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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

View all (31)
Inventory Management

Introduction to the Inventory Module

Product and Service Management

Product Families

Stock Adjustment and Stock Revaluation

Stocktake

View all (32)
Financials

Introduction to the Financial Module

Accounts and Chart of Accounts

Bank Accounts

Manage Opening Balances (Conversions)

Bank Reconciliation

View all (10)
Production

Introduction to Standard Manufacturing

Bill of materials (assembly)

Assembly

Disassembly

Multi-level Assembly

View all (8)
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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RMA Portal

Setting up RMA portal for returns requests

Bind a custom domain name to RMA Portal
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

View all (24)
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 Cin7 Core Warehouse Management System

DEAR WMS Write-Off

Scheduling sale order picking

Printing Product Labels in DEAR WMS

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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

View all (10)
QuickBooks Online

QuickBooks Online Integration

QuickBooks Connect Wizard

QuickBooks Online - Troubleshooting Common Errors

Loading Historical Transactions from QuickBooks to DEAR

Consolidate transactions for QuickBooks Online

View all (6)
eCommerce Platforms

Shopify Integration

Order routing for eCommerce integrations

Shopify Integration FAQs

Magento 2.0 Integration

Magento Integration

View all (15)
Payments

Stripe Integration

Stripe Integration FAQs

PayPal Integration

PayPal FAQs

Pinch Payments

View all (9)
Marketplaces (Amazon, eBay, Etsy)

Amazon eCommerce Integration

eBay Integration

Etsy Integration

Amazon integration FAQs

Handling Amazon Settlement Fees & Charges

View all (8)
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

View all (13)
CRM

HubSpot Integration

Capsule CRM

FAQ Capsule

Prospect CRM
Other

Vend FAQs

Zapier Integration

Avalara Integration

Implementing an EDI Solution with DEAR and SPS Commerce
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

View all (28)
Release Notes

Recent Changes to DEAR API v2
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