Release Notes 25.11.2015
Latest DEAR Inventory release includes a number of frequently requested enhancements which we hope will improve your daily operations.
Xero
Xero have enhanced the API to include Item Name and DEAR will now update Item Name field when publishing/syncing products to Xero.
QBO
QBO have recently introduced an optional product SKU field for products. DEAR now supports Product SKU field in QBO for import/export.
Please note that DEAR will only import SKU from QBO for new products which were setup in QBO and will only push SKU to new products created in DEAR. Existing products will not be updated to ensure data integrity.
Handshake Beta
We are pleased to release a beta integration with Handshake for your Mobile Order Writing, B2B eCommerce Portal and Web order management needs. We welcome all users with existing Handshake accounts to start testing the integration and provide valuable feedback.
Purchase and Sale bulk actions
The new enhancement will help save time and streamline order processing by allowing you to bulk complete certain Purchase and Sale task operations such as Authorising Orders, Quotes, Pick, Pack and Ship as well as performing Undo and Void.
The major enhancement in this release is the ability to bulk email customers and suppliers.
You are able to access bulk operations from View All Purchase or View All Sales screens.
Stock Adjustment and Stock Transfer CSV uploads
To simplify the process of performing stock adjustments and transfers for a large volume of inventory items we have released new CSV templates which can be found in respective Stock Adjustment and Stock Transfer modules.
Undo Pack/Ship and Pick
Undo function for Pack/Ship and Pick has been separated from the rest of the Sale task and now allows you to perform Undo for these steps without affecting the Sale Order and Invoice.
Emailing from DEAR
New general settings option added for sending emails to use DEAR as sender. New options should solve deliverability/spam folder issues with emailing documents from DEAR.
Email subject fields now available
Subject field in Emails can be templated with several fields. Manage Document and Email templates module now allows you to automatically insert available merge fields into the Email Subject line via clickable tooltip.   Document Printing – Product Quantity decimal places Quantity formatting in printout reports is now controlled by new General Setting option (number of decimal places in Quantity field). Default value for this setting is 2 decimal places.
Magento
Gift message for Magento orders will be captured instead of order comments if gift message is not empty. The message will be stored in Invoice Memo field.
New option added for Magento and other integrations, where applicable, to disable shipping info update from DEAR to eCommerce sale channel.
Vend
Enhanced integration with Vend to support gift cards. You will now be able to select a liability account in Setup page to cater to gift cards being purchased in Vend.
Shopify
Shopify integration has been improved with option to skip discount codes from importing to DEAR.
All sale channel integrations
Shipping info update can be optionally disabled for all sales channels if not required.
Unlink button added to all integrations catalogs to enable the user to break the link to incorrectly mapped products between DEAR and the sale channel.
Sale channel integrations now support creation of orders in Draft as well as Authorised stage (excludes Shopify and eBay).
Gift card functionality has been extended to all sales channels which support gift card concept.
Finished Goods/Assembly enhancement
Performing undo/cancel of sale which triggered creation of finished goods for kit assembly will Void finished goods/kits created as a result, unless already used in any other task.
Product family editing
Product family setup screen has been improved with individual options price editing added, when family price changes you are prompted on whether variation prices need to be updated.
Reporting
Price tiers 2 and 3 added to Inventory Availability report. Profit less Journals field added to all reports where the Profit field is displayed.
Other
DatePrinted mail merge field in DEAR printouts will now utilise time zone set in General Settings.

Release Notes 18/08/2015
Latest DEAR Inventory release includes Xero integration enhancements, Shipstation, Capsule and Stripe updates.

Xero
Dual Xero integration has been completed, previously you were able to raise bills and invoices in DEAR only and subsequently sync this data to Xero, now you are able to also import bills and invoices from Xero to DEAR, whether on a historical or ongoing basis. This enhancement will introduce unprecedented flexibility in how you use DEAR and open potential integration opportunities with other add on services already integrated to your Xero account.

Integration>Xero module now contains additional settings which allow you to configure how you will use the integration.

• Show journals on cash basis reports – will control whether journals created by DEAR in Xero will show up on the relevant cash reports
• Load Items from Xero – this setting will allow importing of Items from Xero
• Load invoices from Xero – this setting will import all invoices and bills created in Xero after the setting is enabled.

Please note that all customers, suppliers, items and payments will be imported from Xero with the purchase and sales tasks.

If you would like to import historical data into DEAR from Xero you will need to navigate to the sync screen in the bottom right corner (or Sync History in the Xero integration page) of your screen and use Load historical transactions option.

New Product status – “Setup required”  has been added which is used to prevent Xero import of documents before product setup/configuration is finished in DEAR. You may find that if a product in DEAR is not set up correctly, the sales and purchase invoices which include this product will not import by default. You will need to either complete the product setup in DEAR or export CSV Inventory List template and complete relevant setup and change the product status to “Active”, then try to import purchase and sale documents from Xero again.

Shipstation enhancement
We are excited to announce that the next stage of our Shipstation integration is now available, previously DEAR would send order information to Shipstation to allow you to estimate the cost of shipping as well as print labels etc Now DEAR also imports sales managed in Shipstation. If you use Shipstation as an order aggregator for your ecommerce sales channels or fulfilment, DEAR can be used as a central order and inventory management system which seamlessly syncs all your accounting/sales info to Xero or QBO.

Capsule and Stripe
We are pleased to announce that we have now removed the Beta tags from Capsule and Stripe integrations.

Reporting
New “Sales” data header has been added to sales report to show the Invoice amount net of tax. The following reports are affected:

• Sales Credit Notes By Product
• Sales Customer Order by Product
• Sale order Details,Sale Overview
• Sales By Product Details

Other
Added ServiceDescription mail merge field to sale report additional charges tables

Release Notes 06.07.2015

DEAR Inventory release carried out on the weekend is the first in a series of Xero enhancements planned for 2015.

Prepayments for Purchases and Sales

Prepayments recorded against Purchase and Sale Orders In DEAR are now imported and matched to invoices in Xero. Prepayments/Overpayments created in Xero are now also imported and matched to invoices in DEAR. Please keep in mind that the relevant Push/Pull Payment option in Integration>Xero setup page still determines whether prepayments and overpayments are pushed to or pulled from Xero. Due to a Xero limitation the prepayments must be in base currency only.

Xero contacts sync improvement

Export/import of all contact persons and addresses is now supported from Xero.

Shopify

New Shopify Setup setting has been added to indicate if backordering is allowed for products DEAR lists/updates to Shopify.

Bigcommerce

Bigcommerce fixes related to coupons, tax and payments have been fixed and released.

Expanded Pick table

The table now works via BOM and will show components even for preassembled finished goods. Also a new sale table ExpandedPickGroup has been added to wrap ExpandedPick table and show the kit name as a group name.

Inventory List export improvements

Two options are now available for export, with and without product descriptions. Users keeping extensive HTML code as descriptions can now easily export the inventory list by excluding the description field. If imported with blank descriptions, existing product descriptions will not be overwritten. If you have any questions or concerns please do not hesitate to get in touch and please keep the suggestions coming, these enhancements of DEAR would not be possible without your valuable contributions.

Thank you for your patience over the weekend and apologies for any inconvenience caused during the release. Generally we try to avoid taking DEAR offline for upgrades however this release was significant and needed to be managed accordingly.

Performance Upgrade
The most important aspect of this release is related to performance enhancements, not only did we upgrade to powerful hardware we also implemented new database intelligence which will greatly improve user experience by cutting down load times and will increase the speed of all interactions with DEAR.

If you had previously encountered speed related issues we would like to hear your feedback regarding your experience post release.

Same SKU used multiple times on Purchase and Sale Orders
We are excited to release this enhancement as this was one of most requested features in DEAR.

You will now be able to populate your POs and SOs with the same SKU multiple times in case you need to give away or receive sample inventory or apply different prices or costs to the same SKU.

Unicode support
DEAR database now handles Unicode and makes it available for export. You can now use DEAR in any language. Please check Settings>General Settings for default export setting.

Reporting
Gross Margin and Mark up options added to Sale Profit Summary and Sale Profit by Sales Representative reports.

Tax column added to Sales by Product Details, Sales by Product Summary and Customer Orders by Product reports.

Drop Ship, Split Sale and Unpicked orders referenced in Activity Tab
The new feature will make it much easier to cross reference related POs and SOs in case of Drop Shipments or new orders from Split or Unpicked sale orders. Simply open the relevant order and navigate to the Activity tab which will show the related order and provide you with a link to open it.

Comments field added to Purchase Order/Invoice lines
It is now possible to record comments against Purchase Order/Invoice lines. If you use drop shipment functionality the comments from the Sale Order will transfer to the comments in the corresponding Purchase Order automatically created for your supplier.

Invite your adviser
You can now invite your adviser to your account from Users & Permissions module, you will need to provide the adviser’s email address to complete the authorisation. The adviser will need to be a registered DEAR partner.

Your adviser can now also invite you to their partner portal if necessary.

Other
Unstock/Restock during Credit Note creation is now optional, if the goods were not returned there is no requirement to perform Unstock/Restock and then a subsequent stock adjustment.

Export option now available for purchase order, stock received and invoice as well as sale quote/order even after the tabs are authorised.

A note will now be automatically added to Finished Goods tasks created either via Auto-assembly or Reorder Backordered stock functions in order to allow you to easily find related Sale Orders.

View All Purchases screen now shows Purchase Order value in one of the selectable columns.

Customer comment and sale note/memo fields have been increased to 500 characters, import via CSV has been upgraded accordingly.

Hello,

As promised in our last update, we have now released a beta Woocommerce integration available in live version of DEAR Inventory. We invite all Woocommerce users to trial the integration and provide feedback regarding usability as well as any improvements you would like to see. Below are some general notes regarding the integration with full documentation as well as video tutorials to be delivered this week.

Woocommerce – Beta
The integration simplifies processing and fulfilment of sales made via your online store and eliminates unnecessary double data entry.

DEAR will import all orders (even historical), products and customers from Woocommerce and will optionally update stock quantities for products you sell online. You may choose to perform product maintenance in DEAR and publish individual product updates or complete a bulk listing.

Customisable Pick, Pack and Ship steps in DEAR can be easily automated depending on your business requirements and will save time and effort spent on order fulfilment. Once the orders are fulfilled all necessary accounting transactions will be synchronised to the accounting app of your choice essentially achieving straight through processing.

Please check Integration>Woocommerce (Beta) page for further details regarding set up and usability of this feature.

Here is an update on what we have been up to in the last couple of months. This month we are releasing our Vend integration and have a number of ecommerce integrations in the pipeline so if you are waiting on Bigcommerce, Woocommerce, Neto and a few others, these will follow in the upcoming releases.

We will keep you updated on any new developments but if you have any suggestions or would like to see a new integration please do not hesitate to get in touch with us.

Vend – Beta

We are pleased to announce the release of our integration with the popular POS platform Vend. Maintaining consistent inventory levels between the front and back end of your business has never been easier. DEAR will optionally update stock quantities in Vend and will also import products, customers, suppliers, sales/returns and will then synchronise all necessary accounting transactions to the accounting app of your choice.

Choose whether to consolidate your sales into a single transactions or have them come through individually. Load historical orders and optionally export payments to Vend when necessary.

It is really that simple.

Reports

New Stock Received Not Invoiced report – displays value of stock which has been received but not yet invoiced by supplier.

New report added to Financial reports – Stock On Hand VS Transactions Difference to help with reconciliation.

Purchase Invoice details report now includes additional charges.

Other

Images and Attachments can now be bulk loaded via CSV template saving time on individual image uploads per product.

TaxPercentage and TaxRule mail merge fields added to sale document tables. TaxMode field added to Sale table

Brand added to products. All product-related reports are involved, as well as import/export templates

Bin Locations

The efficiency of an organised warehouse cannot be overlooked, streamline your warehouse management through our new “Bin Locations” feature. You can now easily create bins across multiple warehouses and track the exact location of your stock.
Gain more efficiency when dispatching goods as your employees will know exact location of the stock and optimise the floor space management in your warehouse.
DEAR Inventory reporting module has also been updated to reflect the location of your inventory across multiple bins.

QBO Quotes and Purchase Orders

Quotes and Purchase Orders are now marked as completed in QBO after invoice is authorised in DEAR Inventory. Previously these stayed in DRAFT.

Reporting Module

Following user requests we have released a number of new reports:

• Inventory report
• Transactions report to aid reconciliation

QBO Enhancement

Products which were created by DEAR in QBO can now be made Inactive from DEAR Inventory.
Email address on PO and SO documents is now exported from DEAR to QBO.

Other items

• Notes field in Magento orders is now imported to DEAR sale task as Note field.
• Usability improvement: on mouse hover now all cells in grid show full cell content in the tooltip.