Impact areas: Sale, Purchase, Production, Financials
Introduction: Tooltips to the existing information about customers, customer contacts, suppliers, stock, products and product deals are now available.
Pre-condition: Tooltip settings are defined in General Settings and enabled by default. To disable them, go to General Settings > Tooltip Settings.
Functionality: Hovering over an underlined tooltip displays a popup with more information about the record in question. For example, when creating a Sale Order, the Customer name is highlighted. From the tooltip, the customer’s credit limit, last transaction and available payment terms are displayed. The customer’s name is also underlined – if you click it, the customer record opens in another browser window or tab.
Impact area: Outstanding Quotes Report
Introduction: A filter for All quotes, Draft only, and Authorised Only quotes has been added to the Outstanding Quotes Report. This allows the report to be broken down by status.
Functionality: The filter displays All Quotes by default (Authorised, Voided, and Draft). The other filter options are Drafts Only and Authorised Only. Draft (quotes) returns all rows, except Voided or Authorised quotes. Authorised Only returns quotes with Authorised status, including Archived authorised quotes.
Impact areas: Customer Payment Details Report, Sale Order Details Report, Customer Orders by Product Report, Sales by Product Summary Report, Sale Overview Report
Introduction: The five (5) abovementioned reports now include the Shipment date column. With the additional column, there is no longer any need to go down into the record to get its shipment date.
Functionality: When generated from the Reports module, these reports will show a new Shipment Date column.
Impact areas: Simple Sale, Advanced Sale, Service Sale
Introduction: Fields for adding shipping contacts and shipping notes have been added. This allows relevant shipping information to be added to the record. The content will be available in all shipping-related templates as a mail merge field.
Functionality: There are new Ship to Company, Ship to Contact, and Ship to Other fields when creating simple, advanced, and service sales. There is also a new Shipping Notes field where shipping-related information can be entered. For more information, click here.
Impact area: Report scheduling
Introduction: There is a new full backup feature available as part of the Scheduled Reports module. This allows data to be backed up on a regular basis.
Pre-condition: Only Master Users (account owners) can access this feature.
Functionality: The new Full Backup feature can be set up to back up all or selected data. The number of days to back up, start date, frequency, and mailing list (users to which an email notification will be sent) are also configurable.
Impact areas: Customer, Sale, DEAR POS, Audit Report, Activity Log
Introduction: Customers can be placed on Credit Hold/Stop Credit automatically and manually.
Functionality: The On Credit Hold setting in the Customer Record is disabled by default. Users with the correct permissions can manually set customers on Credit Hold by checking this box. DEAR will automatically put a customer on Credit Hold once the Credit Hold Grace Period lapses and the customer exceeds their allocated credit limit. The customer will remain on Credit Hold until payment has been made.
Impact area: Lot Recall Report
Introduction: Previously, users were required to enter the product and the batch/lot/serial number separately when generating the Lot Recall Report. This required knowing both the product name and the batch/lot/serial number. With this improvement, users only have to enter any of this information to generate the report and print recall letters, if needed.
Functionality: From the Batch/Lot Recall Report, you can enter the product, batch, lot, or serial number to retrieve the relevant record.
Impact area: Reports
Introduction: This financial report shows payment details for each Payment Account in DEAR. All data about payments, money tasks and bank transfer operations is included in the report.
Functionality: Go to Reports > Financial Reports to access the report. From here, click the Payment Details Report to generate it.
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