DEAR Inventory & Point of Sale – July Update

DEAR Inventory & Point of Sale – July Update

DEAR Systems have had a busy July announcing a range of updates and improvements to their point of sale and inventory management solutions.

On the 1st of July, the following updates were implemented. A new document template was introduced which includes a product matrix table in your purchase order/sales quote/sales order/sales invoice. The integration with Amazon was enhanced to allow for the import of Amazon fees and charges. Also, the DEAR warehouse management system (WMS) now handles the stock transfer feature.

On the 29th of July, the following updates were implemented. DEAR inventory now has a sales order routing feature which will optimize the DEAR warehouse locations based on the sales order shipping address. 

There has also been an enhancement to the integration with Shopify with a new special Tax-Free rule added to the tax mapping in Shopify. If a DEAR tax rule is mapped to this Shopify rule, it will override any other taxes in cases where tax amounts are zero on the line.

The integration with Quickbooks Online was also enhanced with the following updates. An optional auto-sync feature has been introduced for Quickbooks Online. You can also now choose to import purchase & sales invoices from Quickbooks Online.

There has been an update with the DEAR B2B portal which now allows customers who place orders through the B2B portal will now be able to see the estimated delivery date inside their order information. The required by date in DEAR will be used as the estimated delivery date on the portal.

DEAR also announced a range of updates to their point of sale (POS) solution. The first one is if Loyalty is disabled within DEAR POS setup page, no information regarding loyalty will be visible within DEAR POS application.

The second one is you can now issue Refunds for sales made outside of DEAR POS. The No Receipt Refund button has been introduced in the sales history screen for this purpose.

The third one is now when an Exchange is processed in DEAR POS a new fulfillment will be created in the Advanced Sales Module for the newly exchanged product. Pick/Pack/Ship for the new item will be completed automatically by DEAR. 

The fourth one is that if a Deal created in DEAR is not applied to a specific item (e.g. a product or some other product attribute like tag/brand/category), this Deal will now apply to all products listed in POS.

The fifth one is optimization for customer lookup/selection has been introduced within DEAR POS which has improved the speed of the customer search function.

The final update has been the inventory list in DEAR POS will now show Available quantity instead of Stock on Hand quantity.

Looking to improve your inventory management and point of sale solutions, check out our DEAR Systems page for more information.

Do you have the right business tools for your business?

Do you have the right business tools for your business?

Whether you are just starting a business or have been in business for many years, having the right set of business tools is important to allow you to scale and grow your business.

Often the first business tool which you will look at is an accounting system which will allow you to issue invoices to your customers, record your supplier’s bills, pay your staff, reconcile your bank account and lodge your GST returns with the Tax Office.

Whilst your accounting system is a great start, what are some other business tools which will work in your business?

If you are a wholesaler, having a dedicated inventory management system is critical as it allows you accurately keep track of the amount of stock you have on hand as well as providing an accurate cost of the product which will allow for accurate sales reporting.

If you are a manufacturer, having a dedicated inventory management system is also critical as it allows you to accurately manage the component products which you use to produce your final product.

If you are in a professional services business which sells time, having a job management system is a critical tool for your business. You need to be able to accurately schedule in client work, allocating your staff to work on different jobs at the right time so that you deliver an exceptional customer experience. You also need to be able to accurately assess how profitable every job is so that your business is profitable. 

If you are a retailer which has a “bricks and mortar” store, your cash register is your key tool for sales information. You will use it for adding up your total sales for each day as well as determining what products are popular and which ones are not. You also need to have a way of tracking your inventory levels so that you can also have sufficient inventory in the store for your customers to buy.

If you run a trade business like an electrician or plumber, having a job management system is a critical tool for your business. It allows you to accurately quote a job, schedule in the job with the customer, track the time and materials which you have used and review the job profitability.

All business owners need a tool for storing their customer information as your customers are one of the biggest assets to your business. Often this information is stored in multiple places across the various business tools which you have that makes it hard to use. Storing your customer information in a central database called a customer relationship management (CRM) system allows the business owner to get a complete picture of the interactions which a customer has with their business and to use this information to better market their products and services to each customer.

The true power of these business tools comes when they are integrated together allowing for automation which streamlines the operations of the business. Once the business systems are in place and the business processes are automated this allows for the business to scale and grow at a much faster rate.

Does your business have the right set of tools to scale and grow? If you are not sure, book an initial free consultation with us to discuss your current tools and what you would like to achieve.

How to streamline your purchasing processes?

How to streamline your purchasing processes?

Historically a business’ purchasing process is very manual and highly administrative. To place an order with a supplier, a purchase order would be prepared which meant a document was prepared either using Word or Google Docs or through your accounting system (Xero, Quickbooks Online or MYOB). The document was then sent to the supplier who would have to rekey the order into their inventory or accounting system. The supplier would then send a series of emails to their customer advising of the status of the order.

With the level of business transactions increasing and the expectation that information is exchanged in real time, the purchasing processes of businesses had to be streamlined.

 One development has been the introduction of a business to business (B2B) portal. The portal is basically a website which is connected to your inventory management system which allows for a secure way for businesses to request quotes and place orders with their suppliers.

 A B2B portal provides significant benefits to both customers and suppliers. For customers, the B2B portal provides an easy way for orders to be placed with suppliers or for quotes to be requested. No more preparing purchase orders in Word or using their accounting system to produce purchase orders which need to be emailed to your supplier. Another benefit is that the customer is able to view the status of their order through the portal so that they no longer have to rely on receiving phone calls or emails.

 For suppliers, the B2B portal streamlines the order processing process. As the B2B portal is connected to their inventory management system once the customer places the order they are advised of an order which is sitting as an open sales order for them to action. No more rekeying of customer purchase orders into your inventory management system.

 As the B2B portal is connected to the business’ inventory management system it will always reflect the current products and pricing of the business. This provides a huge benefit to businesses who are constantly adding and removing products or updating pricing as they can always provide accurate product and pricing information rather than trying to maintain a constantly changing product catalogue.

 As the customer’s purchase order is instantly converted into an open sales order it allows the business to implement a paperless online ordering system quickly and easily. This will eliminate data entry which can lead to errors when a purchase order is rekeyed as well as reducing business administration costs which will lead to improved margins.

 Is your business looking to streamline their purchasing processes?

 Contact us now for a free initial consultation and see how a B2B portal with an inventory management solution can streamline your business operations.

Unleashed Inventory: Enhancements to the Xero Integration

Unleashed Inventory: Enhancements to the Xero Integration

Earlier this month, Unleashed announced some important enhancements to their Xero integration. We have included details of each enhancement and how it may affect you.

Batch your journals for quick reconciling in Xero

Unleashed will now batch all transactions made within the day and post one journal to your Xero account split by accounting code. The journal will be posted at 2.00 AM the following day and will be ready for you when you log on in the morning. This is a really useful enhancement as the journals use to be posted individually at the time the transaction was completed in Unleashed which meant ensuring all the individual journals were approved in Xero so that Unleashed and Xero would reconcile.

Link to a transaction in Xero from Unleashed

With this improvement, you can view a transaction in Unleashed and click through to view the same transaction in Xero. This quick and easy transition makes it a breeze to compare transactions between both platforms. This is another really useful improvement as it replaces having to manually search for a transaction in Xero which was both time consuming and inefficient. Below is a screenshot of how the Xero link will appear in Unleashed

Choose the product information you send to Xero

This improvement allows the user to choose what product information Unleashed sends through to Xero for all transactions. Users can choose between Product Code, Product Name or both. This flexibility allows users to decide what product information their customers and suppliers will see on their documentation. This is another significant improvement as the information sent was not able to be adjusted which led to a manual correction in Xero.

Auto approve specific Unleashed transactions exported to Xero

With the ability to auto approve exports to Xero, you can select the specific types of Unleashed transactions that can be automatically approved. With a quicker impact on your P&L, you’ll gain real-time insight into your bottom line. This has been the most asked query which I am asked by customers as to why I have to approve the transactions in Xero even though they have been completed in Unleashed.

Prominent alerts for journal errors

If there’s an error in exporting journals through to Xero, you’ll now receive a prominent alert so you can quickly take action to ensure your items are sent through to Xero in a timely manner. This is another great enhancement as we often receive support calls from clients well after the error has occurred and this timely and prominent alert will allow for errors to be rectified in a far more timely manner.

Allow Sales Order & Purchase Order comments to be transferred to Xero

Ensure that comments on your sales and purchase documentation are not lost in Xero as you transfer documentation from Unleashed. This allows your customers and suppliers to receive better and more detailed information from you! Once again we get asked by customers if the line comments and sales order comments can be transferred to Xero and now they can.

Overall there are some awesome enhancements to the integration between Unleashed and Xero. If you require any assistance setting up these enhancements in your Unleashed account please do not hesitate to contact us

If you are looking for an inventory management solution for your business, check out Unleashed.

 

Unleashed: Powerful Inventory Management For Total Stock Control

Unleashed: Powerful Inventory Management For Total Stock Control

Are you struggling with inventory control? Are you finding it difficult to manage your supply chain efficiently? Unleashed is a great solution that enables you to manage your inventory and supply chain, all in the cloud.

Unleashed provides real-time information for all your products that can easily be updated across all of your sales and inventory channels. The Unleashed dashboard also allows you to see real-time profitability and sales information. Even more precise stock control can be gained with per warehouse controls. Per warehouse controls allows you to monitor the levels of a product across all warehouses.

(more…)

TidyStock – Simple And Easy To Use Online  Perpetual  Inventory Control System

TidyStock – Simple And Easy To Use Online Perpetual Inventory Control System

TidyStock is a simple and easy to use online perpetual inventory control system which manages stock movement accurately – from purchase, storage and final sale. TidyStock is simple, easy to use and reasonably priced.

What can TidyStock do for me?

TidyStock is a cloud system that records your stock movements. Not only this, TidyStock reduces the complexity of your stock management as well as reducing the amount of time you spend in this area. Not only that, TidyStock is adapted to work with multiple currencies as well.

What are the features of the TidyStock software?

(more…)