FEATURES: Clone customer and supplier records, set default shipping instructions for ShipStation, new Production Run Shortage Report for Advanced Manufacturing, and more!
Feature 1: Clone customers and supplier records
Impact area:
Sales module, purchase module
Introduction:
New customer and supplier records can now be cloned from existing customers/suppliers.
Pre-conditions:
Functionality:
Clone a customer:
- Go to Sale → Customers, and select the customer record you wish to clone.
- Select Clone to copy customer information to a new record.
- Save your changes.
Clone a supplier:
- Go to Purchase → Suppliers, and select the supplier record you wish to clone.
- Select Clone to copy supplier information to a new record.
- Save your changes.
More information:
Customer management – Clone a customer
Supplier management – Clone a supplier
Feature 2: ShipStation – Set default carrier, service, and package type for domestic and international shipping
Impact area:
ShipStation integration
Introduction:
Previously to this release, users would have to manually select the carrier, service, and package type while processing every sale fulfillment. With this release, users can set default carrier, service, and package types for domestic and international shipping from the ShipStation settings. Default values will be selected automatically during sale fulfillment, but can be edited manually from the sale.
Pre-conditions:
- Active ShipStation integration
Functionality:
- Go to Integrations → ShipStation. On the Setup tab, look for the Default settings section.
- Enable default shipping instructions
- Select default carrier/service and package type for domestic shipping.
- Select default carrier/service and package type for international shipping.
- Save your changes.
More information:
ShipStation as a shipping service
Feature 3: Automation module – ‘Carrier’ has been added as an email template field for sales workflows
Impact area:
Automation module
Introduction:
In automation workflows, certain actions prompt you to send notifications via email. When this is an option, you will be given the option to edit the email template. Supported placeholders allow you to insert personalized information for the recipient, for example, sale order number or shipping tracking number. With this release, the carrier of the shipment has been added to the list of supported placeholders for sale workflows.
Pre-conditions:
- The Automation module requires an add-on to the base subscription.
Functionality:
- When creating or editing a sales workflow, Carrier will be a supported placeholder in email templates. Email templates can be edited for event actions that allow you to send notifications via email (Notify and Confirm).
- The carrier value is taken from the ship tab of the relevant sale order.
More information:
Managing workflow automation – Add an event or event action – Notify
Feature 4: Advanced Manufacturing – Parent order data (tags, additional attributes, related sale orders) will be copied to nested orders
Impact area:
Advanced Manufacturing module
Introduction:
Production BOMs can contain finished products (products with their own production BOM), forming nested production BOMs. When a production order is initiated for the parent product, production orders can also be initiated for nested products if they are out of stock. With this release, additional data from the parent order will be copied to any nested orders.
Pre-conditions
- The Advanced Manufacturing module requires an add-on to the base subscription.
Functionality:
The following data will now be transferred to nested production orders:
- Production order tags
- Production order additional attribute sets
- Related sale order
More information:
Nested Production Orders (Production BOM Explosion)
Feature 5: Advanced Manufacturing – New Production Run Shortage report
Impact area:
Advanced Manufacturing module
Introduction:
With this release, we have added a new production report to show the quantity of components required for released and in progress production runs. This allows the user to assess which production runs can be completed with the current stock allocation. Available and on order quantities of components are shown and compared to the required quantities, displaying possible shortages. The report determines possible shortages assuming that orders in progress will be picked first, and remaining orders picked in order of Required By date.
The report does NOT display definite allocation, but assumes the user will allocate components according to order priorities.
Pre-conditions:
- The Advanced Manufacturing module requires an add-on to the base subscription.
Functionality:
Access this report by going to Reports → Production reports → Production Run Shortage Report
More information:
Production Run Shortage Report
Feature 6: RMA Portal – UX improvements to user’s personal area, sign up process, and log in process
Impact area:
RMA Portal
Introduction:
With this release, several changes have been made to improve the user experience and security of customers signing up for, logging in, and using the RMA portal to make returns requests.
- RMA Portal account can be created using just the user’s email address, without the need for a specific sale or invoice number. Account confirmation will be sent to the user’s email to take them through the secure password creation process.
- All sale orders, open return requests, and returns history are visible when the user logs in.
- Users can create a returns request from their RMA Portal for any eligible sale order.
Please see documentation for detailed instructions. Only applicable for RMA portals connected through Core RMA integration. Not applicable to RMA portals connected via B2B settings.
Pre-conditions
For merchants:
- RMA Portal requires an add-on to the base subscription.
- Only applicable for RMA portals connected through Core RMA integration. Not applicable to RMA portals connected via B2B settings.
- Please see Setting up RMA Portal for returns requests to configure RMA Portal for your customers
- Configure return settings
For customers:
- Email address for RMA Portal must be listed as a Cin7 Core customer contact or associated with a sale order.
More information:
Setting up RMA Portal for returns requests
Feature 7: Advanced Manufacturing module – Include released orders on Production Scheduler calendar view, other UX/UI improvements
Impact area:
Advanced Manufacturing module
Introduction:
Previously, the calendar view of the Scheduler showed production orders in planned status. To make this view more useful, users can now view released orders in the calendar. Users can filter between planned orders, released orders, or both. Released and planned orders are shown in different colors. Planned orders can be dragged and dropped to reschedule from the Calendar view itself, however, released orders cannot be edited from this view.
Other UX/UI improvements have been added to the Scheduler calendar view:
- Show warning flags on production orders when delayed or not enough components. Note calendar view does not take into account resources, so no warning is displayed for lack of resource capacity.
- Additional information displayed on order tile: SKU, product name, and order quantity can be displayed on order tile. Use settings (gear) icon to enable/disable additional information display.
Pre-conditions
- Advanced Manufacturing requires an add-on to the base subscription.
More information:
Production Scheduler – Calendar view
Feature 8: Advanced Manufacturing, Automation module – New notification for suspended production operation
Impact area:
Advanced Manufacturing module
Introduction:
A new notification is now available. Users can now trigger internal and email notifications immediately when a production operation is suspended. This is in addition to the existing notification which can be set to trigger after a production operation has not been restarted after suspension.
Pre-conditions
- Advanced Manufacturing requires an add-on to the base subscription.
- Notifications is part of the Automation module, which requires an add-on to the base subscription.
Functionality
- Go to Settings → Automation → Notifications.
- Expand the Production section.
- Select notification Production operation suspended and make sure it is active.
- Use the message template fields to configure internal and email messages for this notification (see documentation for detailed instructions).
More information:
Notifications
Feature 9: Cin7 Core B2B Portal – Apply rounding table rules to discounted prices
Impact area:
B2B Portal
Introduction:
Rounding tables are used to adjust calculated prices to implement special price endings/charm pricing strategies. Customer feedback brought to our attention that the rounding rules were not being applied to the final discounted price of products, only the pre-discounted price. This defect has now been remedied and rounding table rules are correctly applied at all stages. No additional user actions are required.
Pre-conditions
- Cin7 Core B2B Portal requires an add-on to the base subscription.
- Set up rounding table rules in General Settings.
