Getting started with Cin7 Omni
Overview
Congratulations! You're ready to replace complex, manual inventory processes with a sophisticated inventory management solution.
We suggest following the articles in this guide to make the most of Cin7 Omni. You'll start with setting up your Omni account and integrating with your accounting platform. Then you'll be walked through creating contacts, branches, and products. Finally, you'll be ready to make your first purchase and sales orders.
1. Add your company logo and users
Personalize your account by uploading your company logo. It will appear on your dashboard, email templates, and documents like invoices. Then create a user for each of your team members:
2. Integrate your accounting platform
Inventory transactions have a material effect on the financial health and performance of your business. With a Xero or QuickBooks Online integration, you can easily synchronize critical inventory data with your accounting platform:
3. Add contacts and branches
Start building up your Omni CRMÂ by adding your business's customers, suppliers, and branches:
4. Add your products
What would a product seller be without their products? Create or import your products and set your stock levels with your first stocktake:
5. Create purchases and sales orders
Now that you've set up your customers, suppliers, and products, it's time to start purchasing stock and selling goods to customers: