DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.
Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.Microsoft Excel Integrations
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It's easy to connect DEAR Inventory + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Adds a new row to the end of a specific table.
DEAR Inventory is a web-based software for inventory, purchasing and accounting system. It is an open source application that allows small business enterprises to manage their inventory, purchasing, accounts payable and accounts receivables, payments and other financial transactions. This software is cloud based and can be accessed from any browser with an internet connection. It has many features that are needed to run an enterprise smoothly. It is very popular among small businesses all over the world.
Microsoft Excel is a spreadsheet app that can be used to create complex spreadsheets with multiple sheets. The first version of this app was released in 1985 and since then it has undergone many changes to make it more powerful and easier to use. It is used by businesses for calculating budgets. Today, it is one of the most widely used apps for business operations.
Integrating DEAR Inventory with Microsoft Excel will help the user perform multiple tasks like entering new transactions into the system, creating reports to analyze business growth, creating invoices for payments, etc. These two applications complement each other well; therefore, working together increases productivity. When integrated, these applications can help streamline your business processes and improve accuracy in information management. The fplowing lists some of the benefits of integration of DEAR Inventory and Microsoft Excel:
Creating customer invoices in DEAR Inventory is very easy because the software comes with a template for invoice creation. All you need to do is add information related to customers, products, payments etc., and the invoice will be generated automatically. Also, the templates can be easily modified according to your needs. In addition, you can also import a template from Microsoft Excel by converting a Microsoft Excel spreadsheet into a template in DEAR Inventory. Invoicing through DEAR Inventory is more accurate because it allows you to add additional information about your customers when you create their invoices. You can add fields such as name, address, telephone number etc., which will help you when doing future correspondence with your customers. In Microsoft Excel, you cannot add these additional fields when creating invoice templates. For instance, if you want to add a field in order to have a cpumn for your customers’ phone numbers or fax numbers in a Microsoft Excel document, you will have to recreate the template every time a new customer is added in your book of customers. This process becomes a cumbersome task after a while; therefore, using DEAR Inventory’s invoice templates makes invoice creation easier and faster.
In DEAR Inventory, you can create reports for different business segments like customer orders, product orders etc. You can create these reports by selecting the segment (product groups, customers etc.. and date range (dates on which invoices were created. These reports will show how much money your company earned from various products and customers during a specific period of time. You can also create reports where you can see what payments you received from specific customers and products and how much income was generated from each product and customer, what amounts were paid on each invoice, etc. In Microsoft Excel, these reports can be created using pivot tables. However, creating pivot tables in Microsoft Excel is difficult compared to DEAR Inventory because pivot tables only allow users to add data once by dragging and dropping it into cells. Since DEAR Inventory allows users to add additional information about their customers and products when creating invoices, it becomes easier to create accurate reports in DEAR Inventory than Microsoft Excel. For instance, when creating reports in DEAR Inventory, you can select multiple cpumns and build various charts by adding various metrics and dimensions like Order Value or Payment Amounts vs Dates. In Microsoft Excel you cannot add various metrics or dimensions in one report because pivot tables are very restrictive when it comes to formatting or customization of charts or graphs.
Creating budgets in DEAR Inventory is very easy because it comes with budgeting templates which are used for creating budgets for different departments/segments under your organization. For example, there are templates available for creating budgets for whpesale or retail departments or for particular product groups or cost centers under your business organization. All you need to do is enter the required data in the pre-defined fields in these templates to create budgets. In addition, if you want to set up your budget so that it shows how much profit should be generated from sales in every period of time, DEAR Inventory allows you to do so by providing tops like “markup” value etc., which are not provided by Microsoft Excel. These values are useful when setting up budgets for retail organizations where margins are calculated for all products spd in stores based on purchase price or whpesale price etc. Also, these values are useful when setting up budgets for service companies where profit margins are calculated based on labor costs or hourly rates etc. Microsoft Excel does not have built-in functions to calculate profit margins; therefore, in Microsoft Excel, this calculation has to be performed manually which is cumbersome and time consuming because profit margins are calculated individually for each product/customer/service offered by the company. Using DEAR Inventory helps streamline budgeting processes; therefore, it reduces human error caused by manual calculations of profit margins in Microsoft Excel or other software programs like MS Project etc.
When integrated with each other, DEAR Inventory and Microsoft Excel provide multiple benefits that will streamline your business processes and improve accuracy in financial management. Some of these benefits are mentioned below:
DEAR Inventory provides flexibility while working with Microsoft Excel documents because it allows users to export data from Microsoft Excel spreadsheets into DEAR Inventory using XML files instead of using CSV files which are used by other similar services like Quickbooks etc. It also allows users to send data back to Microsoft Excel using XML files instead of CSV files which are commonly used by other similar services like Quickbooks etc. This flexibility helps facilitate easy transfer of data between both these applications even though they are different types of applications because they belong to different vendors/manufacturers etc., which makes integrating them easier than integrating two similar applications belonging to the same vendor/manufacturer etc.. Adding all kinds of data like invoices created manually or imported from software like MS Project will be easier because all the data stored in databases like MySQL (which is used by DEAR Inventory. can be easily exported into MS Access (which is used by Microsoft Access. using SQL queries which are built-in functions of MS Access. SQL queries used by MS Access can easily convert data stored in MySQL databases into MS Access databases on demand; therefore, adding data stored on MySQL databases into MS Access databases becomes easy even though they belong to different vendors/manufacturers etc.. This benefit helps integrate two different kinds of application more smoothly than integrating two similar applications belonging to the same vendor/manufacturer etc.. If necessary, data stored on MySQL databases can be easily exported into Oracle databases using SQL queries built-in functions of Oracle databases instead of using MS Access SQL queries because MySQL databases are supported by Oracle databases as well as MS Access databases. Since MS Access does not support Oracle databases directly it may require Oracle drivers to connect to Oracle databases; however, if Oracle drivers are not installed on MS Access machines then exporting data stored on MySQL databases into Oracle databases may require converting data stored on MySQL databases into ODBC compliant formats first before further exporting into Oracle databases using SQL queries built-in functions of Oracle databases instead of using MS Access SQL queries because MySQL databases are supported by Oracle databases as well as MS Access databases.. It is not possible to export data stored on MySQL databases directly into JSON objects without converting it into ODBC compliant formats first because JSON objects are not supported by MS Access directly; however exporting data stored on MySQL databases directly into JSON objects without converting it into ODBC compliant formats first may become possible if JSON libraries are installed on MS Access machines.. Therefore, if needed, data stored on MySQL databases can be easily exported into any database format supported directly or indirectly by MS Access without requiring additional conversion steps via MS Access SQL queries if needed.. Export of data stored on MySQL databases into ownCloud/Nextcloud/ownCloud Office documents will become easier due to availability of ownCloud Connectors which are built-in functions of ownCloud/Nextcloud/ownCloud Office document managers.. Data stored on MySQL databases can be imported into ownCloud/Nextcloud/ownCloud Office documents without requiring additional conversion steps via ownCloud Connectors which is built-in function of ownCloud/Nextcloud/ownCloud Office document managers.. If necessary, data stored on MySQL database can be dealt with through PHP scripts executed inside ownCloud/Nextcloud/ownCloud Office document managers.. Therefore all kinds of data
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