerce RMA reasons in your Maropost Commerce control panel by navigating to Settings & tools > All settings & tools > Returns & Disputes > RMA Reasons.

Install and Set up the Unleashed Add-on

Step 1 – Get Started

In your Maropost Commerce control panel click on the Addons menu.
Find the Unleashed add-on and click the Install button.
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.
Click the Continue button.
Enter your Unleashed API Credentials. You can obtain this in Unleashed by going to Integration > Unleashed API Access or use Get My API Credentials link to be redirected to this page automatically.
In Maropost Commerce, add the API Credentials and click the Continue button.
Define the accounts and tax codes that are used by default for exports to Unleashed.
Click the Continue button.
Your Unleashed add-on data sync is now in progress. When complete, click the Save button.
Navigate to Unleashed > Setup & Tools and click on the Name or ID of the new integration to complete the configuration.
In Maropost Commerce, map the warehouse(s) downloaded from Unleashed under warehouse mapping as shown below.
Click the Save button.

Maropost Commerce will automatically start to export and import data between the two systems based on the settings you have defined.

Integration Tasks

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 Maropost Commerce, 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 set up for you.

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 Maropost Commerce 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 Maropost Commerce 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).

Maropost Commerce Field Name	Unleashed Field Name
SKU	ProductCode
Name	ProductDescription
Default Purchase Price	DefaultPurchasePrice
Store Price (default price)	DefaultSellPrice
Price A to J	SellPriceTier1 to SellPriceTier10
UPC/EAN	Barcode
Internal Notes	Notes
Length (Shipping)	Depth
Width (Shipping)	Width
Height (Shipping)	Height
Weight (Shipping)	Weight
Reorder Qty	ReOrderPoint
Restock Qty	MinStockAlertLevel
Pick Zone	BinLocation
If SKU has kit components	IsAssembledProduct
If SKU is a component of a kit	IsComponent
Primary Supplier	Supplier
Product Group	Group
Unit of Measure	Unit of Measure

Link Unleashed to Maropost Commerce Tax Codes

In Maropost Commerce, navigate to Unleashed > Setup & Tools > Click on the integration ID or name. In here, you need to define a default:

Sales tax code (The default tax code for product sales exported to Unleashed)
Sales account (The default Xero sales account for products exported to Unleashed)
Product tax code (The default Xero sales tax code for products exported to Unleashed)
Product tax rate (The default Xero sales tax rate for products exported to Unleashed)
Product purchase tax code (The default Xero purchase tax rate for products exported to Unleashed)
Product purchase tax rate (The default Xero purchase tax code for products exported to Unleashed)

Below is an example of a completed setup: