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New Release – 31st JANUARY 2021

New Feature

Feature 1: Return Merchant Authorisations (RMA) and return orders

Impact area: Sales module

Introduction: Returns involve an interlinked network of actions and decisions, including issuing credit notes, refunds, and initiating actions like inspection, repair, replacement, scrap, and restocking. The new RMA and return order features in DEAR now allow you to configure your organisation’s return policies, which are then used to streamline returns decision-making and automate much of the returns workflow.

Actions taken on RMA and Return orders are translated to combinations of DEAR processes (Sales order/credit note, Inventory write-off, transfer orders, and jobs) to correctly reflect the return in your organisation’s inventory and accounting records.

Pre-condition: None.

Functionality: See more information for detailed instructions.

More information:

Feature 2: Production module improvements – Production Orders and Production BOM

Impact area: Production module

Introduction: DEAR’s production module is aimed at addressing the needs of the production process. New production features will provide our current customers with powerful, logical manufacturing solutions to add to their inventory solution. Following on from our most recent releases, we are continuing to improve the Production module functionality and add features.

Pre-condition: None.

Functionality:

More information:

Feature 3: Production module improvements – Co-manufacturing

Impact area: Production module

Introduction: Co-manufacturing operation is the outsourcing of part of the manufacturing process or full production process of a product to a third-party. Following on from our recent releases, we are continuing to improve the Production module functionality and add features.

The procurement for co-manufacturing can be carried out in two ways:

Previously, procurement mode was applied to all co-manufacturing work centres. With this release, procurement mode can set for each co-manufacturing work centre.

Pre-condition: None

Functionality:

The procurement mode of a co-manufacturer can be changed from the default procurement mode from the Work Centres page, Production → Production Settings → Work Centres.

If the co-manufacturer box is checked for a work centre, the procurement Mode can be changed. If the co-man box is not checked, this field will display N/A. Once a work centre is in use by one or more production BOMs the co-manufacturing procurement mode can no longer be changed.

More information:

Feature 4: New production module reports

Impact area: Production module, Inventory module

Introduction: DEAR’s production module is aimed at addressing the needs of the production process. New production features will provide our current customers with powerful, logical manufacturing solutions to add to their inventory solution. Following on from our most recent releases, we are continuing to improve the Production module functionality and add features.

Pre-condition: None

Functionality:

Please follow the links above to learn more about each report.

Feature 5: CRM module improvements

Impact area: CRM module

Introduction: While DEAR already had the ability to manage customers and sales, we have now expanded this to offer the most commonly requested features for Customer Relationship Management (CRM), such as lead management, opportunity management, and task management. Following on from our recent releases, we are continuing to improve the CRM module functionality and add features.

Pre-condition: None

Functionality:

More information:

Feature 6: Sales module improvements

Impact area: Sales module

Introduction: With this release DEAR has improved the functionality of some aspects of the sales module.

Pre-condition: None

Functionality:

More information:

Feature 7: Product Family BOM improvements

Impact area: Inventory module, production module

Introduction: Product family production BOMs creates a general production BOM for the family (e.g. shirt) but allows other product family variations to be used as components (e.g. fabric). Production BOMs for each variation are auto-generated from the general BOM and the mapping values, saving our users lots of time when preparing production BOMs for many variations at once. Following on from our recent releases, we are continuing to improve the product family BOM functionality and add features.

Pre-condition: None

Functionality:

More information:

Feature 8: Clone Manual Journals

Impact area: Financial module

Introduction: Previously, it was not possible to clone manual journals – the user would have to enter all manual journal details for every new journal. With this release, manual journal entries can be cloned for easier input of repeated or regular journal entries.

Pre-condition:

Functionality:

More information:

Feature 9: POS redesign

Impact area: DEAR POS

Introduction: The DEAR POS application has been redesigned with a new look and feel to improve usability.

Pre-condition:

Feature 10: BigCommerce integration

Impact area: New integration

Introduction: BigCommerce is a top-3 platform for e-commerce and provides a full package of services for e-store creation: sting, front-end design, SEO, payments and marketing tools needed to build an online store. Integration of DEAR Inventory module with BigCommerce allows our clients to get yet another powerful sales and promotional e-shop channel for growing their business.

Pre-condition:

More information:

Feature 11: eBay – Cancelled orders in eBay can be refunded

Impact area: eBay integration

Introduction: Previously, cancelled orders in eBay would cause voided sales in DEAR. With this release, if a cancelled sale has refund data in eBay, DEAR will automatically create a credit note and apply the refund for the sale in DEAR. No user action is required.

Pre-condition:

More information:

Feature 12: Production module added to Lot Recall report

Impact area: Reports module, Production module

Introduction: The Lot Recall report shows who has supplied or bought your product lots and batches. It also shows stock on hand of all batches. With this release, batches produced using the production module will also appear on the lot recall report.

Pre-condition: None

Functionality:

More information:

Feature 13: Account usage notifications for shared database users

Impact area: DEAR account and subscription.

Introduction: DEAR users have the option of hosting merchant data on a personal database or a shared database with other users. DEAR has set usage limits for each user based on CPU/memory/IO resources. DEAR has set a 100K limit on products and, with this release, a 400K limit for sales volume. With this release, users can see their percentage resource utilisation from the DEAR My Subscription page, and will receive email notifications when they are approaching their resource limit.

Pre-condition:

Functionality:

More information:

Feature 14: Enhanced Amazon Settlements Report processing

Impact area: Amazon integration

Introduction: Amazon generates Settlement Reports for its sellers, providing breakdowns of Item Price, Amazon commission fees, shipping fees, and total amount earned by the seller – detailed information of a seller’s account activity for the settlement period. Approximately every two weeks, Amazon will deposit the sales money, minus charges for Amazon fees, in the seller’s Amazon account directly into the seller’s bank account.

Amazon and FBA sellers face challenges and too much manual effort when trying to reconcile their bank statements against their revenue and financial transactions, as the Amazon settlement report is a huge data file. Additionally, Amazon frequently changes the type of charges/fees on seller accounts which are easy for the seller to miss.

Currently, DEAR imports data from the Amazon settlement report and creates manual journals for transaction types mapped against DEAR accounts. With this release, DEAR has improved its processing of the Amazon settlement report:

Pre-condition:

Functionality:

More information:

Feature 15: Amazon refunds and returns now supported

Impact area: Amazon integration

Introduction: DEAR supports two types of Amazon integrations, Amazon eCommerce integration and Fulfilment by Amazon. Previously, DEAR Amazon integration did not support Amazon returns and refunds, but with this release these functions are now supported.

Pre-condition:

Functionality:

DEAR will process the captured refunds automatically every hour. When a refund or a return is captured from Amazon, DEAR will create and authorise a credit note and refund for the relevant sale order in DEAR. Amazon has different fees applied on refunds depending on product and location, which will be captured by DEAR as an additional charge. There will be no restocking done for Amazon returns during processing the returns and refunds to DEAR.

More information:

Feature 16: Confirmation added for UAE accounts before integrating with Xero or QBO

Impact area: Financial module

Introduction: When integrating with QBO or Xero, DEAR disables many features of its financial module – finances are then handled by the accounting integration. However, DEAR provides several UAE-specific financial features mostly related to taxation that are also disabled by this integration. With this release, users must explicitly confirm that these features will be unavailable and that this change is acceptable before integrating with Xero or QBO.

Pre-condition:

Functionality:

When a UAE organisation attempts to integrate with Xero or QBO, during onboarding or otherwise, they must explicitly confirm that they understand the DEAR UAE-specific financial features will be disabled before proceeding with the integration.

Small fixes and performance enhancements

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