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Easy Insight and DEAR Systems Documentation

Installation

Once you have an Easy Insight account, you can create a connection to DEAR Systems through the Connections page. Click on the DEAR Systems connection. You'll need to enter your Account ID and Account API key. Your Account ID and Account API Key can be found inside the DEAR Inventory Application at https://inventory.dearsystems.com/ExternalAPI. Easy Insight will initially pull over the last two full months of data, then load the remaining data in the background.

When you first install your connection to DEAR Systems in Easy Insight, you'll get a prebuilt dashboard with a variety of reports to help you get started. You can customize any of these reports or replace them with your own.


Prebuilt Dashboard

DEAR Systems Dashboard Overview

The overview provides you with a summary view across your system, covering sales, purchases, invoices, and shipments.

Trends help you understand historical performance of your sales and invoices.

DEAR Systems Dashboard Overview
DEAR Systems Dashboard Overview

The Sales tab gives you reports on sales by rep and date, as well as a searchable table of sales by a variety of filters.

DEAR Systems Dashboard Overview

The Sales Order Invoices tab gives you reports on aging receivables, including the quantity and amounts of sales orders awaiting payment.

The Customers tab shows you customers with lifetime customer value (LCV) and year over year change in order amounts.

DEAR Systems Dashboard Overview
DEAR Systems Dashboard Overview

The Product Analysis tab shows you quantities and sale amount of each SKU sold in the specified time period. It also shows you the quantity and sale amount for all products that use that SKU in their bill of materials, helping you to identify critical SKUs in the production process. You can see quantity on hand, daily demand, and days of stock. You can also see an ABC analysis of the sale amount, where A contains the SKUs contributing 80% of your business, B contains SKUs contributing the next 15%, and C contains the remaining SKUs. You can click on a SKU to dive into more detail about the product:

By clicking on a SKU from Product Analysis, a drillthrough dashboard shows you sales of the SKU over time, purchase order price of the SKU over time (if applicable) per supplier, a visualization of the products used to assemble the chosen SKU, and tables of what's used to build and what's built off of the selected SKU.

DEAR Systems Dashboard Overview
DEAR Systems Dashboard Overview

The Purchase Orders tab show you purchases by supplier over time, as well as detailed searchable information around your purchase orders.

DEAR Systems Dashboard Overview

The Product Categories tab shows you the total amount sold of each product category and SKU, as well as month over month trends per product category.

DEAR Systems Dashboard Overview

The Sales Fulfillment tab shows you information around pick, pack, and ship fulfillment progress on your sales orders.

DEAR Systems Dashboard Overview

The Purchase Receiving tab shows you information around your purchase orders, their invoices, and the receiving of their different line items. You can use this tab to look at lead times and identify whether or not orders have been received.


Custom Reports

When you click on Choose Field in the report editor, you'll see the various fields available to you from your DEAR Systems data. These fields include everything from Sales, Invoices, Lines, Products, Product Availability, Customers, and Finished Goods.

You can add these different fields to build a report. For example, changing the report type to Column, then adding SalesRepresentative as the X Axis and Order Total as the measure, gives the following column chart:

Sample Column Chart

For more information on building reports, please see Creating Reports.

More Features

Want to receive a list of open, overdue invoices across your team every Monday? You can set up reports and dashboards as emails on a schedule. For more information on scheduling, see Scheduling Reports as Emails.

You can also combine your DEAR Inventory data with other connections, building reports and dashboards that combine your ERP data with your support, CRM, or financial services. To learn how to combine data sources, see Combining Data Sources.

Make sure your users or clients can only see the information you want them to see, without creating numerous copies of reports. Learn how to set up data level security at https://www.easy-insight.com/docs/account/data-level-security.html.

FAQ

How often does the connection pull over data?

Your connection is refreshed on a nightly basis. You can control when the refresh happens through the Scheduling page. If your account is on the Professional tier or higher, you can set up near real time reports at a 5 minute interval.