New Improvements to DEAR

What’s new?

• QuickBooks sync improvements made to better handle errors/issues and automatically resolve some problematic sync issues.

• WooCommerce: “Check compatibility with DEAR” button added to allow users to verify if connected store properly supports APi requests from DEAR.

• API: added webhook type “Sale Shipping tracking number changed” to API management.

• Printing discounted prices in sales: if discounted price is greater than price as per product price tier, negative discount (markup) won’t get reported as discount

• Shopify: Added support for multiple location mapping (new Shopify feature). Stock level updates now will update stock for products based on location mapping table and only for locations current product variant is linked to in Shopify.

DEAR POS Improvements:

• Surcharges

• Support for serial number costing method products to verify and enter/scan serial numbers when selling on POS

• Ordering: Generate purchase order from POS for manual set of products or using low on stock data

• Ordering: Stock transfer order from POS to order stock from different location into current outlet

• POS dashboard

• POS reporting. Sales reports, Product performance report, Inventory reports, Gift Card report, Surcharges report

• POS layout has been adapted for use on smartphone

• Customize layout on POS register: number of rows/columns for tiles and if tiles should contain images

• Allow to select Sale Rep in POS sales

DEAR WMS App:

• Added functionality for Purchase Put Away, Stock receiving with PO.

Stock Transfer Module:

• Added Stock Transfer Order step (can be skipped). Allows to authorise and print stock transfer order. Authorised order works similar to sale order. Allocating stock in From location, and counts as On Order in To location. In Transit status for Stock transfer also counts as On Order in To Location. New statuses: Ordered, Picking. Picking status is assigned when there are lines in transfer details but not yet authorised. API endpoint added to manage Stock Transfer Order. Documentation can be found here.

• Also we added new notification type and template for stock transfer order.

Assembly module:

• Added support for manual journals after completion of assembly.

New Improvements to DEAR

What’s new?

• New Service-Only Purchase added to the Purchasing module.

• New Stand-alone Purchase Credit Note added to the Purchasing module.

• DEAR API updated to support advanced purchases, new endpoints added.

• Improved handling of on account and layby sales and payments in DEAR POS.

• Clone/Keep PO option has been restored for a simple purchase.

• Combined purchases status fields added to Purchase List general view (hidden by default).

• Xero Connection Wizard which allows you to now switch a DEAR Organisation from one Xero organisation to another – (historical data export from specified date will be in the next release).

• System Activity report added – Not all events are currently logged, we will fill it with more events tracking as we go.

• Notifications Module now has a reminders feature added to it.

• Pseudonymise action on customer page added – We added this option to remove all sensitive data values from a customer and related sales to comply with (GDPR).

• Partial Stocktake with product filtering added.

New Improvements to DEAR

What’s new?

New Advanced Purchase Module allows multiple stock receiving’s/invoices and credit notes per single purchase order:

• The purchase module will run in parallel to existing functionality and will allow the creation of multiple stock receipts, invoices and credit notes per purchase order. This means that you no longer need to use the old method of inputting partially received stock by checking stock received check boxes against each individual delivery or using the clone PO functionality if multiple invoices are received per delivery. You can now simply create as many partial stock receipts and invoices before completing the order using the advanced purchase module.

• Purchases view screen has changed to show 2 types of views for more detailed presentation and better filter options: General view / Accounting View

Shipping Integration Improvements

• If you are currently using Shipstation, Starshipit or Shippit integrations you now have the ability to generate shipping labels directly in DEAR once you are at the shipping stage of the sales process.

• Carrier/Shipping service field has been added to the Sale Order header.

B2B Portal Enhancements

• Option for a customer using B2B portal to email order/invoice from B2B portal to have a record other than just in DEAR.

• Allow quantity to be shown for products within a family on the bulk order screen.

• You can now choose if shipping option prices should be displayed on the checkout page.

• Additional Stock Availability Display – “In Stock” (green), ” Out of Stock” (red), “Display Quantity” (green), if there is a stock outage but also a quantity on order the B2B Portal will display “Coming Soon” (amber)

Notification Module Enhancements

• Scheduled Reporting is now available in the notifications module. Set up reports to generate automatically daily, weekly or monthly and have them distributed to the relevant staff members automatically without users intervention.

• Sale Notifications can now be sent to the sale rep in charge of the sale.

Xero Integration Enhancements

• You can now schedule automatic synchronisation to Xero. Emails with details of the sync results will be sent out to specified mailing list or individual user specified on the Xero integration page.

• Purchase & Sale attachments are now exported to Xero.

DEAR POS Enhancements

• POS price label printing – improved price labels layout and ability to print on mobile device via Google Cloud Print.

Other Systemwide Improvements

• You now have the ability to list service type products to eCommerce integrations

• Customer Credits view has a new filter “Outstanding Credits only”

New Improvements to DEAR

What’s new? 

• Tasks module – Tasks module works in conjunction with DEAR Notifications module and allows you to setup a workflow process for a Purchase, Sale, Supplier, Customer, Credit Note, Assembly & Dissasembly’s. Workflow’s can include several steps and user roles that might be required to successfully complete a sale transaction. Roles could be Sales Reps, Accounting Department, Warehouse Staff, Marketing & Management.

• New Notifications have been added: Task has been created, Task has been assigned, Task has been completed, Sale Quote created, Sale attachment added (external notification), Sale custom attribute values changed.

• Improved import of chart of accounts from Xero/QuickBooks. Now if account code changes in Xero or QBO, the related account code will be automatically updated in DEAR for all related transactions.

• Improved handling of different Xero exceptional cases (errors on data export) with better explanation texts on how to rectify errors.

• Optional sale invoice attachment export to Xero.

• Zapier integration now available – It requires both DEAR API and Notifications module purchased.

• Unit Cost field added on product availability screen ( It will need to be enabled from the gear drop-down).

• Sync Short Description field between DEAR and WooCommerce on listing/catalog download.

• Ship to Different Company feature has been improved to allow you to search from the list of existing customers.

• DEAR POS tax treatment improved: If a customer is selected at POS level, tax rule of that customer will be used by default in the sale if a product has no sale tax rule associated with it at product level.

New Improvements to DEAR

What’s new?

• Stock Transfer function has been improved to support stock ” In Transit ” scenarios. New fields “Stock Sent Date”, “In Transit Account” & Stock Received Date” have been added to the stock transfer function. Further in addition to this, new mail merge fields have been added to StockTransfer mail merge table: DateSent, DateReceived, InTransitAccount.

• New mail merge fields added in Purchase/Sale mail merge table: TotalOrderDiscount, TotalQuoteDiscount, TotalInvoiceDiscount.

• Product Management Enhancement – If a product is linked to an external sales channel e.g. Magento & Woocommerce, you can now view descriptions of this product in DEAR that are displayed in either of these channels.

• Gift Cards are now supported in POS and B2B.

• Shipping Zones have been updated to introduce special shipping zones that forbid shipment to a specified destination.

• Integration with Shippit and Shipstation enhanced which allows DEAR to get shipping rate estimates (in-app and B2B).

• An option has been added to B2B portal settings to set Minimum Order Amounts.

New Improvements to DEAR

What’s new? 

• You can now estimate shipping rates in DEAR Inventory & B2B portal. The regions and countries that you ship to are known as shipping zones within DEAR which need to be manually configured in reference books. Each shipping zone includes shipping rates that apply to customers whose addresses are within that zone.

• Direct Gift cards support introduced in DEAR, POS & B2B will support gift cards in the next release.

• New Gift Cards sale template has been added in document templates, it can be printed from all sales modules.

• A new notification has been added to the notifications module when gift cards are sold.

• New notifications added:
  – Sale order discount more than (X) or (X)% (calculated based on total compared with Quantity * Discounted price on product price tier, even if discount field is 0)
  – Sale order line discount more than (X) or (X)% (calculated based on total compared with Quantity * Discounted price on product price tier, even if discount field is 0)
  – Sale order has been created
  – New recurring invoice has been issued
  – Shipment tracking number has been changed
  – New gift card has been sold

• For sale notifications, new target email recipient option was added: Send to Sales Rep

• Supplier Deposits feature introduced

• Export to ShipStation has been improved to include Sales Representative field taken from sale as Custom Field 2

• Ability to show serial numbers or batch numbers comma separated in a receiving note

• Undo option added for sale manual journals

• Improved onboarding design and experience

New Improvements to DEAR

What’s new?

Notifications Centre:

• Users are now able to get an overview of all notifications stemming from various sources (B2B, e-commerce, in-app sales) to help them become aware of critical real-time information. Documentation on how to setup notifications in DEAR please see here.

API Version 2:

• We have added to the List of available endpoints:
  – Product Family
  – All reference book endpoints
  – Assembly
  – Disassembly

• New API documentation can be found here.

B2B Portal:

• You can now bind your own custom domain to your B2B portal. Steps on how to do this can be found here.

• Option for customer of B2B portal to email order/invoice from B2B portal to have a record other than just in DEAR.

• Send email notification to customer when order has been shipped with link to the invoice for downloading.

• Send email notification to supplier when the invoice has been viewed/downloaded.

• Email notifications when customer opens and downloads invoice.

DEAR POS:

• New report added – Payment Summary Report.

• Vantiv & Tyro payment service integration completed and is now available for use with DEAR POS.

DEAR Inventory:

• You can now create coupons within the Product Deals module. Coupons can be issued to customers as part of sales promotions.

B2B Portal –

• Mass invitations to B2B portal. You can now export invitation links to CSV file and include in 3^rd party email campaign applications.
• Ship to different company added as an option in delivery details during checkout.
• Added [ContactEmail] mail merge field to the B2B portal invitation email so when a customer receives the invitation and chooses a password they will also know which email they will need to use when signing in.
• Highlight “New” products using tags. In portal setup page indicate a “tag name for NEW products” which you would like to use to flag as new on your portal. Add this tag to all  your new products or product family’s in product setup page.
• You now can add extra info to the log-in page screen, you can use this section to explain to a customer for example how to apply for an account or how to log in etc.
• There is now an option to set Minimum Order Quantity’s per SKU.
• There is now an option to customise your shopping cart Icon.

Woocommerce –

• Woo integration has been updated to be compatible with their API V2. The old legacy API V3 will no longer be supported. Main changes relate to the way we now deal with Woo tax rules. The old legacy API V3 method used ‘’tax classes’’ assigned to products i.e standard, reduced rate & zero rated. The new tax calculation logic is now more flexible. You can now choose to calculate tax based on country, municipality, and state. To handle this complexity, you can use Woo’s automatic tax settings which will then be mapped to tax rules within DEAR.

DEAR Inventory –

• During stocktake if “Zero Stock on Hand Option” is used and a product is selected from drop down or scanned, average cost is automatically prefilled into the unit cost section.
• Barcode scanning logic reworked in the Stocktaking module to handle a large quantity of scanned items efficiently.

The following changes were rolled out over the weekend: 

B2B Portal –

• ‘Back’ & ‘Checkout’ buttons added to product info pages to streamline the customer experience. The text of these buttons is customizable.
• We have added the ability to show short description under product heading on the Product Info pages.
• The appearance of additional attributes is now optional on the portal.
• Invitations tab in the B2B integration page now shows all invited clients including date invitation was sent and status of the invite.
• Status “ACCEPTED” has been added in invitations tab on customer page to know the customer received the invite and accepted On the Invitation page of the B2B integration page the status will be shown as “ACTIVE” when invite is received and accepted.
• You can now use product attributes and tags in search function.
• You can choose to hide prices on screen. Users can switch off/on price information without affecting other users.
• We have added an option to export order list from B2B portal for a specified period.
• Product favorites can now be added by customers to allow them to save most used products and provide quick access for reordering.
• Button added in checkout to delete some or all out of stock items from the cart. Please note this option will only be available if Allow Backorder function is enabled & ‘Show Available Quantity’ option is set to either ‘Show Quantity’ or ‘Show In/Out of Stock’.
• We have added an option to show/hide orders created for a customer outside the B2B portal.
• Product availability can now be shown in price list. In the B2B portal integration setup enable option “Include Available Quantity in Price List “.

POS –

• Opening cash float can now be entered upon opening register.
• Register closure report can now print cash operations.

Please Note: The receipt template has been updated therefore you will need to reset your template if you have customized it previously. Please contact support@dearsystems.com if you require assistance with restoring your receipt template.

Locations can now be deprecated – This will allow locations to be deprecated rather than deleted; locations with transactional data associated with them cannot be deleted and previously had no option for them to be removed from the system. The deprecated status can only be assigned to a location if it has no allocated/on hand/on order stock quantities.

Products can now be published to eBay directly from DEAR – Please see documentation here

User Onboarding – There have been some updates made to the user onboarding experience. This will only affect newly created accounts.

DEMO Company – You can now try out DEAR’s new features by creating a DEMO company. The DEMO company gives you access to all features and contains fictional data which is completely seperate from any other organisation you might already have as a paid subscriber. Please keep in mind that you can never convert a DEMO account to a paid subscription & the data you enter into the DEMO account will expire after 14 days.

General Changes – eCommerce sale channels

The changes listed below are applicable to all e-commerce integrations except Shopify, but are currently only visible with Amazon & eBay.

The changes mainly relate to the sale channel’s catalog, its management and its use by internal processes.

Reason for changes: The link between the product in DEAR and the product listed on a Sale channel can now be changed. This solves the problem of the case where the user has several integrations where the same products are sold, but with different SKUs.

Settings
There are 3 new options.
1. Match product (by SKU / Manually)
2. Create new product if not found by SKU (Yes / No)
3. Use Sale Channel as Master for DEAR products (Yes / No)

The first option allows you to specify how the mapping will be done in the catalog between the product listed on a Sale Channel and DEAR. The existing product will be searched for automatically by SKU, and if a product is found with a matching SKU, then the mapping is done automatically. In the case of a completely manual mapping, the user will have to choose the appropriate DEAR product SKU the Sale Channel product relates to. Please note that automatic mapping does not exclude the possibility of changing the mapping manually later. The second option is only available when “Match product by SKU” is enabled. The reason for second option is if for example there is a product (SKU) in the Sale channel that does not yet exist in DEAR, then this product can be automatically built in DEAR based on the data received about the product from a Sale channel. The possibility of a manual build is still always there through the DEAR UI. The third option is worth paying special attention to, since it has been a frequent user request. If the third option is enabled, if a product has been changed or updated in a sale channel, the linked product in DEAR will be changed to match upon catalog download. Product changes in DEAR can include changed price, name, weight, length, pictures, and other data (except SKU) based on the product data downloaded from a Sale Channel.

Catalog
Now several listed products on a Sale Channel can be linked to a single product in DEAR. However, when a single variation is sold on the sale channel, this will trigger quantity update for all linked listings within the Sale Channel. There is a special column now for manual mapping of products and families. There are only three options:

● Leave blank (do not tie to a product in DEAR)
● Link to an existing product
● Create a new product in DEAR (available if the product with the required SKU does not exist).

On the catalog tab there is also an option that allows you to switch the appearance of the catalog to “Show variations separately”. If checked off, all products without variations are displayed, and each product variation is shown as a separate product line. If this function is not enabled, products without variations are displayed and product families are displayed as a single product line. The product statuses in the catalog have also undergone some refinement, now three statuses are possible: “Not Listed”, “Listed”, “Canceled”. The ‘’Canceled” status appears for products that were removed from a Sale Channel. By default, they are not visible in the catalog, to see them you need to remove the “tick” from the “Show only active” checkbox.

Description of changes in internal processes

Downloading Catalog

Consider a catalog which contains 3 products: A, B, C. Product C has been modified in the sale channel. Next time a Catalog Download is triggered, the products: A, B, D will be visible with the following statuses:

Products A and B (the unchanged products) will remain in the catalog with a Listed status. Product D will now appear in the catalog with a Listed status, but product C’s status will change to Canceled. This process now allows us to prevent the treatment of a deleted product as Additional Charges when loading Sales from a sales channel. Instead it will just be treated as a normal stock item. Product mapping must be completed in order for sales to be successfully downloaded from your sales channels to DEAR. When sales are loaded from a sale channel and a sale contains a product that is not mapped to any product in DEAR, then this sale will be not be downloaded. However if user enabled “Match product by SKU” and/or “Create new DEAR Product” options, then DEAR will try match an unmapped product automatically or create a new product if one is not found. The user will be notified if a sale is skipped through internal messages such as: notifications, recordings in operation log, or text message on the screen (depending on the situation). Operation log and notifications – these are the first places to check if something like this does occur.