If you're setting up DEAR Inventory and are going to be integrating it to Prospect CRM, here are some handy hints and tips for ensuring you have everything set up in DEAR Inventory to make the very most of the Prospect CRM + DEAR Inventory integration!
Setting up Customers
Below are a few recommendations when it comes to setting up your customer's accounts within DEAR Inventory.
#1: Setting up Contacts
DEAR Inventory's API allows us to import the contacts from each of your customers accounts. Once we've completed the initial import from DEAR Inventory, going forward you would create all additional contacts straight into the CRM.
#2: Setting up Tax Rates
Prospect CRM uses the Tax Rates drop-down from DEAR Inventory to determine what rate should be applied for the Customer and for Products when creating Quotes and Orders via the CRM. Make sure that you assign the correct Tax Rates to both Customers and Products in DEAR Inventory.
Learn more about setting up Tax Rates in DEAR Inventory here.
Setting up Products
Prospect CRM imports both Products and Prices from DEAR Inventory, so you can quote customers and prospects straight from the CRM. Below are a few recommendations when it comes to setting up your products within DEAR Inventory.
#1: Add Products to Product Category
Product Categories can be used to categorise products by different types, enabling you to analyse sales by Product Categories. For example, if you sell a range of beverages, you may have groups for 'Wine', 'Beer' and 'Spirits'. Using these groups, you can track sales to see what product groups are doing well and not so well. The DEAR Inventory Product Category imports to the Prospect CRM 'Product Category' field, meaning you can use these product categories for CRM reporting too.
#2: Create Delivery Charge Product
In order to set up the CRM Delivery Charges, you'll need to create a non-stocked item for delivery. You may want to create multiple delivery products if you have different delivery options. Click here to learn more about Prospect CRM Delivery Charges.
Learn more about how to create Products within DEAR Inventory here.
#3: Setting up Price Tiers
Price Tiers allows you to set up different sell prices for different kinds of customers. For example, you may have a retail price list and a wholesale price list. Each customer account within DEAR Inventory can be set up with a Price Tier. Prospect CRM imports the Price Tiers against each of your customers, meaning that the correct pricing is applied when creating Quotes and Orders in Prospect. We also allow you to select a Price Tier when quoting prospects for the first time.
Learn more about how to set up DEAR Inventory Price Tiers here.