New Release – 12th OCTOBER 2019 – New Feature: Default Setting for Adding Sales and Purchases & Streamlined Workflow Process allows Sales Orders without Invoices to be Closed after Pick-Pack-Ship

New Feature

Feature 1: Default Setting for Adding Sales and Purchases in DEAR

Impact area: Purchase, Sale, General Settings

Introduction: All sales and purchases will be created either as Simple or Advanced Sales/Purchases, based on the available default options in General Settings.

Pre-condition: None.

Functionality: Go to Settings > General Settings, then enable the Default Load Advanced Purchase Order setting under the Purchase process customisation section to let DEAR create all future POs using the Advanced Purchase module, with the exception of purchases entered directly through the Simple Purchase module.

For sales orders, enable the Default Load Advanced Sales Order setting under the Sales process customisation section to let DEAR create all future Sales Orders using the Advanced Sale module, with the exception of sales entered directly through the Simple Sale module. DEAR will also load all sales from integrated sales channels as Advanced Sales when this setting is enabled.

For more information, see General Settings.

Feature 2: Streamlined Workflow Process allows Sales Orders without Invoices to be Closed after Pick-Pack-Ship

Impact area: Automation, Settings

Introduction: DEAR now allows creating workflows that automatically close sales orders without invoices after Pick-Pack-Ship has been authorised. This accommodates users whose process allows closing of uninvoiced sales orders and the issuance of a consolidated invoice at the end of a specified time period. Along with this change, it is now possible to customise workflows based on the additional attributes set on the customer and sales levels, in addition to the already existing pre-defined parameters.

Pre-condition: None.

Functionality: Go to Settings > Automation, then follow the usual process for creating workflows. After creating the workflow, add a Sale Shipment Authorised event and a Mark Sale as Closed event action to the workflow.

For more information, see Managing Workflow Automation in DEAR.