Cin7 Core Enhancements | 9th June, 2024

New Release – 9th June 2024

• FEATURES: New Sales By Customer report, co-man locations can now be used in purchases, sales, and transfers, apply rounding table prices after deals are applied, and more!

Feature 1: Apply rounding table rules after deal is applied

Impact area:

Sales module

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 after deals were applied, only the pre-discounted price. This has now been remedied and rounding table rules are correctly applied at all stages. No additional user actions are required.

Pre-conditions

• Set up rounding table rules in General Settings.

Feature 2: Product Stock Level Report now shows potential availability for auto-assembly kits

Impact area:

Reports, Inventory module

Introduction:

Auto-assembled products typically have components in stock, but not the assembled product. Previously this report was showing the available quantity of such products as zero even when enough components to assemble the product were in stock at the location.

With this release, the available quantity will be calculated based on the number of units which can be assembled from the component stock at the location. This applies to products where auto-assembly is enabled.

This report also now shows quantity in transit to the location.

Pre-conditions:

• Auto-assembly must be enabled for the product.

More information:

Product Stock Level Report

Feature 3: New Sales By Customer Report

Impact area:

Sales module, Reports

Introduction:

This is a new report. The Sales by Customer Report shows a summary of the quantity of sales and total sale amount per customer for the 12 month period up to the selected date. All sales with authorized invoices within the reporting period are shown. Sales representative is an optional field for this report so organizations can more easily evaluate performance of specific sales team members.

Pre-conditions

• None

More information:

Sales by Customer Report

Feature 4: CRM – Consolidate opportunity import

Impact area:

CRM

Introduction:

Previously, importing opportunities via CSV with the same lead and opportunity date was generating errors or duplicate opportunity entries. With this release, the system will perform a further check of product lines when encountering entries with the same lead and date. If multiple product lines are identified for the same lead and date combination, these entries will be combined into a single opportunity record.

Pre-conditions:

• None

More information:

Opportunities

Feature 5: POS – Select default billing and shipping address for POS customer

Impact area:

Cin7 Core POS

Introduction:

Default shipping and billing addresses can now be specified from the Cin7 Core POS application. Any changes of default address selection are synchronized with Core.

Pre-conditions:

• Cin7 Core POS must be included in your plan or added to your subscription.

Functionality:

From the Cin7 Core POS application,

• Go to Menu → Customers to view the customer list.
• Select a customer to view details and addresses.
• Use the default checkbox to set shipping or billing address as default.

More information:

Using POS – Customers

Feature 6: POS – Select shipping address when adding customer to sale

Impact area:

Cin7 Core POS

Introduction:

Shipping address can now be specified when a customer is added to a POS sale. This information will be synchronized with Core.

Pre-conditions:

• Cin7 Core POS must be included in your plan or added to your subscription.

Functionality:

From the Cin7 Core POS application,

• During a sale, add a customer by clicking + next to the total and selecting Customer.
• Select a customer to add them to the sale. This enables the option to add a shipping address to the sale.
• Select the shipping address.

More information:

Using POS – Sales

Feature 7: Advanced Manufacturing – Some restrictions removed from co-manufacturing locations

Impact area:

Advanced Manufacturing module

Introduction:

Co-manufacturing locations are subject to system restrictions that do not apply to regular organization locations. With this release, some of these restrictions have been lifted. Some notable changes are:

• Co-manufacturing locations can be selected as a destination for purchase and transfer orders without the need for a linking production order
• Co-manufacturing locations can be selected as a location for assembly and disassembly orders

Please note that co-manufacturing locations can already be selected for stocktake, stock adjustment, write-off, MRP runs and setting supply rules. Co-manufacturing location cannot be selected for transfer planning at this time. Please see documentation for a full list of restrictions and allowed actions.

Pre-conditions:

• Advanced Manufacturing must be included in your plan or added to your subscription.

More information:

Co-manufacturing – Add co-manufacturing locations

Feature 8: WMS – Display total no. of items to pick per order on pick page

Impact area:

Cin7 Core WMS application

Introduction:

With this release, the total number of items to pick per order will be displayed next to the order number on the pick page. This is following customer feedback where the typical workflow is to batch pick orders, but if one order is very large, only items for that order will be picked so there is enough room left on the picking cart. No user action is required.

Pre-conditions:

• Download and setup WMS application

More information:

Using WMS – Picking and packing inventory

Feature 9: WMS – Display customer name next to sale order number on pack page

Impact area:

Cin7 Core WMS application

Introduction:

With this release, the customer name is displayed on the pack page next to the order number to increase clarity for warehouse staff. No additional user action is required.

Pre-conditions:

• Download and setup WMS application

More information:

Using WMS – Picking and packing inventory

Feature 10: WMS – Restrictions lifted for co-manufacturing locations.

Impact area:

Advanced Manufacturing, WMS application

Introduction:

Co-manufacturing locations are subject to system restrictions that do not apply to regular organization locations. With this release, some of these restrictions have been lifted.

• Co-manufacturing locations can be selected as a destination for purchase and transfer orders without the need for a linking production order

Please note that co-manufacturing locations can already be selected for stocktake, stock adjustment, and write-off. Please see documentation for a full list of restrictions and allowed actions.

Pre-conditions:

• Advanced Manufacturing must be included in your plan or added to your subscription.
• Download and setup WMS application

More information:

Co-manufacturing – Add co-manufacturing locations

Feature 11: MES – Show additional attributes for task and output in app

Impact area:

Cin7 Core MES application, Advanced Manufacturing

Introduction:

In a recent release, Core added the ability to assign additional attribute sets to production operations and outputs. With this release, the additional attribute sets can be viewed and edited during production from the MES application, with changes synchronized to Core.

Pre-conditions:

• Advanced manufacturing must be included in your plan or added to your subscription.

• Assign an additional attribute set to the production operation level and/or production output level from General settings, production process customization.

Functionality:

Production operation:

• An additional attribute set must be assigned to production operation from the production process customization settings (General settings).
• In the MES app, a new Additional attributes tab will be displayed and show the attribute set values.
• Additional attribute values can be edited and saved while operation is in progress. Changes will be synced to Core.

Production output:

• An additional attribute set must be assigned to production output from the production process customization settings (General settings).
• In the MES app, the additional attribute values will be displayed on the Edit output screen, where the user can input values and save.
• Changes will be synced to Core with the other production output details.

More information:

Additional attributes

Cin7 Core – Manufacturing Execution System (MES)

Feature 12: QuickBooks Online – Allow ‘track quantity and price/rate setting to be kept on in QuickBooks

Impact area:

QuickBooks Online

Introduction:

Previously, Cin7 Core required the “Track quantity and price/rate” setting in QuickBooks Online

to be turned off. This was required both to connect Cin7 Core to QuickBooks and to sync data between the two platforms.

With this release, this limitation has been removed and the setting can remain on in QuickBooks if required, however, we still recommend that this setting remain turned off.

Rate (price per time/item) data will also now be exported to QuickBooks along with price and total amount.

Pre-conditions:

• Applicable to accounts integrated with QuickBooks Online only.

More information:

QuickBooks Online integration – Connecting Cin7 Core and QuickBooks Online

Fixes:

• RMA: Inconsistency between available return types when creating RMA through Core, B2B portal, and RMA portal resolved.
• Settle: Removed locking of other payment methods after choosing to pay with Settle. This was causing ‘locked’ sales if the customer chose not to pay with Settle. All payment methods can now be used at any time.
• QuickBooks Online: Sync failing when a service product’s name is changed has now been fixed. If matching by name fails to locate the product, the system will fall back and perform an additional match by SKU.