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New Release – 07th JUNE 2020 – FEATURES: Production Module improvements: Quality control operation; Two-factor authentication – Enforce for AU accounts with Xero, Allow “Remember me” for 30 days; Shopify “Sales Over Time” report; Ability to make document email templates default at Supplier and Customer level; Separate permission settings for Undo and Void tasks; Free Shipping Discount/Deal now applies to DEAR Inventory sales.

New Features

Feature 1: Two-factor authentication – Enforce for AU accounts with Xero, Allow “Remember me” for 30 days

Impact area: Account security.

Introduction: DEAR Inventory allows users to set up two-factor authentication on user login. DEAR uses “Google Authenticator App” or allows generating authentication key manually to allow users to login. As of this release, two-factor authentication is enforced for Australian accounts with Xero accounting integration enabled. This is a requirement of the Australian Tax Office.

All two-factor enabled accounts will be able to select “Remember me for 30 days” upon logging in with authentication.

Pre-conditions: None.

Functionality:

  • Existing users of Australian accounts with Xero integration enabled will be asked to set up two-factor authentication upon login. New users will be asked to set up two-factor authentication the first time they log in after configuring their account.
  • All two-factor enabled accounts will be able to select “Remember me for 30 days” upon logging in with authentication.

More information:

 

Feature 2: Shopify “Sales Over Time” report

Impact area: Shopify Integration.

Introduction: Previously when logging into the overview tab of the Shopify Integration, the displayed the sales summary in a grid with two tabs, ‘Customers’ and ‘Sales’. This display has been replaced by a view showing Shopify sales over time.

Pre-conditions:

  • Active Shopify integration.

Functionality:

You can view sales and returns over time for all connected stores as well as each individual Shopify store from Shopify Overview screen. Sales/Returns can be grouped by day, week, month, day of the week and hour of the day over the selected date range.

More information:

 

Feature 3: Ability to make document/email templates default at Supplier and Customer level

Impact area: Purchase module, Sales module.

Introduction: Previously, the user had the ability to customise and upload document/email templates for purchase and sale documents. Thanks to a popular feature request, DEAR has implemented the ability to set ‘default’ sales/purchase templates for a supplier or customer.

Pre-conditions:

  • Templates must already be uploaded in Setting → Document & e-mail templates under Purchase and Sale sections.

Functionality:

Customers and Suppliers now have a Default Templates tab in addition to their other details in the Customers/Suppliers record. The Default Templates tab allows the user to select default document and email templates to be used for the customer/supplier’s sale/purchase documents (e.g. invoice, order, etc.). The selected template will be shown in the print/email drop-down. If no default templates are selected, all available templates for that type of document will be shown for the Print/Email options.

More information:

 

Feature 4: Separate permission settings for Undo and Void tasks

Impact area: All task modules.

Introduction: Previously, in the managing users and roles section, any actions for “Undo and Void” are combined within the same permission setting. In this release, the permissions are separated.

Pre-conditions: None.

Functionality: Every “Undo & Void” permission has now been split into two settings “Undo”, and “Void”. This affects Financial – Spend/Receive Money, Financials – Journal Task, Inventory – Stock Transfer, Inventory – Stocktake and Stock Adjustment, Product Task, Purchase Task, Sale Task permissions.

More information:

 

Feature 5: Free Shipping Discount/Deal now applies to DEAR Inventory sales

Impact area: Sale module.

Introduction: Previously “Free shipping” type deals were only applicable across B2B orders. In this release DEAR has implemented changes so that the “Free shipping” deal type also applies across sales made through DEAR inventory.

Free Shipping for DEAR orders is applied as a negative additional charge on Sale Quote, Sale Order, and Sale Invoice pages of a sale order.

NOTE: Free shipping deal types do not apply to sales captured from eCommerce channels.

Pre-conditions:

  • Create a “Free Shipping” product discount and add it to a product deal.
  • Make the Free Shipping deal active.

More information:

 

Feature 6: Production Module improvements – Quality control operation type

Impact area: DEAR Production Module.

Introduction: The Production module is aimed at addressing the needs of the production process. New production features will provide our current customers with powerful, logical manufacturing solutions to add to their inventory solution. Following on from our most recent releases, we are continuing to improve the Production module functionality and add features.

Pre-conditions: None.

Functionality: A new Production BOM operation type has been added, “Quality Control”. This differentiates the production operation from manufacturing operations or setup operations.

More information:

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