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05 November, 2023

Cin7 Core Enhancements | 5th November, 2023

FEATURES: Prioritize customer invoice template over default in B2B portal, improved recognition of AUOM stock for WMS stock receiving and put away, and improved automation UI.

Feature 1: B2B portal – Prioritize customer invoice template over B2B default invoice template

Impact area:

B2B portal

Introduction:

Cin7 Core allows a default invoice template to be selected for B2B portal, and for customers. Previously, the B2B portal template would be applied to all customer invoices, overwriting the customer’s invoice template which should take priority. With this release, customer invoice template will take priority over B2B portal template.

Pre-conditions:

  • Integrated B2B portal

Functionality:

  • Go to Integrations → B2B portal → [select portal] and select General tab. In General settings, you can select a default invoice template for B2B portal.
  • Go to Sales → Customers→ [select customer] and select the Default templates tab. Here you can select default templates for multiple sales documents including invoices.
  • When the customer downloads an invoice for a B2B portal sale, the customer invoice template will take priority.

More information:

Set up B2B portal

Managing document and email templates

Feature 2: WMS – Improve scanning recognition of items with additional units of measure for stock receiving

Impact area:

WMS application

Introduction:

The additional units of measure (AUOM) function allows more than one unit of measure to be specified for a product or service. For example, if the same bottle of wine is sold as an individual bottle, a case of 6, and a case of 12. This allows stock levels to be shown accurately across multiple units, for example, if an item can be sold as a single can or a case of 12, Cin7 Core will interpret 12 cans in stock as equivalent to 1 case in stock.

When a WMS user scans a barcode during stock receiving and this item is linked to the purchase order item via an AUOM, WMS identifies the connection and receives the item. The received and remaining quantity for the item is converted to the UOM of the scanned item. (e.g. purchase order for 1 case of 4, WMS user scans 1 can, remaining quantity will display 3 cans.)

Previously to this release, there was an issue where the received stock was added to inventory as a new product instead of recognised as the product in the purchase order, leading to incorrect data. With this release, this issue has been resolved and stock receiving information will be linked correctly to the purchase order. No additional user action is required.

Pre-conditions:

  • Set up WMS application

More information:

Additional units of measure

Using the Warehouse Management System – Receiving inventory

Feature 3: WMS – Improve scanning recognition of items with additional units of measure for put away

Introduction:

The additional units of measure (AUOM) function allows more than one unit of measure to be specified for a product or service. For example, if the same bottle of wine is sold as an individual bottle, a case of 6, and a case of 12. This allows stock levels to be shown accurately across multiple units, for example, if an item can be sold as a single can or a case of 12, Cin7 Core will interpret 12 cans in stock as equivalent to 1 case in stock.

Previously, when a WMS user scans a barcode during put away and this item is linked to the put away listed item via an AUOM, WMS was not able to recognize the connection between the two stock items. With this release, the connection is recognized and the user is able to select which unit of measure should be used to put away the item (by default the UOM of the scanned item).  No additional user action is required.

Pre-conditions:

  • Set up WMS application

More information:

Additional units of measure

Using the Warehouse Management System – Put away

Feature 4: Improvements to workflow automation module user interface

Introduction:

Some changes and improvements have been made to automation workflow to improve user experience. The workflow functionality has not been affected, these are aesthetic and layout improvements only.

Pre-conditions:

  • Automation module must be added to your subscription

More information:

Managing workflow automation