Feature 1: Export Xero consolidated sales as CSV file
Impact area:
- Xero integration
Introduction:
Sales can be consolidated and grouped per channel prior to exporting them to Xero. Consolidated sales can now be exported in CSV file for your records.
Pre-conditions:
- Xero integration
Functionality:
- Navigate to Integrations → Xero
- Scroll down to the Consolidate Sales On Export section and click the View consolidated invoices and credit notes link to open the Consolidated Sales page.
- All sales and credit notes in DEAR are displayed together with the corresponding consolidated invoice in Xero.
- Click Export to export this view as a CSV file.
More information:
Feature 2: “Required by date” filter added to the Sales – Fulfilment View
Impact area:
- Sales module
Introduction:
The Fulfilment view is one view of the sales screen that shows expanded details of the pick, pack, and ship status of orders. A filter has been added to the fulfilment view allowing users to filter by Required By Date.
Pre-conditions:
- None
Functionality:
- Navigate to Sale → Sales and select Fulfilment View.
- Use the Required By Date dropdown field to select the filter date.
More information:
Feature 3: Print package details for DEAR WMS
Impact area:
- DEAR WMS
Introduction:
Many companies have separate teams to perform packing and shipping. In response to a customer request, DEAR has added the ability to print a package details document for each package in DEAR WMS displaying the sale order details, customer details, and package contents for ease of reference.
Pre-conditions:
- Active DEAR WMS integration
- Device connected to a printer
- Enable Print Package Details setting
Functionality:
- Navigate to Integrations → WMS
- Enable Print Package Details
- Whenever pack is completed for a package, the user can print the package details.
More information:
Feature 4: DEAR POS indicator added to Sales History to show receipt sent
Impact area:
- DEAR POS
Introduction:
DEAR POS allows the user to email the sales receipt directly to the customer. With this release, the Sales History page will show an indicator by the sale if the receipt has already been sent to the customer via email.
Pre-conditions:
- None
Functionality:
- In DEAR POS, go to the Sales History page.