Empower your sales team with all the knowledge and tools they need.
Seamless integrations with the rest of your order management software like your POS or order tracking help you elevate your sales process. And with full control over sales, you can rest easy knowing that your sales processes will run smoothly at every turn.
All Sales Features

Sales Quotes
Use community groups to motivate and inspire, or promote your services and drive revenue.

Sales Orders
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Multiple Fulfilments
Foster a community that drives client loyalty with our social media features and challenge modules.

Access Rights Management for Specific Functions
Use community groups to motivate and inspire, or promote your services and drive revenue.

Sales Invoice for Fulfilment
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Drop Shipping
Foster a community that drives client loyalty with our social media features and challenge modules.

Consignment Sale
Use community groups to motivate and inspire, or promote your services and drive revenue.

Barcode Scanning
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Credit Memos and Restock
Foster a community that drives client loyalty with our social media features and challenge modules.

Customer Database
Use community groups to motivate and inspire, or promote your services and drive revenue.

Service Only Sales
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Serial and Batch Numbers
Use community groups to motivate and inspire, or promote your services and drive revenue.

Recurring Invoices
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Customer Credits
Foster a community that drives client loyalty with our social media features and challenge modules.

FIFO / FEFO Costing Methods
Use community groups to motivate and inspire, or promote your services and drive revenue.

Full Sale History
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Price List
Foster a community that drives client loyalty with our social media features and challenge modules.

Outstanding Sales Quotes
Use community groups to motivate and inspire, or promote your services and drive revenue.

Sales Overview
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Sales Profit Summary
Foster a community that drives client loyalty with our social media features and challenge modules.

Profit by Sales Representative
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Sales Price History
Foster a community that drives client loyalty with our social media features and challenge modules.

Sales Backorder Details
Foster a community that drives client loyalty with our social media features and challenge modules.

Customer Payment Details
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Sale Order Details
Foster a community that drives client loyalty with our social media features and challenge modules.

Pending Sale Orders
Foster a community that drives client loyalty with our social media features and challenge modules.

Sales by Product Details
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Sales by Product Summary
Foster a community that drives client loyalty with our social media features and challenge modules.

Sales Backorder Summary
Foster a community that drives client loyalty with our social media features and challenge modules.

Find Sale Backorder by Purchase Order
Offer exercise and progress tracking, communication, scheduling, and more - all in one place.

Customer Orders by Product
Foster a community that drives client loyalty with our social media features and challenge modules.

Customer Credit Notes by Product
Foster a community that drives client loyalty with our social media features and challenge modules.
Seamless integration with other analytics tools
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Want to ask something
from us?
Processing a sale is the main purpose of the Simple Sale module in CRM. Through the Simple Sale module, you can create quotes, sale orders, sale invoices and track the shipping status of the sale order.
In CRM you can set Credit Limits for your customers and implement Credit Holds, either automatically when outstanding payments are overdue or manually at any time.
User permissions can be set to either receive a notification when customers are on Credit Hold or have exceeded their Credit Limit, or to block any sale authorisation.
Yes, in CRM you can add a unique look and feel to your documents by personalising your document and email templates. DEAR uses MS Word templates for documents and emails, therefore with some basic MS Word and Mail Merge skills, you can customise existing templates and create new templates.
You can create multiple templates for each type of document (Purchase Order, Sale Invoice, Shipping Label, etc.). In case you have any questions regarding document customization or need assistance, DEAR has a dedicated team who is happy to help, just contact support@dearsystems.com.
Yes, advanced sale is designed to handle sale orders where multiple invoices and/or fulfilments are to be considered part of the same sale. Advanced Sale also allows multiple credit notes to be issued for a single sale order. A simple sale can be converted to advanced sale at any point in the sales process.
CRM Colud Connect allows you to sell services via service sale functionality. There are no fulfilment tabs as pick, pack and ship in a service sale. You can include non-inventory items and services in the service sale.
Yes, you can offer Gift Cards to your customers that they can then use to pay for your products and services. Gift Cards can be used for in-app sales as well as for the B2B and POS sale channels.
CRM Inventory provides sellers with the ability to manage manufacturer warranties for their products. This helps facilitate the Return Merchandise Authorisation (RMA) process, particularly when products are returned during the warranty period. This leads to better customer support and helps track and reduce repair costs.
In CRM Inventory, you can create recurring Sales Orders/Invoices at weekly, fortnightly, monthly, quarterly, half-yearly and annual intervals in order to avoid entering manually the same transactions and also shorten the sale cycle.
Yes, you can use the backorder functionality in DEAR. Backorders involve processing sales that do not have enough stock on hand to be fulfilled. In this case, new stock is ordered from your suppliers to complete the order. Backordering is only available for products which have an assigned supplier.
Backorders will add the outstanding items from the sale to the Reorder Backordered list in DEAR so a PO can be generated for them. When the required quantity of items is back in stock, the sale order can be fulfilled. Split Orders will cause a new Sale Order to be automatically generated. The original Sale Order will be amended, so the item quantity reflects the amount in stock. This authorised Sale Order can be fulfilled and invoiced immediately. A second authorised Sale Order with the remaining item quantity will be created. This can be fulfilled and invoiced when the item comes back into stock. The outstanding item quantity will be added to the Reorder Backordered list in DEAR so a PO can be generated.
Still need help?
Click on the blue round button at the bottom right corner of this page. You can also email our support team at support@example.com.