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Topics

• General

  • Getting started
  • Account settings
  • Users and roles
  • Security
  • Subscription and payments
  • Documents and templates
  • Emails
  • Importing and exporting CSVs
  • Cin7 API
• Products, services, and stock

  • Products and services
  • Stock and replenishment
  • Materials Requirements Planning (MRP)
• Production and manufacturing

  • Assembly and disassembly
  • Jobs
  • Bill of materials
  • Advanced Manufacturing setup
  • Modeling production processes
  • Production orders
  • Co-manufacturing
  • Manufacturing Execution System (MES)
• Sales

  • Customers
  • Leads and opportunities (CRM)
  • Leads and opportunies (CRM)
  • Sales orders and invoices
  • Fulfillment
  • Pricing
  • Credit note and refunds
  • Returns and RMA
• Purchases

  • Suppliers
  • Purchase orders and invoices
  • Costs
  • Supplier credit notes and returns
  • Stock receipt and put away
• Accounting and taxes

  • Accounting
  • Tax rules
  • FTA and VAT in the United Arab Emirates
  • Banking and payments
  • Expenses and receipts
  • Inventory costs
  • Avalara
  • QuickBooks Online
  • Xero
• Cin7 Core POS

  • POS setup
  • POS customers
  • POS loyalty programs
  • POS sales
  • POS products and stock
  • POS payments and terminals
  • POS reports
• Cin7 Core B2B Portal

  • B2B setup
  • B2B customers
  • B2B products
  • B2B sales
• Ecommerce

  • Shopify
  • WooCommerce
  • Amazon
  • eBay
  • Etsy
  • BigCommerce
  • Faire
  • Magento (Adobe Commerce)
  • ShipStation (store)
  • Square (store)
  • Lightspeed
  • Pepperi
  • LeafLink
  • Walmart
• Warehouse, shipping, and fulfillment

  • Fulfillment with Cin7 Core
  • Cin7 Core WMS
  • ShipStation (shipping)
  • Amazon FBA
  • ShipRush
  • EasyPost
  • Starshipit
  • Shiptheory
  • Shippit
• Other integrations

  • HubSpot
  • Google Workspace
  • Stripe
  • PayPal
  • Cin7 Core Payments
  • Authorize.net
  • Cin7 Capital
  • Capsule
  • EDI integrations
  • Forecasting
  • More integrations
• Reports and automation

  • Automation
  • Using reports
  • Sales reports
  • Purchase reports
  • Financial reports
  • Inventory reports
  • Audit reports
  • Production reports