Site icon Cin7 Core

New Release – 08th Jan 2023

Feature 1: Differentiate customer bulk payments by source channel

Impact area:

Sales module

Introduction:

Currently, users can apply bulk payments for multiple sales via DEAR web portal by searching a customer’s name from the Bulk Payments feature. Large customer payments can be distributed amongst unpaid invoices, or the entire outstanding balance can be paid at once.

Previously to this release, it was not possible to differentiate between payments due from B2B sales, POS sales, Shopify sales, or other sales channels. With this release, users will be able to see the sales channel of a sale before applying payments.

Pre-conditions:

Functionality:

More information:

Customer bulk payments

 

Feature 2: Search by SKU or product name for stocktake in WMS application

Impact area:

WMS application

Introduction:

With this release, DEAR has added a search field to WMS stocktake where products can be searched by SKU and product name.

Pre-conditions:

More information:

Using the DEAR Warehouse Management System

 

Feature 3: Edit and/or delete payment profiles in Authorize.net integration

Impact area:

Authorize.net integration

Introduction:

Authorize.net is a payment gateway service provider, allowing merchants to accept credit card and electronic check payments through their website and over an Internet Protocol (IP) connection. DEAR generates electronic documents (PDF, email content) to enable your customers to seamlessly pay quotes and invoices using pay links. Previously, our developers have updated the integration to allow customers to save their credit card details via Authorize.net and make payments without re-entering card details. With this release, it is now possible to edit/delete a customer profile.

Pre-conditions:

Functionality:

NOTE: No card data is stored in DEAR, all card data is stored on the Authorize.net side.

More information:

Authorize.net 

 

Feature 4: Create a new account in Xero from DEAR account mapping page

Impact area:

POS application

Introduction:

When DEAR accounts are integrated with Xero as an accounting system, some financial features are handled through Xero. Previously to this release, new accounts would have to be created in Xero then synced to DEAR before they could be used in tasks or mapped to functions. With this release, it is now possible to create new accounts in Xero from DEAR, making the process more user-friendly.

Pre-conditions:

Functionality:

More information:

Xero – Setting up accounts in Xero

 

Feature 5: ShipRush integration – shipping service only (get estimated shipping rates and print shipping labels from DEAR)

Impact area:

New integration

Introduction:

ShipRush is a multi-carrier shipping solution for ecommerce businesses. With this release, DEAR now supports integration with ShipRush as a shipping service, where shipping rate estimations and shipping label printing is available via DEAR.

Pre-conditions:

Functionality:

More information:

ShipRush (shipping service)

 

Feature 6: POS application search returns searched contact rather than default contact

Impact area:

POS application

Introduction:

Previously, when searching for a customer with multiple contacts, the default contact would be returned even if the details (email etc.) were from another contact. With this release, the searched contact will be returned with the customer rather than the default contact.

Pre-conditions:

Functionality:

 

Feature 7: POS application now supports customer-facing display for iOS as well as Android devices

Impact area:

POS application

Introduction:

Processing a sale order at a POS terminal in most countries requires by law that the consumer should be able to clearly see the details of the price being charged for each item, including any surcharges and discounts. Currently, DEAR POS application supports using Android-based devices as a second customer-facing display.

With this release, DEAR has expanded support so that iOS devices can also be used as customer-facing displays.

Pre-conditions:

Functionality:

Mobile application:

POS web:

More information:

Using POS – Basics (Make, Exchange, Return Sales)

 

Feature 8: New Shopify data retention policy will be applied to DEAR. All users will receive further information by email.

Impact area:

Shopify integration, sales module

Introduction:

DEAR by Cin7 has been serving the community since 2012. We work hard to update our systems and integration services and try to be flexible with our policies as well, for the betterment of all parties involved.

In this regard, we would like to announce a new Shopify Data Retention policy that DEAR by Cin7 has to comply with, as Shopify improves its integration with our own and other systems to accommodate the changing times.

The new Shopify Data Retention Policy can be found here. This improvement refers to Level 1  Requirements point 8 and is stated below:

Apply retention periods to make sure that personal data isn’t kept for longer than needed.

Personal data must not be kept longer than necessary for the stated processing purposes. Retaining personal data longer than necessary increases the security risk of unauthorized access or inappropriate processing.

To comply with Shopify Data Retention Policy, we are implementing an automated process that will remove confidential data from Shopify sales 30 days after they are loaded into DEAR by Cin7 and replace them with the text that says ‘Removed by Shopify’.

Records covered under this policy will include all Shopify sales with shipment dates that fall 30 days or more in the past, or 30 days from sale date in case of drop ship sales.

The following confidential data are covered:

In Sales records:

In Customer records:

We regret any inconvenience this new Shopify Retention Policy may create, but we trust that you will make the necessary adjustments in your processes to accommodate these changes.

More information:

Shopify data retention policy

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