Unleashed Implementation Course

Unleashed Implementation Course

Self-paced learning for better business

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Not using Unleashed? This course is designed to get you up and running with Unleashed while avoiding the common mistakes we see.

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Course Description:

The course allows the member to competently and confidently set up Unleashed specific to their business. It covers everything between kickoff and intro training using our unique implementation methods.

Learning Outcomes:

At the completion of this course the student will have successfully implemented Unleashed specific to their industry and business processes. The student will have the correct configuration, customisation and processes from which to realise the key benefits of:

  • Reduced triplication of work
  • Improved management
  • Accurate product, customer and channel margin reporting using a true Average Landed Cost

What do I need?

The student will need access to a credit card to subscribe their Unleashed. The student will also need ready access to stakeholders such as Directors, Operations Managers and Staff.

This course involves approximately 20 hours work completed over the course of 4 – 6 weeks.

What am I going to get from this course?

  • Introduction to Course
  • Preparing your Project Plan
  • Pick your Process (from Tune Up)
  • Organisation Configuration
  • Xero Integration
  • Importing your Data
    – Customers
    – Delivery Addresses
    – Suppliers
    – Products
    – BOM’s
  • Document Designer
  • Adding Staff
    – Roles
    – Permissions
  • Loading your Stock on Hand

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