To make our invoice layout and underlying tax rules compatible with accounting software Xero and QBO we are introducing a tax calculation for each invoice line. Now users can include both taxable and not taxable items on the same invoice.
NOTE. If you don’t need to apply different taxation for different products there are no changes required for you.
To take advantage of this new feature you will need to specify individual tax rules for the products if these products require special tax treatment. Also if special tax rule is applied occasionally you can override it on the invoice.
Please see below the steps explaining how taxation rules are applied to the invoice items:
Filter button was added to all reports, allowing comprehensive data filtering. It was an anticipated feature to be able to filter data in DEAR Inventory reports. At last, it is possible with Filter button (located next to Apply button on all reports). Please check here how to use this feature in more details http://dearsystems.uservoice.com/knowledgebase/articles/311507-how-to-filter-format-and-search-dear-reports-
We finally caught up with this usability flaw and DEAR Inventory now remembers your last selection in the Filter field on Purchase and Sale screens. Last value is stored in browser cookie, allowing our customers to have individual settings for each user on his/her computer.
We bet at times its hard to understand the status of a task by simply viewing the task status. It may be misleading sometimes due to different possible approaches (stock/invoice first) or still pending shipping. To make your life easier and eliminate the guess work we added intuitive and colourful icons next to each task in the list displaying detailed task statuses. This is how you can interpret them:
By hovering mouse cursor over these icons you will see popups explaining each icon in more detail. We hope you will no longer be lost in your task statuses.
People often ask about the way to completely remove products from DEAR Inventory. It was not possible until now. But instead of just having Delete button on individual product and going through your lengthy list deleting it one by one, why not to just let the system delete all products you no longer need. Start by exporting your products list to Excel, change status of the products you want to delete to DEPRECATED (if you haven’t done it already) and then upload the list back. After that, you are just one click away from clean product list you wanted. DEAR Inventory will go through all deprecated products you have and will check if a product could be completely deleted or not. If the product was used in any of the tasks it is not possible to completely delete this product without losing data integrity. After going through deprecated products list, DEAR will delete all products that could be deleted and will skip all those referenced somewhere. Once the procedure finishes you will see a report of how many products were deleted and how many were skipped.
DEAR Inventory downloads Shopify orders when it receives a notification from Shopify about a sale. But what if for some reason this notification was not received? You can now manually trigger an order download by specifying the start date from which you want your orders to be downloaded. This also allows you to download orders created even before you linked DEAR Inventory to Shopify. But do not worry, DEAR is clever enough to skip those orders already saved in the system so you won’t get duplicates. This feature is now fully compatible with behaviour we already have for Magento integration.
Thanks to our customers, we realised that to use our advanced discounting rules you need a way to manage Discount Matrix in bulk. This is exactly what we did. You can now download and upload special csv file containing full Discount Matrix for all active products. This feature is available from Product maintenance screen on Export and Import buttons (additional menu items were added).
When you Export/Import customers list, you now have an option to change price tier and Sale Account in bulk.
Previous implementation didn’t allow to see outstanding quantities on cloned Purchase Tasks (Blind receipt option was enabled unconditionally) as well as there were no “On Order” quantities on your product availability report as well as reorder reports.
To address this issue we changed the way you see the result of partial stock receiving. The main flow remains the same:
Due to introduction of tax rules on invoice lines, we had to change the way sales from eBay, Magento and Shopify are converted into sales in DEAR. To simplify and improve reliability of this conversion, we added two additional configuration parameters on each sale channel setup page. These parameters are mandatory for processing and you won’t create any new sales until these parameters have valid values.
Parameter “Invoice Lines Tax Rule” allows you to specify tax rule that is going to be assigned to all Sale orders and invoice lines in generated sale tasks. This rule is also going to be used for the task itself as a master rule. Parameter “Invoice Additional Charges Tax Rule” allows you to specify tax rule applicable to additional charges on sale invoice, such as Shipping and Handling costs.
If for some reason some of your sold items need special tax treatment (e.g. No Tax), you can always change tax rules in generated sale invoice as required before authorising.
Want to have a list of serial numbers against each product on invoice printout? It is now possible with the new field “BatchOrSerialNumbers” added to Lines in Purchase Invoice, Purchase Return, Sale Invoice and Sale Credit Note.
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