Cin7 Core Enhancements | 19th May, 2024

FEATURES: Void unapproved RMA orders, new API endpoints for customer credits/supplier deposits, and more!

Feature 1: Void unapproved RMA orders

Impact area:

Sales module, RMA

Introduction:

Our team investigated how to add the ability to void RMA orders. As each RMA order triggers multiple other actions, RMAs can only be voided before it has been approved and an associated return order created. RMAs with status New can be voided.

Pre-conditions:

• RMA must be included or added as part of your plan
• Only applicable to RMAs with status New

Functionality:

• Go to Sales → RMAs
• Open the RMA you wish to void.
• If the RMA has the correct status and has not yet been approved, you will see a Void button at the top of the screen. Click to finish.

More information:

Returns (RMAs and return orders) – Undo or void an RMA

Feature 2: Cin7 Core WMS – Show stock transfer history in audit log for transfer to/from location

Impact area:

WMS application

Introduction:

In Cin7 Core WMS, the “Transfer to location/transfer from location” action allows the user to pick items from multiple open orders all transferring from or two another location. Picking items from multiple orders creates a new transfer order, with a new document number. With this release, the audit log of both the old and new transfer order clearly show how items have moved between orders, including hyperlinks for easy navigation. See documentation for detailed instructions.

Pre-conditions:

• None

More information:

Using the Cin7 Core Warehouse Management System (WMS) – Stock transfer

Feature 3: Stripe – Removed ‘Ask for billing information’ setting in Core

Impact area:

Stripe integration, sales module

Introduction:

The Ask for billing information setting in Cin7 Core’s Stripe integration menu has been removed as Stripe UI changes have rendered the setting unnecessary. Paying with Stripe displays a Stripe element on the page, which will display billing information fields if they are necessary for the payment method. No additional user action is required.

Pre-conditions

• Applicable to accounts integrated with Stripe only.

More information:

Stripe

Feature 4: Cin7 Core API – New endpoints to get/use customer credits and supplier deposits

Impact area:

Cin7 Core API

Introduction:

With this release, new endpoints have been added to get customer credit and supplier deposit information from sales and purchases. Additionally, it is now possible to allocate customer credit and supplier deposits to sales and purchase invoices via API. Please see the apiary documentation for detailed information.

Pre-conditions:

• Cin7 Core API must be added to your base plan

More information:

Cin7 Core Apiary

Fix: Wrong value showing for multiple RMA resolution scenarios in RMA portal now corrected.

Impact area:

RMA Portal

Introduction:

Multiple RMA resolution scenarios were showing incorrectly (e.g. showing no refund when the resolution should have displayed replacement) in the customer-facing view. This error has been fixed.