Implemented
Dashboard
Can we choose to have the Chart Of Account, number of customers etc not displaying at the top of the screen. Unnecessary information to display on the Frontpage.
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Solutions
- Getting Started Guide
- Charts of Accounts and Other Financial Settings
- Import CSV files
- Email templates and emailing suppliers/customers
- Managing DEAR Reports
- Order Status Possible Values
- Accounting transactions in DEAR inventory
- Sales - General View Status
- Error messages
- Shipping Zones
- In-App Messaging
- The DEAR Partner Program
- Navigating through DEAR Using the Quick Access Button
- Sales Views
- Managing Workflow Automation in DEAR
- Working with DEAR Reports
- Using the Dashboard
- Default Field Values for New Products, Customers and Suppliers
- My DEAR Subscription
- My DEAR Account
- Managing Users and Roles
- General Settings
- Manage Document and Email Templates
- Switching Accounting Integrations
- Multicurrency
- Reference Books
- Shipping Zones Setup
- Adding Trials of the POS, B2B, API and Automation Modules to Paid Plans
- Account Security Features
- Phone Verification during the Account or Partner Registration Process
- Additional Attributes
- Locations
- DEAR to DEAR Networking
- Carriers
- Multilingual Support
- User Permissions explained
- Referral Credit Program
- How to filter, format and search DEAR reports?
- How can I use different price tiers for a customer?
- Consignment Stock
- Barcode scanning in the Stock Received section
- What is the Undo function? When is it no longer possible to Undo an invoice?
- How to use additional attribute set?
- Handling Leading Zeros in CSV Files
- Unit of Measure Conversion
- If my assembly has a sub-assembly, how will it look like on the Finished Goods screen?
- Multiple COGS entries
- Unable to select the Batch Number re-entered through Stock Adjustment when using FIFO-Batch costing method.
- Reporting FAQ
- Subscriptions
- How to process overpayments in Xero
- Error: Error! Unknown op code for Conditional. Template do not work when field data includes special character like "
- DEAR IP Address
- Excluding Shipping Cost from Profits
- How to import CSV file in Excel
- What sales reports display order shipment dates?
- How to save the CSV file in Unicode CSV (as UTF-8) in Microsoft Excel
- Fixing Decimal places in mailmerge field code
- Tax Rules
- What if I create a Tax Rule in DEAR and not in Xero/QuickBooks Online? Will this create a new rule within my accounting app?
- Setting up Tax Rules to track WET in DEAR
- DEAR Systems VAT Compliance - UAE
- Applying VAT Condition to Contacts
- Apply condition to Inventory
- VAT Transactions in DEAR
- Designated Zones
- VAT Filing
- Systems Auditing in DEAR
- Purchase
- POLines
- POLineDetails
- POAdditionalCosts
- Prepayments
- StockReceived
- ReceivingNoteByProducts
- ProductLabelsBatch
- InvoiceLines
- InvoiceLineDetails
- InvoiceAdditionalCosts
- InvoicePayments
- CreditNoteLines
- CreditNoteAdditionalCosts
- CreditNotePayments
- Unstock
- OrderTaxDetails
- InvoiceTaxDetails
- CreditNoteTaxDetails
- Sale
- QuoteLines
- QuoteLineDetails
- QuoteAdditionalCharges
- Prepayments
- Order
- OrderLineDetails
- OrderAdditionalCharges
- Pick
- ExpandedPickGroup
- ExpandedPick
- DEAR Point of Sale - Getting Started
- Adding a New Location & Outlet
- Adding a New Register to Outlet
- Listing products on DEAR POS store
- Making your First Sale in DEAR POS for PC and Mac
- Setting Up and Using Loyalty in DEAR POS
- Handling Exchanges on a Sale in POS for PC or MAC
- Returning a Sale
- On Account and Layby Sales
- Accounting transactions in DEAR POS
- Hardware Installation
- DEAR POS - Square integration
- Quick Keys Setup
- Locking the Retail POS app
- Vantiv triPOS Integration
- Tyro Integration
- mPOP Device by Star Micronics
- Surcharges
- Stock Transfer Order
- Paymentsense Integration
- Cash Management in DEAR POS
- Shipment from an Outlet (WMS app)
- Searching, Fulfilling, and Refunding Orders from DEAR and Other Sales Channels
- Selling in DEAR POS
- Maintaining the Reasons for Cash In/Out and Petty Cash In/Out in DEAR POS
- Creating a Draft Purchase Order
- DEAR POS FAQs
- Printing Product Labels in DEAR POS
- DEAR Warehouse Management Solution
- Selecting a Carrier
- DEAR WMS Write-Off
- Printing Product Labels in DEAR WMS
- Serial Numbers and Batch Numbers in DEAR WMS
- Pick Zones
- DEAR WMS FAQs
- Voice Picking in DEAR WMS
- DEAR - B2B Online Portal
- Binding a custom domain name to your DEAR B2B portal
- Using a LetsEncrypt SSL Certificate for a DEAR B2B Portal Custom Domain Name
- Purchase Module - General Information
- Processing a Purchase
- Suppliers
- Low Stock Reorder
- Backorders
- Advanced Purchase - Partial Orders/Deliveries
- Inventory Accrual and Stock in Transit implementation (GRNI, GINR)
- Unstock incorrectly received items
- Landed Cost Expense Distribution
- Bulk Supplier Payments
- Purchase Bulk Actions
- Supplier Deposits
- DEAR Purchase tasks CSV import
- Applying Credit Notes as Part Payment - Purchases
- Purchase Credit Notes and Refunds
- Service Purchase
- Purchase FAQs
- Order Approval
- Tooltips in DEAR
- Sale Module - General Information
- Processing a Sale
- Customers
- Advanced Sales - Multiple Fulfilments
- Recurring Orders/Invoices
- Dropshipping
- Discounts
- Product Deals
- Customer Sales Statement Reports (Outstanding Balances)
- Split Orders/Back Orders
- Customer Credit Notes and Refunds
- Service Sale
- Customer Credits
- Sales Bulk Actions
- Bulk Customer Payments
- Pricing and price tiers
- Gift Cards
- DEAR Sale tasks CSV import
- Applying Credit Notes as Part Payment - Sales
- Quote Approval
- Credit Limits and Credit Holds
- Inventory Module - General Information
- Product and Service Management
- Product Families
- Stock Adjustment and Stock Revaluation
- Stocktake
- Stock Transfers
- Viewing Product Availability
- View/Print a Price List
- Delete Products
- Managing Price Tiers
- Costing Methods
- Average Cost
- Calculation of Available, On Hand and Allocated Stock quantity
- Picking Stocks
- Additional Units of Measure
- DEAR POS Ordering
- Smart Reordering
- Non-Inventory Products
- Managing Products in Sales Channels
- Product Available Quantity Change Logs
- Setting Custom Product Prices
- Product Segmentation
- Importing and Exporting Updated Product SKUs in Bulk
- Purchase Order Pending Report
- Purchase Order Details Report
- Purchase Order Summary Report
- Purchase Order vs Invoice Report
- Stock Received Not Invoiced Report
- Purchase Invoice Details Report
- Purchase Invoice Summary Report
- Stock Received vs Invoice Report
- Purchase Cost Analysis Report
- Supplier Financial Summary Report
- Product Prices By Supplier
- Inventory Suppliers Report
- Outstanding Quotes Report
- Sale Overview Report
- Sale Order Details Report
- Pending Sale Orders Report
- Sale Profit Summary Report
- Profit by Sales Representatives Report
- Sales By Product Details Report
- Sales By Product Summary Report
- Sale Price History Report
- Backorder Details Report
- Backorder Summary Report
- Find Sale By Purchase Order Report
- Customer Payment Details Report
- Customer Payment Summary Report
- Customer Orders by Product Report
- Sale Credit Notes By Product Report
- Product Availability
- Inventory Movement Details Report
- Financial Module - General Information
- Accounts and Chart of Accounts
- Bank Accounts
- Manage Opening Balances (Conversions)
- Bank Reconciliation
- Fixed Assets
- Receipts & Expense Claims
- Money Tasks (Spend Money, Receive Money, Transfer Money)
- Managing Manual Journals
- Bill of Materials
- Finished Goods Assembly
- Disassembly
- Inventory Write Off
- Job Costing
- Example 1: Using a Contract Manufacturer to Assemble a Completed Product
- Example 2: Using a Contract Manufacturer to Assemble a Completed Product (Food)
- FAQs
- Using the Automation Module
- Notifications
- Tasks Module: Using Notifications & Tasks to Create Workflows
- Report Scheduling
- Mailing Lists
- Reminders
- Data Backup
- Xero Integration - Basics
- Xero Connect Wizard
- Payments in Xero
- Xero Tracking Categories
- Xero Integration - Advanced Settings
- Load Products from Xero to DEAR
- Xero - Troubleshooting Common Errors
- Accounting for Wine Equalisation Tax (WET) (Xero + DEAR)
- Xero Integration FAQs
- QuickBooks Online Integration - Basics
- QuickBooks Connect Wizard
- QBO - Troubleshooting Common Errors
- Loading Historical Transactions from QuickBooks to DEAR
- Shopify Integration
- Shopify Integration FAQs
- Magento 2.0 Integration
- Magento Integration
- WooCommerce Integration
- WooCommerce Integration FAQs
- Vend Integration
- Handshake Integration
- ShipStation Integration
- Stripe Integration
- Stripe Integration FAQs
- Paypal Integration
- FAQ Paypal
- Square Integration
- Amazon eCommerce Integration
- eBay Integration
- Etsy Integration
- Amazon Integration FAQs
- Handling Amazon Fees & Charges
- eBay Integration FAQs
- Fulfilment by Amazon (FBA) - External Fulfilment Service
- Using Shipping Service for Shipping Rate Quotes
- Shipping Label Printing
- ShipStation as a Shipping Service
- StarShipIT Integration
- Shippit Integration
- Shiptheory Integration
- DEAR external fulfilment workflow explained
- Shippit Integration FAQ
- ShipStation FAQs
- FAQ Salpo CRM
- Capsule CRM
- FAQ Capsule
- Vend FAQs
- Zapier Integration
- Order Routing for eCommerce Platform Integration
- Avalara Integration
- API introduction
- API introduction
- Connecting to the DEAR API
- Pagination
- API Status Codes
- Date Format
- API Release Notes
- List of Endpoints
- Customers
- Suppliers
- Products
- ProductFamilies
- Product Attachments
- Product Suppliers
- Bill Of Materials
- ProductAvailability
- SaleList
- AttributeSets
- ChartOfAccounts
- Locations
- PaymentTerms
- ProductBrands
- ProductCategories
- Sale GET
- Sale POST
- SaleCreditNote
- SalePack
- SaleShip
- TaxationRules
- UnitsOfMeasure
- SalePayments
- PurchaseList
- Purchase_GET
- Purchase_POST
- Me Endpoint
Topics in this forum
- B2B Portal - Shipping calculator
- New Feature requests
- Support chat widget in POS & WMS to contact DEAR Support quickly
- Order Routing
- Ability to show serial numbers or batch numbers comma seperated in a receiving note.
I agree. Or at least reverse the top to bottom order of the dashboard.
1 person likes this
Yeah, the dashboard is pretty useless at this point. Some basic retail KPI's at a glance would be ideal. Revenue, margin, basket value, basket size, etc etc...
agreed
i don't use the dashboard at all, it would be really helpful if we could customise it
1 person likes this