Cin7 Academy

Course Catalog

Get the skills and knowledge you need at the moment you need them. Explore our full course catalog.

[Core] Accelerate the Learning Curve with Cin7 Core

[Core] Accelerate the Learning Curve with Cin7 Core

Prepare your employees for successful adoption with change management strategies.

[Core] Accounting 101

[Core] Accounting 101

Dive into the basics of Accounting with a review of the five types of financial accounts.

Accounting/Finance

[Core] Account Mapping

[Core] Account Mapping

Ensure you are accurately tracking funds coming in and going out by mapping your financial accounts.

[Core] A Day in the Life with Cin7 Core

[Core] A Day in the Life with Cin7 Core

Prepare to launch Cin7 Core with an overview of day-to-day regular features.

[Core] Adding Products, Users, and Quick Keys to the POS

[Core] Adding Products, Users, and Quick Keys to the POS

Add a product catalog to your store, create quick keys, and invite users.

[Core] Additional Attributes

[Core] Additional Attributes

Capture extra important details for your Customers, Suppliers, Products, Purchases, and Sales with additional attributes.

[Core] Additional Units of Measure

[Core] Additional Units of Measure

Manage separate purchasing and selling quantities with Additional Units of Measure.

Inventory Managers

[Core] Additional User Functions

[Core] Additional User Functions

Explore extra user permissions to easily direct your employees' productivity and workflows.

[Core] Advanced Fulfillments

[Core] Advanced Fulfillments

Efficiently keep up with sales orders by entering part and multiple fulfillments.

[Core] Advanced Purchase Converting and Orientation

[Core] Advanced Purchase Converting and Orientation

Convert Simple Purchases to Advanced Purchases as your business requires.

[Core] Advanced Purchases: Invoices and Credit Notes

[Core] Advanced Purchases: Invoices and Credit Notes

Invoicing, crediting, and receiving with Advanced Purchases.

[Core] Advanced Sales: Converting and Orientation

[Core] Advanced Sales: Converting and Orientation

Convert Simple Sales into Advanced Sales for varying scenarios.

[Core] Advanced Sales Invoices and Credit Notes

[Core] Advanced Sales Invoices and Credit Notes

Explore advanced functionality of sales invoices for multiple and part invoicing.

[Core] Advanced Stock Receiving

[Core] Advanced Stock Receiving

Dive further into stock receiving and explore scenarios with multiple receipts.

[Core] Alternative Products

[Core] Alternative Products

Easily recommend substitute products for your customers.

Inventory Managers

[Core] Alternative Retail SKUs

[Core] Alternative Retail SKUs

Provide alternative, non-standard invoices to your B2B clients.

Manufacturing Teams

[Core] Assemblies as a Quality Assurance Process

[Core] Assemblies as a Quality Assurance Process

If your business has a rigid quality assurance process for receiving stock from your suppliers, this simple workflow may prove useful.

Manufacturing Teams

[Core] Assembly and Disassembly Search List

[Core] Assembly and Disassembly Search List

Use the Search List Views to filter details for assemblies and disassemblies.

Manufacturing Teams

[Core] Assembly Order Additional Record Functions

[Core] Assembly Order Additional Record Functions

Explore the extra record details in Assembly Orders, including Manual Journals, Transactions, Attachments, and Logs.

Manufacturing Teams

[Core] Assembly Order Stage

[Core] Assembly Order Stage

Review the entire Assembly Order stage within Simple Manufacturing.

Manufacturing Teams

[Core] Auto Assembly and Auto Disassembly

[Core] Auto Assembly and Auto Disassembly

Review how both auto-assembly and auto-disassembly processes work to fully optimize production.

Manufacturing Teams

[Core] Batch, Serialized, and Expiring Products

[Core] Batch, Serialized, and Expiring Products

Walk through the workflow of assembling a product set to either one of the Batch, Serial or Expiry Costing Methods.

Manufacturing Teams

[Core] BOM Basics

[Core] BOM Basics

Master the basics of using Bills of Materials (BOMs) in manufacturing processes.

Manufacturing Teams

[Core] Brands

[Core] Brands

Separate your product range by different Makes or Providers of each product with Brands.

[Core] Build Automated Notifications, Reports, and Workflows

[Core] Build Automated Notifications, Reports, and Workflows

Learn how to automate processes to boost productivity and save time.

[Core] Bulk Supplier Payments

[Core] Bulk Supplier Payments

Record single payments you’ve made to suppliers to pay multiple outstanding Purchase Invoices.

[Core] Carriers

[Core] Carriers

Define a list of carriers to transport your goods.

[Core] Chart of Accounts

[Core] Chart of Accounts

Add your Chart of Accounts as one of the first steps in setting up Cin7 Core.

[Core] Company Addresses

[Core] Company Addresses

A short overview in adding all applicable company addresses in Cin7 Core and on your documents.

[Core] Company Contacts

[Core] Company Contacts

Create sets of different contact details to be used throughout Cin7 Core.

[Core] Component Shortage Process

[Core] Component Shortage Process

Review the workflow of steps to take when you find you have insufficient components in stock to complete your Assembly.

Manufacturing Teams

[Core] Configuring the Factory Calendar

[Core] Configuring the Factory Calendar

Define the working days and hours for your production facility.

Manufacturing Teams

[Core] Considerations For Implementing an IMS

[Core] Considerations For Implementing an IMS

Thinking about a new inventory system? Here are a few things to consider before implementing.

[Core] Core-to-Core Networking

[Core] Core-to-Core Networking

If your suppliers and/or customers also use Cin7 Core, connect your accounts to share sales, purchases, and invoices.

[Core] Creating a Disassembly

[Core] Creating a Disassembly

Disassemble a product to break it down into its individual components.

Manufacturing Teams

[Core] Creating an Account

[Core] Creating an Account

Need another trial account? Create one in a few easy steps.

[Core] Creating an Assembly Order

[Core] Creating an Assembly Order

Create an Assembly Order for components and services.

Manufacturing Teams

[Core] Credit Note Purchases

[Core] Credit Note Purchases

Enter credit notes for purchase orders.

[Core] Credit Notes

[Core] Credit Notes

Enter credit notes for your sale orders to accurately reflect the credit.

[Core] Customer Additional Record Functions

[Core] Customer Additional Record Functions

Explore further details and use of your customer records.

[Core] Customer Addresses and Contacts

[Core] Customer Addresses and Contacts

Review how to add addresses and contacts for your growing list of customers.

[Core] Customer and Sale Information

[Core] Customer and Sale Information

Create a simple sale with the Customer and Sale Information header.

[Core] Customer Bulk Payments

[Core] Customer Bulk Payments

Save time by setting up bulk payments.

[Core] Customer Credits and Deposits

[Core] Customer Credits and Deposits

Enter credits and deposits for effective sale management.

[Core] Customer Default Fields

[Core] Customer Default Fields

Use Default Field Values for creating new customers faster and more consistent.

[Core] Customer Default Templates

[Core] Customer Default Templates

Optimize your time by using default templates for specific customers.

[Core] Customer General Information

[Core] Customer General Information

As a central part of your business, review the general information details for your customer records.

[Core] Customer List View

[Core] Customer List View

Search your customer details quickly using the list view.

[Core] Customer Orientation

[Core] Customer Orientation

New to Cin7 Core and ready to start adding customers? Start here for an overview of customer data.

[Core] Customer Sale History

[Core] Customer Sale History

Review prior transactions and products using Sale History.

[Core] Customizing Reports

[Core] Customizing Reports

Customize the reports you need in Cin7 Core to fit your business.

[Core] Custom Prices

[Core] Custom Prices

Create custom prices for your products.

[Core] Custom Product Prices

[Core] Custom Product Prices

Provide a way to give your customers a unique overriding price on any products in your inventory.

[Core] Data Configuration and Import

[Core] Data Configuration and Import

An important step in your setup, configure your data to prepare for import.

[Core] Design Your B2B Portal

[Core] Design Your B2B Portal

Customize the B2B Portal's appearance and navigation.

[Core] Disassembly Cost

[Core] Disassembly Cost

Further customize your disassembly cost by using disassembly costs in your Bill of Materials.

Manufacturing Teams

[Core] Document Numbers

[Core] Document Numbers

Customize your document numbers.

[Core] Dropshipping Workflow

[Core] Dropshipping Workflow

Explore the dropshipping workflow to ship product to your customers straight from the supplier.

[Core] Exporting Reports

[Core] Exporting Reports

Track all areas of your business success by generating and exporting reports out of Cin7 Core.

[Core] Financial Settings

[Core] Financial Settings

Walk through all available financial settings, how they function, and other workflow considerations.

[Core] ForesightAI Configuration

[Core] ForesightAI Configuration

Learn how to configure key ForesightAI settings

[Core] ForesightAI Dashboard Widgets

[Core] ForesightAI Dashboard Widgets

At-a-glance insights with the ForesightAI Dashboard

[Core] ForesightAI Powered Reports

[Core] ForesightAI Powered Reports

Make data-driven decisions with AI Powered Reports

[Core] ForesightAI Product Availability Report

[Core] ForesightAI Product Availability Report

A fan-favorite report now enhanced with ForesightAI

[Core] ForesightAI Smart Reorder

[Core] ForesightAI Smart Reorder

Automated replenishment with ForesightAI’s Smart Reordering

[Core] Fulfillment Stage - Pack

[Core] Fulfillment Stage - Pack

Organize your picked products to pack and ship to your customers.

[Core] Fulfillment Stage - Pick

[Core] Fulfillment Stage - Pick

Keep your sales moving by quickly picking the products and assigning them to the sales orders.

[Core] Fulfillment Stage - Ship

[Core] Fulfillment Stage - Ship

Record when and where sales ship to easily track at all times.

[Core] Generating Reports

[Core] Generating Reports

Explore the powerful reporting available to you to drive your business decisions.

[Core] Gift Cards

[Core] Gift Cards

Explore using gift cards, from enabling, selling, redeeming, and overall management.

[Core] How to Adjust Forecast in Inventoro

[Core] How to Adjust Forecast in Inventoro

[Core] Integrating Amazon eCommerce with Cin7 Core

[Core] Integrating Amazon eCommerce with Cin7 Core

Configure and connect your Amazon Seller Central account with Cin7 Core.

[Core] Integrating Amazon FBA with Cin7 Core

[Core] Integrating Amazon FBA with Cin7 Core

In this course, you’ll learn how to use the Fulfillment by Amazon (FBA) integration to fulfill orders from sales channels other than Amazon eCommerce.

[Core] Integrating QuickBooks Online with Cin7 Core

[Core] Integrating QuickBooks Online with Cin7 Core

Configure and connect QuickBooks Online to Cin7 Core

[Core] Integrating ShipStation with Cin7 Core

[Core] Integrating ShipStation with Cin7 Core

In this course, you’ll learn how to integrate a ShipStation Custom Store with Cin7 Core.

[Core] Integrating Shopify with Cin7 Core

[Core] Integrating Shopify with Cin7 Core

Configure and connect Shopify with Cin7 Core.

[Core] Integrating Xero with Cin7 Core

[Core] Integrating Xero with Cin7 Core

Configure and connect your Xero integration with Cin7 Core.

[Core] Intelligent Document Recognition (IDR)

[Core] Intelligent Document Recognition (IDR)

Automate data entry and reduce errors with IDR

[Core] Introduction to Advanced Manufacturing

[Core] Introduction to Advanced Manufacturing

An overview of the Advanced Manufacturing module.

[Core] Introduction to eCommerce and Marketplaces

[Core] Introduction to eCommerce and Marketplaces

eCommerce and Marketplaces expand your sales capabilites and reach. Here is a quick overview their value with Cin7 Core.

[Core] Introduction to Inventoro

[Core] Introduction to Inventoro

[Core] Introduction to Manufacturing

[Core] Introduction to Manufacturing

A quick introduction into the robust Manufacturing module in Cin7 Core.

Manufacturing Teams

[Core] Introduction to Point of Sale (POS)

[Core] Introduction to Point of Sale (POS)

An overview of using POS with Cin7 Core for in-person sales.

[Core] Introduction to the B2B Portal

[Core] Introduction to the B2B Portal

An overview of why the B2B portal in Cin7 Core can improve and grow your wholesale business.

[Core] Introduction to the User Interface

[Core] Introduction to the User Interface

Take a tour of the screens and interface of Cin7 Core.

[Core] Intro to Simple Manufacturing

[Core] Intro to Simple Manufacturing

New to using Simple Manufacturing in Cin7 Core? Start here for an introduction to Assembly, Disassembly, and setting up Bills of Materials.

Manufacturing Teams

[Core] Inventory Module Fundamentals (Part I)

[Core] Inventory Module Fundamentals (Part I)

Create, view, manage, and update products and services.

[Core] Inventory Module Fundamentals (Part II)

[Core] Inventory Module Fundamentals (Part II)

Run an efficient and protected inventory audit.

[Core] Inventory Write-Offs

[Core] Inventory Write-Offs

Write off stock and value for lost or damaged goods.

Inventory Managers

[Core] Inviting New Users

[Core] Inviting New Users

Invite your employees to Cin7 Core, and review role settings to control permissions.

[Core] Invoice Stage

[Core] Invoice Stage

Send an invoice to your customer to easily pay.

[Core] Labor & Overheads

[Core] Labor & Overheads

Use Labor and Overheads to include additional operating expenses on a Bill of Materials.

Manufacturing Teams

[Core] Landed Costs Workflow

[Core] Landed Costs Workflow

Review the workflow that produces your final landed cost of products moving from the supplier to your warehouse.

[Core] Locations & Bins

[Core] Locations & Bins

Accurately represent your physical stock locations using Locations & Bins.

[Core] Managing the Amazon Ecommerce Integration

[Core] Managing the Amazon Ecommerce Integration

Manage the day-to-day operations of your Amazon eCommerce integration.

[Core] Manual Journals

[Core] Manual Journals

Apply additional expenses to sales orders using manual journals.

Accounting/Finance

[Core] Manufacturing Reports

[Core] Manufacturing Reports

Take a quick tour of common manufacturing reports to get started.

Manufacturing Teams

[Core] Mapping Bins and Work Center

[Core] Mapping Bins and Work Center

Set up work centers for your shop floors and review how to map them to your storage bins.

Manufacturing Teams

[Core] Multilingual Support

[Core] Multilingual Support

Offer localized support in Cin7 Core for international users.

[Core] Multi-Stage Assemblies

[Core] Multi-Stage Assemblies

Discover how to make intermediate components for other assemblies.

Manufacturing Teams

[Core] Navigating Reports

[Core] Navigating Reports

Dive into reporting by first getting acquainted with navigation.

[Core] Navigating the Inventory Lifecycle with Cin7 Core

[Core] Navigating the Inventory Lifecycle with Cin7 Core

Every wonder how it all ties together? Walk through the entire lifecycle of a product.

[Core] Order Routing

[Core] Order Routing

Automatically route your Sales Orders for fulfillment to the stock location closest to your customer.

[Core] Order Stage

[Core] Order Stage

It all centers around your sales. Create sales orders to truly connect your inventory performance.

[Core] Organisation Settings

[Core] Organisation Settings

Walk through each setting available for your own organisation.

[Core] Outsourced and Co-Manufacturing Process Map

[Core] Outsourced and Co-Manufacturing Process Map

Review scenarios where your manufacturing is either completely or partially outsourced to a third party.

Manufacturing Teams

[Core] Payment Terms

[Core] Payment Terms

Covering Payment Term customization in the Financials Section of Reference Books.

[Core] Phantom and Nested BOMs

[Core] Phantom and Nested BOMs

Overview using Phantom and Nested Bills of Materials in Manufacturing.

Manufacturing Teams

[Core] Picking and Completing an Assembly Order

[Core] Picking and Completing an Assembly Order

Pick components and complete finished goods with an authorised assembly order.

Manufacturing Teams

[Core] Picking and Packing in the Cin7 Core WMS App

[Core] Picking and Packing in the Cin7 Core WMS App

Learn the in's and out's of Picking and Packing.

Warehouse Teams

[Core] POS Basic Register Tasks

[Core] POS Basic Register Tasks

Learn how to process sales, refunds, and exchanges in POS

[Core] Prepare to Launch Your B2B Portal

[Core] Prepare to Launch Your B2B Portal

Invite your customers to the B2B portal and see it in action.

[Core] Product Additional Records Functions

[Core] Product Additional Records Functions

An overview of the Additional Record Functions available on Product Records.

Inventory Managers

[Core] Product and Inventory Management Orientation

[Core] Product and Inventory Management Orientation

Explore the data and fields available for your products in Cin7 Core.

[Core] Product Availability

[Core] Product Availability

Utilize a high-level view of your current Inventory with Product Avaialbility.

Inventory Managers

[Core] Product Categories

[Core] Product Categories

Segment your products into categories for easy management and searching.

Inventory Managers

[Core] Product Deals

[Core] Product Deals

Apply your discounts in bulk, based on your specific criteria, using product deals.

[Core] Product Dimensions

[Core] Product Dimensions

Record and import dimensions for your products.

Inventory Managers

[Core] Product Discounts

[Core] Product Discounts

Create discount rules for customers and products.

[Core] Product Families

[Core] Product Families

Group related products together to easily display varied options for your customers.

Inventory Managers

[Core] Product General Information

[Core] Product General Information

Explore all of the important details within the General Information section of the Product Record.

Inventory Managers

[Core] Product Images & Attachments

[Core] Product Images & Attachments

Add images and attachments to your product records to better manage detailed documents, files, and images against your products.

Inventory Managers

[Core] Production Account Mapping

[Core] Production Account Mapping

Ensure your accounts are mapped properly so that transactions reflect accurately.

Manufacturing Teams

[Core] Production Process Customization

[Core] Production Process Customization

Walk through customization settings for your production process, and how they all function.

Manufacturing Teams

[Core] Product List Bulk Actions

[Core] Product List Bulk Actions

Utilize the additional Bulk Actions available within the Product Search List to make changes to your Products and Services.

Inventory Managers

[Core] Product List View

[Core] Product List View

Use the List View to easily review your products and services.

Inventory Managers

[Core] Product & Measurements

[Core] Product & Measurements

Review the available settings for Product & Measurements with considerations.

[Core] Product Movements

[Core] Product Movements

Easily review the history of a product's movement throughout your inventory.

Inventory Managers

[Core] Product Prices

[Core] Product Prices

Add and manage price tiers for your products.

Inventory Managers

[Core] Product Reordering

[Core] Product Reordering

Configure your Purchase Module with reordering product to maintain current inventory stock.

[Core] Product Stock

[Core] Product Stock

Review product availability including incoming, outgoing and current levels.

Inventory Managers

[Core] Product Suppliers

[Core] Product Suppliers

View and manage all of a product's purchasing relationships with suppliers.

Inventory Managers

[Core] Purchase List Views

[Core] Purchase List Views

Explore the greater functions available via the Purchase Order Search List View.

[Core] Purchase Manual Journals

[Core] Purchase Manual Journals

Use manual journals to add other expenses to your purchase orders.

[Core] Purchase Module Fundamentals

[Core] Purchase Module Fundamentals

Create, receive, and invoice purchase orders.

[Core] Purchase Order Additional Record Functions

[Core] Purchase Order Additional Record Functions

Explore additional record functions for purchase orders, such as attachments, attributes, and cloning.

[Core] Purchase Order Orientation

[Core] Purchase Order Orientation

An overview of how to create purchase orders and how they function in Cin7 Core.

[Core] Purchase Order Stage

[Core] Purchase Order Stage

Review each step of a Purchase Order, from Order to Receipt.

[Core] Purchase Process Customisation

[Core] Purchase Process Customisation

Customize how purchases are handled within your business and their workflows.

Manufacturing Teams

[Core] Quote Stage

[Core] Quote Stage

Provide your customers with a Quote ahead of a sale.

[Core] Recurring Sales

[Core] Recurring Sales

Automate repeating customer sales using a template.

[Core] Reorder Backorder

[Core] Reorder Backorder

Quickly replenish stock for outstanding sales.

[Core] Rounding Table

[Core] Rounding Table

Set rules and price tiers for consistent and traditional pricing strategies.

[Core] Sale Additional Record Functions

[Core] Sale Additional Record Functions

Review all of the Additional Record Functions that can be found in a Simple Sales Order.

[Core] Sale Credit Notes

[Core] Sale Credit Notes

Add credit notes, functioning as negative invoices, for a variety of scenarios.

[Core] Sale List Bulk Actions

[Core] Sale List Bulk Actions

Use the Sales Search List using a variety of Bulk Actions.

[Core] Sale List View

[Core] Sale List View

Explore views within Sales Search Lists and how they can help you manage sales and fulfillment.

[Core] Sale Module Fundamentals

[Core] Sale Module Fundamentals

Create, fulfill, and invoice simple sales orders.

[Core] Sale Order Orientation

[Core] Sale Order Orientation

An overview of how to create sale orders and how they function in Cin7 Core.

[Core] Sale Process Customisation

[Core] Sale Process Customisation

Review options available to customise your sale processes and with workflow considerations.

[Core] Sales Price Tier Names

[Core] Sales Price Tier Names

Add unique names to varying price tiers.

[Core] Security Settings

[Core] Security Settings

Review available settings for security and considerations using them.

[Core] Service Purchases

[Core] Service Purchases

Add service purchases to capture additional costs in your purchase orders, such as labor.

[Core] Service Sales

[Core] Service Sales

Learn how to create a sale for services, such as for labor, freight, or shipping.

[Core] Setting Locations and Logistics Paths

[Core] Setting Locations and Logistics Paths

Connect the locations to where your products are stored and sold with Locations and Logistics Paths.

Manufacturing Teams

[Core] Setting up Cin7 Core Point of Sale (POS)

[Core] Setting up Cin7 Core Point of Sale (POS)

Learn how to set up your Cin7 Core POS.

[Core] Setting Up the Cin7 Core WMS App

[Core] Setting Up the Cin7 Core WMS App

Learn how to set up the Cin7 Core WMS App Integration.

[Core] Setting Up Your B2B Portal

[Core] Setting Up Your B2B Portal

Your guide through the configuration of a new B2B Portal.

[Core] Setting Up Your Inventoro Account

[Core] Setting Up Your Inventoro Account

[Core] Shipping Zones

[Core] Shipping Zones

Create shipping calculations for your sales, based on shipment locations, sale values, and total weight.

[Core] Simple Purchases Invoice

[Core] Simple Purchases Invoice

Recording of your Supplier Invoices using the Simple Purchase Invoice Stage

[Core] Simple Returns

[Core] Simple Returns

Manage returns and refunds across several scenarios using credit notes.

[Core] Stock Adjustments

[Core] Stock Adjustments

Use stock adjustments for accurate inventory counts.

Inventory Managers

[Core] Stock Receiving Stage

[Core] Stock Receiving Stage

Review exclusively how to receiving inventory and convert to stock.

[Core] Stocktakes

[Core] Stocktakes

An integral part of your operations, facilitate stocktakes for accurate inventory management and reporting.

Inventory Managers

[Core] Stock Transfers

[Core] Stock Transfers

Move your products from one location to another.

Inventory Managers

[Core] Supplier Additional Record Functions

[Core] Supplier Additional Record Functions

Review additional functions in supplier records, including attachments, activities, and quick add.

[Core] Supplier Addresses and Contacts

[Core] Supplier Addresses and Contacts

Manage addresses and contacts for your list of suppliers.

[Core] Supplier and Purchase Information

[Core] Supplier and Purchase Information

Start creating Simple Purchases with the Supplier and Purchase details.

[Core] Supplier Credit Notes

[Core] Supplier Credit Notes

Enter credit notes within purchase orders for returns, reimbursements, and credits for future orders.

[Core] Supplier Default Templates

[Core] Supplier Default Templates

Use default template to nominate your preferred documents for each supplier.

[Core] Supplier Document Header

[Core] Supplier Document Header

Create new suppliers beginning with the document header.

[Core] Supplier Invoice Stage

[Core] Supplier Invoice Stage

Record Supplier Bills using the Simple Purchase Invoice stage.

[Core] Supplier List View

[Core] Supplier List View

Search your supplier details quickly using the list view.

[Core] Supplier Orientation

[Core] Supplier Orientation

New to Cin7 Core and working with suppliers? Start here for an overview of supplier details.

[Core] Supplier Purchase History

[Core] Supplier Purchase History

Locate previous transactions and associated products within the Purchase History of your supplier records.

[Core] Suspend Reasons

[Core] Suspend Reasons

Smoothly keep production in control by utilizing Suspend Reasons for planned and unplanned delays.

Manufacturing Teams

[Core] Taxation Rules

[Core] Taxation Rules

Entering tax rules accurately is essential to your business. Walk through how to specify the tax rules you need.

Manufacturing Teams

[Core] The Value of Material Requirement Planning (MRP)

[Core] The Value of Material Requirement Planning (MRP)

Why use MRP? Incorporate your supply chain strategies into Cin7 Core to further streamline your management.

Manufacturing Teams

[Core] Tooltip Settings

[Core] Tooltip Settings

Get greater insight into Products, Customers and Suppliers associated with documents using tooltips.

[Core] Turn Off Inventory Tracking for Accounting

[Core] Turn Off Inventory Tracking for Accounting

Don't miss a small important step in configuring your Accounting integration with inventory tracking.

[Core] Units of Measure

[Core] Units of Measure

Explore the Additional Units of Measure section of the Product Record and how it can be used to manage separate purchasing and selling quantities of a product.

[Core] User Permissions & Roles

[Core] User Permissions & Roles

Dive into the permissions and roles available for your users for ultimate growth and control.

[Core] Using Job Costing in Contract Manufacturing

[Core] Using Job Costing in Contract Manufacturing

Explore job costing and it's value.

Manufacturing Teams

[Core] Warranties

[Core] Warranties

Add manufacturer warranties for products to help facilitate return processes.

[Core] Wastage

[Core] Wastage

Review wastage calculation within the Bill of Materials section to ensure known wastage values are accounted for during manufacturing.

Manufacturing Teams

[Core] Webinar: Optimize Your Accounting Integration

[Core] Webinar: Optimize Your Accounting Integration

Discover how to streamline financial operations with the Cin7 Accounting Integrations.

[Core] What Can Core Do?

[Core] What Can Core Do?

Check out the standard features of Cin7 Core.

[Core] What Types of Inventory Systems Are Available?

[Core] What Types of Inventory Systems Are Available?

Understand the most important parts of using an IMS, like Cin7 Core.

[Core] Working with BOM Versions

[Core] Working with BOM Versions

Define multiple ways to authorize a production order by adding BOM versions.

Manufacturing Teams

[Core] Your Guide to Contract Manufacturing

[Core] Your Guide to Contract Manufacturing

Explore the basics of Contract Manufacturing in Cin7 Core.

Manufacturing Teams

[Omni] Accounting & Finance Reports

[Omni] Accounting & Finance Reports

Review the most common reports to help you plan and budget.

[Omni] Alternative Units of Measure

[Omni] Alternative Units of Measure

Accurately calculate how much product to purchase and sell in varying units.

[Omni] Amazon Seller

[Omni] Amazon Seller

Connect your Amazon Seller account to Cin7 Omni.

[Omni] Automation Bots

[Omni] Automation Bots

Save time with manual processes by setting up automation bots.

[Omni] B2B Online Store

[Omni] B2B Online Store

Streamline your selling process by setting up a B2B Store connected to Cin7 Omni.

[Omni] Batching Orders for Accounting

[Omni] Batching Orders for Accounting

Batch your payments for easier Accounting processes.

Accounting/Finance

[Omni] Bill of Materials

[Omni] Bill of Materials

Learn how to create a Bill of Materials to list all components for your products.

[Omni] Branches

[Omni] Branches

Create branches to track all of your storage locations.

[Omni] Branch Transfers

[Omni] Branch Transfers

Easily transfer stock between locations to keep operations moving.

[Omni] Centralized Billing

[Omni] Centralized Billing

Sell to one company and invoice another using Centralized Billing.

[Omni] Configuring your CRM

[Omni] Configuring your CRM

Learn how to manage your customer information in the CRM module.

[Omni] Configuring Your Products Module

[Omni] Configuring Your Products Module

Tailor the Products Module using through settings and custom fields

[Omni] Configuring your Transactions

[Omni] Configuring your Transactions

Review your options for both Purchase and Sale order transactions.

[Omni] Contract Manufacturing

[Omni] Contract Manufacturing

Learn about the Contract Manufacturing module to streamline your outsourced manufacturing processes.

[Omni] Cost of Goods Sold (COGS)

[Omni] Cost of Goods Sold (COGS)

Easily calculate COGS in Cin7 Omni.

[Omni] Credit Notes

[Omni] Credit Notes

Review how to create a credit note to process a product refund or return.

[Omni] CRM Basics

[Omni] CRM Basics

Explore the CRM module to manage all of your customer, supplier, and branch details for streamlined operations.

[Omni] Document Customization

[Omni] Document Customization

Learn how to customize documents such as Packing Slips, Sales Invoices, and Purchase Orders.

[Omni] Dynamic Locations

[Omni] Dynamic Locations

Explore Dynamic Locations to manage various locations with zones and bins for your products.

[Omni] Electronic Data Interchange (EDI)

[Omni] Electronic Data Interchange (EDI)

Learn all about how to use EDI for various documents.

[Omni] Importing Sales Orders

[Omni] Importing Sales Orders

Easily manage your incoming sales orders by using our import wizard.

[Omni] Insights

[Omni] Insights

Make better business decisions with our Insights dashboards.

[Omni] Integrating ShipStation with Cin7 Omni

[Omni] Integrating ShipStation with Cin7 Omni

Connect your ShipStation account to Cin7 Omni.

[Omni] Integrating Shopify with Cin7 Omni

[Omni] Integrating Shopify with Cin7 Omni

Connect your Shopify account to Cin7 Omni.

[Omni] Integrating StarShipIT with Cin7 Omni

[Omni] Integrating StarShipIT with Cin7 Omni

Connect your StarShipIT account with Cin7 Omni.

[Omni] Integrating WooCommerce with Cin7 Omni

[Omni] Integrating WooCommerce with Cin7 Omni

Connect your WooCommerce account to Cin7 Omni.

Accounting/Finance

[Omni] Inter-company Automation Bots

[Omni] Inter-company Automation Bots

Save even more time with inter-company automation bots.

[Omni] Inventory Success Quadrant

[Omni] Inventory Success Quadrant

Learn about ISQ to help you analyze and make strategic business decisions.

[Omni] Managing Stock

[Omni] Managing Stock

Learn how to adjust stock and run stocktakes.

[Omni] POS Advanced

[Omni] POS Advanced

Configure your POS and explore advanced settings.

[Omni] POS Basics

[Omni] POS Basics

Set up your POS in Cin7 Omni.

[Omni] POS Closing the Register

[Omni] POS Closing the Register

Learn how to close the register and consolidate transactions.

[Omni] POS Laybys

[Omni] POS Laybys

Support your customers with POS laybys.

[Omni] Production

[Omni] Production

Create production jobs to officially convert components to finished products.

[Omni] Products Basics

[Omni] Products Basics

Master how to manage your products in Cin7 Omni.

[Omni] Purchase Orders

[Omni] Purchase Orders

Learn how to easily create and receive purchase orders.

[Omni] QuickBooks Online

[Omni] QuickBooks Online

Connect your QuickBooks Online account to Cin7 Omni.

Accounting/Finance

[Omni] Quotes

[Omni] Quotes

Provide quotes to your customers and convert them to sales.

[Omni] Reports

[Omni] Reports

Make better business decisions by using our dashboards.

[Omni] Sales Orders

[Omni] Sales Orders

Master how to create and manage incoming sales orders.

[Omni] Secondary Contacts

[Omni] Secondary Contacts

Easily add secondary contacts for your sales orders.

[Omni] Setting Up Your Omni Account

[Omni] Setting Up Your Omni Account

Start here for your first initial setup tasks.

[Omni] Sized Products

[Omni] Sized Products

Learn how to set up and manage fashion products with variations, such as colors and sizes.

[Omni] Smart Buyer

[Omni] Smart Buyer

Let Cin7 Omni suggest what purchases to make based on transactions.

[Omni] Static Locations

[Omni] Static Locations

Easily view two locations for each product.

[Omni] Stock Adjustments

[Omni] Stock Adjustments

Learn how to adjust stock easily.

[Omni] Stock Replenishment

[Omni] Stock Replenishment

Quickly streamline stock replenishment using pre-entered values.

[Omni] Supplier Consignments

[Omni] Supplier Consignments

Learn about managing consignment operations.

[Omni] Transaction Actions

[Omni] Transaction Actions

Set up transaction actions within sales and purchase orders.

Accounting/Finance

[Omni] Users, Roles, and Permissions

[Omni] Users, Roles, and Permissions

Optimize your team's work in Cin7 Omni with user roles and permissions.

[Omni] Virtual Stock

[Omni] Virtual Stock

Accurately plan for future products with virtual stock.

[Omni] Warehouse Management System (WMS)

[Omni] Warehouse Management System (WMS)

Set up the WMS Module to streamline all of your warehouse operations.

[Omni] Webinar: Optimize Your Accounting Integration

[Omni] Webinar: Optimize Your Accounting Integration

Discover how to streamline financial operations with the Cin7 Accounting Integrations.

[Omni] Xero Introduction

[Omni] Xero Introduction

Connect your Xero account to Cin7 Omni.

Accounting/Finance

[Omni] Xero Periodic

[Omni] Xero Periodic

Learn how manage the Xero integration for those with the periodic method of accounting.

Accounting/Finance

[Omni] Xero Perpetual

[Omni] Xero Perpetual

Learn how to manage the Xero integration with the perpetual method of accounting.

QuickBooks: Five must-know tips for accurate financial reporting

QuickBooks: Five must-know tips for accurate financial reporting

Avoid common mistakes in setting up a Cin7 Core and QuickBooks Online integration

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