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29 September, 2024

Cin7 Core Enhancements | 29th September, 2024

New Release – 29th September

  • FEATURES: Add YouTube and LinkedIn links to your B2B store, download customers’ country identifiers with Shopify orders, import PDFs as sales order with IDR, and more!

Feature 1: Pay with Airwallex integration page

Impact area:

Airwallex integration

Introduction:

We’ve added an overview of using Pay with Airwallex to a new Airwallex integration page, giving you an in-app overview of using the integration to pay supplier invoices from Cin7 Core.

More information:

Pay supplier invoices with Airwallex

Feature 2: YouTube, LinkedIn links for B2B portal

Impact area:

B2B portal

Introduction:

The B2B portal has allowed you to add links to their social media to the footer. Now you can add links to their YouTube and LinkedIn pages too.

More information:

Customize the B2B portal appearance

Feature 3: Import PDFs as sales orders with IDR

Impact area:

Intelligent Document Recognition

Introduction:

Intelligent Document Recognition (IDR) allows you to import PDFs to Cin7 Core as simple sales orders. IDR will extract map PDF data into a new sale, keeping accurate logs and notifying you of success or failure.

More information:

Extract sale data with Intelligent Document Recognition (IDR)

Feature 4: Require attachment for B2B orders

Impact area:

B2B portal

Introduction:

We’ve added a new setting for B2B stores. By enabling Require attachment for order confirmation, your B2B customers will be required to add an attachment to confirm their orders. They’ll receive an error if an attachment is missing.

More information:

B2B portal settings

Feature 5: Consolidated transactions excluded from duplicates review

Impact area:

QuickBooks Online

Introduction:

We’ve fixed an issue where consolidated transactions for QuickBooks Online were shown when searching for incorrect duplicate manual journals. Since these consolidated journals aren’t expected to balance, we’ve excluded them from searches for duplicates.

More information:

QuickBooks Online Integration

Consolidate transactions for QuickBooks Online

Feature 6: Download customer country identifiers with Shopify orders

Impact area:

Shopify

Introduction:

China, Brazil, Italy, and South Korea require the shipping labels of certain imports to include the recipient’s country identifier (for example, the Resident ID for Chinese citizens). Our Shopify integration now downloads the country identifier of each sales order (if any), so they can be printed onto shipping labels.

More information:

Shopify Integration

Feature 7: Favorite products in B2B

Impact area:

B2B portal

Introduction:

We’ve fixed an issue where sales reps couldn’t select favorite B2B products for each B2B customer. Instead, when the rep made a product a favorite, it would become a favorite for all their allocated B2B customers. Now when reps favorite products they’ll become favorites for the account of the B2B customer they’re impersonating only.

More information:

Save favorite B2B portal products