A minimal B2B portal allows customers to place orders and to track the status of orders. A portal is, of course, a website. The Dear B2B portal offers some basic flexibility for designing layout and adding content pages. It's not going to win any awards, but it does the job.
Customers need an invitation before they can place orders. You do this by adding a contact to the customer and then inviting them.
Orders enter Dear as authorised quotes. The portal lets customers see order history and status.
The portal currently does not have payment integration so you can't offer new payment methods. The order status shows the customer the payment status.
You can show no stock levels or show in/out of stock or show actual stock levels. You can limit this to a particular warehouse.
Bottom line: it's easy to setup (a couple of hours at most to get up and running), it's free, and it automates basic order enquiries and order entry. You control which customers use it. If both of these are low added-value steps, it's worth looking at this. You can treat it as an experiment. If you see more potential in this than you expected, you may decide to get more serious and invest in a dedicated solution. Potentially it's useful for reps on the road, too.
Configuration is via the Integration tab.
It's under development and payment integration at least with international players (Stripe/PayPal) is promised. Here is a Dear tutorial from October: there have been some updates since then.
Dear also has a POS solution, which is still in beta.
Cloud ERP supply chain review Xero + Dear Inventory, Unleashed, Cin7 and others
Cloud ERP inventory for wholesalers, manufacturers and importers Unleashed, Dear Inventory, Cin7, Neto and Trade Gecko compared and reviewed, in a nutshell GrowthPath has migrated clients to cloud ERP solutions in Malaysia, Singapore, New Zealand, the UK, PNG and around Australia. The clients left desktop solutions such as MYOB and SQL Server-based legacy systems for cloud-based accounting and supply chain solution (ERP). We have success with Xero + Unleashed, Xero + Dear Inventory and Xero + Cin7. At the moment, we recommend Dear Inventory for most clients needing a supply chain solution, and Cin7 for more advanced requirements. We see the competitive pool also including Unleashed and Trade Gecko, but at this stage Dear and Cin7 are our recommended solutions. Broadly, Unleashed, Dear Inventory and Trade Gecko are competing for the same target market. They are good general purpose supply chain solutions for wholesalers, and they provide a number of integrations for e-commerce sales...
Xero and large transaction volumes
Xero Transaction Limits and larger businesses: Nov 2018 update There are questions about how well Xero performs under "higher loads". Our first concern was for medium-sized wholesalers. Xero talks about limits as low as 1000 'transactions' a month. Our testing shows that Xero performs well at much higher transaction volumes. The first test results are based on 3 years of 2500 transaction rows per month (and then matching payments uploaded via a bank CSV). The second test run was much larger. Note that after some discussions with Xero and based on our own experience, we (GrowthPath) believe that businesses can interpret the 'limit' of 1000 invoices a month as advisory. This limit does not form part of the terms of service. In Jan 2017 Xero published some small changes to the API limit, and these limits, which are enforced, allow a much, much higher load than Xero's advisory limits. Hence, stress testing is relevant because you will reach the practical limits of Xero before you exceed API...
Choosing and implementing a new accounting or ERP system
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Advanced and Custom Cloud Integrations
Custom Integrations for Cloud APIs About Integrations and Cloud apps Large business systems are built from modules. This is very ancient tradition of accounting: way, way back in the day, accounting was run with different ledgers, such as the sales ledger or the stock ledger, and periodically summaries were copied to the general ledger. When you implement a system, you choose a provider of these modules. If you choose different providers for different modules, you need to understand how they integrate, which means how they exchange information. When functionality is very generic, it's common to find a single solution with a core set of modules which integrate. It is very rare to find an accounting system which does not provide ledgers such as sales, bank, AP and AR, and you don't need to worry about the integration. Not so long ago, accounting applications still required you to post transactions from one module to another, but this vestige of the middle ages is gone in Xero. But as...
MYOB AccountRight Premier / Classic and ATO Single Touch Payroll
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Review of Cloud Accounting: Xero, Saasu, MYOB, QuickBooks
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Dear Inventory B2B Portal overview
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Allocations in Dear Inventory
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Cloud ERP FAQ
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Cloud Accounting and ERP Security Risks
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Extracting data from MYOB with ODBC SQL
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Applying relevant information to make better decisions is a very important outcome of a medium-term IT plan. Cloud solutions are really good at enabling this, even if the first phase focuses more on the operational foundations. There are many options available for cost-effective business intelligence solutions in the cloud. Amazon, for example, has developed a rich layer which has stimulated many offers: Google for “Amazon Redshift marketplace”. Advanced reporting, or business intelligence, has three components. It has a reporting or data visualisation front end (graphs, dashboards, reports etc). It has a data store and analytical logic layer, which imports data from different sources and allows us to group and relate the data to support the visualisation layer. Business Intelligence products always include these two layers. Many of the cheaper cloud solutions, such as Zoho Reports, effectively stop with these two layers. The third layer is very important. Technically it is know as...
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Businesses outgrow MYOB. But this doesn't require an immediate replacement.