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Dear ERP Integration with Xero
Discover how Xero's ERP integration streamlines order and warehouse management in our case study. See how it minimizes errors, prevents inventory loss, and accurately calculates sales cost and gross profit.
- Client
Retail
- Category
Xero Integration
- Location
Singapore
Overview of the Case
A Singapore-based company engaged in importing and selling goods from various suppliers faced numerous challenges in managing their inventory. Tracking stock, calculating total landed cost, and posting accurate cost of sales to the Xero accounting system were problematic due to fluctuating prices and exchange rates. Also, the inability to track perishable goods’ expiry on Excel led to losses.
The implementation of the Dear ERP system, which includes order, warehouse, and inventory management systems, provided a solution. Our team conducted a gap analysis, understood the business objectives and issues, and redesigned the process flow for capturing all sales orders, purchase orders, stock movements, and counts in the Dear ERP system.
The Dear ERP system was then integrated with Xero. This required enhancing the Chart of Accounts to more accurately capture sales and expense lines for precise P&L reporting. The implementation significantly improved the company’s operations. They gained clear visibility of sales, cost of sales, gross profit, and stock location.
Post-implementation, we had to realign the Dear ERP and Xero reports by re-doing accounting entries for a certain period. Our team also audited and validated the accounting and other reports to ensure the integration was functioning correctly. This case study underscores the transformative potential of the Dear ERP system in streamlining inventory and order management, reducing errors, and enhancing profitability.
