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General

Explore the knowledge base about general rules in DEAR System. Read dedicated pages, sections and articles. Read more to find out.

Cin7 Core

Learn about how to use the Cin7 Core web interface, including purchase, sale, inventory, production, financials, and reports modules.

Cin7 Core applications

Learn more about our user-friendly applications

Integrations

Link your third-party sales channels, payment platforms, shipping services and more with DEAR, so they can seamlessly share data.

API

Learn how to access DEAR Inventory programmatically
General

Explore the knowledge base about general rules in DEAR System. Read dedicated pages, sections and articles. Read more to find out.
Getting Started

Getting Started Guide

Customer Onboarding via CSV - Required Information

Charts of Accounts and Other Financial Settings

Import data via CSV files

Accounting transactions in DEAR inventory

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Account admin and security

My DEAR Subscription

My DEAR Account

Managing Users and Roles

User Permissions explained

General Settings

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Tax Rules

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

Witholding taxes (Retenciónes)
Documents and Templates

Manage Document and Email Templates

Email templates and emailing suppliers/customers

Purchase Process MailMerge Fields for DEAR Templates

Sale Process and Customer MailMerge Fields for DEAR Templates

Inventory Process, Assembly, Disassembly, Jobs MailMerge Fields for DEAR Templates

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FTA for UAE

DEAR Systems VAT Compliance - UAE

Applying VAT Condition to Contacts

Apply VAT condition to Inventory

VAT Transactions in DEAR

Designated Zones and Free Zones

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FAQs

Basic troubleshooting steps

How do I filter, format, and search DEAR reports?

How can I use different prices for a customer?

How should I handle consignment stock?

Barcode scanning in the Stock Received section

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Cin7 Core

Learn about how to use the Cin7 Core web interface, including purchase, sale, inventory, production, financials, and reports modules.
Purchase

Introduction to the Purchase Module

Processing a Purchase

Managing Suppliers

Low Stock Reorder

Backorders and Split Orders

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Sale

Introduction to the Sale module

Processing a Sale

Sales list views and order status values

Customer Management

Advanced Sales - Multiple Fulfillments

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Inventory Management

Introduction to the Inventory Module

Product and Service Management

Product Families

Stock Adjustment and Stock Revaluation

Stocktake

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Financials

Introduction to the Financial Module

Accounts and Chart of Accounts

Bank Accounts

Manage Opening Balances (Conversions)

Bank Reconciliation

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Production

Introduction to Standard Manufacturing

Bill of materials (assembly)

Assembly

Disassembly

Multi-level Assembly

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Advanced Manufacturing

Introduction to the Advanced Manufacturing Module

Factory Calendar

Work Centres

Production BOM

Setting Up a Logistics Path for Production Components

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Customer Relationship Management (CRM)

Getting Started with CRM

Leads

Opportunities

View and Manage Tasks
Automation Module

Automation General Information

Using the Automation Module

Mailing Lists

Notifications

Report Scheduling

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Reports

Report Fields Reference - Which report do I need?

Introduction to DEAR Reports

Purchase Order Details Report

Purchase Order Summary Report

Purchase Order vs Invoice Report

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Cin7 Core applications

Learn more about our user-friendly applications
Cin7 Core - Point of Sale (POS)

Introduction to Cin7 Core POS

Setting up DEAR POS - Basics

Using POS - Basics (Make, Exchange, Return Sales)

Selling in DEAR POS

Connect Printer and Barcode Scanners

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Cin7 Core - B2B Online Portal

Set up B2B Portal

Using the B2B Portal

Binding a Custom Domain Name to a DEAR B2B portal

Using Credit Accounts in B2B eCommerce Portal Transactions

Abandoned Carts

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Cin7 Core - Warehouse Management Solution (WMS)

Introduction to Warehouse Management System (WMS)

Using the DEAR Warehouse Management System

Selecting a Carrier

DEAR WMS Write-Off

Scheduling sale order picking

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Cin7 Core - Manufacturing Execution System (MES)

Cin7 Core - Manufacturing Execution System (MES)
Cin7 Core Payments

Getting Started with DEAR Payments

Using the DEAR Payments Dashboard

Managing Emails and Notifications in DEAR Payments

DEAR Payments FAQs
Integrations

Link your third-party sales channels, payment platforms, shipping services and more with DEAR, so they can seamlessly share data.
Xero

Xero Integration - Basics

Xero Connect Wizard

Payments in Xero

Xero Tracking Categories

Xero Integration – Advanced Settings

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QuickBooks Online

QuickBooks Online Integration

QuickBooks Connect Wizard

QBO - Troubleshooting Common Errors

Loading Historical Transactions from QuickBooks to DEAR
eCommerce Platforms

Shopify Integration

Order routing for eCommerce integrations

Shopify Integration FAQs

Magento 2.0 Integration

Magento Integration

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Payment platforms

Stripe Integration

Stripe Integration FAQs

PayPal Integration

Pencil Pay

PayPal FAQs

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Marketplaces (Amazon, eBay, Etsy)

Amazon eCommerce Integration

eBay Integration

Etsy Integration

Amazon integration FAQs

Handling Amazon Settlement Fees & Charges

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Shipping & Fulfillment

Fulfillment by Amazon (FBA) - External Fulfillment Service

DEAR and external fulfillment and 3PL Providers

Using Shipping Service for Shipping Rate Quotes

ShipStation Custom Store

Shipping Label Printing

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CRM

Capsule CRM

FAQ Capsule

Prospect CRM
Other

Vend FAQs

Zapier Integration

Avalara Integration

Implementing an EDI Solution with DEAR and SPS Commerce
Hubspot

HubSpot Integration
Cloud Integrations

Google Workspace
Forecasting

Lokad
API

Learn how to access DEAR Inventory programmatically
API V2 Getting Started

API introduction
API V1 Getting Started

API introduction

Connecting to the DEAR API

Pagination

API Status Codes

Date Format

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API V1 Endpoints

List of Endpoints

Customers

Suppliers

Products

ProductFamilies

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Release Notes

Recent Changes to DEAR API v2
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Feature Requests

Undo an Advanced Sale

(2 comments)
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Feature Requests

Additional decimal point for exchange rate

(0 comments)
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Feature Requests

Feature Request: Expanded Pick List for Combined Sales in Templates

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Feature Requests

Request for a feature to export attachments in the customer profile.

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Feature Requests

Master data for Woo

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Feature Requests

Master data for Woo

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Feature Requests
- Name Status Author Comments
- Sales Dashboard: Driving Sales Excellence and Informed Decision-Making Created On: Mon, 26 Jun, 2023 at 8:40 PM
  
  Niyanta Bhatt
  
  8 comments
- Feature Requests Created On: Tue, 20 Jul, 2021 at 6:14 PM
  
  Kushmi Anuththara
  
  24 comments
- Implemented
  
  Ability to show serial numbers or batch numbers comma seperated in a receiving note. Created On: Wed, 12 Jul, 2017 at 11:11 PM
  
  Implemented
  
  Max - DEAR Systems
  
  3 comments
- WMS app auto pick functionality Created On: Wed, 3 Nov, 2021 at 12:47 AM
  
  Kushmi Anuththara
  
  19 comments
- Implemented
  
  Order Routing Created On: Fri, 4 May, 2018 at 3:05 AM
  
  Implemented
  
  K
  
  Kevin.s
  
  10 comments
View all (2062)
Tips and Tricks
- Name Status Author Comments
- Answered
  
  API and GOOGLE SHEETS Created On: Mon, 11 Mar, 2019 at 11:48 PM
  
  Answered
  
  S
  
  Stephen Johnson
  
  7 comments
- Custom Development and Integration Created On: Mon, 19 Feb, 2018 at 11:48 PM
  
  Timothy Solomon (@timosolo)
  
  9 comments
- Accessing data via API with PHP Created On: Tue, 7 Jul, 2015 at 7:44 AM
  
  P
  
  Peter McCartney
  
  9 comments
- Stock Locations Created On: Fri, 14 Nov, 2014 at 10:15 PM
  
  J
  
  Julian
  
  14 comments
- Uploading Product photos to dear inventory Created On: Thu, 21 Mar, 2019 at 7:06 PM
  
  T
  
  Tom Kimberley
  
  6 comments
View all (78)
Ask the Community
- Name Status Author Comments
- ebay - Error getting orders Created On: Sun, 27 Aug, 2023 at 10:40 PM
  
  C
  
  Chiraag
  
  1 comments
- Merging like inventory items together. Created On: Wed, 28 Jun, 2023 at 4:19 PM
  
  P
  
  Peter Walls
  
  0 comments
- Customers on Prepayment Terms Created On: Tue, 20 Sep, 2022 at 4:31 PM
  
  Kim Syrups
  
  3 comments
- Dear API V2 - Post Sale Credit Note Created On: Wed, 3 Nov, 2021 at 5:52 PM
  
  Rulesh Prasad
  
  1 comments
- Generating Walmart (USA) shipping labels? Created On: Thu, 23 Feb, 2023 at 11:04 AM
  
  S
  
  Stan inventory technology partners
  
  0 comments
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