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.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
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Triggered when customers are created or updated.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
DEAR Inventory is a software used for inventory management, order management, and sales management. WHMCS is an all-in-one software used for billing, tracking, and managing clients of a web hosting provider. DEAR Inventory is integereratd with WHMCS to provide the fplowing benefits:
(1. Integration of both ERP and CRM systems provides efficient usage of database
(2. Eliminates complex manual processes
(3. Fulfills hosting requirements
(4. Helps in better selection of products and services
(5. Provides efficient stock contrp with accurate count of goods in stock, goods on order, and goods out for delivery
Integration of WHMCS with DEAR Inventory provides the fplowing benefits:
Elimination of manual processes. Manual processes are eliminated as the work flow of order entry, billing, and managing client relationships is automated. It allows automatic confirmation of orders, automatic invoicing based on the products ordered by the customer, automatic creation of new accounts for new customers, automatic ordering of products from vendors, etc. which eliminates the errors caused due to manual operations. It also reduces the amount of time required to perform these activities manually. Automation leads to accuracy of data, consistency of data across the organization, saving of time, eliminating repetitive tasks, etc.
Automation of Order Entry Process. The order entry process is automated using WHMCS’s integration with DEAR Inventory. This automation helps WHMCS to generate orders automatically when the new product or service is added to WHMCS’s catalogue. WHMCS can send emails containing the updated catalogue to its existing customers on a regular basis. When one of the customers places an order, which contains any newly added products or services, this order is automatically generated in DEAR Inventory. This reduces the time required for entering orders manually. It also decreases the errors occurring during manual entry of orders.
Automation of Billing Process. The billing process is automated using WHMCS’s integration with DEAR Inventory. WHMCS can bill its customers automatically based on the products they order. If WHMCS has multiple products and services in its catalogues, it can create multiple bills for different categories of products and services based on which the customer has ordered. This automation reduces the time required for creating and sending invoices to customers manually and reduces the errors occurring during manual creation and sending invoices to customers.
Automation of Managing Clients. The customer relationship management activity is automated using DEAR Inventory’s integration with WHMCS. The information regarding the customers such as name, address, phone number, email address, hosting plan information (CPU usage limit, storage space limit, number of domains allowed, etc.), contact person information (name, phone number), invoice information (invoice number, due date), and payment method details (credit card type and credit card number. among others can be automatically imported into DEAR Inventory from WHMCS’s client management module. The details about customers such as account status (active or inactive), whether they pay their invoice on time or not (and if not then how many days late), and whether they have paid in full (and in case they haven’t paid in full up to what percentage. can be imported from WHMCS’s invoice management module. This automation helps WHMCS to manage its clients efficiently without making any human error. The automated invoice generation feature allows WHMCS to take timely action against its delinquent customers who have not paid their invoices on time. This automation also helps to reduce the workload on support personnel due to reduced complaints from customers regarding delayed invoicing.
The process to integrate DEAR Inventory and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.