The left navigation menu now includes a section for "Admin" items such as the Settings Panel and Users List. You should see this next time you refresh your side menu.
We've added two new endpoints to our API - Users and Branches. You can find more information about these in our API documentation.
A new setting is available to specify the Default 3PL Status when downloading Credit Notes from Shopify, WooCommerce, or BigCommerce.
We’ve added a double-check for disassembly production jobs, to make sure you are not accidentally adding unaccounted value into your inventory.
You can now import transactions with products with Alternative Units of Measure, using the UoM code. You'll find how to do this in the Importing Sales Orders article.
Fixed numerous small typos, tool tips and rounding
Fixed an issue where the menu appeared incorrectly in the reports modules.
Invoice date is no longer mandatory for taking payments via the payment portal.
Automated actions now sync data every 5 minutes (previously 7 minutes).
Fixed the pound symbol in the Specials tab of the POS.
Fixed an issue with Magento where mapping for billing and delivery addresses was not correct.
You can now opt to hide BOM components in the Document Editor.
You can now dispatch up to 3 decimal places, which will help you adjust out loose hundredths of a unit you may have hanging around.
Happy New Year. We have a bumper crop of fixes and updates we've been working on over Christmas.
We now prevent production jobs creating a preferred supplier against a product.
Fixed an issue where under certain circumstances creating a new order from a replenishment would present an error.
Fixed an issue that caused the wrong module to open when transfers were opened from the OTS grid in the product module.
Fixed the update log information box to display times in local timezone.
After a lot of sweat, we finally fixed a crazy bug that would stop you searching a report more than 3 times in a row.
Plus lots and lots of other behind the scenes tuning and fixes.
Added the ability to show and hide BOM components in the document editor.
We now display a log when the invoice date is added or changed.
When you back order multiple times from the original invoice, all backorders now appear on the invoice for the original.
Fixed an issue that caused time not to be entered into the Production Job screen.
Fixed an issue in the admin page that prevented an invoice number being generated when an invoice date was entered.
And it should go without saying, loads of other major and minor fixes to the backend as always.
That’s your lot for 2017, thank you for your support and patience this year - we have big, big plans for 2018 , it’s going to be a vintage year - looking forward to having you with us on the journey!
Fixed an issue that caused duplicate rows in size grid for some customers.
Fixed a variety of Chrome issues after the recent update.
Added functionality so that if you put an item into a stage that ends with “ holding”, items in the order will automatically be put into a holding group.
Here is a summary of some recent ecommerce updates:
Fixed an issue that would allow the Completed Sales Made Without Stock report to dispatch stock when not all sized items had SOH.
Gift Vouchers now expire at the end of day, regardless of time zone. We’ve also added some validation for gift voucher entry.
We added the ability to export SSCC codes in the Sales Order export.
Fixed the date filter on the Stock Aging report.
We’ve made it compulsory to add an Option 1 name for alternative units of measure, to keep everything running smoothly.
The main settings menu has been given a makeover. Don't worry, the settings themselves remain unchanged, and the usual functions can be found underneath the relevant header.
Some customers make lots of backorders, so we extended the max number of backorders from 26 i.e. A-Z to over 700.
Fixed some product searching issues in the POS.
Fixed autocomplete in the branch field in Track Stock Movements.
Products stored as batch items can now be dispatched in FIFO for ecommerce orders. i.e. we will auto dispatch products with batch numbers oldest first. This can be switched on at the branch level.
Find a branch in the CRM and tick this option:
We now have the ability to add WET on retail sales made through POS, for all those cellar door retailers.
We now highlight non stock items in the transaction line item grid.
Fixed an issue that caused copied transactions or credits created from sales to save as drafts first time around. They can now be approved directly.
Swapped a dollar sign ($) for a pound sign (£) in the appropriate places.
Fixed an issue that caused scrollbars to appear for certain fields, when zoomed out to a certain level in Chrome, making them difficult to fill in.
Fixed an issue where conversions to foreign currencies weren't calculating correctly in Quotes.
We now allow 100% deposits with our deposit feature.
You can now export the Item sort when exporting transactions.
You can now scan or copy and paste a list of codes into transactions in the backend. This is a really cool feature! When you’re in a transaction, just click on Actions > Bulk Load Products.
Fixed a new bug that caused certain reports to crash when the search box was used.
Fixed an issue that temporarily caused dates to disappear from orders in the POS.
Fixed a bug that caused FIFO items to be treated as size items upon import.
Fixed a bug that caused secondary contact delivery details not to save first time around.
Fixed a small issue that prevented the Created By field from populating in Credit Notes if a number of settings happened to be present.
Fixed an issue that caused the User menu and left navigation to be unresponsive in certain modules.
‘Theme 3’ (i.e. the white header) is now consistently applied across all modules.
We’ve added Item Sort to transaction imports - so that you can predetermine the order of line items within an order. Just include a column titled Item Sort to your spreadsheet, and populate this column with integers.
We now support Amazon in Japan - こんにちは!
We removed the ability to apply sales accounts to adjustments.
Fixed a bug that caused promotions to calculate incorrectly under certain circumstances.
Fixed an issue that caused products to upload into Salesforce incorrectly, plus few other Salesforce improvements.
Changed some functionality so that if a user saves an order that was created by API or an integration, they are not assigned as creator/sales rep automatically.
We have now made a Gift Vouchers endpoint for our API. Awesome news!
We now require positive and negative movements of stock for size items to be entered on separate lines.
We swapped the field order of MID and TID for easy Tyro setup...just an interesting tidbit.
The new Order Export is now filtered correctly if the Orders list Page is filtered by name.
Fixed a bug that caused receipt print settings not to save.
Fixed an issue where GP% did not appear in exports to Excel.
Fixed an issue that caused emails not to send when a semicolon was included in the email address string, plus some issues around draft emails.
Fixed a bug so that now different options of the same product can contribute to the promotion ‘Buy 3 or more for a discounted price’.
Fixed an issue with Tyro that occurred when foreign currency payments are made.
Gift Vouchers and Store Credits can now be imported and exported. Read about it here.
We’ve added a few new features to our Loyalty Rewards in the POS: you can now exclude things like Gift Vouchers from creating Loyalty Rewards, and you can choose for sales in which rewards are redeemed to not create new rewards. Awesome.
Our commerce integrations now have Action Logs - you can find it at the bottom of the dashboard. Useful if you want to trace when an action occurred and by whom.
A few improvements for weights, volumes and shipping:
You can now bulk update the freight fields of an order, including calculating shipping fees - in the Sales Order list click Actions > Bulk Update Freight.
The total weight and/or volume for an order now appears at the bottom of the screen next to the other totals (provided your products have weights/volumes).
Added a new read-only field, 'Average Landed Cost', to the Products export.
Fixed an update that caused some Category Promotions not to work, and swatted some other POS iPad compatibility bugs.
Fixed an issue that caused an error message to pop up when creating UPC codes for options with no sizes.
We’ve added more detail to the branch filters in the Sales Order list pages.
Once you’ve filtered the sales order list by branch, you get an additional option to differentiate between Primary and Distribution Branches.
Really useful if you need to take a look at what orders your branch is expected to dispatch for other branches.
Tax Status, Alternative GL Account and Payment Terms must now be picked from the associated dropdown - you can no longer type directly into the field.
Fixed a pagination issue in the email dashboard.
We’ve added a cool feature for printing a consolidated Picking Slips. This will enable you to:
This can be switched on in the Sales Order Settings.
QuickBooks Online can now import deposits too. Woot woot!
Fixed a bug where the export button didn’t work when the Stocktake Master list was filtered by sub-category.
Fixed an error that caused some of the transaction copy functions to disappear - apologies for any inconvenience caused.
We’ve now prevented Sales Orders and Credit Notes being saved when the total is negative or positive respectively.
Added the ability to select a blank in certain drop-downs.
Tweaked the POS to exclude holding stock from the SOH values for sizes.
We fine-tuned the logic behind order reference creation when orders were parked in the POS and later approved - to prevent unusual or duplicate references.
A few marketplace/ecommerce updates today:
For Amazon Seller, we’ve made a small but important change: We used to take the ‘Buyer Name’ in Amazon to be the Shipping Name in Cin7 - but now we take the name from the Amazon Shipping details. This is important when the recipient is not the buyer.
Fixed an issue that caused values in Cin7 to incorrectly represent what was being imported into Xero, namely the surcharge was not being included for specific batches. (Don't worry though, the correct value still made it to Xero however.)
We’ve made ‘percentage off price tier’ field available to add to the CRM. This is a simple way to add a percentage discount off everything for a specific customer.
Whilst logged in as an administrator, click on your name, top right and click Settings > CRM Settings. At the bottom of the page, check Percentage off Price Tier and apply it to an area of your choice in the CRM.
Entering a value in this field will give your customers that percentage off their assigned price tier.
In the sales order list page, it is now possible to search the Sales Order list by Carton Number.
Whilst logged in as an administrator, click on your name, top right and click Settings > Sales Order Settings. In the middle of the page, check Carton Number under the Additional Search Fields section.
The search field will appear in the Sales Order list page.
Fixed an issue that caused tax to be calculated incorrectly in the POS when change was calculated in certain scenarios.
Fixed the 2x1 Label to stop long names overflowing.
Fixed an issue that caused some invoice numbers to be recreated when orders were updated by ShipStation or ShipIT.
The maximum number of days a special can be active is now set at 1000000 days - that should be enough right?
Enhanced the security of the Point of Sale and Pick 'n' Pack modules.
In order to make the most of these improvements and keep you secure we have auto updated the passwords for POS and Pick 'n' Pack modules. To setup new POS registers or Pick 'n' Pack apps, please see Setting up the POS and Setting up the Pick 'n' Pack.
Note: This will not affect POS registers or Pick 'n' Pack apps that have already been set up.
Added the Tags field to the Product edit page. This can be used for Meta Description on the B2B and also creating Tags when uploading products to Shopify. This field displays under Website Options which can be switched on in the Product Settings.
A new setting is available in the integration modules. 'Default Accounting Status' lets you set the Xero/QBO import status automatically when downloading orders from Ecommerce and Marketplaces.
Added the ability to extend the number of characters on a label.
Added the option to prevent Cin7 creating invoice numbers when marking orders as dispatched from Shipstation and ShipIT.
Added a date picker to the promotional matrix.
Fixed an issue that caused Track Stock Movements module to time out in some circumstances.
Fixed a bug that caused credit notes not to appear if certain settings were checked.
Fixed a bug that caused the POS layout to go askew (that’s the technical term) when long products were entered or Alt UOMs were used.
Price Options and Price Columns are now known universally as Price Tiers.
We’ve also changed 'Assigned User' to Sales Rep in the CRM module - the functionality remains the same though.
We’ve improved a few things regarding accounting for Gift Vouchers in POS v3, check the documentation for more information.
Here's your lot for today:
We’ve added the ability to add a BCC when POS receipts are automatically emailed. You could use this if you wish to track all receipts that have been emailed. This can be found in the POS Settings.
A small change for POS (v3 only) - when you return an item you’ll see a dialog that makes much more sense.
We’ve added some more information in the logs when a change is made to a transaction.
We now show both zone and bin in the Pick ’n’ Pack for items.
Swatted a couple of weird bugs in the Pick ’n’ Pack: fixed an issue that caused the order not to show if the first item was non-stock, and an issue that caused an order not to appear if a number of weird coincidences happened.
A few useful POS additions this morning:
All of the above are detailed in the POS Settings article.
In other news:
We’ve made a small cosmetic change to help understanding of the transactions module. You’ll notice that we've replaced 'Review' with 'Admin' - and now looks like this:
Also, clicking on the cog icon takes you to the admin screen, whereas clicking on the invoice number takes you to the invoice document. Makes much more sense!
POS receipts can now be emailed automatically. Simply turn the setting on from the POS Settings, and if a customer has an email address, it will email them automatically. This is switched off by default.
Due to some unexpected issues, we’ve made the 'Cash Customer' customer non-editable.
Improved the POS so that you can continue scanning other products even if one product is not recognized.
Our Xero and Quickbooks integrations have been tidied up to make them easier to use.
Added 'Supplier Code' and 'Product Active Status' to the Sales Forecasting By Month On Historic Sales report.
The BigCommerce Settings page has changed slightly to bring it in line with the rest of our commerce apps.
We’ve made it easier for administrators to Void transactions. Note that no permissions have changed, but you can now click the Void button instead of changing the Cin7 Status to Void from the dropdown.
Fixed an issue that was causing category discounts to apply incorrectly in the POS when multiple category discounts were applied.
Fixed an issue that occurred when sorting certain reports by size.
Fixed labels to print UoM barcodes when UoM products are used.
Oh, and you probably noticed, but we have a snazzy new login page.
Fixed an issue with special characters in the size grid for fashion items.
Made a change so that both assigned static bin locations appear on a packing slip. Also, if there is no Bin assigned, the Zone will still show.
POS line items now load from the top down as opposed to the bottom up - useful if you make huge transactions.
Corrected the Store Credit Receipt in the POS to show the correct amount when a layby is canceled.
Some useful updates today:
We've added some new functionality to WooCommerce and Shopify apps - you can now update pricing to these channels from Cin7.
Also, the WooCommerce app gets a facelift to bring it in line with the other apps, check out our Dashboard Article.
Fixed an issue where ShipTheory country codes were not correctly mapping.
Fixed an issue that caused bin locations to be incorrectly applied when receiving goods.
Made a change that Limits the width of large images in the Purchase Order Report.
Lots of new reports added to the reports download library this week:
The reports download library is only available to Professional plan customers - contact support to upgrade.
In other reporting news:
We added the field Invoice No to "Xero COGS Breakdown" report.
We added the field Discount Percentage (Discount Percent = Discount Value/Retail Sales) to the report "Sales and Discounts By Products - Retail Price and Discounts".
Fixed an issue that caused the Shopify Product downloader to error if the SKU value was Null.
Fixed an issue that caused incorrect reporting of credit notes in the ‘No Freight’ reports.
Fixed an issue causing problems with IP Printing.
Fixed an issue that could cause the report "Branch Re-ordering From Safety Stock and Optimum Stock Quantities" to error if special characters were used.
We've added a new setting to the POS that will allow you to require a customer to be entered when processing a return. In the POS settings, simply switch "Require customer to be selected for refund" to Yes.
Shopify (v2) can now download loooonger descriptions.
Fixed an issue that was causing some contacts not to be subscribed to MailChimp.
Resolved a problem with our Shipstation integration where the delivery country code was inconsistent with those of ecommerce integrations.
Fixed an issue that was allowing sub $1 payments to be sent to Dejavoo terminals.
Some new reports have been released for those on the Professional pricing plan and upwards:
Gift Voucher reports now take into consideration time zone.
The report Open Sales Order Payments now has Invoice Date and Created Date as fields.
Fixed an issue that caused ShipStation rates not to calculate correctly for some users.
A time filter is now available in the Close Register screen which can be used to exclude or include orders based on time.
When downloading orders from any of the new integrations, an entry is added into the Update Log on the order's review screen which tells you which integration it came from and also the date/time it was downloaded (rather than the created date which is the time it was created in the integration's system).
Fixed an issue that caused receipt logos not to print.
Fixed an issue that was stopping IP Printing from working.
Fixed an issue that caused the Capsule module to timeout in certain circumstances.
Fixed an issue causing an error to appear when creating a back order for some users.
Made a few changes to stop odd values such as 'null' appearing in the reports.
Fixed a bug that caused price columns to be ignored in Credit Notes and Supplier Credit Notes.
Fixed a bug where orders would not auto dispatch for Shopify if "Completed Orders Only" was selected.
A new report has been created, Trace Sales Order Stock Back To Source (Dispatch Date), which helps you find the original source of a product that you have sold. This report is available to those on the Professional plan and higher.
API v1 has been improved so that custom price fields now work with GetProductOptions
Added an option so that Magento 1.x orders will not update contact details upon downloading.
Category Banners for B2B WebSite can now be 1000px wide.
Channel can now be added to the Sales Order list page without a support request - so you can see the source of all your orders.
'License type' is now shown in the user list.
The Review Page has changed slightly; some redundant fields were removed, some fields are not able to be edited, and order tracking numbers can be entered from this screen.
Added a new setting to the POS Loyalty Scheme. You can opt to have any extra amount spent over the loyalty threshold added to the voucher that is created. This additional amount is calculated in proportion to the original gift voucher settings. i.e. spend $500 gets $50 voucher, but spend $600 gets $60 voucher.
Fixed a small bug on the homepage dashboards that caused the 'customize dashboard' screen to appear.
Fixed a bug that resets the B2B UOM field when a product import was completed.
Resolved an issue where the Production Job report would be misaligned under certain circumstances.
Fixed an issue where the Track Stock Movements module was not showing the date according to the user’s time zone setting.
Fixed the image upload button for product options which was intermittently working.
Fixed issue in the report Sales Forecasting By Month On Historic Sales where it would error out under certain circumstances.
Fix for an issue that caused the Magento order ref to be incorrectly created - it now uses the correct Magento order ref.
Fixed an issue that was causing the Smart Buyer to show an error when filtering for ‘All Stock’. Thanks for your patience while we implemented a solution.
Cin7 now supports Shiptheory, bringing shipping automation to the UK. Woohoo!
A few new reports have been added to the reports download library: Supplier Consignment Sales By Invoice Date, Sales By Customer and Currency (Created Date), Purchase Orders By Product (Received Date).
Four new Dashboard Reports for the homepage: Top Customers Spending (Last 1 Month Invoice Date), Top Selling Products (Last 1 Month Invoice Date), Top Customers Spending (Last 1 Month Created Date), Top Selling Products (Last 1 Month Created Date).
It is now possible to import BOMs - for more information see Importing BOMs. Nice work Alan!
We added some small updates to existing reports:
Added Stock Avail and Incoming to 'Branch Re-ordering From Safety Stock and Optimum Stock Quantities'
Added Qty and Sales and Invoice date to 'Xero/QBO COGS Break-down'
Fixed a small issue that caused some reports to show 'null' when COGS were 0, and some other small report fixes.
Fixed an issue causing Dejavoo to display incorrect refund amounts.
Fixed an issue where COGS would double up in the report Xero/QBO COGS Break-down if there were multiple Tax Codes with the same name (one for Sales and the other for Purchases).
Open To Sell grid in the Products module should now be showing the correct currency symbols for your currency.
We've implemented one of our most requested small features. Administrators can now apply a default branch to each user - meaning transactions and the POS will default to the branch specified for each user.
Administrator users can now update their billing company name, billing contact name, and billing email address. These details appear on your monthly statement. Click on your username, top right, and click Company Profile.
Fixed an issue that prevented automatic login to the B2B webcentral module for some users.
The new look help site has been launched! We really hope that you will find the new site easier to use and the articles more helpful. Any feedback that you have would be greatly appreciated so that we can continue to improve your experience.
Happy New Year! - a couple of updates to kick us off:
Lots of bugs fixes this week to see us out until the new year. Quite a few minor tweaks under the hood, here's a rundown of the more interesting fixes.
We've updated our DPS integration to be compliant with the 2017 firmware.
You can now add the Code (SKU) to labels; which will be useful if you need both Barcode and SKU on your label, greedy.
Pick 'n' Pack has seen some minor UI tweaks, and improvements in usability.
We fixed a bug that was causing some users to experience multiple logouts - apologies to those customers that experienced this particular issue.
Bill of Materials now load out correctly when a product is downloaded from Shopify. If a product has a UOM with the same SKU, it will now send through correctly to Shopify.
We fixed a bug that caused duplicate invoice numbers to be created when dispatching through the Pick 'n' Pack.
OTS should no longer show an error for certain customers.
Fixed an issue on the Select Integrations page where multiple instances of same module caused an error.
When importing products into the products module using Product Share, columns with the same description cause an error. You still have to change the names to be unique, but you'll receive a friendly error if this happens.
Category Search in the Stocktake Master now searches on Sub Category too.
We fixed a small typo in the POS Settings - it now reads 'Close Register By Each Register Code'.
We've included support BRL currency in Labels and Reports. Viva!
Adjustments can now be updated in bulk to pull local costs through from the products module. This is ideal for updating multiple adjustments where some products were adjusted in with $0 cost, or an incorrect cost.
To use this feature:
This humble feature is a powerhouse and will save hours of work if you've accidentally overlooked costs.
When StarShipIT updates Cin7 Branch Transfers, it now updates the Received Date instead of the Dispatch Date, which makes much more sense.
The Billing/Parent field in the CRM import is now working as it should.
For our Quickbooks Online integration we've made a small fix to stop time-outs for long order histories.
The CRM Export now allows for exporting the unique contact ID. This will allow Joor users to export the ID from the CRM.
We have added the Stock on Hand quantity for line items in transaction pages. Now you can view SOH (if it's different to Stock Available) for each line item on a transaction. No need to check the products module!
You can now enter a custom Project Name to be added to each downloaded Joor Order from the Joor settings page.
Cin7 now supports Magento 2! We've spent considerable time perfecting the settings for this module to make it easy to set up and use. We've also taken what we've learnt and upgraded our Shopify integration, so today we're also launching v2 of our Shopify integration.
Both modules can be added through the main Settings screen, by clicking Select Integrations.
Both modules provide:
Custom CRM and Product fields are now searchable in the CRM List Page and Product List Page. Simply tick Additional Search Fields in the Settings pages of the relevant module.
For our Joor integration we added the ability to choose "Tax Status (incl. or excl.)" for downloaded orders. You can find this in the settings page.
Custom fields for CRM and Products now display in the order defined in the settings page.
The "Save and Enter to POS" button is now displaying correctly for all users.
Fixed an issue where invoice numbers would be duplicated when multiple orders were dispatched from the Pick 'n' Pack.
We improved the way auto-adjustments work - you can now use a report to dispatch stock for completed orders where no stock existed. This applies to POS transactions as well as eCommerce orders that have been Auto-Dispatched.
Automatic updating of stock levels for eCommerce now happens in the background so you are not locked on the Review screen. It is also now only triggered at most every 10 minutes. You will see an indicator that counts down to the next time an update is available.
We added a few new goodies to the Receipt Builder:
We added Stock Indicators to the B2B, which can be found under security options.
Oh, and it's now possible to send up to 3 decimal places for the unit price to Xero.
We're excited to announce two new Marketplace integrations! You can now connect to Joor and NuOrder to sync stock levels and download orders.
The CRM export has been updated to function like the Product export - the CRM import remains the same for the time being however.
There are some new reports in the download library:
Plus some new dashboards for the login page.
Finally we have some EDI and 3PL integrations that are entering beta.
EDI- CostCo Au, Bunnings, Petstock, ITM, Briscoes/Rebel
3PL - Anderson and Flowers, DHL Supply Chain NZ, Base Storage, Crown, Melbourne Mailing, Coghlan
EDI - Wayfair, Nordstorm, Sobeys, Von Maur, Nordstrom Direct, Pacsun, Amazon Vendor, Amazon Dropship, Lord & Taylor, Myer, NEXCOM, Castlegate, Sears/Kmart, Overstock
3PL - Castle Gate, 3PLCenter, IntegratedLogistics, Go2Tigers
3PL - Import Services UK, Lufapak, Ivenco, Gefco
Support portal - Centralised area to submit and view the status of all tickets. Located under the top right dropdown of the Cin7 interface.
Open to sell - Shows how much stock is available to sell based on open orders, what is incoming and when it will be due for arrival.
Our new User Interface has been released on our main server after beta testing and customer feedback.
Fixed a bug that caused back order discounts to calculate incorrectly in certain scenarios.
Product discounts now calculate correctly when selected from the product auto-complete dropdown.
Fixed a bug that caused Cost of goods in a Credit note to be based on an average cost and not the cost at time of sale.
Moving stock in via a credit note for fashion items works correctly now.