Feature 1: Pull Shopify sale order tags into DEAR and map with Additional Attribute set
Impact area:
- Shopify integration
- Sales module
Introduction:
Shopify allows its users to create custom tags for sale orders which can be used to search and filter sales. With this release, DEAR can now pull order tags from Shopify and map these tags to the additional attribute set assigned to your sales process. This feature will allow DEAR users to see what tags a specific Shopify order has and filter by these tags in reports.
Pre-conditions:
- Active Shopify Integration
- Assign a Default Attribute Set to Sales Process Customisation (Settings → General Settings)
- Additional attribute set requires one empty field of type Text to store pulled tags from Shopify. We recommend naming this field Tags or other easily identifiable name.
- Only applicable when No Consolidation is selected for orders.
Functionality:
- From DEAR, go to Integrations → Shopify and select the Setup tab.
- In Account & Cash Settings, scroll to Imported Shopify sale order tags to and select a field from the dropdown menu. This menu will show all fields of the Default Attribute Set assigned to your sales in Sales Process Customisation (Settings → General Settings)
- Sale order tags in Shopify will be pulled during synchronisation and stored in this field. Sale order tags pulled from Shopify will be displayed as plain text separated by commas. Tags can be deleted and/or edited from DEAR.
- Selecting Do not import instead of an attribute field will result in no tags being imported from Shopify.
- If there are no sale order tags in Shopify, this field will be left blank.
- If the Default Attribute Set is changed from Sales Process customisation settings, this field will need to be remapped. If remapping does not take place and no suitable attribute set field is chosen, no sale tags will be imported.
- Imported sale order tags can be displayed in sale reports (Sale Order Details, etc.). If this field is not visible, users should click the Configure Layout and add required fields to the report area.
More information:
Feature 2: Allow download of duplicate SKUs from Shopify
Impact area:
- Shopify integration
Introduction:
Previously to this release, DEAR would skip the download of duplicate products (identical SKUs) from Shopify. DEAR requires a unique SKU for each product while Shopify does not enforce the same rule.
As some customers have duplicate SKUs generated by third-parties, which cannot be edited, our team has now implemented an option to allow duplicate SKUs to be processed by DEAR using the Auto-assembly/Kit feature. This new functionality will apply to any duplicate SKUs in Shopify regardless of how they have occurred.
Pre-conditions:
- Active Shopify integration
Functionality:
- From DEAR, go to Integrations → Shopify and select the Setup tab.
- In Account & Cash Settings, enable Import duplicate SKUs from Shopify.
- When DEAR encounters Shopify products with duplicate SKU (SKU-A), these will be downloaded to DEAR, creating the following elements:
- MainProduct with DEAR SKU (SKU-A);
- KitProduct for each product with Shopify SKU (SKU-A); in DEAR the KitProduct will have SKU (Shopify <VariantID>) as this is a unique value in Shopify.
- Each KitProduct will have an assembly BOM containing 1 component only, MainProduct (SKU-A). Auto-assembly/Kit and Disassembly are enabled.
- Please see documentation for more detailed information and for how KitProduct and MainProduct are handled in reports, stock updates, Shopify Catalog and other instances in DEAR.
More information:
Feature 3: Export error list when importing CSV files
Impact area:
- Inventory module
Introduction:
DEAR allows users to capture which lines of data are invalid or have been skipped due to various errors during data import. Users were able to view skipped lines and their errors from the DEAR web portal which users found inefficient. With this release, users can export an error list as a CSV file when importing data, such as Stock on Hand …
Pre-conditions:
- None
Functionality:
- When uploading CSV files of data, you will be given the option to Download invalid lines if errors were found during import.
- Each invalid order line is displayed with associated errors. If more than one error is present, each error will be shown in a separate column of the file.
More information:
Feature 4: Use HubSpot analytics tracking on DEAR B2B portal
Impact area:
- B2B Portal
- Hubspot
Introduction:
DEAR B2B portal currently offers the option for our users to use Google Analytics on their portal, by embedding a Google Tracker ID snippet into the portal page HTML. HubSpot provides similar tracking functionality, assigning each HubSpot account a unique ID to monitor website traffic. The tracking code is automatically included on his HubSpot blog posts, landing pages, and website pages, and HubSpot offers a Javascript snippet to its customers to monitor traffic on external sites. Our customers requested that this feature be extended for use with the B2B portal, and a new setting has been added to DEAR to enable this.
Pre-conditions:
- Active HubSpot Integration
- A HubSpot subscription with at least Marketing Hub Professional, Enterprise CMS Hub Professional or Enterprise Legacy Marketing Hub Basic levels are required to manage analytical reports.
- Your B2B store and subdomains must be added to Advanced Tracking list (Settings → Tracking & Analytics → Advanced Tracking) via the HubSpot interface. See here for more information.
- Enable Collect data from website forms setting (Account Settings → Tools → Marketing → Forms → Non-HubSpot Forms) via the HubSpot interface.
- Active B2B Portal
Functionality:
- From DEAR, go to Integrations → B2B Portal and select the General tab.
- In General Settings, enable Use HubSpot tracking. This setting will only be visible if the organisation has an active HubSpot integration.
- When enabled, a non-editable field, HubSpot ID, will appear next to the setting. This displays your HubSpot portal ID number.
- You can check if HubSpot ID is correct by checking your ID number via the HubSpot portal UI by going to Profile & Preferences.
- DEAR will then embed the HTML code snippet to allow tracking in all B2B portal pages automatically. No further user action is required.
- Tracking data from B2B portal pages will now be collected in HubSpot and you can use the HubSpot marketing tools and reports to analyse it. See here for more information.
More information:
Feature 5: Add sales status to the Sale Order List – Fulfillment View
Impact area:
- Sales module
Introduction:
The Sales module has three views, the General View, Accounting View, and Fulfillment View. The information and order statuses displayed on the View All Sales page depends on the selected view, which can be changed at the top of the screen. Available actions and filters also depend on the selected view. Under the Fulfillment View, you can schedule/reschedule sales orders for picking, assign picking tasks to your staffers, and assign pickers to orders. Only orders that are ready for fulfillment (sale order has been authorised) are shown in this view.
With this release, we have added a column to display Sale Status (Ordered, Backordered, etc) alongside the existing column to show Fulfillment Status (Picking, Picked, Packing, etc).
Pre-conditions:
- None
Functionality:
- Go to Sale → All Sales and select the Fulfillment View tab.
More information:
Feature 6: Add attachments to Stock Transfers and Stock Adjustments
Impact area:
- Inventory module
Introduction:
With this release it is possible to attach files and images to stock transfer and stock adjustment tasks.
Pre-conditions:
- None
Functionality:
- Create a new stock transfer or stock adjustment, or open an existing task.
- Stock transfer or stock adjustment must at minimum be saved as a draft.
- Select the Attachments tab.
- Click to upload a file or drag and drop a file to the highlighted area.
- Max file size is 32 MB. Multiple files can be attached.
Feature 7: RMA improvements:
Impact area:
- Sales module
Introduction:
An RMA (return merchandise authorisation) is a numbered authorisation provided by a merchant to permit the return of a product to receive a refund, replacement, or repair during the eligible period. 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 RMA module in DEAR allows you to configure your organisation’s return policies, which are then used to streamline returns decision-making and automate much of the returns workflow. Our RMA module is currently in beta and is regularly updated and improved by the DEAR development team.
In this release we have added the following improvements:
- New Replacement options: RMA resolution Replacement has been replaced with two new options – Warranty Replacement (when product has an active warranty) and New Sale Replacement (when product does not have active warranty). The correct option will be shown automatically when going through the RMA process depending on the product’s warranty status. No further user action is required.
- (Fix) Products repaired and returned to client retains same warranty #: Previously, when a product was repaired and returned it to the customer then the system would create a new warranty. This is not correct and the behaviour has been corrected so that products repaired and returned retain the same warranty. No further user action is required.
No user action is required.
Pre-conditions:
- Configure return settings
More information:
Feature 8: Enable/disable sync of income and credit note data from DEAR to Xero for sales channels
Impact area:
- Xero integration
- Sales channels
Introduction:
With this release, our users will be able to enable/disable sync of invoice and credit note data for each connected sales channel (Shopify, WooCommerce, B2B portal, etc.)
Pre-conditions:
- Integration with Xero
- Integration with at least one other sales channel
Functionality:
- Go to Integrations → Xero and scroll to Integration Settings.
- Scroll to Sync invoices and credit notes and select channels from the dropdown menu. Multiselect is allowed.
More information:
Feature 9: ShipStation as a shipping service – sync frequency change from 1h to 15 min
Impact area:
- ShipStation integration
Introduction:
Following feedback from our customers, we have increased the synchronisation frequency for ShipStation from once an hour to once every 15 minutes. This improvement only affects ShipStation connected as a Shipping Service, this does not apply when DEAR is connected as a ShipStation Custom Store.
No user action is required.
More information:
Feature 10: Import up to 5000 product lines at once via CSV
Impact area:
- Inventory module
Introduction:
Some of our customers have tens of thousands of products and increasing the number of lines that can be uploaded at once is a highly requested improvement. With this release, we are increasing the maximum number of lines from 1000 to 5000 for product upload.
Pre-conditions:
- None
Functionality:
- Go to Inventory → Products.
- Click Import → Inventory List.
- Download the Inventory List CSV template.
- Copy the information from your Inventory List from your old system into the template. The column headings and heading positions must remain unchanged for the import to work correctly. If you don’t have information for some columns, they can be left blank unless they are a mandatory field (see fields marked with an asterisk above).
- Upload the saved Inventory List template.
More information:
Feature 11: Plan production orders up to 10 years away from current date
Impact area:
- Advanced manufacturing module
Introduction:
Previously to this release, DEAR allowed the planning of production orders up to 6 months in the future from the current date. With this release, our users can now plan production orders up to ten years from the current date. No user action is required.
Pre-conditions:
- Advanced manufacturing subscription required.
Feature 12: Amend default system lead statuses in CRM
Impact area:
- CRM
Introduction:
We received feedback from our customers that the default lead statuses for CRM did not fit in their own CRM processing workflow. The CRM interface has been updated to allow customers to modify default statuses and choose which statuses appear in the Kanban board and in which order.
Pre-conditions:
- None
