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- Gift Cards You can offer Gift Cards to your customers that they can then use to pay for your products and services. Gift Cards can be used for in-app sales as well as for the B2B and POS sale channels. Below are some important considerations when using gift cards: DEAR Gift Cards ... Learn more
- Credit Limits and Credit Holds Set Credit Limits for your customers and implement Credit Holds, either automatically when outstanding payments are overdue or manually at any time. User permissions can be set to either receive a notification when customers are on Credit Hold or have exceeded their Credit Li... Learn more
- Quote Approval DEAR allows you to mark quotes as rejected if they have been unsuccessful. When quote approval is enabled, two new options are added to filter the sales list, Rejected and All but Rejected and Voided. Sales Reporting (Sale Outstanding Report, Sales Overview Report and Sale Or... Learn more
- Applying Credit Notes as Part Payment - Sales Credit notes function as negative invoices. Credit note balances for a customer can be used to close out outstanding invoices. Credit notes applied as part payment in Xero and QBO will be synced to DEAR and vice versa. For more information on purchase invoices, see Appl... Learn more
- Import sales tasks via CSV Import sale tasks via CSV to save time when uploading multiple sale orders at once. Each line in the CSV file corresponds to an sale invoice line or sale invoice additional charges line in the sale order. Imported salee orders will be imported with an authorised sale order, a... Learn more
- Pricing and price tiers DEAR Inventory lets you set up to 10 price points for each individual product. Customers are assigned a price tier which sets what price they can buy products for. Price Tier names are set up in General Settings while Price Tier values are managed from the Inventory module. ... Learn more
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