Feature 1: Manually enter costs of non-zero products during stock adjustment
Impact area:
Inventory module, stock adjustment
Introduction:
Previously, when completing a stock adjustment, the user would have to manually enter the cost price of a zero-stock product. Our customers told us that this was time-consuming and required looking up the product’s movement history. With this release, our users can default the unit cost to either the last average cost of that product, the latest supplier price, or the fixed supplier price.
Pre-conditions:
- Product must have some purchase/sale history to have average cost
- Fixed price information must be entered into the product record (Inventory → Products → Suppliers)
Functionality:
-
- Go to Inventory → New → Stock Adjustment.
- When entering stock on the Zero Stock tab, you can select several options from the Cost is estimated using the dropdown menu.
- Average Cost
- Latest Purchase Cost: The cost for the product from the latest completed purchase order.
- NOTE: Accrual costs (from manual journals, landed costs etc.) are included
- Fixed Purchase Cost: Fixed supplier costs taken from the product’s record. If multiple suppliers are available, the last used supplier’s fixed price will be used.
More information:
Stock Adjustment and Stock Revaluation
Feature 2: Clone Make-to-Order Production BOM
Impact area:
Production/Advanced manufacturing module
Introduction:
Customisable products, or Make to Order, allows your customers to select different configuration options that will ultimately select the final product. For example, a ring could be customised with different metals, ring size, different gemstones, or a custom engraving.
As customisable products are not kept in stock, DEAR’s Make to Order feature generates production orders from authorised sale orders for customisable products. The quantity produced will always be the quantity required in the sale order, regardless of production process settings.
The production process (operations, their sequence, cycle time, work centres, resources, etc.) are the same, but the BOM components vary according to the customisation options selected by the customer.
With this release, users can clone make-to-order production BOMs to make it easier to reproduce BOMs of similar finished products. Make-to-order production BOMs can be cloned with the customisation options intact (with configuration), or without customisation options (without configuration).
Pre-conditions:
- Advanced manufacturing module subscription required
Functionality:
- Go to Inventory → New Product
- Enter the product details and select Bill of Materials: Make to Order BOM
- On the Make to Order BOM tab, select a make to order BOM product from the dropdown menu and select Clone BOM.
- You will be asked if you want to clone the BOM with or without configuration.
More information:
Customisable Products – Make to Order
Feature 3: Picks started via DEAR web portal can be completed via WMS app
Impact area:
WMS application
Introduction:
Previously, sales orders which were partially or fully picked via the DEAR web portal would appear in the WMS application list of orders to pick, but would not show picked items and not allow WMS users to complete or authorise the pick. A sale order partially picked via DEAR web portal could only be authorised using the same platform.
With this release, already picked items will now display via the WMS app and orders partially picked via DEAR web portal can be completed through the WMS app. WMS app users can also remove/edit already picked items.
Pre-conditions:
- Active WMS application
Functionality:
- No user action is required
More information:
Using the DEAR Warehouse Management System
Feature 4: B2B Portal – Maximum product quantities and max order totals
Impact area:
B2B Portal, Sales module
Introduction:
DEAR B2B Portal allows users to specify minimum order amounts and product quantities, but with this release it is now possible to specify maximum order amounts and quantities as well.
Pre-conditions:
- Users must have full access to Integration – B2B Portal permission
- Active B2B Portal
Functionality:
Order total:
- Go to Integration → B2B Portal → General tab, and scroll down to General Settings
- Set Minimum Order Amount and Maximum Order Amount by entering a numerical value. Min/Max order amount is specified in your organisation’s base currency.
- When the total amount in the cart is less than the minimum order value (if applicable) or above the maximum order value (if applicable) a notification will be displayed at the top of the screen.
Product quantities:
- Go to Integration → B2B Portal → Catalog tab, and scroll down to General Settings
- The Catalog page allows you to set a maximum order quantity when you list a product. Search or filter for the products to list with a maximum order quantity. Enter a number in the Maximum to Order field, and click List. Unlisted items will be listed with the maximum order quantity.
- To set the maximum to order quantity for the first time or change a quantity, Unlist the item, change the maximum to order value, then List it again.
More information:
Set max/min order and product quantities
Feature 5: B2B Portal – Display min/max order quantities and amounts during order
Impact area:
Sales module, B2B Portal
Introduction:
Previously, when a merchant sets minimum or maximum order quantities for the B2B portal, customers were not informed that the limit had/had not been reached until going through the checkout process, causing frustration.
With this release, DEAR has added two new settings to the B2B Portal where merchants can enable display of minimum/maximum product quantities and minimum/ maximum order totals. This information will be displayed whenever a product is added to the shopping cart and at the checkout page.
Pre-conditions:
- Users must have full access to Integration – B2B Portal permission
- Active B2B Portal
Functionality:
- Go to Integration → B2B Portal → General tab, and scroll down to Advanced Settings
- Enable/disable Show Minimum Order Quantity for Products and Show Maximum Order Quantity for Products.
- This information will be displayed whenever a product is added to the shopping cart and at the checkout page.
When the total amount in the cart is less than the minimum order value (if applicable) or above the maximum order value (if applicable) a notification will be displayed at the top of the screen.