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Topics

• General

  • General setup
  • Users
  • Using Cin7 Omni
  • Account details
  • General information
  • Cin7 API
• CRM (contacts and branches)

  • Add customer & supplier contacts
  • Create branches & branch transfers
  • CRM settings & configuration
• Products, production, and stock

  • Products & categories
  • Types of product fields
  • Bill of materials (BOM)
  • Update & export products
  • Product setup
  • Promotions
  • Barcodes & labels
  • View stock & stock movements
  • Locations
  • Stocktake
  • Adjustments
  • Manage production jobs
• Purchases

  • Create purchase orders
  • Email purchase orders
  • Purchases settings
  • Credit notes & consignments
  • Landed costs
  • Legacy landed costs
• Sales and quotes

  • Create sales orders
  • Import, update & export sales
  • Quotes
  • Credit notes
  • Email sales orders
  • Manage sales orders
  • Advanced features
• Point of sale (POS)

  • POS setup & settings
  • Quotes, transfers & purchases
  • Sales
  • Card machines & payment gateways
  • Returns
  • Laybys
  • Printers, cash drawers & scanners
  • General usage
• B2B online store

  • Set up a B2B online store
  • Manage a B2B online store
  • B2B online store for customers
  • Legacy B2B
• Warehouse and shipping

  • Warehouse management (WMS)
  • Pick 'n' Pack
  • Starshipit
  • ShipStation
  • Shiptheory
• Reports and automation

  • Run & view reports
  • Use automation bots
• Accounting and payments

  • Xero
  • QuickBooks Online
  • General accounting
  • Reconciliation
  • Payment portal
  • QuickBooks Desktop
• Ecommerce and other integrations

  • Shopify
  • Cin7 Capital
  • WooCommerce
  • Magento 2
  • BigCommerce
  • Neto
  • Square
  • Amazon Seller
  • eBay
  • Etsy
  • Walmart Marketplace
  • The Iconic (marketplace)
  • NuORDER
  • JOOR
  • Newegg
  • Brandscope
  • Zalora
  • Capsule
  • Mailchimp
  • Salesforce
  • Google Drive
  • HubSpot
• EDI and 3PL

  • Electronic data interchange (EDI)
  • The Iconic (EDI)
  • Third-party logistics (3PL)
  • Amazon FBA
  • ShipBob