Overview of automation bots
Overview
Automation bots can do key tasks in bulk or streamline your Cin7 Omni processes. There are a range of automation bots that you can set up:
Inter-company bots for purchase orders to sales orders, price, and stock.
You can run the automation bot when you need, or schedule a set time for the bot to run automatically.
Types of automation bots
There are eight different automation bots you can use to streamline your Cin7 Omni processes.
Send a Sales Email
Send emails automatically when a sales order meets certain conditions. For example, it could email customers to confirm order creation or shipping. It could also email team members when an order has been received or once it is ready to be picked and dispatched.Retail Branch Replenishment
Creates a branch transfer from your chosen warehouse to any branches that have less stock than your safety stock quantity. The branch transfer will increase your stock to your preset optimum stock level.Dropship
Sends orders to suppliers when you create a sales order for a Dropship product.Purchase To Order
Sends an order to a supplier when you sell a product that you've created in Cin7 Omni but don’t hold in stock.Batch Ecommerce Orders
Batch ecommerce sales orders and credit notes by their payment type.Inter-company automation bots
Cin7 Omni can send information between other Cin7 Omni accounts. You could use inter-company bots to see your supplier's stock levels, share pricing between your different Cin7 Omni accounts, or send your purchase order to your supplier as a sales order. You will need to contact the Cin7 Omni support team to help set up your inter-company automation bots.
Add automation bots to your Cin7 Omni account
Select App Store in the left navigation menu.
Choose the Cin7 Apps tab and then select Cin7 Automation Bots.
Click Request app installation and then Install.
Open the automation bots dashboard
Once connected, you can create new automation bots and see your existing bots on the Automation Bots Dashboard.
Select Admin in the left navigation menu.
Select Cin7 Automation Bots
The Automation Bots Dashboard provides an overview and a history of the automation bots running.
You can filter the automation bot history by a specific bot and by an action.
In the Review column, you can see the details about a completed automation bot or reset the bot if it is still running. This will cancel the bot, and try again on the next scheduled time with whatever was not marked as done.
There are other tabs on the dashboard where you can manually run the bots or see how they would work.