4 factors to choosing a high-performing software implementation expert

Cin7 Experts are specialized consultants who are vetted by CIn7 and are committed to providing resources to help brands, retailers, wholesalers, and manufacturers with a wide range of business needs. Experts can handle anything from data migration, technical training, ecommerce, process development and automation, and financial planning.

Since the Cin7 Expert directory went live, UK software integration company Bluehub has zoomed to the top of the rankings, spurred on by five-star reviews from enthused customers. We asked them how they ended up as the top-reviewed Cin7 Expert, and what customers should look out for when choosing a software implementation partner to help them on their inventory management software journey.

Here’s what they told us:

  • Take the time to understand where your customers are at
  • Specialize in top inventory management apps
  • The best experts hire from industry
  • Top experts build custom integrations and make use of APIs

Bluehub began as a Xero ecosystem consultancy and custom software development house, helping customers identify which apps would be right for their business, setting up those apps, and then providing ongoing support. But after a couple of years, they realized that the customers who needed the most help were almost always product-based businesses looking for an inventory solution — so they pivoted hard into that space.

“Over the last six years, we’ve been solely focused on helping product-based businesses,” says Bluehub founder Guy Earnshaw. “We help customers either build on a foundation of an existing cloud system — like Xero or QuickBooks — or we help people who are on legacy, server-based systems take that first step into the cloud with online accounting, plus one of the inventory apps.”

#1 Top Experts take the time to understand where customers are in their journey

Most of Bluehub’s clients fall into one of two categories. The first is established businesses that are looking to move online — to migrate from an existing ERP, or an offline inventory management solution (such as Sage, or even spreadsheets.) Others are those who have already begun their cloud journey, with accounting software like Xero or QuickBooks Online. Bluehub says it’s vital for Experts to understand where a customer is on their journey, what their current level of expertise is, and where they want to go.

“All the clients that we speak to have already started their own journey of looking at software,” Guy says. “So they’re coming to this with some level of education of what they want to do, the sort of problems they’re trying to fix and what their options might be in this space. So the way we describe ourselves to those people is that we are software consultants and developers who specialize in product based businesses going through this transition.”

From a platform of mutual understanding, Bluehub is well placed to help their clients transform their businesses for the better.

“We help with system selection and implementation, which includes everything like training, data migration, and a bit of support,” Guy says. “And then we have ongoing relationships with our clients where we provide basic user support to big integrations, too. So we’re an end-to-end service for businesses just like theirs looking to make exactly this transition.”

#2 The most effective Experts focus on just one or two inventory apps

Early in their journey, Bluehub supported all the inventory software solutions they could. But now they do most of their inventory management consulting work with just two apps: Cin7 and DEAR Systems. Why is that? Zeroing in on just a couple of best-of-breed apps means you can provide better services to customers, faster. There’s less overhead, and fewer learning requirements. You can just get on with the job, confident in the knowledge that your clients are on the best possible system for their needs.

“A big part of that shift is we’re working with more and more complex and larger businesses. From an accounting and a production perspective, DEAR is really quite advanced for products in this range,” Guy says.

Bluehub reckons that the partnership with DEAR is what helps drive great outcomes with their clients.

“[Partnership] gives us an incredible product that we get to sell to our clients and build on that.
Guy says. “And your service can only be as good as the system that you are implementing. Thankfully DEAR gives us a whole heap of tools in our hands that satisfy our clients — we have so many ‘wow’ moments when we’re giving demos or even when we’re working with clients during consultancy.”

#3 The best Experts hire staff from industry

All over the accounting, bookkeeping, software-coaching and implementation world, Experts are finding that one of the best ways to support customers in a particular industry is to hire from that industry. Hiring from industry confers a huge advantage for Experts — it builds credibility amongst their customer base, and enables them to either double down on support for a particular niche, or easily expand to related industries.

“In recent years we’ve hired more people that actually worked in our client’s industries,” Guy says. “We’re taking people out of the manufacturing sector, out of the wholesale and distribution sectors, who’ve worked in industry for over a decade.”

Usually, the industry professionals Bluehub has been hiring have experience in working with large, bespoke ERP implementations. This experience has proved invaluable, as they’re now able to help companies implement a much more nimble and yet highly extensible and inexpensive ERP, in the form of DEAR Systems.

“We’ve brought them into our team to help our clients transition their processes and really fully adapt to the system,” Guy says.

#4 High-performing Experts don’t implement unwieldy ERPs. Instead, they build bespoke integrations and make use of APIs

Top software implementation experts know that the best way to help small and medium businesses thrive is to get them online as soon as possible. For companies that ship physical products, inventory management software is a must-have. But even for SMEs with specialist requirements, they don’t recommend high-maintenance, expensive legacy ERPs.

Instead, they say to get on software like Cin7 or DEAR Systems, as a good Expert partner will be able to make use of APIs to build all the bespoke integrations and app bridges they could ever need.

Bluehub began as a software development house first and foremost, and that legacy comes to the fore when a customer needs something custom-built.

“We still have development at our core, and we build a lot of integrations — often with third party logistics (3PL) companies, but also with eCommerce websites, and a few custom apps for people who have unique requirements,” Guy says.

When a Bluehub client gets set up on DEAR, they end up with a fully-customized system, purpose-built for them out of off-the-shelf components. This app stack often beats the capability of a legacy ERP, at a fraction of the cost.

About Bluehub

Bluehub is a top-ranking software implementation company and DEAR Expert partner. They  provide innovative system integrations and solutions that support their client’s businesses operations and growth. From initial discovery into client needs, to set-up, training and roll-out, Bluehub provides a fully managed service from start to finish. 

About Cin7 Experts

Cin7 Experts experienced with DEAR are an essential part of the Cin7 inventory and order management community. No matter what kind of product business you’re running, where you’re located, or what you’re trying to achieve, there’s a Cin7 Expert on DEAR who can help you achieve your ambition while saving your money and time. 

Traditional ERP systems vs cloud-based ecommerce software

Ecommerce, also called electronic commerce or internet commerce, is a business model that lets you buy and sell goods and services over the Internet. So, ecommerce software allows your online store to operate. The transaction of money (funds) is also a part of ecommerce.

ERP systems are a type of software used to manage enterprise data. ERP systems help different organizations in dealing with various departments of an enterprise. It takes care of departments like inventory management, customer order management, production planning, shipping, and accounting.

ERP systems combine all databases across the company into a single database and can be accessed by all employees of the enterprise. It helps you in the automation of the tasks involved to perform a business process.

We will learn about the fundamental differences between the two systems in this article to help you make a better choice.

What is an ERP system?

Running a business is all about juggling things from finance to operations, and sales to marketing. ERP systems aim to consolidate back-office processes into one system. They help you track, share and store information across various departments, and ensure that all the employees rely on the same data.

Popular ERPs like NetSuite, Oracle, SAP, and Microsoft Dynamics are traditional business management systems with accounting at the core. To keep up with the changing tide of retail, there are many integrations for ecommerce solutions like:

Warehouse Management Systems (WMS)

Order Management Systems (OMS)

Inventory Management Systems (IMS)

Supply Chain Management (SCM)

Product Information Management (PIM)

Product Lifecycle Management (PLM)

Customer Relationship Management (CRM)

Business Intelligence (BI)

Customer Experience Management (CX)

Human Resources Management (HRM)

Shopping carts like Shopify

Challenges of ERPs in ecommerce

ERP monoliths are not tailored to a specific industry or line of business, so the quality of ecommerce integrations often fall short of expectations. ERPs were built based on older technology and have not kept up with the ever-changing marketplace requirements or the level of innovation that ecommerce software regularly delivers.

Most ERPs are built for back-office purposes. They are not meant for customer-facing sites like a web store that require real-time transactions and analysis.

By hinging your whole multi-channel business on an inflexible system like this, you risk non-compliance, listing errors, and other mistakes. It could cost you the right to sell on marketplaces like Amazon.

ERPs require major financial and time investments. Apart from annual subscription fees, you may face up-front and support costs running into hundreds of thousands of dollars. Plus, it may take years to implement an ERP system fully and that could lead to disruptive changes to your business.

What is ecommerce software?

Ecommerce software is the system that allows your online store to operate. Ecommerce software may include business tools like inventory management, accounting, and email marketing.

Put simply, ecommerce software lets you list products for sale and accept payments online. But, most online businesses usually need more than the bare minimum, and ecommerce software adds other business management tools.

The best ecommerce software has all the basic tools you need to get started, with an ecosystem of upgraded tools and platforms that you can use as your business grows.

Types of ecommerce software

There are mainly three types of ecommerce software:

1# Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS)

Both of the above offer ecommerce solutions via the Internet. SaaS provides solutions through cloud-based software, and if adding hardware, it becomes a PaaS. These are both straightforward options for those who are not tech-savvy.

Additional design and custom features may require some developer skills. But, patches, updates, and new features are dealt with automatically.

These services charge on a monthly basis and may include transaction fees, but provide full support when required.

2# On-premise platforms

These solutions are hosted locally on servers by the retailer and managed by their IT department. On-site professionals are required to fix any problems as they occur, add new features, and do manual updates.

If you have your own internal IT team, then on-premise may be an excellent option for you. It allows firms to gain more control over their site and create their custom storefront solution.

ERP vs ecommerce software

Let’s compare ERP systems with inventory management software (an ecommerce software) as an example to get a better idea.

While researching inventory management software online, you may end up on a site that aggregates a list of providers like Capterra or GetApp that helps you compare features, benefits, and prices.

So, you can usually group your options into two main categories:

All-in-one platforms such as a supply chain management platform or an ERP

Dedicated warehouse and inventory management software

An all-in-one solution may sound enticing as it offers “full stock” in one place and can manage multiple systems and processes using one software solution. A dedicated inventory management software specializes in specific sales and accounting functions and integrates with a wide range of other software.

So, the choice depends on either using software that does everything but doesn’t specialize in a specific area or using a stack of specialized software with integrations to one another.

Conclusion

Businesses often choose to use an all-in-one or ERP as it offers the ability to manage all administrative tasks in one place. But, as all-in-ones are so focused on managing so many things at once, they often lack the level of granularity required to fully handle inventory and warehouse processes like ecommerce software can.

If the idea of a cloud-based SaaS solution for inventory and order management is one that appeals to you over an ERP, schedule a demo of Cin7 here and we’ll show you how it can be your centralized resource for managing sales, inventory, accounting, warehousing and fulfillment.

A complete guide to robotics and warehouse management

The word automation was first coined and used by Ford Motor Company then Vice President, Delmas Harder in 1948 when he commented that, “What we need is more automation.”

He realized that there was a need to improve material handling in-between the various production stages to compete in the market with companies like Chevrolet.

Why this is significant is because it was the first time anyone thought of automating a process in a manufacturing unit. This led to the creation of robots that are now used in the manufacturing plants, warehouses, to ease and quicken the processes.

Let’s dive into the history of how the robots came into existence.

History of robotics in warehouses

However, it was not until 1954 that George Dovel filed for a robotics patent when he created the first industrial robotic arm, Unimate.

This robot was capable of moving the materials around 12 feet away within the manufacturing unit. This also earned George Dovel the title – Grandfather of Robots.

It took until 1961 for a patent to be granted due to concerns about laborers losing their jobs.  General Motors was the first company to make use of the first of these robot arms in manufacturing at their New Jersey plant in 1962.

Then came the Stanford Arm in 1969 created by Victor Scheinman. It was technically a first of its kind, electrically-powered, an automated robot arm that could move around accurately. The arm was powerful enough to assemble the Ford water pump by itself with optical and contact sensors.

This marked the beginning of a new era of using robots in the manufacturing process for achieving higher efficiency and improving lead time in the production of items.

By 1990, the use of robots started in households as well with the advent of Roomba robots developed by iRobot. Roomba was a first-generation vacuum cleaning robot that became a huge success.

Since then, there has been no looking back and the usage of robotics has come a long way in a short span of time.

In 2003, Kiva systems started creating AMR (Automated mobile robots) which were used in moving goods around warehouse and distribution centers using a conveyor system or by forklifts.

Kiva robots were so effective that Amazon bought the company itself in 2012 and now uses them across all their distribution centers.

Amazon is at the forefront of warehouse robotics development with 100,000 robots operating in their fulfillment centers across the globe.

Types of robots

As mentioned earlier, there was no looking back once the Roomba robot and Kiva robots were introduced and hugely successful in the market. Various types of robots came into existence that served various purposes.

However, for the warehouse, 5 major types of robots are used:

#1 Automated Guided Vehicles (AGV)

The Kiva robot that we are so familiar with is actually an Automated Guided Vehicle robot. This robot helps in transporting products and materials from one place to another by using magnetic stripes, sensors, or a track embedded in the warehouse floor. They are the best alternative to the manually driven forklifts and picking carts.

#2 Autonomous Mobile Robot (AMR)

AGVs have developed a lot over the years and now they can function without magnetic stripes or sensors. These are known as Autonomous Mobile Robots (AMR) loaded with warehouse maps and the location of all the inventory stored in it.

AGVs also have safety scanners embedded in it such as 3D cameras, lidar, infrared, front and rear sensors, etc. which allow them to navigate without any mishaps following maps and the established routes within the warehouse. These are also known as self-driving forklifts.

#3 Cobots or collaborative robots

As the name suggests, these are robots that work collaboratively with human workers at the warehouse. However, these are quite efficient as they are semi-autonomous mobile robots that can move around a warehouse with their human pickers.

Usually, these cobots follow the human pickers so that they can drop picked items in the bins carried by these robots. This improves efficiency amongst warehouse workers and also reduces or eliminates the effort of physically carrying products.

Cobots have sensors so that they can identify any obstacle or boxes in their way and enable them to navigate carefully through the warehouse. Cobots are picker staff best friends as they can speed up their order fulfillment capabilities.

#4 Automated storage and retrieval systems

Automated storage and retrieval systems (AS/RS) are automated technologies used in warehouses for speedy storing and retrieving of goods. This system consists of multiple technological machines such as shuttles, cranes, carousels, vertical lift modules, unit loads, and mini loads.

Since all AS/RS are computer-controlled systems, they are integrated with the warehouse management system so that it can process order fulfillment as soon as orders are received.  AS/RS systems are used for moving a high volume of loads from in and out of storage.

AS/RS systems save time and effort of picking staff since in this “Good to Person” order picking, the worker does not have to physically move from one place to another to pick items. A mini-load crane, shuttle or AMR retrieve the products as per order and deliver it directly to the worker for packing and shipping.

#5 Aerial drones

We have been fascinated with the idea of drones delivering packages to our doorstep ever since Amazon began this practice. Drones have greater capabilities and we still have not fully explored their usage.

Drones are already being used in warehouses for locating and tracking inventory. They make the work much easier, quicker and can reach any nook and corner easily. In addition, a drone can be easily integrated with your warehouse management system making it an effective technology for tracking inventory and also lifting lightweight products for easy picking and packing.

Drones are autonomous and customizable, and with their cameras and RFID, drones can easily scan products, do inventory checks, conduct tracking, and map inventory.

Benefits of using robots in the warehouse

“To be or not to be” is a challenge faced for the usage of Artificial Intelligence (AI) in the manufacturing industry. Some are uncomfortable with the overall implications of AI taking over manual tasks, but recent statistics of intelligent automation capabilities are gaining attention, and therefore, cannot just be ignored.

“85% usage of intelligent automation will be seen in Supply Chain Management by 2021,” as per an IBM Report.

It is essential to stay globally competent in today’s dynamic market and using robots and artificial intelligence in the warehouse is the way to go! Here are a few of the benefits of using robots in the warehouse.

Reduces manual labor

Robots can take over work that is dangerous or time-consuming and thereby help warehouse workers to stay safe while working in coordination with robots.

Robots also help save time and effort by replacing manual scanning, picking and packing, and inventory counting. Also, it can be a very strenuous activity for the warehouse workers to keep on moving one rack to the other to fetch items ordered by customers. But autonomous mobile robots can perform these physical tasks and help workers to focus more on other order fulfillment tasks that require human intervention.

Improves warehouse accuracy and efficiency

Artificial intelligence helps in reducing human error and improves the customer experience which is the key to success for any business.

Since robots are customizable and can be programmed for a specific purpose, there are few instances of mistakes. Robots are not prone to human error and thus they eliminate wasted time and effort in redoing an incorrect task.

Accuracy in tasks like product scanning, picking, storing, and transporting products positively affects the overall performance of the warehouse. Warehouse robots work with precision and allow operators to automate the most mundane and laborious tasks.

Reduces warehouse costs

As per U.S. Census Bureau data, an average warehouse worker spends almost seven weeks per year in unnecessary motion within the warehouse. The costs of such futile activity costs the industry more than $4.3 billion USD in annual revenue.

Also, robots perform dangerous tasks efficiently in the warehouse, resulting in reduced costs spent on worker’s compensation for safety issues. There are fewer chances of workers getting injured since robots are performing the tasks instead.

The number of workers required in the warehouse also decreases as robots can fulfill most of the tasks with accuracy, creating less wastage.

Efficient picking capabilities

One of the foremost usages of a robotic arm was to move materials from one place to another up to 12 feet away. But with the technical advancements, the robotic arm has now been developed into an autonomous mobile robot that can travel far and wide in the warehouse and pick items automatically.

Some well-known companies like IAM Robotics, 6 RiverSystems, and GreyOrange, have introduced their powerful mobile robotic picking solutions in the market increasing warehouse efficiency requiring limited human resources.

These machines are programmed to travel established routes and they typically carry carts in which the products can be stored and transported to human workers.

Conclusion

We hope this article has helped you understand how robots are changing the supply chain within warehouses. At this point in time, robot technology is just scratching the surface. In the future, robots will prove to be much more useful and advanced as technology advances.

To learn more about Cin7 inventory and order management software and to find out how our warehouse management system can help automate your operations, request a demo here.

Thanks to Intuit, your move to the cloud is easier, more rewarding, and costs less

What do product sellers feel when they move from desktop-based accounting and inventory management software to the cloud? Most business owners say they feel happiness and relief, but the next most common emotion reported is regret — that they didn’t do it sooner!

Happily, DEAR Systems and Intuit have worked together to make it easier than ever for product businesses to move online. Thanks to Intuit CEO Sasan K. Goodarzi’s commitment to moving product based businesses to the cloud, we’ve entered a close collaboration. We share a passion for solving product sellers’ most challenging and important problems. After working closely with Intuit’s QuickBooks’ leadership team for six months, we released our DEAR Advanced subscription plan on April 13th 2022.

The DEAR Advanced plan is a perfect pairing of DEAR and Intuit’s QuickBooks Online Advanced Edition in an all-inclusive, easily-affordable DEAR Advanced plan subscription.

The reason behind offering this bundle is simple. For more than 10 years, we’ve helped thousands of product sellers move their operations online. They run their businesses more efficiently, add new sales channels more easily, and eliminate costly operational mistakes. The happiness they experience is contagious, and it inspires our mission to make it easier than ever before for thousands of desktop-bound product sellers to start enjoying the benefits of modern accounting and inventory management software. The most rewarding thing? The gains are substantial, wide- reaching, customer-pleasing, and happen very quickly.

A sharp reduction in errors is the first big gain from moving to the cloud

Product sellers who move to online accounting and inventory management tell us it’s a huge leap from where they were pre-DEAR, when they tracked all pre-orders on a spreadsheet. Both the time to complete tasks and human error are vastly reduced. Automations and filters catch any issues that would have otherwise slipped through and are automatically flagged for attention from the right, responsible manager.

Simon Coward, at outdoor equipment retailer  AQ Outdoors, puts it this way: “Today, all the information is live, and all staff have access to it, and that’s been fantastic. In the last six weeks, there has been more progress in operating our business in the last nine or ten years combined. It’s pretty sick,” Simon grins.

“DEAR is a fully featured inventory software that’s simple to use – and with the right partnerships, it’s easy to make work for your particular use case,” Simon says. “Overall, the time that it saves you is way more than the price. It simplifies work processes, it automates things that otherwise can’t be automated, it reduces errors, and it’s simple for staff to use.” Simon learned a lot from moving to the cloud, and we’ve captured it for you to read.

Check out Simon’s AQ Outdoor story.

Seeing the big picture enables growth: the second big win from moving to the cloud

“Before DEAR, I was always just guessing – the number of boxes in front of me, what’s going to be used for production that day,” Hannah, co-founder of Royal Essence, says.

“After DEAR, the instant win for us was we were able to see the big picture. You can definitely see the movement of the raw materials, and I was able to do our reorders in time. That’s a really big thing for a small business, especially because during that time we were growing so fast.”

After Royal Essence migrated from spreadsheets and made sure their starting inventory information was correct and in sync with their online accounting, Royal Essence immediately gained confidence and efficiency. Things that had been excruciatingly difficult — like reordering in time for the next batch of production — were suddenly easy. With DEAR implemented and day-to-day inventory tracking enabled, things improved all across their business.

What’s more, Royal Essence could track their product through every stage of production and sales: from manufacturing, to freighting and landing, to selling and shipping. The increased transparency and reduced workload meant they could grow — and so they did.

To learn more about their process and the benefits of moving to the cloud, check out the Royal Essence story.

Leaving inefficient, time-consuming, manual inventory management behind: The third big gain from moving to the cloud

Before adopting DEAR Systems, Ovira had no effective inventory control. They had multiple sources of truth, relying on spreadsheets, warehousing partners, and emails to track inventory. “We were literally sending emails to order stock. We were manually tracking orders and spreadsheets. Everything was very much manual, in terms of the accounting backend as well. We were managing inventory in the most shallow way you possibly could,” Tyron Gyde, supply chain manager for Ovira, said.

After only three months with DEAR, Ovira assessed their operations were 75 percent more efficient as a result of DEAR’s automations and ability to be the definitive single-source-of-truth. And, thanks to DEAR’s accurate inventory control, Ovira has supercharged its growth ambitions. They’ve launched into the UK market with a new warehousing presence there, and at the same time, they’ve been able to launch a micro-fulfilment model in the US that offers same-day delivery. “If you’re a customer in central New York, we can get you your product within two hours,” Tyron says. “There’s a lot of other really valuable initiatives we’ve been able to really dedicate time to, just from the extra time we’ve got back from using DEAR.”

To learn more about removing inefficient manual work by moving to the cloud, check out Tyron’s Ovira story.

The fourth big gain from moving to the cloud: Everything is integrated, from shipping to payments to accounting

Before adopting DEAR Systems, Intalite was facing rapidly escalating supply change troubles and struggling to add new product lines and connect their systems.

“We didn’t have an ERP system at all, really — just an accounting program that we used pretty much to the limit of what it was able to do. And the vast majority of the actual business processes were all paperwork. So for every sales order we received, we then had an invoice pad, we wrote the invoice out and had a blind carbon copy to it,” says Luke Gaffey, IT Manager at Instalite UK.

Anywhere there was an inventory process, there was duplication of effort, multiple errors, and tedious manual labor at every step. “At one point, we had more people working in accounts than working in sales,” Luke said.

This sort of approach is far from uncommon at long-established companies, but it meant Intalite were operating at their limit. Just keeping up with the day-to-day was hard enough, let alone planning for the future. To make matters worse, their desktop accounting could not integrate with their online Shopify store or any of their other online solutions they needed to run their business. As a result, their operations were manual, time-consuming, and error-prone.

Like many other businesses moving from desktop to online, Intalite soon discovered that DEAR has comprehensive native cloud integrations for everything they needed. They also found that  DEAR is customizable to a remarkable degree, thanks to its comprehensive APIs.

Once DEAR was in place, Intalite hired a consultant to use DEAR’s APIs to create a script that completely automated a previously difficult and costly job. “We were able to automate that job, and save hours and hours and hours. It was someone’s full-time job at one point, just converting this particular manufacturer’s purchase orders.

Intalite many large positive impacts on the bottom line in their move online from desktop. To learn from Intalite and Luke’s experiences, check out Luke’s Intalite story.

With so much to gain from moving to the cloud, why do product sellers still use desktop accounting and outdated inventory management?

Many product sellers are fearful of change. They dread replacing their systems so much that they live on with painful, inefficient, outdated, and non-competitive ways of working. It’s only when confidence in the large gains from moving to modern online inventory management and online accounting outweigh the perceived costs of changing systems that people start moving to better technology.

As a result, for Intuit and Cin7 to help product-based businesses to experience the dramatic benefits — even life-changing benefits – of modern accounting and inventory management, we‘ve teamed up to:

  1. Make it easier to pick the best online solution to move to, and
  2. Increase awareness and confidence in the benefits of moving from desktop to online.

First, we need to reduce the perceived difficulty, uncertainty, and costs of moving to the cloud. Our collaboration with Intuit on the new DEAR Advanced plan provides a large step forward — by demonstrating DEAR and QuickBooks Online are so closely and well integrated that a bundle is a natural approach.

As one accountant said recently, “DEAR’s Advanced plan is like buying a car. Naturally, you expect a car to have tires. Before this DEAR + QuickBooks Advanced plan, people had to decide on which online accounting to use (which tires to buy) and what online inventory management to use (which car chassis to pick). It took weeks to make two separate decisions and increased the fear of something not working well. Now, DEAR and QuickBooks Online are together in one offering. One smart decision to move to the cloud which involves very little risk given the leading products and brands are together in the DEAR Advanced Plan.”

Second, we need to educate desktop-using product sellers about everyone who is already thriving, thanks to running their business on cloud accounting and online inventory management. The product seller comments in this blog are illustrative of what’s happening in the marketplace. We’re inspired by the success stories we hear everyday and will be doing more to share these desktop to cloud transformation success stories.

Who is the new DEAR Advanced plan for

The new DEAR Advanced plan is available for all product sellers in the United States interested in quickly boosting the success of their business. It’s available to anyone eager to try us or to jump in to get started moving to the cloud right away. Presently, the new DEAR Advanced with QuickBooks Online Advanced edition is not available outside the United States. Many product sellers outside the US are asking for it and we are collaborating with Intuit to make it available in the future.

What should product sellers outside of the United States do if they want to move to the cloud

You should move to the cloud now. You can easily do this by subscribing to QuickBooks Online or Xero. Then, sign up for DEAR or Cin7 separately. It’s that easy. We also have incredible DEAR Experts all over the world who can help you seamlessly move your operations online. Nearly 8,000 product sellers are already enjoying the many benefits of running their business in the cloud. Don’t hesitate — join the many successful product sellers who’ve already made the move today.

The story behind the DEAR Advanced plan and the expanded intuit relationship

Cin7, DEAR Systems, and Intuit share a vision — helping product businesses thrive by moving them to the cloud. We’re passionate about innovating to solve product sellers’ most challenging and important problems.

After working closely with Intuit’s QuickBooks’ leadership team for six months, we’re proud to release the DEAR Advanced subscription plan which includes a complete QuickBooks Online Advanced edition subscription.

New DEAR Advanced plan includes QuickBooks Online Advanced edition

Last week, we announced a new level to our collaboration with Intuit and unveiled the DEAR Advanced plan.  This plan offers multichannel inventory management and QuickBooks Online Advanced Edition all in one system — at a fraction of the cost of an ERP. (At this time, the DEAR Advanced plan is only available in the United States.)

What’s the motivation for this new DEAR + QuickBooks bundle

We are seeing increasing numbers of product businesses moving from desktop accounting and out-dated applications, like Fishbowl, to pure online solutions — like DEAR or Cin7 + QuickBooks Online or Xero. But we know from research and experience that a big factor holding product sellers back from moving to the cloud is the perceived risk of changing systems, and unfamiliarity with online accounting and multichannel inventory management.

The problem is, this  fear of change and hesitancy to move to the cloud is keeping hundreds of thousands of product based businesses from thriving. . With this first-of-its-kind bundle, we’re showing product sellers that DEAR and QuickBooks Online work very well together. Equally importantly, product sellers seeing two leading brands coming together in close collaboration can replace a fear of moving to the cloud with confidence in the software, services, and support of these highly regarded brands.

We want all product sellers to experience incredible gains from moving from desktop to the cloud

Product sellers who move from desktop accounting and desktop inventory applications to online accounting and online inventory management often regret that they didn’t make the move  years earlier, once they’ve experienced the difference.

Several of the amazing gains from moving to desktop to cloud frequently described in detail by our customers include:

  • Sharply reducing errors which are common in spreadsheets, emails, and manual legacy processes that have built up over the years. After moving online, the sharp reduction in manual errors leads to happier customers and employees, along with sizable reductions in the costs of re-working orders.
  • Clearly seeing the big picture for growth which is otherwise obscured by the kind of siloed information systems and outdated information, that lead to knee-jerk decisions. Once product sellers move to the cloud, they tell us that things that had been excruciatingly difficult — like reordering in time for the next batch of production — are suddenly easy.
  • Confidently leaving behind inefficient, time-consuming, manual inventory management and instead investing time into more important and valuable activities. Instead of sending emails to order stock and manually tracking orders and spreadsheets, cloud-based product sellers tell us they now have time for  much more valuable initiatives.
  • Neatly integrating everything from shipping to payments to accounting — something that’s very hard to do with desktop software. Most product sellers running on old desktop accounting and inventory management software are facing escalating supply change troubles, are struggling to add new product lines or sales channels, and can’t connect their systems. This is far from uncommon at long-established companies — but for product sellers running their business with DEAR, Cin7 and online accounting, things couldn’t be more different.

With so much to gain from moving to the cloud, why do product sellers still use desktop accounting and out-dated inventory management?

Many product sellers are fearful of change. They dread replacing their old systems so much that they live on with painful, inefficient, outdated, and -uncompetitive ways of working. Often, it’s only when their situation worsens, or when confidence in moving to online inventory management and online accounting outweighs the perceived risks of changing systems, that people start moving to better technology.

As a result, for Intuit and Cin7 to help product-based businesses to experience the dramatic benefits — even life-changing benefits – of modern accounting and inventory management, we‘ve teamed up to:

  1. make it easier to pick the best online solution to move to, and
  2. increase awareness and confidence in the benefits of moving from desktop to online.

What will the expanded Intuit relationship achieve

We’ve had a great relationship with Intuit for more than 10 years, and thousands of our customers use QuickBooks Online with our online inventory management solutions. So, what’s changed? Our expanded relationship has increased our access and collaboration with Intuit product teams.. What’s more, we’re increasing the collaboration between our support and partner development teams to ensure we always provide the best possible product experiences and services. Much of this work goes on behind the scenes and out of sight. The results of these collaborations will be more frequent improvements to our services and the addition of new capabilities to help product sellers and experts achieve even more.

What should product sellers outside of the United States do if they want to move to the cloud

You should move to the cloud now. You can easily do this by subscribing to QuickBooks Online or Xero. Then, sign up for DEAR or Cin7 separately. It’s that easy. We also have incredible DEAR Experts all over the world who can help you seamlessly move your operations online. Nearly 8,000 product sellers are already enjoying the many benefits of running their business in the cloud. Don’t hesitate — join the many successful product sellers who’ve already made the move today.

FAQs

Will the DEAR team start implementing QuickBooks Online for customers?

No. We do not do QuickBooks Online migrations or implementations. We are referring everyone that purchases our Advanced plan to experts at implementing QuickBooks Online (QBO). We view expert partners as the best option for our customers and are working to certify and add more partners to our Expert Directory.

Can people add-on QuickBooks Online to their existing DEAR subscription?

No. QuickBooks Online Advanced Edition is only available as part of our Advanced Plan. QuickBooks Online Advanced Edition is not available as an add-on to our other plans: Standard, Manufacturing, and Retailing.

Can people pick a different version of QuickBooks than the QuickBooks Online Advanced Edition and get a lower price for the Advanced plan?

No. Our Advanced plan included QuickBooks Online Advanced edition. If you need a less comprehensive version of QuickBooks online, we can accommodate this request. However, there will be no change to the price of our DEAR Advanced plan subscription.

If people want to add QuickBooks Payments, QuickBooks Payroll, or QuickBooks Time to my subscription, who do they buy that from?

The QuickBooks team can help you with adding additional services. Please call their sales team at 800-245-2164.

If people use QuickBooks Online today, can they buy the DEAR Advance plan to get the free QBOA and stop paying for my existing QBO subscription?

No. Our regular plans (Standard, Retailing, and Manufacturing) should be connected to your existing QBO account. We cannot help you move from paying directly to Intuit for your QBO to a DEAR Advance plan which includes QBOA as part of our Advanced Plan.

If I’m a Manufacturer or Retailer and I want to use your Manufacturing or Retailing plans and get QBOA from DEAR as part of my DEAR account, can I do that?

The best way to do this is to purchase our DEAR Advanced plan and add-on Advanced Manufacturing to create your own personalized plan that includes QBOA. Similarly, you can purchase our DEAR Advanced plan and add-on DEAR POS to create your own personalized Retailing plan that includes QBOA.

Will you be offering a  bundle of Cin7 and QuickBooks Online?

Our expanded partnership with Intuit spans all our products. We are learning from the DEAR Advanced plan and will be considering creating a Cin7 bundle later this year.

AMF Magnetics

To most people, magnets are just what you use to pin your child’s latest artistic effort to the fridge. But there’s a lot more to these mysterious objects. Magnets, it turns out, make the world go round. They are integral everywhere, in pretty much every electronic device that exists, from headphones to computers to MRI machines. 

AMF Magnetics is an Australian company that specializes in selling permanent — or “rare earth” — magnets. They’re now the largest supplier in Australia, with a range of something like 1500 products” 

“It’s a very niche product, but it’s needed by all segments of society in one facet or another,” says Mark Kapo, owner of AMF. “ We’re very fortunate that we’re in this space.” 

Mark wasn’t always in the magnet market. Before AMF, he owned restaurants. But after ten years in the hospitality industry, he wanted to try working on something less intensive. “We wanted a business that didn’t operate on the weekend, and was closed over the Christmas break.” Mark says. This, he reckons, made the rare-earth magnet business particularly attractive. 

AMF was an established business that had been running since the early 1980s, when Mark bought it in 2006. Back then, it was very much an “analog outfit,” as Mark puts it. 

“I’m from the analog era. I’m old school. But I decided that we had to push the online side of things — we were running blind. It wasn’t easy to decide what to do.” Mark’s desire for a digital transformation was complicated by the fact that the magnet business was inherently complex. AMF supplies all kinds of customers — from enormous B2B orders of hundreds of thousands of items, to specialist medical equipment with extremely high quality requirements and tight deadlines, to casual D2C customers who just want some magnets to play with. On the supply side, there are multiple suppliers in several different locations. And the complexity grows even greater with AMF’s uncompromising approach to customer service. 

“We deal with everyone equally, and we take it pretty seriously. Being from a family that’s very hospitable, service is important to me. That’s not just a word, it’s not made up. We actually do care. If the customer’s not happy, we’re not happy, and that attitude just runs through the whole business.” 

Over seven years, Mark managed to grow the business, but he found that inefficient operational processes were holding things back. They had managed to digitize to some extent, and were working with MYOB desktop software to manage inventory and accounting — but they found it wasn’t up to the task. 

“We had MYOB, and we deal in multi-currencies, and frankly, MYOB’s management was too slow to go into the cloud and work with multi-currencies. That really held us back,” Mark says. 

“But all that said, I was very comfortable with it, and it’s pretty scary transitioning from a system that you know, to one that you don’t know how to navigate.” 

Even though he didn’t know for sure what the business needed in terms of its digital transformation, Mark knew how to find out. He made two particularly smart choices: hiring an exceptionally talented in-house marketing and IT team with modern software skills, including a new Marketing Manager (later CEO) — and working with external experts, including SMB Consultants. 

The right hire can fire up your business

As the CEO of AMF Magnetics, Catalina Rodríguez is responsible for every aspect of business’ day-to-day operations. With an impressive resume including Deloitte Colombia, Catalina says she didn’t know much about the magnet business to start with. 

“Before joining AMF I didn’t know that almost everything in this world had magnets — airpods, doors, medical devices, cars, speakers and even the superhero costumes in Marvel movies!” Catalina says.

But after sticking around a bit, Catalina learned quickly. She led a crack squad of developers, IT professionals, customer service team members, and external consultants to get AMF running as well as it possibly could, and one of the main steps she took was building a team to transition the business from MYOB to Xero. 

With Xero as the accounting system of record, things were already running more smoothly across much of the business, with one exception: inventory management. Xero, by design, is not inventory management software, and Catalina and Mark both knew that to really power up the business they’d need to couple Xero’s powerful accounting capabilities with a best-of-breed inventory management solution.

To find the right one, they turned to SMB Consultants, who recommended Cin7 after an in-depth scoping session where they took time to understand AMF’s particular business requirements. 

“AMF were using a server-based system called FileMaker before they came to us,” says Deepak Stevens, an integration expert at SMB Consultants. “Our job was to understand their needs, and recommend a platform that would set them up for the next ten years at least. It was quite clear that Cin7 would be a good fit for AMF Magnetics, because we were confident the system would be able to adapt to any specific needs they have.”

After the initial scoping session, SMB Consultants put together a proof-of-concept — Cin7 running to AMF’s specific requirements. 

“SMB advised us that Cin7 was a perfect fit for where we wanted to take the business in the future,” Mark says. “We wanted to optimize email marketing, social media, and paid advertising, and we needed our websites to work at their very best in order to do that. And we needed the inventory system live and helping us with the accounting side of things. Cin7 covered a multitude of these areas, which other systems we looked at didn’t do.” 

Working with the SMB team, Catalina and the AMF team hit on a hybrid solution. Together with another consultant out of Sydney, they integrated Cin7 with Xero, and built a custom integration between Cin7 and Shopify that suits AMFs diverse customer base and specific operational requirements. Thanks to SMB’s expert guidance, and the understanding gained through the interactive proof-of-concept, all the moving parts fit together seamlessly. 

“When we did Cin7, I was a bit scared. It was going to be a big change. But to be honest, the transition was very easy,” Catalina says. “The proof-of-concept was really good, because it helped us mitigate the risks, and showed us the impact the new platform would have for the business. It was done on a weekend, and in one or two days, we were operating.”