Site icon DEAR Cloud Inventory Management

New Release – 26th June 2022

Feature 1: Product filter for re-ordered product list

Impact area:

Inventory module, purchase module

Introduction:

The low stock reorder feature allows streamlined reordering of stock that is running low, ensuring no sales are lost due to an item being out of stock. Our customers gave us feedback that the list of products for re-order can grow too long for suppliers with a large product catalog. In response, in this release the DEAR team has added a product filter to this screen.

Pre-conditions:

Functionality:

  1. Go to Purchase → Reorder. A product will now be automatically shown in this list once the quantity drops below the Minimum Before Reorder quantity for either the location where it is stored, or for the organisation’s global minimum before reorder quantity.
  2. Select a Supplier. This displays a list of available products for reorder. Alternatively, click Select All to select all products needing reorder.
  3. Click the Products filter button to open up the filter window.
    • Products can be filtered by product family, tag, category, brand OR filtered to show a single product.
    • The condition for filter groups work is AND. This means that values selected in the filters are applied as AND. Inside the group the condition is OR
      • For example, if the filters Product Family: Long-sleeved Shirts, T-shirts, Tag: New, and Category: Menswear are selected, Products belonging to the long-sleeved shirts family AND t-shirts family with tag: new and category: menswear will be shown.
  4. Select one or more products from the filtered list by checking the box next to it.
  5. Click Reorder.
  6. A new purchase order will be generated automatically for the reordered stock. Follow the link to go to the purchase order. Check the purchase order to see if the details are all correct.
  7. Authorise the order to be printed or emailed to the supplier to be fulfilled.

More information:

 

Feature 2: Stock Value Inventory Aging Report

Impact area:

Inventory module, Reports module

Introduction:

We received feedback from some of our customers that they would like to view stock value as stock quantities as well as inventory age, and have the option to see inventory age beyond the current limit of 180 days old.

With this release we have kept the Inventory Aging Report in its original format, but have added a new report: Stock Value Inventory Aging. This report shows a total of 7 aging buckets, but allows the user to select the length of the aging bucket interval. The report also shows the stock value alongside the stock quantity.

Pre-conditions:

Functionality:

More information:

 

Feature 3: Set the user creating the sale as sales rep by default

Impact area:

Sales module, Settings

Introduction:

A feature of how sales are processed in DEAR is that a sales rep is assigned to each sale. Some of our users do not connect sales or customers to a sales rep. They are obliged to search for themselves to add as a sales rep each time which is inconvenient and time-consuming. Other users have specific sales reps for each customer and need to retain this feature. With this release, we have added a new setting which allows the user creating the sale to be assigned as the sales rep by default. This can still be manually edited during the sale if required.

Pre-conditions:

Functionality:

More information:

 

Feature 4: WMS – Stock Lookup feature to view item/bin/location stock availabilities

Impact area:

WMS application

Introduction:

While users were able to check stock availability via the DEAR web portal this feature was not available in the WMS application. Customer feedback requested that we add this functionality to the application. Users can use the new Stock Lookup feature to view stock availability data for all locations, all bins, and to find all instances of specific items.

Pre-conditions:

Functionality:

More information:

 

Feature 5: B2B Improvements

Impact area:

B2B portal, sales module

Introduction:

With this release we have implemented several small improvements to the B2B portal.

Pre-conditions:

Functionality:

More information:

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