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.