Site icon Cin7 Core

New Release – 18th OCTOBER 2020

New Feature

Feature 1: Make to Order – Customisable products

Impact area: Sales module, B2B Portal

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 product’s BOM varies according to the customisation options selected by the customer.

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More information: Customisable Products – Make to Order

Feature 2: Production BOM Versions

Impact area: Production module

Introduction: The same product can be produced in different ways. For example, a widget can be fully produced in house, partially through a co-manufacturer, or from buying semi-finished components from a supplier and finishing them in-house.

This feature allows our users to define multiple production processes for the same finished product with Production BOM Versions. See the Production BOM documentation for detailed information.

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More information: Production BOM – Production BOM Versions

Feature 3: Alternative products

Impact area: Inventory module, Sale module, Production module

Introduction: Previously, if a product was out of stock, DEAR would wait until the product was replenished before continuing with a sale order or production order. However, this adds an unnecessary delay if the organisation stocks comparable products that could easily replace the out of stock item.

Alternative products are interchangeable, very similar, or comparable products that can be substituted during a sale or during production if the original product is out of stock.

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Alternative products can be specified in a product’s record. Other products from your inventory can be added along with Matching % (how similar the product is to the original), interchangeability (if substitution can happen in both directions) and whether the substitution can be used in production.

Alternative products can be selected during a sale by hovering over the product name and clicking Select Alternative Products.

Alternative products for production selected from the available alternative products with Use in Production checked, prioritising the product with the highest Matching %. If the production order is manually released, the user will be asked to confirm. If the production order is automatically released, the best matching alternative product will be selected automatically.

More information: Specifying alternative products

Feature 4: Set delivery location for finished products

Impact area: Production module

Introduction: After production, finished products can be stored in the same location or transferred to another retail, production or warehouse location of your organisation. With this release, default delivery location for each finished product of a production BOM can be specified within the BOM, and also within a production order. DEAR will then generate the necessary transfer orders upon production run or production order completion.

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More information:

Feature 5: Assign Job Costing expenses to a milestone

Impact area: Production module

Introduction: Previously, costs for a job were generated on the Job level. Expenses were generated for the job but not connected to a milestone until the generated expense was attached to a sales invoice. With this release, expenses can now be generated for individual job milestones.

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More information: Job Costing

Feature 6: Add BOM ‘Quantity to Produce’ to Inventory List CSV import/export

Impact area: Inventory module

Introduction: A BOM Quantity to Produce column has been added to the Inventory List CSV for fast import/export of this value.

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More information: Import data via CSV files

Feature 7: Order routing locations CSV import/export

Impact area: Reference Books

Introduction: Previously, each Order routing location had to be manually added to DEAR. With this release order routing locations can be both imported and exported via CSV file.

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Go to Settings → Reference Books→ Order Routing → Import/Export to import or export the order routing locations via CSV file.

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Feature 8: Export error details to CSV for errors during CSV import

Impact area: All

Introduction: Previously, DEAR allowed users to download a CSV file of lines that were skipped or marked as invalid during import. The error detail for each line could only be viewed by users by clicking the error icon next to the invalid line. This was tedious for users to identify the reasons for the line import failure.

With this release, new columns have been added to the skipped line CSV file to give the error reasons, so they can be more easily resolved. Error reasons can still be viewed by clicking the error icons.

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During import, if lines have been skipped or declared invalid, you are given the option to Download invalid lines in CSV format. The CSV file will show:

More information: Import data via CSV files

Feature 9: B2B – Abandoned Cart Settings

Impact area: B2B Portal

Introduction: Customers ordering online can often forget to complete an order due to various reasons such as being distracted during purchases completion, lack of motivation to complete the sale, and financial status. On average, over 70% shopping carts are abandoned, losing potential sales and revenue.

DEAR B2B allows you to view carts that have been abandoned by customers, and using the Notifications feature, configure email reminders to encourage a customer to complete the abandoned cart sale, enabling the customer to complete the purchase just a few clicks. Please see the documentation for full instructions.

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More information: Abandoned Carts

Feature 10: Maximum items per pick increased from 100 to 1000

Impact area: DEAR WMS

Introduction: Previously, the DEAR WMS application could upload up to 100 items in a pick. With this release, this has been improved to load up to 1000 items in a pick and added pagination.

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More information: Using the DEAR Warehouse Management System

Feature 11: POS – Enter Customer Tax Number, Print Customer Tax Number on POS Receipt

Impact area: DEAR POS

Introduction: Some countries require the customer tax number to be printed on a customer’s receipt, for example in order to claim VAT. Users can now enter and edit a customer’s tax number from the DEAR POS application. Users can also add Customer Tax Number to the POS Receipt template.

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Customer Tax Number can now be entered on any DEAR POS page where customer details are added/edited.

MailMerge field TaxNumber (parent table: Customer) can now be added to POS Receipt template to print the Customer Tax Number on the receipt.

More information:

Feature 12: Shopify – Create Tax mapping in DEAR for new Shopify tax names

Impact area: Shopify Integration

Introduction: Previously, when DEAR loads a sale from Shopify, it reads the tax rule from every line of a Shopify order to try to match it with the Tax Mapping settings on the DEAR Shopify integration page. If the tax rule was unmapped, the tax rule from Shopify was ignored, and the default tax rule used instead, causing errors for users.

With this release, when DEAR receives an unrecognised tax rule from Shopify, DEAR creates a new tax mapping, creates an internal notification to inform, and emails the master user so they can properly map the new Shopify tax rule to the appropriate DEAR tax rule.

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Go to Integrations → Shopify → Setup and to the Link Shopify and DEAR Tax Rules section to map Shopify tax names to DEAR tax rules.

More information: Shopify Integration

Feature 13: Shopify – Shopify online sales can allocate stock from multiple DEAR locations

Impact area: Shopify Integration

Introduction: Previously, when DEAR loaded online sales (not POS) from Shopify, the setting Location for online sales determined the DEAR location that would be used to fulfil the sale. With this release, DEAR now checks the fulfilment location in Shopify. If the Shopify fulfilment location is mapped to a DEAR location in the DEAR Shopify settings, this location will be used in DEAR.

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More information: Shopify Integration – Fulfillment for Shopify online sales

Feature 14: Pinch added to Integrations page

Impact area: Integrations module

Introduction: Pinch payments lets you automatically take direct debit and credit card payments for your one-off and recurring invoices. Pinch automatically reconciles with Xero.

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More information: Pinch Payments

Fix 1: Task Workflow Date Calculations

Impact area: Automation module

Introduction: Previously some issues had been raised regarding how the Date From and Date To values were set for task workflows (multiple tasks being triggered in order). Date and time calculation for triggered tasks has been changed to match the Due dates are based on the field value.

These changes should be applicable for task workflows which are created through the tasks module as standalone task workflows as well as task workflows that are triggered automatically.

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More information: Tasks module: Using notifications and tasks to create workflows

Fix 2: Allow multiple Unstock actions on a Purchase

Impact area: Purchase module (Advanced Purchase/Credit Note only)

Introduction: Previously, DEAR users had problems when issuing multiple credit notes with multiple unstock actions on a single advanced purchase. During the second (or more) unstock action, lines were not correctly copying across from the credit note to the unstock tab. This has now been resolved and multiple unstock actions can be performed so long as the total unstock quantity does not exceed the stock received quantity.

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