Use this guide as a checklist for setting up Cin7 Core. Follow the sections in order to set up your account, add your business data, and prepare your team for daily operations. By the end of this guide, you'll be ready to start processing sales, purchases, and inventory transactions.
If you're new to Cin7 Core, you can check out its features by using our no-obligation 14-day free trial. You will not be charged anything. However, to continue after the trial period, you will need to subscribe to Cin7 Core.
You can import your business data into Cin7 Core using a CSV file. Ensure you have included all mandatory fields required to import your data into Cin7 Core.
Before you start processing sales, purchases, or inventory transactions, set up your financial settings in Cin7 Core. This includes setting up your chart of accounts to organize your financial records, account mapping to control where transactions are recorded, bank accounts for payment processing, opening balances if you're moving from another system, and tax rules to ensure tax is calculated correctly on sales and purchases.
If you use Xero or QuickBooks Online, some of these settings are managed in your accounting software and synchronized with Cin7 Core.
Add your company addresses, contacts, inventory locations, and carriers to support day-to-day operations in Cin7 Core. These settings are used across business documents, inventory management, shipping, and transaction processing.
Invite users who need access to Cin7 Core and assign roles to control their permissions. Roles determine which features and data each user can access.
Add your products and services so you can start selling, purchasing, and managing inventory. Create products individually or import them in bulk, then set up categories, costing methods, suppliers, and stock on hand as needed. Use product families to manage variations such as size, color, and material.
Add your suppliers and customers before creating transactions. You can create them individually, import them in bulk using CSV files, or sync them from your accounting platform if you use Xero or QuickBooks Online.
Connect your sales channels, payment providers, shipping services, and other business systems to automate the flow of orders, inventory, and business data between systems.
You're now ready to start using Cin7 Core. Begin creating sales, purchase, and inventory transactions to become familiar with your day-to-day workflows. We recommend using the web portal before connecting optional add-ons and integrations.
The Purchases module helps you manage the purchase lifecycle, from ordering and receiving stock to supplier invoicing and credits. It also includes tools for inventory replenishment, backorders, landed costs, and tracking inventory that is in transit or awaiting invoicing.
The Sales module helps you create quotes and sales orders, fulfill customer orders, invoice customers, and manage returns. It also supports pricing strategies, customer credits, promotions, recurring sales, and advanced order fulfillment workflows.
The Inventory module helps you manage products, stock levels, and inventory movements across your business. Use it to create products and services, organize inventory with locations and bins, track product availability, and maintain accurate stock records.
The Cin7 Core Manufacturing module helps you build finished products from component inventory and manage manufacturing workflows. Standard Manufacturing features are available to all users, while Advanced Manufacturing requires an add-on subscription.
The Financials module helps you manage cash transactions, expenses, assets, and accounting adjustments within Cin7 Core.
ForesightAI uses algorithmic sales forecasting and automatic inventory replenishment to help you meet demand while reducing excess stock. It combines its own AI predictions with your sales history from Cin7 Core to reduce on-hand inventory, eliminate stockouts, and save time ordering the right quantities. Use smart reorder suggestions, identify your top-performing products, uncover dead stock, and plan future purchases. ForesightAI requires an add-on to your base subscription.
The Cin7 Core B2B Portal allows customers to browse your product catalog and place orders online. It is designed for businesses that sell to other businesses and requires an add-on subscription.
Cin7 Core POS helps you process in-store sales while keeping inventory and sales data synchronized with Cin7 Core. POS supports multiple outlets, registers, users, and product catalogs.
The Warehouse Management System (WMS) is Cin7 Core's mobile warehouse application. WMS helps warehouse teams manage inventory and fulfillment tasks using mobile devices and barcode scanning while keeping inventory data synchronized with Cin7 Core. Standard WMS is included with all Cin7 Core plans. Advanced WMS is available on Pro and Advanced plans.
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