Tag Archives: Sale Invoice

New Release 14/05/2014 – Sale order auto-complete, Report customisation, Customer credit limit, BOM Import

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Auto-completion of sale orders.

After listening to feedback from our users regarding the clicking required to complete the sale task we introduced fully configurable sale process steps. If your business doesn’t require Quote, Pick, Pack, Ship steps, they can all be set as optional.

For those who are selling online and using our Magento/Shopify integrations the entire sell process can be automatic. Once we get a sale order from Shopify it will be auto-completed and the only step remaining would be sending it to your accounting software.

Import payments from Shopify

We also added import payments from Shopify so our users can benefit from automatic order completion.

Report customisation

You can customise our report grids by adding/removing, swapping, resizing columns.
Now your customisations are saved and next time you open the same report they are restored and applied to the report.

Customer credit limit

We have introduced customer credit limit option.
You can specify now what maximum unpaid balance your customer can have. If new sale order is to exceed this balance, depending on your user account settings, you will either receive warning message or the system may even block the sale order.

BOM Import

If you use BOMs you will appreciate new Import/export of BOM details option.
Maintaining complex BOMs now is as simple as your inventory list.

New Release 12/06/2013 – Product discounts, Customer group discounts, Customer-Product pricing matrix, Bulk updates and Customer tags

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New “price discount” feature allows users to seamlessly create and apply discounting to a range of products, customers and customer groups. Users have the ability to discount and mark up prices by amount, percentages, price override and flat amount (for services).

The sequence of discounts that can be applied is:

1. Individual customer level. This overrides all other discounts.
2. Customer group level. If no discount applied at individual level, customer group discount will be applied.
3. Product level. If no discounts at individual customer and customer group levels, product level discount will be applied.

Users have the ability to apply the discount to certain product categories by exporting the product list in bulk (Excel) and changing values in the discount name column and then importing the product list back into DEAR.

New Release 30/05/2013 – Serial Numbers, Barcodes, Batches, Recurring Invoices‏

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We are excited to let you know about our most recent release. After collecting some excellent feedback from our customers we have added a number of features which add even further value to our great product. Some of the new features in our most recent release are below.

Serial Numbers

Collect serial numbers of inventory to search and track availability of individual stock items rather than just the overall quantity.

Barcodes

Use the barcode to search and track availability of inventory in the database.

Batches

Track batches, or groups, of a specific item. Similar to serialised inventory, except a batch represents a group of items instead of an individual unit. A batch number is assigned to each batch of items, and the number stays with the batch as it goes through the system. You can track when each batch was received, shipped, built, and so on.

Improved Dashboard

DEAR dashboard has been improved to display a snapshot of your organisation’s financial position based on transactions entered into DEAR Inventory. The usability of Dashboard has been expanded and now allows you to directly drill down into transactions, or quickly perform common tasks such as initiate stock reorder or adding sales invoices or bills.

Recurring Invoices

The recurring invoicing function of DEAR Inventory allows you to invoice customers on a regular basis. Billing cycles can be scheduled for any number of monthly increments and set to bill on a preferred processing day.