New Release – 15th April 2019 – New Improvements to Workflow Automation, Additional Units of Measure, Bulk Actions, Reporting Layouts and DEAR POS.
Workflow automation is now available in DEAR, allowing the setup of events and actions that trigger automatically once certain conditions are achieved. This feature is currently available for sales processes only. In line with this recent improvement, the Notifications module has been renamed as the Automation module. The Automation module remains one of the add-on modules in DEAR – customers need to pay an additional fee for using it. See more in Managing Workflow Automation in DEAR and Using the Automation Module (formerly also known as the Notifications module).
Enhanced Additional Units of Measure
The creation of Additional Units of Measure is one way (the other is the Bill of Materials) to set up products individually or in groups, say cases of 6 or 12. Prior to the current release, the Additional Units of Measure were designed to be created per product. DEAR now allows importing of Additional Units of Measure. The improved feature enables products with Additional Units of Measure to be created, updated, or deleted via CSV.
Sync Multiple Credit notes from Shopify Orders
Multiple credit note support is now available on most sources, including sales transactions from Shopify. This update is transparent for most users. For more information, click here.
Sales Bulk Actions
Bulk actions can now be performed on all sales, including advanced sales. Previously, these bulk actions were limited to simple sales only. For the most part, the mechanics for bulk actions are the same for both simple and advanced sales, though there are some differences in how bulk actions are applied in advanced sales. For more information, click here.
Save Reporting Layouts
When laying out reports, you can now save existing report layouts as new layouts. To ensure that existing layouts remain available for you, we recommend that you save customised reports as new layouts. For more information, click here.
In addition to the new DEAR functionality, there are also a couple of changes on DEAR POS, namely:
Tyro/Vantiv (TriPOS) Payment Setup Configuration at Outlet Level. The payment system setup was previously available only from the POS level on the DEAR POS integration page. This setup can now be overridden at the outlet level. This means that different outlets can now use different Tyro or Vantiv TriPOS accounts for payment processing.
Users can now be given Can Sell on Account permissions. Users with these permissions can now sell on account in DEAR POS. For more information on these changes, click here.