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21 May, 2023

Cin7 Core Enhancements | 21st May, 2023

Feature 1: Rate shopping for ShipRush

Impact area:

ShipRush integration

Introduction:

ShipRush offers rate shopping functionality as an extension to its service, allowing real-time comparison of shipping rates. With this release, we have integrated this functionality with Core. Rate shopping takes place during sale packing.

Pre-conditions:

  • Only carrier accounts and shipping services enabled for Rate Shopping in your ShipRush web account will appear for selection.

Functionality:

  • When the Pack stage of a sale order is authorised, the Shipping instructions sub-section becomes visible.
  • Click Enter shipping instructions to display a dynamically generated screen where shipping instructions can be entered.
  • An optional dropdown field, Rate, has been added to this screen. This field displays the list of rates for the shipment available across multiple carriers. Selecting a rate from this list will populate the Carrier and Service drop-down list with a Carrier that supports the selected rate.
  • Save your changes and continue the shipping process.

More information:

ShipRush integration

 

Feature 2: Sync gift card payments correctly between Cin7 Core and QuickBooks Online

Impact area:

QuickBooks integration

Introduction:

When using QuickBooks Online, accounts are created and managed from QuickBooks Online, then imported into Cin7 Core, where they are read-only. Due to an incompatibility between Cin7 Core and QuickBooks Online, when users paid using gift cards in Cin7 Core, the payment was not correctly syncing to QuickBooks Online and causing an error. With this release gift card payments are now correctly syncing to QuickBooks Online. No further user action is required.

Pre-conditions:

  • Integration with QuickBooks Online PLUS or ESSENTIAL
  • Gift card support must be enabled in Core

More information:

QuickBooks Online integration

 

Feature 3: Process restock via WMS application

Impact area:

WMS application, sales module (returns)

Introduction:

Previously, the WMS app did not allow restocking for items that were fulfilled as part of a sale order. With this release, we have enhanced our WMS application by adding a restock option, giving our customers the ability to save restock information live while physically restocking the items in the warehouse locations/bins.

NOTE: This was included in the 7th of May release note however was released into production this week.

Pre-conditions:

  • WMS application configured
  • WMS users will need full access to the Sales – List and tasks permission to use this feature.
  • Restock can only be carried out for already fulfilled sale orders.

Functionality:

  • Access Restock from the main menu of Core WMS application.
  • Sale orders which have status any one of the list below will be allowed to complete restocking using WMS:
    • Completed
    • Credited (restock is not authorized)
    • Invoiced (fulfillment completed)
    • Invoicing (fulfillment completed)
  • Parallel restocking by more than one WMS user on same sale order fulfillment # is not allowed.
  • Once the WMS user saves the restock details and exits the WMS restock process, restock will be authorized and restock location reflected for every line of the task.

NOTE: Credit note creation and authorization cannot take place through WMS application, and must be carried out via DEAR web portal by a user with authorization to do so.

More information:

Using the DEAR Warehouse Management System – Restock

 

Feature 4: Automation module – Purchase workflow automation expanded

Impact area:

Automation module, Purchase module

Introduction:

With this release, our developers have expanded the purchase workflow automation feature. This includes:

  • Additional triggers to start an automated purchase workflow, refund completion and order creation.
  • More actions can be triggered.
  • More specific filters to select how purchase orders trigger a workflow.

Please see documentation for detailed information.

Pre-conditions:

  • Automation module subscription is required

More information:

Managing workflow automation 

 

Feature 5: Advanced Manufacturing –  BOM status added to Production BOM Components and Resources Report

Impact area:

Advanced Manufacturing module

Introduction:

An additional field, BOM status, has been added to the Production Components/Resources Used in Production BOM Report. Available statuses are Active and Deprecated.

Pre-conditions:

  • Advanced Manufacturing subscription is required to use this feature.
  • Users will need the Reports: Production reports permission in order to use this feature.

More information:

Production BOM Components and Resources Report

 

Feature 6: Advanced Manufacturing – Create make-to-order products from production orders

Impact area:

Advanced Manufacturing module

Introduction:

Previously to this release, make-to-order production orders were triggered automatically but exclusively from sale orders, under the assumption that make-to-order products are created only by individual configuration for a customer’s needs. With this release, Core allows vendors to create make-to-order products directly from production orders selecting the configuration options, as make-to-stock. Make-to-order products can only be created manually from production orders, and cannot be created from production orders using sale, purchase, smart reordering or MRP features.

Pre-conditions:

  • Advanced Manufacturing subscription is required to use this feature.
  • Users will need the Production – List and tasks permission in order to use this feature.

Functionality:

  • Create a new production order and select a make-to-order product as the item to produce.
  • Two choices are displayed: Default configuration or Configure.
    • Default configuration will load the BOM using the default make-to-order configuration.
    • Configure will allow the user to select the required configuration options, using the same editor as during a sale. The BOM will be loaded using the selected configuration options.
  • When the production order is saved, authorized, or released, the configuration is saved and displayed as in a regular production order.
  • Configuration options can be changed while the production order is in draft or planning status. Once an order has been released, configuration options can no longer be edited.

More information:

Customisable products – Make to Order