Feature 1: Notifications for RMA and return order events
Impact area:
Automation module, sales module
Introduction:
An RMA (return merchandise authorisation) is a numbered authorisation provided by a merchant to permit the return of a product to receive a refund, replacement, or repair during the eligible period. The RMA module in DEAR allows you to configure your organisation’s return policies, which are then used to streamline returns decision-making and automate much of the returns workflow. Our RMA module is currently in beta and is regularly updated and improved by the DEAR development team.
In this release we have added automated notifications for RMA actions, RMA notifications can now be sent automatically upon certain events. Please see documentation for details.
Pre-conditions:
- Automation subscription
Functionality:
- Please see documentation.
More information:
Feature 2: Native integration with Pinch Payments
Impact area:
New integration
Introduction:
Pinch payments lets you automatically take direct debit and credit card payments for your one-off and recurring invoices. Previously to this release, DEAR allowed integration with Pinch Payments via our API interface, with this release DEAR has developed a native integration with Pinch. Customers can enter their card details and make payments through Pinch Payments secure portal, while the payment is immediately reconciled with Xero.
Pre-conditions:
- Pinch payments can only be integrated to DEAR accounts with Xero.
- Integrations – Pinch payments permission.
Functionality:
- Please see documentation.
More information:
Feature 3: Select quantity produced when auto-assemblies are triggered from sale orders
Impact area:
Sales module, assembly module
Introduction:
Currently, when auto-assemblies are triggered from sales the quantity assembled is the same as the quantity required by the sale order. With this release, a setting has been added to allow users to select different quantity values depending on organization stock levels.
Pre-conditions:
- Full access Settings: Your Company – General Settings permission
Functionality:
This setting can be found in the Sale process customisation section of General settings.
Available options are:
- Produce quantity required: Assembly order quantity is the same as sales order quantity. No other product availability or settings are taken into account.
- Produce quantity required and maintain minimum stock level quantity: Assembly order quantity is calculated as: sales order quantity – (minimum before reorder + reorder quantity + on order – available). Even if availability is negative, it is considered in the formula and added to the quantity to assemble.
- Assemble difference between available quantity and quantity required to cover a shortage: Assembly order quantity is calculated as: quantity in sales order – available – on order.
More information:
General settings – sale process customisation
Finished goods assembly – automatic assembly
Feature 4: Make adding a sales rep mandatory in POS
Impact area:
POS application, sales module
Introduction:
With this release, users can make adding a sales representative mandatory for POS sales. Sales will not be processed if no sales rep has been added.
Pre-conditions:
- User permission Integrations – POS
Functionality:
- From the DEAR web portal, go to Integrations → POS → [select store], and select the Users section.
- In the Permissions column, select Edit for the user you wish to change.
- Enable Make sale representative mandatory.
More information:
Setting up DEAR POS – Basics – User permissions
Using POS – Basics – Add a customer to a sale
Feature 5: Allow users to see average cost on POS sales register
Impact area:
POS application
Introduction:
Previously to this release, POS users could view item value however it was not easily visible when adding products to a sale. Our customers told us that they would like to see this displayed to make sure that any discounts given do not exceed their profit margins. With this release, a this information is now shown on the sales register to users who have the Can see item value permission.
Pre-conditions:
- User permission Integrations – POS
Functionality:
- From the DEAR web portal, go to Integrations → POS → [select store], and select the Users section.
- In the Permissions column, select Edit for the user you wish to change.
- Enable Can see item value.
- Average cost for each item will now be displayed on the POS sales register for users with this permission enabled.
More information:
Setting up DEAR POS – Basics – User permissions
Feature 6: Add customer email for LoyaltyLion when adding customer to a POS sale
Impact area:
POS application, LoyaltyLion integrations
Introduction:
When using LoyaltyLion, customers must have an email address in order to earn loyalty points from a sale. Currently, when a customer does not have an email address listed a warning will be displayed, with this release, DEAR has added the option of adding the email address directly from the warning message without stopping the flow of the sale. No further user action is required.
Pre-conditions:
- Integration with LoyaltyLion
- Set up POS application
More information:
LoyaltyLion integration for POS
Feature 7: Advanced manufacturing – Different work centres can be colour-coded on the scheduler
Impact area:
Advanced Manufacturing module
Introduction:
Work centres define the area where a production operation takes place within the business (for example, a specific workshop, room or section of the shop floor). The main goals of the scheduler is to create a schedule for production and provide transparency for the production process so that the user always knows what should be produced and when it should be completed. With this release, users can colour-code work centres to make their scheduler display easier to follow.
Pre-conditions:
-
- Advanced Manufacturing module subscription
- Users will need the following permissions:
- Production – Scheduler
- Production – Capacity Planner
Functionality:
- Go to Production → Settings, select the Work Centres section.
- In the Colour Code column, use the colour picker to edit the colour code for that work centre.
- Operations taking place in this work centre will be coded with this colour in the Scheduler, in the production, resources, and planning views. The new colors are NOT applied to runs or orders or resources and do not affect reports.
More information:
Feature 8: Advanced manufacturing – Display component availability after production consumption in MES
Impact area:
Advanced Manufacturing module, MES application
Introduction:
Currently, when scanning components from a specific batch in MES for use in production, batch availability is not displayed. This sometimes leads to small amounts of a batch being left unused which is not optimal for manufacturing workflows.
With this release, scanning a component will display the component and batch availability after consumption. This value will change dynamically with how much is to be consumed, specified by the Actual Quantity field.
Pre-conditions:
- Advanced Manufacturing module
- MES application
Functionality:
This feature is only applicable to MES application.
- Open a current production task from the task list.
- Press Consume/Wastage on a component to open the component details view.
- Scanning a component batch number and setting a value for Actual Quantity will change the value displayed for Left in stock.
Note: Left in stock field is for information purposes only to notify a user if the batch amount left is insignificant and can be included in consumption.
More information:
DEAR – Manufacturing Execution System (MES) – Consume components