Site icon DEAR Cloud Inventory Management

New Release – 23rd MAY 2021

New Feature

Feature 1: Allocate credit note refunds as partial payment to an invoice

Impact area: Sales and Advanced Sales

Introduction: Previously, credit note refunds could be applied as partial payment to an invoice via a workaround – refunds were processed as a customer credit, and the customer credit could be applied to an invoice. With this release, credit note refunds can be allocated directly to a sale invoice as payment to close out both documents.

Credit notes applied as part payment in Xero and QBO will be synced to DEAR and vice versa.

Pre-conditions: Customer must have an existing credit note balance from any sale or standalone credit note

Functionality:

More information:

Feature 2: API endpoints added for CRM module (Leads, Opportunities), and tasks

Impact area: CRM module, Tasks module (Automation), DEAR API

Introduction:DEAR allows its users to run activities via its API. CRM module functions including lead creation, creating tasks and task workflows, etc can now be automated via the DEAR API.

Pre-conditions:

Functionality: See the DEAR Developer Portal link for a detailed list of all Production API fields.

More information:

Feature 3: Workflow Activity Log added to all purchases

Impact area: Purchase module

Introduction: Each purchase now displays an activity log of automated actions due to workflows as well as an activity log of user actions. This applies to simple purchase, advanced purchase, service purchase, and credit note purchase.

Pre-conditions: None

Functionality:

Feature 4: Account mapping for In Transit accounts

Impact area: Inventory module

Introduction: An In Transit account is used by transfer orders in order to record the costs of items in transit. Previously, this account would be manually selected during a stock transfer, however now a default in transit account can be mapped.

Pre-conditions:

Functionality: Go to Settings → Reference Books → Financial → Account Mapping and choose an In-transit Account from the dropdown menu

More information:

Feature 5: Delivery Scheduling for DEAR WMS

Impact area: DEAR WMS

Introduction: Sales may be made through DEAR POS and DEAR web portal that will be delivered to the customer later. Delivery Scheduling for WMS allows the user to view a list of scheduled deliveries assigned to them, mark deliveries as completed, and attach photos of proof of delivery.

Functionality:

Functionality:

More information:

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