Reference Books are settings and information needed for successful system operation. While some data is not mandatory and can be added on the go, some sections are necessary for the system to function properly – we highly recommend setting the information in Reference Books at the very beginning. You can access the Reference Books under Settings > Reference Books.
- Read the Getting Started Guide
Table of Contents
- Your Company
- Other Items
You can configure your company details at any point, but doing this first will make it easier to use DEAR going forward.
These include shipping, billing and business addresses. You can select a default address for each of the address types. Your billing address will be included in your invoices. If more than one address is selected as default, the first default address in the list will be used.
Contact types can be business, shipping, billing, sale and employee. You can select a default contact for each type.
- Billing contacts appear on quotes and invoices. At least one billing contact is required to send email invoices to customers.
- Sales contacts appear in the dropdown list of sales representatives when creating a sale.
- If more than one default option for each contact type is selected, the first default option in the list will be used automatically.
DEAR to DEAR Networking
DEAR to DEAR Networking allows you to connect directly with your suppliers and customers who also use DEAR. Once connected, you can send purchase orders to suppliers, send invoice and sales orders to customers and approve purchase orders/invoices/sales orders from the DEAR to DEAR Network. See DEAR to DEAR Networking for more information.
This section includes Reference Books items that don't fit neatly into the other categories.
List carriers you will be using to transport your goods. You can select from these carriers in the Ship tab of the sales process. If known, enter their tracking URL as well, which serve the following purposes:
- generate a tracking link in printed PDFs
- use in e-Commerce integrations that support them (e.g. Shopify)
- notify users when the tracking number is changed.
The regions and countries that you ship to are known as shipping zones. Each shipping zone includes shipping rates that apply to customers whose addresses are within that zone. Shipping zones are used to calculate shipping rates for your customers automatically. You can add price-based and/or weight-based rules to your shipping zones. See Shipping Zones for more information.
Due to a large number of different requirements from system users selling a variety of products through DEAR Inventory and dealing with a variety of suppliers and customers, it is quite often that there will be a need to collect and store additional information that is not in the default fields on an inventory item, supplier and customer record.
For you to best describe your items, we have included the ability to create custom fields that can be used to describe your products, suppliers and customers (e.g. an electrical goods retailer wishing to list power and voltage information for their products can use Additional Attributes to do so). See Additional Attributes for more information.
DEAR systems is an Inventory Management Solution – it is essential to have your financial settings set up correctly so your transactions can be properly classified. This should be the first thing you do when starting to use DEAR.
Chart of Accounts
The chart of accounts is the list of all accounts your organisation has available to record your transactions and is important for classifying your transactions correctly and keeping your accounts accurate. We recommend that the first thing you do when using DEAR is to set up your Chart of Accounts.
DEAR provides a default Chart of Accounts, but you can import a chart from your accounting system or your own custom chart. You can add more accounts to suit your business requirements – make sure to consult with your accountant or bookkeeper before adding or editing any accounts. Make sure all accounts are mapped correctly as this is the information DEAR will use to create accounting transactions by default (you can also specify different accounts for different customers, suppliers, products). Incorrect accounts mapping may lead to synchronisation fail and problems with financial and tax reporting.
If DEAR is connected to accounting software (Xero/QBO) – no changes to the chart of accounts are allowed in DEAR. If you wish to edit the chart of accounts, you need to do so in the accounting applications and then run synchronisation with DEAR.
See Getting Started Guide - Chart of Accounts for more information about the required accounts for DEAR to function.
Once your Chart of Accounts is mapped correctly to DEAR, you can connect your real-world bank accounts in order to import and classify your bank transactions. Learn more about adding and managing Bank Accounts in DEAR.
If you are using DEAR standalone, Bank Accounts are added and managed through this Reference Books page. If you are using Xero/QBO, bank accounts are added through Xero/QBO and imported to DEAR during synchronisation. You can view your bank accounts here, but you will not be able to make any changes.
Once you have populated your Chart of Accounts in DEAR or Xero/QBO, you must make sure the accounts are mapped correctly. This ensures that income and outgoings are correctly categorised and your books and reporting are accurate.
NOTE: If you do not have Gift Cards or Goods Received Not Invoiced/Goods Invoiced Not Received enabled, you will not be given these account options.
When you begin using DEAR, you will need to enter the account balances from your previous accounting system and the date you started using DEAR Inventory. This is what we call conversion balances or opening balances; this will make sure your transactions are correct going forward. This should be done when you sign up to DEAR before you start using DEAR for transactions. See Managing Opening Balances for more information.
DEAR allows you to specify tax rules for whole orders, individual order lines, products, customers and suppliers. Tax Rates can have multiple tax components (e.g. a Sales Tax which includes a City Tax and State Tax components). See Tax Rules for more information.
These are the payment terms that can be set for suppliers/customers and for separate sale/purchase orders. You can select from the three available methods: Number of days, Day of next month or Last day of next month. For the Number of days enter the amount of days within which the payment is due (Net 30, Net 60, etc.), for the Day of next month enter the date when the payment is due. You can set default terms and also make payment terms inactive. Default terms will appear on invoices automatically but can be manually changed.
Fixed Asset Types
You can create multiple Fixed Asset Types to classify your fixed assets. Fixed Asset Types allow you to specify Depreciation Methods, Averaging Methods, Effective Life and other fixed asset parameters for a group rather than for each individual fixed asset. Learn more about Fixed Assets.
NOTE: You can assign a fixed asset type to a fixed asset, but still change the depreciation parameters of an individual fixed asset. Change depreciation parameters by going to Financials -> Fixed Assets, selecting the fixed asset and manually changing the parameters.
The Stock section of Reference Books contains information relevant to your products, services and other inventory items. See Product and Service Management and DEAR Support - Inventory for more information about Inventory Management.
Product Categories are used to segment your products. Products can only belong to one category at a time; for additional segmentation, you can use Product Tags. When creating a product, you will be asked to select a category from this Reference Books section or create a new category.
Product Brands are also used to segment your products. Only one brand can be assigned to a product at a time. For additional segmentation, you can use Product Tags. When creating a product, you will be asked to select a brand from this Reference Books section or create a new brand.
Locations and Bins
Use Locations to organise your stock. Ensure inventory is picked or received from the right location (warehouse, shop, office, etc.) and maintain a complete view of stock levels across all your organisation locations. You can also add bins to further organise items within a location and/or warehouse. Bins are the smallest available unit of space in a warehouse, they describe the position in the warehouse where the goods are or can be stored.
You must also add Fixed Asset Locations to register and manage your fixed assets. You cannot create fixed assets without assigning a fixed asset location to them. Even if your stock and fixed assets are kept at the same physical location, you will need to create a separate entry for the Location and the Fixed Asset Location.
For users of the DEAR Warehouse Management Solution (WMS) app, DEAR allows you to assign products to one or more Pick Zones to streamline picking. When using the WMS app, you will be given the option to select a Pick Zone as well as a Location during picking.
This feature is created to simplify the Sale Order process for e-Commerce channels. Routing zones are specified as per which are mapped to specific inventory locations. Once an order is made through the sales channel, the system will automatically find the item in a retailers inventory nearest to the provided shipping location and get the product to the customer. See Order Routing for more information.
- Order Routing is available only for eCommerce sales such as Amazon, eBay, Etsy, WooComerce, Handshake, Magento, ShipStation, Shopify regular sales.
- Order Routing is NOT available for POS Shopify sales channels.
Units of Measure
You can define units of measure you will be using to measure your products or services. When creating a Product, you can select a unit of measure for the product from this pre-specified list or create a new one.
NOTE: This is not the same as defining the default units of measurement for your store, which is done from Settings > General Settings > Product and Measurement Settings. For products that can be sold as a single item or cases of multiple items (e.g. a wine bottle, a case of wine), we recommend specifying Additional Units of Measure.
Product Deals are more complicated combinations of discounts that are applied at the shopping cart level. Product Deals can be used to apply or combine discounts at the shopping cart level for your customers, for example, if a customer's shopping cart has met certain criteria, such as including certain products or brands or matching a certain order amount. Learn more about Product Deals.
DEAR Inventory has the ability to add discounts and markups to products. These can be applied at the product level, customer group level and individual customer level. Learn more about Product Discounts.