11 Little-known Cin7 Core Features you would love.

Power the Future of Your Complete Business with Software4Business and Dear Systems.

The world is changing, and so are the systems that support it. [READ MORE]

Cin7 Cin7 Core Dear Inventory Dear Systems Xero

Cin7 Core Awaiting Approval status: when to use it and how to set it up

The Awaiting Approval status on Cin7 Core sales orders is the difference between a clean approval workflow and a queue everyone assumes someone else is checking. What it is, when to trigger it, and the three mistakes to avoid.

Cin7 Cin7 Core Cin7 Expert Consultants Cin7 Support Dear Expert Dear Inventory Dear Systems Filtering Xero inventory

HubSpot CRM and Cin7 Core: How to Easily Connect HubSpot with Dear Systems

Integrate Dear Systems aka Cin7 Core with HubSpot CRM

It is common for us to be asked this question: “Does Cin7 Core work with HubSpot?”

Yes, Cin7 Core (aka Dear Systems) integrates with HubSpot.

How to Connect Dear Systems to HubSpot CRM

Are you tired of manually transferring data between your Dear Systems and HubSpot CRM? You’re in luck, because in just a few simple steps you can easily connect the two systems and streamline your data flow. Let’s get started!

What is HubSpot CRM?

HubSpot CRM is a best-in-class customer relationship management tool that can help your business with marketing, sales, and service delivery, enabling your business to grow without compromise.

Connecting Dear Systems to HubSpot CRM

To begin the integration, log in to your Dear Systems account and go to the Integrations tab. Search for HubSpot CRM and click on Connect. Make sure to have your HubSpot account open and select the correct account if you have more than one.

Enable Synchronization

Once you have clicked on Connect, you will be prompted to enable synchronization. This will allow you to update sales, products, and customers between the two systems. You can specify the direction of the updates, whether you want to import from or export to HubSpot. You can also choose to force updates on HubSpot entities. However, it is recommended to disable the force DEAR entity update setting to prevent errors.

Custom Field Linking

Dear Systems and HubSpot CRM custom fields can be linked to streamline your data flow. This integration can be easily managed within the Dear Systems integration tab.

Error Management

If any errors occur, don’t worry. Simply go to the log tab where you can download an Excel file and investigate potential issues.

Marketing Campaigns

With this integration, your marketing team can create targeted campaigns in HubSpot CRM based on customer data from Dear Systems. This will help improve lead generation and customer engagement.

Connect Today!

Now that you know how to connect Dear Systems to HubSpot CRM, what are you waiting for? Take your business to the next level with this streamlined integration.

Support

If you run into any issues with the integration or have any questions, don’t hesitate to reach out to our support team here at Software4Business.

At Software4Business, we’re here to help you get the most out of your systems and optimize your business processes.

Subscribe to our Youtube channel for more tips and tutorials or sign up for our newsletter today or simple just contact Software4Business support.

Get Real Help with one of our Expert Consultants

Software4Business is a consulting firm specializing in Cin7 and Cloud CRM, two of the most powerful and flexible business management systems available.
With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.

Whether you are looking to implement a new business management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed.
Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.

If you are interested in learning more about how Cin7 Core and HubSpot CRM can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our 20+ years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.

So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Core, look no further than Software4Business.

Contact us today to learn more about how they can help you achieve your goals.

How to Easily Connect Shopify with Cin7 Core / Dear Systems

It is common for us to be asked this question: “Does Cin7 work with Shopify?”

Yes, Cin7 Core (aka Dear Systems) connects to Shopify natively. We set the integration up for Australian businesses every month.

Cin7 is an all-in-one inventory management platform that integrates with Shopify to provide a seamless and streamlined experience for online retailers.

Cin7 Core is the backbone of the Cin7 products, providing a centralized platform to manage inventory, purchase orders, sales, and shipping across multiple channels. Cin7 is simply, really good.

Key Benefits for connecting with Shopify are:

One of the key benefits of integrating Cin7 with Shopify is the ability to keep inventory levels up-to-date across all sales channels in real-time. This helps to ensure that retailers never oversell products, and can reduce the risk of stockouts. Additionally, the integration allows you as a retailers to automate order processing, saving time and reducing manual work.

Another benefit of Cin7 is its robust reporting and analytics capabilities. Retailers can use the platform to gain insights into sales trends, inventory levels, and shipping information, helping you to make informed business decisions. With Cin7, retailers can also create custom reports, allowing you to track the metrics that matter most to your business.

In conclusion, all these products are powerful business software that can help online retailers using e-commerce platforms to streamline your operations and grow your business. With its integration with Shopify, Cin7 provides a seamless and centralized platform to manage inventory, sales, and shipping, saving time, reducing manual work, and minimizing errors. And that is worth a lot in todays online business environment.

How to Connect with Shopify

Connecting the two systems can either be done through Dear or Shopify. The settings configuration is done in DEAR.

Following this easy step-by-step guide below to help you set up this integration:

Set up your Account: Create an account on Dear Systems, please click here to get a month free trial, if you do not have an Account Setup already.
Shopify login: Log in to your online store account and go to the app store. Search for the “Dear Inventory” app and install it.
In the future (after June 2023 -Search for Cin7 Core if Dear Inventory is not showing anything anymore)
Install the Cin7 Core (Or Dear Inventory) app in Shopify
After installation, you will be directed to the Cin7 Integrations Shopify dashboard. From there, you will need to configure the new connection.
Shopify settings Cin7. Change as follow:
1. General Setup
  1. Customer
  2. Price Tiers
  3. Pick, Pack and Ship modes etc
2. Account and Cash
  1. Invoice status
  2. Poduct Listing
  3. Stock level update status
  4. Sales Rep
  5. Discounts etc.
3. Tax Rules
4. Locations
5. Payment methods
Once your setup is done, sync the items from Dear to Shopify or from Shopify into Dear.
To download products from Shopify into DEAR simply click the “Catalog” button and click on the “Download” button.
Alternatively, to download products from Dear to Shopify (our recommended method) click on Bulk listing
1. Here you can use filters to list items. Be careful because whatever is listed in the grid can or will upload with the List Button.
2. Products can also be uploaded individually via the Products -> Specific Product -> Channels option (this is much slower as you only work with 1 item at a time)
3. The best way to upload products from Dear to Shopify is in the bulk listing screen as we just mentioned.
  1. The bulk listing feature will also let you know if the products meet the minimum required standards for it to be listed in Shopify.
Once products have been created, synced and listed, you can start importing new orders from Shopify into Cin7 Core.
To import products, go to “Pending Order” in the Shopify Dear Integration interface and click on > “Load orders”. New orders will now be listed in the pending order grid.
To process the orders into your sales process flow, click on the Process button.
To see import orders, you can view them in the go to “Sales” > “Search sales”. The new sales will be the latest orders added.
To keep your product and order information up-to-date, the order import process is automated. No manual intervention is required.
If you want to integrate your shipping, we suggest you set up shipping rates in Shopify. Go to “Settings” > “Shipping and delivery” in the Shopify Admin to set up your shipping rates.
Finally, to take advantage of the full range of features offered by the Cin7 products, you may want to set up custom integrations with other platforms and services. For more information on custom integrations, consult the Cin7 Core documentation or contact Software4Business support.

Get Real Help with one of our Expert Consultants

Software4Business is a consulting firm specializing in Cin7 Core, two of the most powerful and flexible inventory management system available. With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.

Whether you are looking to implement a new inventory management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed. Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.

If you are interested in learning more about how Cin7 Core can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.

So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Core, look no further than Software4Business.

Contact us today to learn more about how they can help you achieve your goals.

Dear Delivery App

Proof of delivery application for Dear Systems

How it works

It is extremely frustrating for delivery drivers to collect signatures on paper from customers.
What’s the point of signing on paper when you can sign on glass?
Moreover, paper must be kept for the next five years, and retrieving it when needed is another nightmare.

Our application helps solve that problem.
We created an application that lets drivers (or people who pick up) collect signatures as proof of delivery.
It is possible to capture a signature or a photo with the application.
You can take a photo of the goods delivered, or you can take a photo of the signed delivery document.

ALL OF THIS IS SENT BACK INTO DEAR, INTO EACH SALES ORDER AS A PDF DOCUMENT & DATA FIELDS.

A barcode on your delivery document can be scanned with a scanning device, making the application even easier to use.
Although the application does not require barcodes or barcode scanners, it does speed up processing and reduce errors.

Set up pricing

- We connect your DEAR system with your NEW dedicated delivery platform
- Custom image / logo
- Minor changes to the Delivery App interface can be made for free
- You will need a DEAR API subscription for us to connect to your DEAR

$399 excl GST

Purchase Device (*optional)

We have three different devices to choose from. Devices are optional but recommended.


Name	Description	Price	Photo (Click to enlarge)
Entry level Barcode Scanner	Clip on scanner that connects to your phone and scans via BlueTooth	$249 excl GST
Mid level 1D Barcode Scanner	Dedicated Scanner device with Sim Card slot that scans 1D Barcodes. Rubber Jacket optional *	$499 excl GST
Ent Level 2D Barcode Scanner	Dedicated Scanner device with Sim Card slot that scans 2D Barcodes (Honeywell standard) Rubber Jacket optional *	$849 excl GST
Rubber Jacket Extras	Additional rubber protection jacket	$69 excl GST

Advantages

- Sign on glass
- or take a photo
- No Disputes / ever
- Info is saved back to DEAR
- Saving you 2 minutes per document
- Which is time and money you can use elsewhere
- It also sends a thank you email to your client, or if you want
- we can also send the proof of delivery document to your customer
- And if any part of an order is not correctly delivered, our app can also email a manager to follow up
- and more…


Name	Description	Price	Photo (Click to enlarge)
Entry level Barcode Scanner	Clip on scanner that connects to your phone and scans via BlueTooth	$249 excl GST
Mid level 1D Barcode Scanner	Dedicated Scanner device with Sim Card slot that scans 1D Barcodes. Rubber Jacket optional *	$499 excl GST
Ent Level 2D Barcode Scanner	Dedicated Scanner device with Sim Card slot that scans 2D Barcodes (Honeywell standard) Rubber Jacket optional *	$849 excl GST
Rubber Jacket Extras	Additional rubber protection jacket	$69 excl GST

Subscription pricing per month

Transactions per month	Price per signature	Minimum spent p/m
1 to 200	$0.20	$39 excl GST
201 to 400	$0.18	$72
401 to 600	$0.17	$102
601 to 1000	$0.16	$160
1001 to 1500	$0.14	$210
1501 to 2000	$0.12	$240
more… contact me

Savings per month

- Your cost break even point is 24 deliveries
- If you need more than 25 proof of deliveries filed away per month, this application will pay for itself.
- Our app also has built in logic to email a manager if the customer is not satisfied, or the delivery was not made in full.
- Additional fields we can built in is CASH PAYMENT COLLECTION and THANK YOU emails to your client.

Transactions per month	Price p/m	Manual time (avg) per delivery for signatures, paper work & filing. OUR APP Takes 10 seconds.	Paper based Proof of Delivery for Driver and Admin @ $30 per hour. Per transaction \| total	Time / money saved
BREAK EVEN POINT 25 Transactions	$39	— as below —	— as below —
1 to 200	$39 excl GST	200 seconds	$1.67 \| $ 333	$ 293 saved (333-40)
201 to 400	$72	180 seconds	$1.50 \| $ 600	$ 528
401 to 600	$102	160 seconds	$1.33 \| $ 800	$ 698
601 to 1000	$160	140 seconds	$1.17 \| $ 1167	$ 1007
1001 to 1500	$210	120 seconds	$1.00 \| $ 1500	$ 1290
1501 to 2000	$240	100 seconds	$0.83 \| $ 1667	$ 1426
more… contact me

Video Demonstration

Dear Add-on Dear Inventory Dear Support Dear Systems

11 Little-known Cin7 Core Features you would love.

Power the Future of Your Complete Business with Software4Business and Amazing Cloud based Cin7 Core Features.

The Software World is changing, and so are the companies that support it. [READ MORE]

Dear Inventory Dear Systems

Dear Systems: Amazing Business Software

Dear Systems: Powering the Future of Your Complete Business. The world is changing, and so are the systems that support it. What used to be an organization’s most valuable asset, their ERP system, can now easily be [READ ON]

Dear Inventory Dear Systems e-commerce Scanners Shopify Warehouse Management Website WooCommerce Xero inventory

Cloud Inventory – Software4Business is affordable

Cloud Inventory Partner of choice

Software Implementation: The Cloud-First Approach
Software Migration Made Easy: Our experts will take care of everything
The Software Implementation company that gets things done
We understand your business needs and deliver accordingly
Let us implement the right cloud solution for you, right from the start
Get your new cloud-based solution in place within weeks not months
Use a Cloud Inventory Partner you can trust
Dear Systems, Cin7 and other solutions are being supported

You’ve been looking for a new cloud-based solution for your business and need a Cloud Inventory Partner. You probably know that there are many options available and have researched some of them already. You may be wondering which one to go with? There are so many different solutions out there it can be hard to make a decision, but the good news is you’re in the right place at the right time because we will help you answer this question and get your new system up and running fast! Say hello to your new cloud inventory partner – Software4Business.

Our cloud-first approach put emphasis on your software implementation strategy that focuses on using cloud computing as the model for all new IT solutions. The most important benefit of your cloud-first approach is that it allows organisations to use technology more efficiently while reducing costs.

Working on projects that are so many steps ahead of the current solutions is very challenging and researching the right solution, implementing it and then integrating them with other new solutions can be a difficult task. Often times, this process goes smoothly if you know what you are doing, and the company benefits from the new investment. Sometimes, however, as with all things new do not go according to plan. Different factors come into play, and we have seen them all. That is why you need specialists like Software4Business who are Cloud Inventory Partners. We come alongside you to help you make the project a success. We have the know-how to help you succeed with your project.

The process of change, especially when it’s a new solution or technology can be difficult. Your company may not understand the needs and backend APIs and consequently invest in something that doesn’t work at all. But with Software4Business’ help, we guarantee success. We are your Cloud Inventory Partners!

Implementing a new software system is an involved process. It involves many tasks, people and activities. If you are considering moving your systems to the cloud, it’s important that you find a trusted partner who can manage everything from start to finish on time and within budget. As part of our process for implementing any new solution, we take care of all the required business information such as employee details or logo files before starting so there are no surprises later down the line.

We also do data conversion if necessary while ensuring accuracy and completeness with clean data ready-to-roll when due – because being next level geniuses with data is what we do! Have you considered outsourcing this project to us?

We are always looking to find out the needs of our clients, and we adapt accordingly.
Our software implementation team has been in business for over twenty years.
Let us help you start off the right way.

It’s increasingly common for businesses to depend on cloud-based services. Why not learn how you can get your new solution in place within weeks instead of months?

Cin7 Support Dear Systems

Software Research and Selection

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Deliver the perfect software package for your industry and budget requirements
Have someone with expertise in your industry make a recommendation for you
Reduce hours of research by having us do the hard work for you
Receive personal consultation
Find out how much you can save with Software4Business’s budget-friendly options

Our Software Research and Selection service provides you with an easy way to compare different software solutions. For instance, we compare dozens of cloud-based solutions in various software categories, thus allowing you to determine which solution best meets the needs of your business.

Firstly, we want to make sure you find the best solution for your business. Additionally, our team is dedicated to making the process of finding the right solution simple and straightforward for our customers.

We are a leading provider of software solutions like Cin7 and Dear Inventory and offer a variety of programs that will support your business operations. More importantly, by contacting us today we can sign you up for free trials of both products.

We are confident that our Software Research and Selection service will deliver the perfect software package for your specific industry and budget requirements.

To conclude, take advantage of our flexible financing agreements and ask us about our 100% satisfaction guarantee. If you don’t find the right product on our site then we’ll look again!

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XeroHero

Cin7 Cin7 Expert Consultants Cin7 Help Cin7 Support Dear Dear Consultants Dear Expert Dear Help Dear Inventory Dear Support Dear Systems

It is common for us to be asked this question: “Does Cin7 Core work with HubSpot?”

Yes, Cin7 Core (aka Dear Systems) integrates with HubSpot.

How to Connect Dear Systems to HubSpot CRM

What is HubSpot CRM?

Connecting Dear Systems to HubSpot CRM

Enable Synchronization

Custom Field Linking

Error Management

Marketing Campaigns

Connect Today!

Support

Get Real Help with one of our Expert Consultants

Contact us today to learn more about how they can help you achieve your goals.

It is common for us to be asked this question: “Does Cin7 work with Shopify?”

Yes, Cin7 Core (aka Dear Systems) connects to Shopify natively. We set the integration up for Australian businesses every month.

Key Benefits for connecting with Shopify are:

How to Connect with Shopify

Following this easy step-by-step guide below to help you set up this integration:

Shopify settings Cin7. Change as follow:

General Setup

Account and Cash

Get Real Help with one of our Expert Consultants

Contact us today to learn more about how they can help you achieve your goals.

Proof of delivery application for Dear Systems

How it works

Set up pricing

$399 excl GST

Purchase Device (*optional)

Name

Description

Price

Photo (Click to enlarge)

$249 excl GST

$499 excl GST

$849 excl GST

$69 excl GST

Advantages

Name

Description

Price

Photo (Click to enlarge)

$249 excl GST

$499 excl GST

$849 excl GST

$69 excl GST

Subscription pricing per month

$39 excl GST

$72

$102

$160

$210

$240

Savings per month

$39

$39 excl GST

$72

$102

$160

$210

$240

Video Demonstration

Cloud Inventory Partner of choice

We are confident that our Software Research and Selection service will deliver the perfect software package for your specific industry and budget requirements.

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