Development Roadmap
Our team works diligently to frequently update our solutions with new and exciting features.
Feature RequestTask 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
- Pick for kitting
- Purchase co-manufacturing
- Bulk voiding for Production Orders
- 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.
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
