FEATURES: WMS – Picking for kitting, processing a POS exchange without an existing sale, bulk void/undo for stock transfers and more!
Feature 1: WMS – Picking for kitting
Impact area:
Applicable to WMS application only.
Introduction:
For some products, multiple items should be assembled into kits to be sold as one whole, e.g. gift boxes. Assembly of these products is simple enough to be done on the fly during a pick if no assembled items are available.
Previously to this release, DEAR allowed manual assembly of products and auto-assembly but both involved the assembly being completed prior to picking. With picking for kitting, WMS users can pick components and then complete the assembly during the picking process. Assembly orders created from this process are carried out automatically by the system, and components, labour and overhead costs, and wastage quantities cannot be edited.
Pre-conditions:
- Active WMS integration.
- Product for kitting must have Assembly BOM without auto-assembly/disassembly.
- No partial picking is possible for kitting – full quantity of components must be in stock for picking to start.
- Picking for kitting will only take place when no assembled products are available in stock.
- Picking for kitting is applicable to:
- Simple sales
- Advanced sales
- Sales from e-commerce channels
- Sales orders created for co-manufacturing with buy/sell procurement mode
- Dropship sales
- Backordered sales
Functionality:
- A sales order is authorised for one or more products with an assembly BOM (auto-assembly is not enabled). E.g. ‘Beauty gift kit’ with components ‘Shampoo’ ‘Body Wash’ and ‘Moisturiser’.
- DEAR checks if ‘Beauty gift kit’ is in stock.
- If ‘Beauty gift kit’ is in stock, warehouse staff will be instructed to pick the assembled product.
- If there are not enough units of ‘Beauty gift kit’ in stock to fulfill the order, the system will split the remaining items into their components and the warehouse staff will be instructed to pick the components.
- DEAR checks if there are enough components in stock to fulfill all remaining units of ‘Beauty gift kit’.
- If yes, warehouse staff will be instructed to pick and pack all components. The system will create and authorise an assembly order automatically.
- If there are not enough components in stock to fulfill the entire order, the user will be instructed not to pick this order. Partial pick is not possible with this feature.
- If availability changes during picking and there are no longer enough components in stock to fulfill the order, the picker will be instructed to return the components to stock.
More information:
Using the DEAR Warehouse Management System – Picking for kitting
Feature 2: POS – Processing an exchange without an existing sale
Impact area:
Applicable to POS application only.
Introduction:
This feature allows users to process exchanges of historical sales, or sales from before the time they started using DEAR POS, which do not appear in POS Sales History. With this feature, a user/cashier can generate an exchange without an existing sale.
Pre-conditions:
- Active POS integration.
Functionality:
- On the DEAR POS menu, click Sell → Sales History.
- On the Sales History page, click the hamburger menu on the top right, then click on No-Receipt Exchange.
- Enter a Receipt Number and click Continue to go to the sales register screen.
- Add the Customer to the exchange.
- There are two buttons displayed on the shopping cart display – Return and Sale. Click the buttons to toggle between the two.
- Add products to return to the Return list using the sales register. Product(s) will be displayed with a negative price and negative quantity.
- Add products to exchange to the Sale list using the sales register. Product(s) will be displayed with a positive price and positive quantity.
- Click Exchange to continue. If there is a price discrepancy, the user will be prompted to refund the customer in the case of a negative amount or take payment in the case of a positive amount.
- By default, no-receipt exchange will adjust stock levels to reflect the transaction. Toggle the Allow Stock Adjustment button to No if stock levels should not be adjusted.
More information:
Using POS Basics (Make, Exchange, Return Sales) – Processing an exchange without an existing sale
Feature 3: Display calculation description for MRP Demand Report
Impact area:
Sales module, MRP, Reports
Introduction:
Our users have provided feedback on our Materials Requirements Planning feature, and have requested more transparency to see how independent demand, dependent demand and supply suggestions are calculated.
Our development team determined that loading calculation descriptions for complex MRP runs could take many hours, but have worked to develop a solution. MRP runs can now be calculated either:
- With demand details: When a user selects to load with demand details, the system will calculate the approximate time required to load and require user confirmation. The user will be notified after the system has completed calculations in the background.
- Demand can only be calculated for periods of up to 2 weeks and up to 100 products at once.
- Without demand details: No calculation description is given. Faster to load, can load more products at once, can plan further into the future.
Pre-conditions:
- Set General Settings → Minimum Before Reorder to Each location to use the MRP module.
- Set up Products
- Configure product suppliers
- Set up Locations
- Set up Low stock reorder levels
- Set supply rules
- Set transfer planning intervals
Functionality:
- Start a new run from Inventory → MRP. Please see the article below for detailed instructions on MRP settings.
- Make sure to check Load demand details before starting the run. This is only available for up to 100 products at a time for planning periods of up to 2 weeks.
More information:
Materials Requirements Planning (MRP)
Feature 4: Import opening balances and stock on hand with QuickBooks Connect Wizard
Impact area:
QuickBooks Online integration
Introduction:
With this release, chart of account opening balances and stock on hand values can now be imported using the QuickBooks Connect Wizard. This means users no longer have to carry out this process manually when connecting DEAR and QBO. These steps of the QuickBooks Connect Wizard are optional and can be skipped.
Pre-conditions:
- Active QuickBooks Online Plus or Advanced account.
- Stock on hand values are only available in QBO if inventory tracking is turned on.
Functionality:
Two additional steps have been added to the QuickBooks Connect Wizard.
- Opening Balances
- DEAR will import and calculate opening balances for Accounts Receivable and Accounts Payable by importing all unpaid and partially paid purchase invoices and sales invoices.
- Invoice number and customer/supplier will be imported, payments and payment effective dates are imported from QBO.
- Partially paid and unpaid invoices will be imported even if the net Supplier/Customer balance is 0.
- Fully paid invoices will not be imported.
- Effective date for imported invoices will be the date of integration between DEAR and QBO.
- Credit account for financial transactions is ‘Historical adjustment’
- Opening balances for other accounts are imported as manual journals, where the credit account is ‘Historical adjustment’.
- After importing, opening balances for all accounts in DEAR will match account balances in QBO.
- DEAR will import and calculate opening balances for Accounts Receivable and Accounts Payable by importing all unpaid and partially paid purchase invoices and sales invoices.
- Stock on Hand
- NOTE: QuickBooks does not support batch numbers or serial numbers for products. If you are using this information for your products, we recommend not importing stock on hand from QuickBooks using the wizard as you will not be able to add this information later. Instead, you will need to skip this step and manually configure stock on hand from DEAR after you have completed integration with QuickBooks.
- NOTE: Locations in QBO and DEAR are not mapped. Stock on hand can only be imported to a single location in DEAR. Users can then manually move stock to other locations using stock transfers.
- All inventory products with stock on hand in QBO are imported as stock products in DEAR.
- DEAR creates an opening balance for stock on hand, by creating a simple purchase for the inventory products on hand value.
- Dt: Inventory assets, Cr: Historical adjustment
- DEAR makes imported products inactive in QBO and creates an inventory adjustment transaction.
- DEAR exports all products as services in QBO, and, if chosen by the user, inventory tracking will be turned off.
- This action is irreversible.
More information:
Feature 5: Bulk Undo/Void for Stock Transfer
Impact area:
Inventory module
Introduction:
With this release, users can now undo or void stock transfers in bulk. This will save time compared to manually opening and undoing/voiding individual orders.
Pre-conditions:
- Completed stock transfers cannot be undone/voided if the transferred products have been consumed by another task.
- Undo/Void is not applicable for orders created for Fulfilled by Amazon (FBA) external locations or for orders in transit.
Functionality:
- Open the stock transfers list by going to Inventory → Transfers
- Use the checkboxes next to transfer orders to select orders to undo/void
- Select Undo or Void and confirm to complete the action.
More information:
Feature 6: Create Stock Adjustment from Availability Report
Impact area:
Inventory module
Introduction:
With this release, users can now perform a Stock Adjustment from the Availability Report facilitating a greater user experience and usability.
Pre-conditions:
- Stock Adjustment can be done for zero-stock and non-zero stock products.
- Stock Adjustment created in Availability Report generates the Stock Adjustment task in the completed status in the system.
- Expense account used for Stock Adjustment made in the Availability Report is the expense account mapped for Inventory Discrepancy account in Reference Books → Accounts Mapping.
Functionality:
- Open Availability Report and click the On Hand quantity hyperlink of a product.
- Input the new quantity and unit price and save.