New Release – 8th SEPTEMBER 2019 – New Feature: Default field values for New Products, Customers, and Suppliers

Feature: Default field values for New Products, Customers, and Suppliers

Impact area: Products, Customers, Suppliers, Sale, Purchase, Reference Books, Production, Inventory, Financials, Integration

Introduction: Default field values can now be set when adding Products, Customers, and Suppliers within DEAR Inventory and DEAR POS, speeding up and making it more convenient to perform data entry operations.

Pre-condition: Chart of Accounts, Categories, Brands, Costing Methods, Units of Measure, Product Discounts, Locations, Additional Attribute Sets, Fixed Asset Types, Payment Terms, Taxation Rules, and Carriers must be set up under Settings>Reference Books.

Functionality: Go to Reference Books>Default Field Values. From here, select from the Product, Customer, and Supplier options. Clicking the option displays another page where the default values for the selected option can be set.

Once default field values are set up, every time a product, customer, or supplier record is created in DEAR, the fields will be prepopulated with the default values. Users can edit the default values if required. 

Default values for products, customers and suppliers will also be made available to DEAR’s integrations with Magento 1, Magento 2, Amazon, eBay, Shopify, WooCommerce and ShipStation.