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Development Roadmap

Our team works diligently to frequently update our solutions with new and exciting features.

Feature Request

Task Description

Status

Expected

Actual

Comments

Sales

Sales

Status

In progress

Expected

Actual

Comments

RMA – replacement scenario enhancement

Support for Deposit Return Scheme (Scotland, UK, EU)

Production

Production

Status

In progress

Expected

Actual

Comments

Backflush for Transfer/Purchase orders

Co-manufacturing functionality with several co-manufacturers in a chain

Inventory

Inventory

Status

In progress

Expected

Actual

Comments

Write off distribute expense functionality

Integrations

Integrations

Status

In progress

Expected

Actual

Comments

Colorado Delivery Fee Processing to Xero/QBO

E-commerce platforms – option to choose which orders to be loaded to Core

Buffer inventory feature for Walmart

Easy Post integration

Bulk export of data to Shiptheory

WMS

WMS

Status

In progress

Expected

Actual

Comments

Set frequency for recommended FIFI/FEFO

Return orders via WMS

Restock feature in WMS

Integrations

Integrations

Status

In progress

Expected

Actual

Comments

– Colorado Delivery tax
– Shopify Master of data feature

Cin7 Core WMS

Cin7 Core WMS

Status

In progress

Expected

Actual

Comments

Partial pack in WMS

Cin7 Core POS

Cin7 Core POS

Status

In progress

Expected

Actual

Comments

Marketing opt-in status via the POS interface

Production

Production

Status

In progress

Expected

Actual

Comments

Co-manufacturing: Purchase mode enhancement

Inventory

Inventory

Status

In progress

Expected

Actual

Comments

Add Harmonised Code and Country of Origin fields at the product level

Sales

Sales

Status

In progress

Expected

Actual

Comments

Auto-fill Invoice date to Shipment date

Integrations

Integrations

Status

In progress

Expected

Actual

Comments

FBA Inbound Shipment – on hold

  • Linkly integration
  • Pinch Payments in Cin7 Core B2B

Walmart Integration

  • Shiprush Integration

Automation

Automation

Status

In progress

Expected

Actual

Comments

Automation Module enhancements

Integrations

Integrations

Status

Complete

Expected

Actual

Comments
  • Edit and/or delete payment profiles in Authorize.net integration
  • Create a new account in Xero from Cin7 Core account mapping page

Sales

Sales

Status

Complete

Expected

Actual

Comments

Differentiate customer bulk payments by source channel

Cin7 Core POS

Cin7 Core POS

Status

Complete

Expected

Actual

Comments

Support for Customer Facing Display in POS

WMS

WMS

Status

Complete

Expected

Actual

Comments

Recommend FIFO/FEFO Batch/Serial Numbers in WMS

RMA (Return Merchandise Authorization)

RMA (Return Merchandise Authorization)

Status

Complete

Expected

Actual

Comments

RMA notifications

Integrations

Integrations

Status

Complete

Expected

Actual

Comments
  • Buffer stock for all e-commerce platforms
  • Amazon FBA Inbound deliveries
  • QuickBooks Payments
  • ShipStation Custom Store Integration update (due to Custom Store sunsetting)

Sales

Sales

Status

Complete

Expected

Actual

Comments

1. Linking of Sales Orders to Purchase Orders
2. Creation of Purchase Orders from Sales Orders

Xero

Xero

Status

Complete

Expected

Actual

Comments

“Do not post income” option per channel. Order Sync

MRP

MRP

Status

Complete

Expected

Actual

Comments

Add MRP scheduler

Inventory

Inventory

Status

Complete

Expected

Actual

Comments

1. Add presets for Sales Orders
2. Add Favorites. Add My subscription Release Notes.

B2B

B2B

Status

Complete

Expected

Actual

Comments
  • Add maximum quantity/amount for products/orders
  • Validation/display of minimum quantity/amount
  • Maximum quantity/amount of product per order

1. Analytics tracking for HubSpot
2. Improve search for All Orders
3. Option to display prices and quantity for product family in a sale order

WMS

WMS

Status

Complete

Expected

Actual

Comments
  • Notes for delivery schedule tasks

1. Time tracking for picking/packing

Manufacturing module

Manufacturing module

Status

Complete

Expected

Actual

Comments
  1. Pick for kitting
  2. Purchase co-manufacturing
  3. Bulk voiding for Production Orders
  4. MES iOS application

MRP

MRP

Status

Complete

Expected

Actual

Comments

MRP usability improvements

Automation

Automation

Status

Complete

Expected

Actual

Comments

Push Notifications for MES app

Cin7 Core

Cin7 Core

Status

Complete

Expected

Actual

Comments
  • Expense items data reference
  • Accounting dimensions
  • Directed Put Away

Cin7 Core POS APP

Cin7 Core POS APP

Status

Complete

Expected

Actual

Comments

Barcode Scanning capability into the Cin7 Core iOS app

1.To support businesses that do not explicitly need a barcode scanner to be able to use the Cin7 Core iOS app.
2.Implementing barcode reader software into the camera of the iOS app (iPad now, future for iPhone)

Manufacturing module enhancement

Manufacturing module enhancement

Status

Complete

Expected

Actual

Comments
  • Production BOM_Resource Unit of Measure
  • Restricted Access to Production Module
  • Production BOM Settings
  • Smart Reordering_Reorder Quantity by Safety Stock

MRP

MRP

Status

Complete

Expected

Actual

Comments
  • Sales Demand Forecast

Integrations

Integrations

Status

Complete

Expected

Actual

Comments
  • Faire Integration
  • XERO consolidation improvements
  • Amazon settlement processing updates
  • Shopify-Alter product quantities pushed to sales channels based on inventory buffer

Automation

Automation

Status

Complete

Expected

Actual

Comments
  • Purchase -> Notifications for purchase orders

Enhancing Purchase process workflow to further facilitate with enabling workflows to auto fulfil sale orders and trigger auto assembly upon stock receiving.

Cin7 Core

Cin7 Core

Status

Complete

Expected

Actual

Comments
  • Financial period closing process
  • Hierarchical chart of accounts

Production

Production

Status

Complete

Expected

Actual

Comments

Allow zero for Actual Yield for New Finished Goods production.

  • File Attachment tab for Finished Goods Assemblies allowing to add attachments to finish goods production assembly.

Sales

Sales

Status

Complete

Expected

Actual

Comments
  • Split Credit Note & Restock on Sales to two processes
  • Sale Credit Note Allocation

Integrations

Integrations

Status

Complete

Expected

Actual

Comments
  • BigCommerce Integration
  • Amazon: Support for refunds capturing
  • Changes on QBO and Xero onboarding and connection Wizards for UAE Users Only
  • WMS Picker selection list to see user name rather than email address
  • Hubspot integration
    -Adding a transition of Sales Order authorization date from Cin7 Core to Hubspot as deal creation date;
    -Switching ON multi-currencies support in transition of deal currency from different international customers’ e-stores to one Hubspot site.
  • Import refunds for historical sales from below eCommerce Channels.
    – Shopify
  • POS delivery scheduling
  • Authorize.net
  • Shipping service Consignment consolidation
  • Import refunds for historical sales from below eCommerce Channels.
    – Vend
    -BigCommerce
    – Magento
    – Magento 2
    -WooCommerce
    – Square
    – Ebay
    – Etsy
    – Shipstation
    – Amazon
  • Leaflink Integration

MRP

MRP

Status

Complete

Expected

Actual

Comments

MRP is a production planning, scheduling, and inventory control system used to manage manufacturing processes.

The main purposes are inventory cost reduction and lead time reduction.

Inventory costs reduction aims at supporting the required level of stock enough for smooth production and delivery processes. The main “pain” is overstock. Inventory costs reduction/increasing are controlled by accurate projection and calculation of stock demand.

Lead time reduction is controlled by accurate planning.

Features:

  • Demand calculation based on current demand and projected demand
  • Planning of the supply based on the calculated demand

Manufacturing

Manufacturing

Status

Complete

Expected

Actual

Comments

1.Set up variations as components for Product Family BOM
2.Clone Product family BOM
3.Set alternatives for substituting the components in Production Order if the listed in Production BOM component is not available

4.Reports

Actual vs Planned Cycle Time Report
Finished Products Wastage Rate Report
Products Used in Production BOM Report
Finished Products Produced
Production Cost breakdown
Production Shortage Report
Finished Products Costs by Location
Products Consumption in Production
Scheduling updates/Overdue reports
5.MES App
6.Clone Assemblies
Production Modue Notifications
Production Module API
Production BOM Traceability
Phantom BOM
MES Unused component transfer
MES put away

RMA (return merchandise authorisation)

RMA (return merchandise authorisation)

Status

Complete

Expected

Actual

Comments
  • Return a product to receive a refund, replacement, or repair during the product’s warranty period.

Shopify

Shopify

Status

Complete

Expected

Actual

Comments
  • Cin7 Core will use Returned To information from Shopify return to create automatic stock transfer to returned location, if sale location is not matching Returned to location.
  • New Fulfillment option added to Shopify integration: Use Shopify Fulfillment. It will allow Cin7 Core to follow fulfillment details created in Shopify, and will prevent Cin7 Core from exporting fulfillment data to Shopify.

User Subscription

User Subscription

Status

Complete

Expected

Actual

Comments
  • Account usage notifications for users – A usage bar will be displayed under My Subscription page and notifications will be sent regarding upgrade requirement to individual DB once limit is reached to 100% utilization. Warnings will be sent at 80% utilization.

B2B

B2B

Status

Complete

Expected

Actual

Comments
  • B2B Portal – Invitation to B2B email template modification

 

Finance

Finance

Status

Complete

Expected

Actual

Comments
  • Expense and Receipt Claims

Reports

Reports

Status

Complete

Expected

Actual

Comments
  • Lot expiry automated

Manufacturing module enhancement

Manufacturing module enhancement

Status

Complete

Expected

Actual

Comments

1. Co-Manufacturing

2. Manufacturing schedule

3. Work Centres & Capacities & Operations

4. Production BOM and Production Order

 

Inventory

Inventory

Status

Complete

Expected

Actual

Comments

1. Comprehensive PRODUCT DETAIL Page

Display product availability in terms of QTY, location and bin information in the product details page.

Include a thumbnail of the default product image attachment within the page itself.

Upload a product image.

2. Add carton/item volume and pack quantity to product dimension tab and purchase order tab.

 

“Internal Notes” field for Products separate from “Description”.

Stock Transfer Enhancements:
1.Display stocks in transit in stock transfer.
2. View the stocks in transit in product availability report.
3. Implement a stock transfer report to focus on the differences between
ON ORDER – Transfer vs
ON ORDER – PO.

3. Add BOM “Quantity to produce” column to Inventory List import/export

Automation Module

Automation Module

Status

Complete

Expected

Actual

Comments

Please make Customer Reference a field available to Automation Module email templates

Cin7 Core Payments platform

Cin7 Core Payments platform

Status

Complete

Expected

Actual

Comments

Introduce the Cin7 Core Payments platform to enable users pay bills directly from the systems. Functionality will be backed up by Stripe.

1. Complete for Australia clients.

Getting Started with Cin7 Core Payments

Reports

Reports

Status

Complete

Expected

Actual

Comments

1. Commission percentage field on sale orders under Sales representative field and optionally be able to capture on Profit by Sales Representatives reports.

2. Lot expiry automated

3. While Printing tax invoice prompt if sale is completed/Authorised in the Invoice Screen.

4. Support for attachments at customer level.

Make to order function

Make to order function

Status

Complete

Expected

Actual

Comments

1. Create special ‘make to order’ product with BOM
2. Enable ‘make to order’ product in Cin7 Core, POS and B2B applications

Purchase

Purchase

Status

Complete

Expected

Actual

Comments

1. For each Document Template show/Hide slider option to hide unused document templates from the Print & Email button dropdown lists.

2. Add tooltip to show the content of purchase/sale note field at the Dashboard.

Settings

Settings

Status

Complete

Expected

Actual

Comments

1.  Assign default template at customer and supplier level

POS improvements

POS improvements

Status

Complete

Expected

Actual

Comments

1. Integrate with Loyalty schemes provider.

2. Add Services into sales in Cin7 Core POS application

3. Stop or alert the staff member when they select the payment ‘On Account’ for a client who has reached the Credit limit.

4. Show the credit limit on the POS screen.

5. Add an access level feature to select by the business to sell ‘On Account’ by a cashier. Maybe only a “Manager” who could sell ‘On Account’.

6. Optionally disable access to the Dashboard for staff members

7. Assigning multiple outlets to a user in Cin7 Core POS

WMS enhancements

WMS enhancements

Status

Complete

Expected

Actual

Comments

1. Enable Warehouse Transfers for the WMS App

2. Make tote numbers in the WMS app optional More info requested

3. Make Pack and Ship steps optional

Sales Module

Sales Module

Status

Complete

Expected

Actual

Comments

1. Add the ability to mark a Quote as ‘rejected’.
2. Shipping contact & memo (Advanced Feature Sale). Having a field or option to enter the contact details for shipping. We will add the ‘Shipping Notes’ text area where you can place any relevant shipping info. The content will be available in all shipping related templates as a mail merge field.
3. Next available date for out of stock items – add a ‘Verify sales order’ function to show details of arriving stock and add an option to the Product Availability report to show the dates for items On Order.
4. Define the default quantity on a sales order. Add a general settings parameter in the sales section that will drive the initial quantity in a sales order (e.g. add 1 as the initial quantity instead of 0 as it does now).
5. Additional Mail Merge field for drop ship items in a Sales Order.
6. Separate Undo and Void buttons away from each other to reduce a chance of voiding an order by mistake.
7. More options to put a customer on Credit Hold. Add a checkbox to put a customer account on hold manually. Have an automatic process that would put a customer account on hold if overdue payment has been detected.
8. Refinements to Sales – Fulfilment View Filters (Order Authorised, Stock is On Hand (ideally Available), Pick has not been started).
9. Delivery (required by) date for orders awaiting delivery on the dashboard.
10. Add a Free Shipping option to Cin7 Core Sale module.
11. Assigning warehouse pickers to a sales order. Record time spent on picking. Datestamp when picking complete.
12. Default email Address for pack and pick lists. We will add the list of recipients for every email template. The user can select from the below options:
– document contact email
– your company contact emails
– your company contact types
– your company mailing lists.
13. Add an SKU mail merge field for Service items/Additional Charges for Sale and Purchase documents.

14. Shipping notes as a column in sales list

15. Add carton/item volume and pack quantity to product dimension

Inventory Module

Inventory Module

Status

Complete

Expected

Actual

Comments

1. Search for products that contain items in their Bill of Materials (BOM).
2. Printing Stocktake list sorted in the same order as on the screen.
3. Default field settings when setting up new products.
4. Let the user change the costing methods for Products with available stock (e.g., FIFO to Batch/Serial # or vice versa).
5. Allocating variable landed costs without having to make a stock adjustment. Additional Landed Cost distribution options – distribution by weight, quantity, manual distribution.
6. Bulk SKU Updates. We will add additional CSV template with ‘Old SKU’, ‘New SKU’ and Name columns only.
7. Product Details page enhancement.
8. Email on Stock Transfers – option to email Stock Transfers as well, like in a Purchase or Sales Order.
9. Bulk Delete Product Families. Functionality to deprecate and delete product families.
10. Notification for authorised Stock Adjustments & StockTakes.

HubSpot integration

HubSpot integration

Status

Complete

Expected

Actual

Comments

Let user
1. Analyse sales data in HubSpot
2. Sync Cin7 Core Customer list with HubSpot Contacts
3. Sync Cin7 Core Products list with HubSpot Products
4. Sync Cin7 Core Sales Orders with HubSpot deals
5. Segment contacts based on their products
6. Automate eCommerce campaigns

POS: Weight-Based products

POS: Weight-Based products

Status

Complete

Expected

Actual

24/11/2019

Comments

Parse barcodes generated by scales to identify product, weight/quantity and price of the weighted product to seamlessly add such products to checkout without extra effort.

Integration with EDI and 3PL providers

Integration with EDI and 3PL providers

Status

Complete

Expected

Actual

Comments

1. Coles
2. Woolworth
3. Walmart
4. Target
5.David Jones
6. BigW
7.Costco
*Implemented via integration with SPS Commerce

B2B enhancements

B2B enhancements

Status

Complete

Expected

Actual

Comments

1. Add carrier and tracking number to B2B Portal
2. More than 1 images per product B2B portal. Image gallery in B2B

Reporting

Reporting

Status

Complete

Expected

Actual

Comments

1. Report Scheduling – Improvements. Add more reports that can be scheduled.

2. Back-up feature –Scheduled report functionality will be enhanced to provide a zipped version of CSV files that currently available for download in Cin7 Core

3. Add invoice ‘Payment Account’ as Reporting field to the reports where the payment amount is available

4. Add “Ship Date” (AKA “Shipment Date”) to Sale Reports. New fulfilment report will be available

5. ‘Quotes not Authorised’ Report. Add new option in Outstanding Quotes report and new filed status. New filter dropdown {All quotes, Drafts only, Authorised Only}

6. Add the Notes field to the Sale Order Details Report and Purchase Order reports

Audit Report and User Activity Log

Audit Report and User Activity Log

Status

Complete

Expected

Actual

Comments

1.View details of every action that was performed by user in application
2.View old and new values of critical system parameters and user who made the change

Shopify integration extension

Shopify integration extension

Status

Complete

Expected

Actual

06/04/2019

Comments

Add support for Multiple Returns

User suggestions Phase 4

User suggestions Phase 4

Status

Complete

Expected

Actual

Comments

– Report scheduling should allow multiple conditions and multiple actions, so users can send different report layouts of the same report to different people
– Add option ‘All reports’ into Scheduled Reports
– Add reporting date range info when exporting reports as a file (PDF, Excel)
– Smart Period Defaults such as Last Year MTD (Month-to-date), Last YTD (Year-to-date) for reports

Improvement to Invoice Undo function

Improvement to Invoice Undo function

Status

Complete

Expected

Actual

Comments

Allow editing purchase/sale Invoice details without undoing the entire purchase/sale. Also to make minor edits such as address changes, payment due dates, contact information will be available without undoing

POS – Stage 7 enhancement

POS – Stage 7 enhancement

Status

Complete

Expected

Actual

Comments

1. Let user process Cash returns in POS even if original payment was made using non-cash payment method (like credit card).
2. Let user to print receipts for returns/exchanges
3. Implement offline mode for POS web version
4. In case of offline sale stays not synced for more than a minute, show indicator in POS app header (similar to how we show printer and other hardware issues).
5. Add “Petty Cash Reasons” tab to POS integration page
6. Configure Surcharge % for Custom Payment Methods
7. Add payment provider option to outlet definition

Zapier Integration

Zapier Integration

Status

Complete

Expected

Actual

Comments

Update product information

Workflow and automation

Workflow and automation

Status

Complete

Expected

12/01/2019

Actual

06/04/2019

Comments

External actions and automation rules. Document status change on external events

User suggestions Phase 5

User suggestions Phase 5

Status

Complete

Expected

Actual

06/04/2019

Comments

– Unit of measure import/export
– Change report saving logic, add “Save Report As” option. Currently, you need to select a new report and name it before you are able to save the new report.
– Bulk pick list performance optimisation for large selections that include 100s of orders
– Include carrier on the pick list

Enhance Security Features

Enhance Security Features

Status

Complete

Expected

Actual

19/01/2019

Comments

Optionally Cin7 Core users will be able to:
– force user password changes on regular basis,
– disallow repeated password change,
– introduce two factors authentication using Google authenticator,
– user access log (login/logout datetime, change reference books data, product info, customer/supplier info)

POS – Stage 4 enhancement

POS – Stage 4 enhancement

Status

Complete

Expected

31/07/2018

Actual

09/09/2018

Comments

– New User interface
– Integartion with Paymentsense, card payment solution for small businesses in the UK

POS – Stage 5 enhancement

POS – Stage 5 enhancement

Status

Complete

Expected

12/01/2019

Actual

18/02/2019

Comments

1. Shipment from the store. Outlet will get order online and do shipment to the customer address.

2. Click and Collect functionality

POS – Stage 6 enhancement

POS – Stage 6 enhancement

Status

Complete

Expected

04/02/2019

Actual

04/02/2019

Comments

1.add customer phone/email to POS receipts
2.POS Sales Prices per Customer. Price tiers assigned to customers when selected
3.Special access levels for price changes and discounts
4.Account on Hold option if client reached Credit Limit for On Account invoices
5.Add Tax rules adjustment/editing dialogue on checkout
6.Change calculation module

User suggestions Phase 2

User suggestions Phase 2

Status

Complete

Expected

12/01/2019

Actual

Comments

– Invoice Printed and Invoice Sent flags on the View All Sales Screen.
– Cin7 Core Inventory, to allow return of items to different location it was purchased from
– Auto application of discounts, possibly a setting that will apply discount to the order upon Authorisation rather than having to click the discount button.

Smart reordering

Smart reordering

Status

Complete

Expected

22/12/2019

Actual

Comments

– Inventory velocity, lead times, safety stock
– Reorder function analysis report

Account conversion function

Account conversion function

Status

On hold

Expected

Actual

Comments

To improve system performance conversion will reduce the amount of historical data system needs to select when making user requests. Conversion will create new account with opening balance, pending documents and make current account read-only. If required read-only account will be available for reporting and browsing only at fixed price

Add quick access icon (+) to the app top bar

Add quick access icon (+) to the app top bar

Status

Complete

Expected

04/02/2019

Actual

04/02/2019

Comments

Provide access to often used functions

Improve Reorder Backordered function

Improve Reorder Backordered function

Status

Complete

Expected

Actual

12/01/2019

Comments

Add filter by Location. Currently it is calculating available stock in all locations combined.

Avalara tax software integration

Avalara tax software integration

Status

Complete

Expected

18/11/2018

Actual

12/01/2019

Comments

Achieve compliance with sales tax requirements through automated, cloud-based solutions that are fast, accurate, and easy to use.

User suggestions Phase 1

User suggestions Phase 1

Status

Complete

Expected

12/01/2019

Actual

12/01/2019

Comments

– Increase list of events that can trigger notifications. Notification Options for: Minimum Stock Hit, Backordered PO Received, credit limit exceeded, sale made for exceeded credit account.
– Improve User management module, add import/export option, introduce User Roles.
– Special Access permissions to see Bill of Materials
– Add Address Finder/Autocomplete feature using Google Autocomplete Address Form

Partner portal enhancement

Partner portal enhancement

Status

Complete

Expected

12/01/2019

Actual

12/01/2019

Comments

Add dashboard and make further changes to partner portal functionality

Additional hardware support for POS

Additional hardware support for POS

Status

Complete

Expected

12/01/2019

Actual

12/01/2019

Comments

We will increase range of supported hardware, mostly printers and scanners

Customer and markup pricing

Customer and markup pricing

Status

Complete

Expected

12/01/2019

Actual

12/01/2019

Comments

Individual product price per customer. Product page will have additional tab – Price where user can view/edit supplier and customer prices. Markup pricing will include:
1. Mark up from average cost,
2. Mark up from Fixed Price,
3. Mark up from Latest Price.

Inventory change logs and reporting

Inventory change logs and reporting

Status

Complete

Expected

12/01/2019

Actual

12/01/2019

Comments

Log will be available to the end users and contain full breakdown of changes to available/on hand quantities

Product Family enhancement

Product Family enhancement

Status

Complete

Expected

12/11/2018

Actual

12/11/2018

Comments

View Additional Attribute values for variants with ability to specify them once attribute set is selected on Product Family.

‘No inventory tracking’ function

‘No inventory tracking’ function

Status

Complete

Expected

12/11/2018

Actual

12/11/2018

Comments

– Add ‘No tracking’ option at product level to suppress availability check when selling product
– Add ‘No tracking’ option at account level to suppress availability check when selling any products

QBO integration improvement

QBO integration improvement

Status

Complete

Expected

10/06/2018

Actual

20/10/2018

Comments

Several enhancements like optional auto-sync, connect/disconnect wizard to/from QBO, additional sync elements (categories, classes, custom fields) and help with sync errors resolution

Cin7 Core to Cin7 Core integration

Cin7 Core to Cin7 Core integration

Status

Complete

Expected

15/07/2018

Actual

23/09/2018

Comments

Send or receive invoices directly to/from another Cin7 Core organisation

Shipping zones

Shipping zones

Status

Complete

Expected

09/09/2018

Actual

09/09/2018

Comments

– implementing shipping zones down to postcode level
– import shipping rates from CSV file

User suggestions Phase 3

User suggestions Phase 3

Status

Complete

Expected

Actual

26/03/2019

Comments

– Tasks and Notifications can’t sign up in trial, nor can a user trial the features when they have a paid account. Can we create some sort of trials for these modules which should increase take up? It would be good to have a code we can give out to users as a promotion that would allow them access for a defined period of time.
– Ability to delete customer/supplier contacts in bulk.
– Bulk actions for advanced sales orders.

Xero Integration

Xero Integration

Status

Complete

Expected

09/09/2018

Actual

09/09/2018

Comments

New option to consolidate sales invoices before sending to Xero to eliminate Xero’s 1000 orders per month restriction

Magento 2 Integration

Magento 2 Integration

Status

Complete

Expected

30/08/2018

Actual

02/09/2018

Comments

Amazon integration improvement

Amazon integration improvement

Status

Complete

Expected

10/06/2018

Actual

30/06/2018

Comments

Importing fees and charges

Order Routing

Order Routing

Status

Complete

Expected

15/07/2018

Actual

29/07/2018

Comments

Use shipping address to route sales orders to specific warehouse

Shopify integration enhancement

Shopify integration enhancement

Status

Complete

Expected

10/06/2018

Actual

15/06/2018

Comments

Some extra features to utilise new Shopify API

Mobile app for warehouse managament

Mobile app for warehouse managament

Status

Complete

Expected

10/06/2018

Actual

15/06/2018

Comments

1. Stocktake/inventory count
2. Stock receiving
3. Put away
4. Stock write-off
5. Stock transfer

POS – Stage 3 enhancement

POS – Stage 3 enhancement

Status

Complete

Expected

30/05/2018

Actual

15/06/2018

Comments

1. Product ordering. Outlet staff should be able to order products either
a) using reorder function or
b) by creating direct orders to supplier or
c) requesting transfer from main warehouse or other outlet
3. Serial numbers in POS
4. POS layout for smartphone
5. POS register customisable catalogue layout
6. Additional reporting

Pick and Pack mobile app

Pick and Pack mobile app

Status

Complete

Expected

15/04/2018

Actual

01/05/2018

Comments

Android application for ScanSKU Android Barcode Scanner to streamline order fulfilment process and show all outstanding orders available for picking

Tasks, Reminders and Scheduled reports

Tasks, Reminders and Scheduled reports

Status

Complete

Expected

15/05/2018

Actual

10/05/2018

Comments

Part of Notification module. When activated it will create a reminder on orders to approve, payments due etc. Also some Cin7 Core reports can be generated on regular basis and emailed to distribution list. These reports perfect for those who are not logged into Cin7 Core.

Shipping Rates Estimates and Shipping Labels

Shipping Rates Estimates and Shipping Labels

Status

Complete

Expected

15/03/2018

Actual

30/04/2018

Comments

Shipping rates will be set manually (shipping zones) or provided via integration with following platforms: ShipStation, StarShipit, Shippit (including label printing)

Advanced Purchase Module

Advanced Purchase Module

Status

Complete

Expected

15/06/2018

Actual

10/05/2018

Comments

New purchase module to include
– Multiple invoices, credit notes and deliveries for single purchase order
– Standalone credit notes
– Service-only purchase

In-app messaging

In-app messaging

Status

Complete

Expected

14/10/2018

Actual

20/10/2018

Comments

Send messages to other Cin7 Core users while they are logged in to Cin7 Core web or mobile app

Send messages to other Cin7 Core users while they are logged in to Cin7 Core web or mobile app

Send messages to other Cin7 Core users while they are logged in to Cin7 Core web or mobile app

Status

Complete

Expected

30/04/2018

Actual

10/05/2018

Comments

Several enhancements like optional auto-sync, connect/disconnect wizard to/from Xero and help with sync errors resolution

B2B Portal – Stage 5 enhancement

B2B Portal – Stage 5 enhancement

Status

Complete

Expected

30/04/2018

Actual

30/04/2018

Comments

1. Option for customer of B2B to save B2B invoice to their Cin7 Core Inventory account directly from the portal page
2. Option for customer of B2B portal to email order/invoice from B2B portal to have a record other than just in Cin7 Core

3. Send email notification to customer when order has been shipped with link to the invoice for downloading
4. Send email notification to supplier when the invoice has been viewed/downloaded
5. Email notifications when customer opens and downloads invoice
6.Allow quantity to be shown for products within a family on the bulk order screen
7.Add shipping fee calculations based on total order weight or # of items. ( Will be done through a 3rd party shipping integration )
8.Additional Stock Availability Display
“In Stock” (green), ” Out of Stock” (red) and “Display Quantity” (green), if there is a stock outage, but also a quantity on order, the B2B Portal should display “Coming Soon” (amber)

Zapier integration

Zapier integration

Status

Complete

Expected

21/03/2018

Actual

03/04/2018

Comments

Zapier connects more web apps than anyone. Zapier integrates with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs & many more! Slack. Mailchimp. Google Sheets. Trello.

FBA integration improvement

FBA integration improvement

Status

Complete

Expected

10/03/2018

Actual

10/03/2018

Comments

Several changes to improve integration usability:
– Stock quantity auto-sync between FBA and Cin7 Core location on daily/weekly/monthly basis
– User interface for Catalogue view to match general Cin7 Core design concept
– Operation Log on FBA integration page to indicate some FBA related events, like catalogue updates.

API Version 2

API Version 2

Status

Complete

Expected

15/01/2018

Actual

30/01/2018

Comments

Add to the List of available endpoints:

– Product Family
– All reference book endpoints
– Assembly
– Disassembly
– Inventory Write-Off
– Money tasks
– Journal tasks
– Customer/Supplier

B2B Portal – Stage 3 enhancement

B2B Portal – Stage 3 enhancement

Status

Complete

Expected

15/01/2018

Actual

25/01/2018

Comments

1. Order notifications for new Sales from B2B portal
2. Option to set Minimum Order Quantity per SKU
3. Contacts tab on B2B integration page to show all invited clients
4. Option to show/hide orders created for the customer outside B2B portal
6. Option for customer of B2B portal to delete some or all out of stock items from the cart
8. Add option Favorites to let customer save most used products and provide quick access to the list
9. Add optional product availability report to B2B portal. Customers can check available and order products and prices
10. Option to Export order list from B2B portal for given date range
11. Ability to hide prices on screen. User can switch off/on price information without affecting other users
14. Use product attributes and tags in search function

B2B Portal – Stage 4 enhancement

B2B Portal – Stage 4 enhancement

Status

Complete

Expected

31/01/2018

Actual

25/01/2018

Comments

1. The ability to add text and info to the log-in page where information can be added on how to apply for an account and how to log in etc.
2. Easy portal access for field Sales Representative that place orders on-site on behalf of customers (Impersonation of portals).
3. The ability to send out B2B Portal invites to multiple customers at once. The invitation link will be exportable into a customer CSV file so it can be added to email campaigns via 3rd party applications.
4. Add an icon that highlights NEW products.
5. Add an icon next to the “Invite to Portal” icon to tell if the customer has created a password/account.
6. Add another invitation status, “ACCEPTED”, to know the customer received the invite and accepted.
7. Add [CustomerEmail] to the B2B portal invitation email so when a customer receives the invitation and chooses a password they’ll also know which email they’ll need to use when signing in.
8. Access to logs confirming that an invitation was sent.
9. Make the appearance of additional attributes optional on the portal.
10. Product page display customisation:
– don’t show extra paramaters
– show in specifications tab
– show under product code on the main product section/next to the image.
11. A button to navigate back to the catalogue from the product info pages.
12. Change the backorder/split delivery descriptions. Make the heading “Delivery Options if one or more items are Out of Stock”:
– “Single Delivery; delay whole order until all items are in stock”
– “Multiple Deliveries; ship all available items now, ship currently unavailable items later”.
13. Show short description under product heading on the Product Info pages.
14. Ability to add customisable shopping cart icon.
15. Add ‘Back’ & ‘Checkout’ buttons to Product pages to streamline the customer experience. The text of these buttons will be customisable.
16. Custom Domain Mapping for B2B portal.

POS – Stage 2 enhancement

POS – Stage 2 enhancement

Status

Complete

Expected

31/01/2018

Actual

Comments

1. Cin7 Core discount model should be replicated in POS
2. Stocktake module should be developed in POS. All POS users should be able to perform stocktake. Partial counts by brand or tag should be supported.
3. Server report should be available on mobile POS for selected outlet. This will help outlet staff to direct customers to the right outlet if in the current outlet product is out of stock
4. Transfer between outlets.
5. System should show product list with product details applicable to the current outlet.
8. Coupon discounts. Coupons send via email and valid until certain point in the future. Client who receives coupons will be eligible for discount.
9. Integration with payment processors (Vantiv, Tyro).Integration with payment processors, card readers, different printers and scanners. We will consider Paypal, Square,Stripe and others (follow the link below)
10. Price label printing.
11. Incorporate Card Readers in POS.POS application should be able to accept payments by credit cards. Swipe, contactless cards, as well as chip cards. Stripe, Square, Tyro and Vantive payment processors to consider
12. Incorporate Barcode scanners in POS.

13. Barcode print on receipt and search.Implement barcode print on receipt and barcode search in Sales History page and customer search
14. Integrate with Star mPOP and optimise star printer communication. Integrate with drawer and scanner
15. Quick Keys
16. Pin codes for quick POS screen locking.
17. Implement live search for products and customers.
18. Custom payment methods.

19.Payment Method Summary report, Customer Credit report

Notification Centre

Notification Centre

Status

Complete

Expected

15/01/2018

Actual

15/01/2018

Comments

Users will be able to get an overview of all notifications stemming from various sources (B2B, e-commerce, in-app sales). This will help them become aware of critical real-time information.

Payment distribution

Payment distribution

Status

On hold

Expected

Actual

Comments

Improved supplier/customer payment distribution. Loading data from banks files

Mobile point of sale (POS)

Mobile point of sale (POS)

Status

Complete

Expected

15/02/2017

Actual

20/02/2017

Comments

POS works in the web browser, under Android or iOS. It supports offline mode, all sales created offline will be synced to your Cin7 Core account once online mode is back.
Supports popular discounting models (buy one get one free, brand and category discounts along with simple discount per order or line item)
You include receipt note to record extra information about the sale. It will be printed (optionally) on receipt.
You can process Sale On Account, Layby and let your customers earn loyalty points. Full support for customer accounts.
Cashier can put sale on hold (park sales) to take payment from another register or recommence sale at any time later.
Refunds and Returns are available with options to put refund to store credit or return to the customer using original payment method. If loyalty program is enabled for the customer every time they make a purchase system calculates loyalty point that can be used in the future.
Accept credit/debit card payments through Square payment processor. Cash payment option is available as well and calculates change and applies rounding when required. Customer can opt to use different payment methods for a single sale that include cash, credit cards, gift certificates, laybys, on account sales and store credits.
Full receipt customisation is available. You can include info regarding current and forthcoming promotions, put your logo or logo of brans on sale, etc.
Register closure and cash management are supported
Support for Barcode Scanning. Add items to the sale by scanning. Also search products by brand, category, SKU
Every shop/outlet can me mapped to individual inventory location to have separate inventory control and counts for every outlet. Multiple registers available per outlet to report on sales activity. Every cashier has separate user account to control access permissions and track sales.

Credit note functionality

Credit note functionality

Status

Complete

Expected

15/02/2017

Actual

10/04/2017

Comments

Multiple credit notes for single invoice, credit notes distributed across multiple invoices

Improved Expense Distribution

Improved Expense Distribution

Status

Complete

Expected

15/02/2017

Actual

12/03/2017

Comments

Expenses like freight and handling fees can be allocated to customer orders as manual journals using pro-rata method.

Expenses like freight and handling fees can be allocated to customer orders as manual journals using pro-rata method.

Expenses like freight and handling fees can be allocated to customer orders as manual journals using pro-rata method.

Status

Complete

Expected

30/01/2017

Actual

10/04/2017

Comments

1. Download price lists with images as PDF file and excel file with product barcodes, SKUs, names

2. Add optional dimensions, weight, product attributes and quantity based discounts to the product details page when available

3. Add optional short description field to Cin7 Core product page to be used along with product name on B2B product details page.

4. Add Guest user role which cannot shop, but can browse/print catalogue.

5. At checkout stage add two options to choose from :

– Single delivery, place on Backorder if out of stock
– Multiple deliveries if out of stock

6. Show fulfilment status on orders

B2B Portal

B2B Portal

Status

Complete

Expected

15/10/2016

Actual

15/10/2016

Comments

Our B2B portal allows your customers to visit your web shop (multiple shops supported) and make new order, see all orders made before. Copying items from previous order is available. Special pricing per customer and basic portal customisation are available. If you have Stripe or Paypal account your customers can pay orders online using these payment processor.

Our B2B portal allows your customers to visit your web shop (multiple shops supported) and make new order, see all orders made before. Copying items from previous order is available. Special pricing per customer and basic portal customisation are available. If you have Stripe or Paypal account your customers can pay orders online using these payment processor.

Our B2B portal allows your customers to visit your web shop (multiple shops supported) and make new order, see all orders made before. Copying items from previous order is available. Special pricing per customer and basic portal customisation are available. If you have Stripe or Paypal account your customers can pay orders online using these payment processor.

Status

Complete

Expected

15/12/2016

Actual

22/01/2017

Comments

Multiple pick, pack and ship tasks for single sales invoice/order.

B2B Portal – Stage 1 enhancement

B2B Portal – Stage 1 enhancement

Status

Complete

Expected

15/12/2016

Actual

10/01/2017

Comments

1. Implement payment options using Paypal and Stripe
2. Printing orders/invoices from the B2B portal. Single order/invoice template will be supported initially.
3. Optional ‘Required by date’ field for customers to enter. This field will be transferred to the ‘Required By’ field on Cin7 Core Sales order page. Add checkbox ASAP next to it to indicate that it should be delivered as soon as possible.
4. Add new parameter on B2B integration page to control number of products on search/catalogue page. The number will be limited to 48 items per page to keep page response time acceptable.
5. Optional comment field on checkout page for every item in the cart
6. Content of Invitation, reset password, order notification emails should be customisable
7. Notes area on checkout page. Content will be saved to Cin7 Core Sales order internal memo.
8. Use content of Carrier table to fill delivery methods on B2B integration page. At checkout step preselect delivery method as per customer’s carrier settings.
9. Add In Stock / Out of stock indicator to the items on all pages showing catalogue

Advanced Reporting

Advanced Reporting

Status

Complete

Expected

Actual

10/07/2016

Comments

(Phase 1 complete). To simplify reconciliation between Cin7 Core and your accounting software we are adding set of reports that will be comparable with the reports you can find in your accounting software.

Floship Integration

Floship Integration

Status

Complete

Expected

15/01/2016

Actual

30/01/2016

Comments

Floship is a leading provider of international fulfilment, recognised for fast and cost-effective worldwide shipping services.

Multiple Cin7 Core organisations

Multiple Cin7 Core organisations

Status

Complete

Expected

15/01/2016

Actual

25/01/2016

Comments

Use single user login details to access multiple Cin7 Core accounts

Vend – phase 2

Vend – phase 2

Status

Complete

Expected

15/12/2015

Actual

04/01/2016

Comments

Add import from Vend – purchase orders, stock transfer and stocktake

eBay Integration (Phase 2)

eBay Integration (Phase 2)

Status

Complete

Expected

25/09/2015

Actual

25/12/2015

Comments

Add support for multiple eBay marketplaces. Add support for eBay variants. Import payments from eBay

Square

Square

Status

Complete

Expected

15/12/2015

Actual

04/01/2016

Comments

Square is one service that supports your entire business, from a register in your pocket to reports on your laptop.

Handshake

Handshake

Status

Complete

Expected

25/09/2015

Actual

23/11/2015

Comments

B2B Portal. Write bigger orders, See more customers, Process and ship your orders faster, Reduce order processing costs, Increase your order accuracy

Fulfilled by Amazon Integration

Fulfilled by Amazon Integration

Status

Complete

Expected

25/08/2015

Actual

23/11/2015

Comments

Magento Integration (Phase 2)

Magento Integration (Phase 2)

Status

Complete

Expected

15/09/2015

Actual

18/10/2015

Comments

Add support for multiple Magento shops. Import payments from Magento

Paypal Checkout Integration

Paypal Checkout Integration

Status

Complete

Expected

15/08/2015

Actual

23/08/2015

Comments

It works within your site—customers can pay instantly, without being redirected away to complete the transaction.

Import bills and invoices from Xero

Import bills and invoices from Xero

Status

Complete

Expected

30/06/2015

Actual

18/08/2015

Comments

When implemented this will open really unlimited integration opportunity for any Xero clients and add-on providers to take advantage of powerful Cin7 Core Inventory features.

ShipStation Integration

ShipStation Integration

Status

Complete

Expected

25/07/2015

Actual

18/08/2015

Comments

POST/PUT methods to create/update sales, payments, tracking numbers and credit notes

Stripe Checkout Integration

Stripe Checkout Integration

Status

Complete

Expected

25/07/2015

Actual

10/07/2015

Comments

Checkout is an embeddable payment form for desktop, tablet, and mobile devices. It works within your site—customers can pay instantly, without being redirected away to complete the transaction.

Amazon Marketplace Integration

Amazon Marketplace Integration

Status

Complete

Expected

07/07/2015

Actual

07/07/2015

Comments

CSV file load for purchase and sales

CSV file load for purchase and sales

Status

Complete

Expected

25/04/2015

Actual

30/06/2015

Comments

Let users load historical sales and purchases from accounting systems or sales channels.

Etsy Integration

Etsy Integration

Status

Complete

Expected

25/06/2015

Actual

25/06/2015

Comments

Capsule CRM

Capsule CRM

Status

Complete

Expected

10/05/2015

Actual

25/06/2015

Comments

API Interface – Phase 2

API Interface – Phase 2

Status

Complete

Expected

10/05/2015

Actual

10/05/2015

Comments

POST/PUT methods to create/update sales, payments, tracking numbers and credit notes

Neto integration

Neto integration

Status

Complete

Expected

30/04/2015

Actual

15/05/2015

Comments

WooCommerce integration

WooCommerce integration

Status

Complete

Expected

30/03/2015

Actual

07/04/2015

Comments

Vend integration

Vend integration

Status

Complete

Expected

30/03/2015

Actual

07/04/2015

Comments

Big Commerce integration

Big Commerce integration

Status

Complete

Expected

30/09/2014

Actual

30/03/2015

Comments

Disassembly module. Auto-disassembly.

Disassembly module. Auto-disassembly.

Status

Complete

Expected

05/03/2014

Actual

20/03/2014

Comments

New module will let users disassembly items when multiple output items will be inventoried from one input item. This feature also will be used to do automatic conversion between different units of measure (e.g. box to items, tonnes to kilos etc.).

Bulk product upload for Shopify and Magento

Bulk product upload for Shopify and Magento

Status

Complete

Expected

14/03/2014

Actual

20/03/2014

Comments

While currently available publishing functions for sale channels work fine there is a need to have bulk publishing option clients who maintain 1000s of items.

Commission based drop shipping

Commission based drop shipping

Status

On hold

Expected

Actual

Comments

Currently drop shipping model implemented in Cin7 Core Inventory assumes retailers make their profit on the difference between the wholesale and retail price. But some retailers earn an agreed percentage of the sales in commission, paid by the wholesaler to the retailer. So changes will be done to job costing module to allow commission based invoicing to wholesaler/manufacture.

Repair order module

Repair order module

Status

On hold

Expected

Actual

Comments

For users who do after-sale service and who sell items with serial numbers (e.g. electronics), the Module will keep records on all repairs and service calls associated with particular serial number.

Individual tax rules per invoice line

Individual tax rules per invoice line

Status

Complete

Expected

10/02/2014

Actual

10/02/2014

Comments

Adding tax rules per invoice line will make Cin7 Core invoice fully compatible with invoices produced by accounting software like Xero or QBO. Currently Cin7 Core users can’t create mix of taxable and not taxable items in one invoice.

Drop Ship functionality

Drop Ship functionality

Status

Complete

Expected

20/01/2014

Actual

20/01/2014

Comments

During a Sales Order if an item is marked as Drop Ship, out of stock or it is best to Drop Ship you should be able to mark specific items for Drop Ship. This would then direct you to create a Purchase Order directly associated with that Sale Order. This Purchase Order would then be a Drop Ship and not be received into inventory. After that it is just a matter of Invoicing SO and PO normally.

Email Templates

Email Templates

Status

Complete

Expected

30/01/2014

Actual

20/01/2014

Comments

You will be able to pre-set emails you are sending to customers and suppliers.

Mobile version of stocktake page

Mobile version of stocktake page

Status

On hold

Expected

Actual

Comments

You will be able to do your stocktake on a mobile device not just onto printed stock sheets.

Fulfilment integration with Shopify

Fulfilment integration with Shopify

Status

Complete

Expected

17/11/2013

Actual

21/11/2013

Comments

Shopify will send an automated email to the customer once its order is full filed. If the orders are pushed from Shopify to Cin7 Core, once an order is shipped i.e. fulfilled, the information of shipment should be pulled back to Shopify too.

Kitted or Packaged Products/SKUs that are not preassembled into finished good but simply a list of other (already finished goods) SKUs

Kitted or Packaged Products/SKUs that are not preassembled into finished good but simply a list of other (already finished goods) SKUs

Status

Complete

Expected

08/11/2013

Actual

10/11/2013

Comments

New checkbox is added in the bill of materials ‘Auto-Assembly/Kit’ indicating that products can be automatically assembled when sale order is authorised. If the product is available in stock the system will assemble only deficiency in quantity required to complete the sale order.

Product Traceability and Track Expiration Dates

Product Traceability and Track Expiration Dates

Status

Complete

Expected

19/08/2013

Actual

21/08/2013

Comments

Ability to enter specific lot numbers of products, usage of each traceable product, information on when date sensitive products are due to expire, facilitate with product recall by identifying the immediate previous sources and immediate subsequent recipients of products

Backorders enhancement

Backorders enhancement

Status

Complete

Expected

14/07/2013

Actual

Comments

Create purchase orders only for backordered items filtered by customers and/or product tags

Finished goods enhancement

Finished goods enhancement

Status

Complete

Expected

07/07/2013

Actual

10/07/2013

Comments

Finished goods now can include not only direct materials but also direct labour and applied manufacturing overhead

Stock take/ Stock adjustment enhancement

Stock take/ Stock adjustment enhancement

Status

Complete

Expected

03/07/2013

Actual

03/07/2013

Comments

Add function to data entry stock in addition to loading from CSV file

Product Family enhancement

Product Family enhancement

Status

Complete

Expected

28/06/2013

Actual

26/06/2013

Comments

Create and maintain, buy and sell similar products applying bulk select/update operations. Auto-generate SKUs.

Shopify integration

Shopify integration

Status

Complete

Expected

24/06/2013

Actual

18/06/2013

Comments

Volume Based Discounts

Volume Based Discounts

Status

Complete

Expected

07/06/2013

Actual

07/06/2013

Comments

A volume based discount is an adjustment to the price of a item based on the quantity in the quote line or order line item. Simple method will be used.

Serial/Batch Numbers Tracking

Serial/Batch Numbers Tracking

Status

Complete

Expected

07/06/2013

Actual

30/05/2013

Comments

Track serial or batch numbers on the receiving stock side and the selling side of business.

Application Dashboard

Application Dashboard

Status

Complete

Expected

23/05/2013

Actual

22/05/2013

Comments

Summary of outstanding tasks and quick shortcuts to the most used actions.

Recurring Invoices

Recurring Invoices

Status

Complete

Expected

30/05/2013

Actual

20/05/2013

Comments

Enter details for a sales invoice you send and mark it as Recurring Task. Cin7 Core will automatically create and save invoices with Draft status. You’ll need to complete the process by authorising them.

User-defined fields for customers and suppliers

User-defined fields for customers and suppliers

Status

Complete

Expected

15/05/2013

Actual

15/05/2013

Comments

Let you keep additional information about your customers and suppliers specific to your business.

Service only invoice

Service only invoice

Status

Complete

Expected

20/05/2013

Actual

20/05/2013

Comments

User-defined price tier names

User-defined price tier names

Status

Complete

Expected

15/05/2013

Actual

15/05/2013

Comments