Order products in POS

The Ordering page of your POS application is used to order stock to your outlet, either generating stock transfers from other Cin7 Core warehouses or purchase orders from suppliers. Products can only be ordered. To transfer products from this POS location, or between other locations, see Stock transfer in POS.

Prerequisites

At least one POS register added to your base subscription
List products in the POS catalog

Order products from a supplier

Go to Menu → Inventory → Ordering. All orders that have been generated from this POS outlet will be visible on this screen. In the top right you can use the search box to search for an order or filter order by Draft, Ordered, In progress or Completed status.
Click Add Order → From supplier to open a new window.
Select a Supplier from the dropdown field and a Required by date.
Click Add to order products that have not previously been ordered to this POS outlet. This will open a new window. For ordering products that have been ordered before, see Reorder products quickly.
Products to order can be added to a purchase order in four ways:
- Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the purchase order.
- Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the purchase order.
- Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.
- Manual: Manually enter the barcode of the product that you want to add to the purchase order using this option and click Add.
- Note: Product families will added as a single entry to the purchase. Product variant quantities can then be edited in the next step.
- Note: Only products that have already been listed in your Cin7 Core POS store will be visible.
Select a product to add it to the purchase. Close the product order window when you have added all the required products to edit purchase order quantities.
All the products that were selected in the previous stage will be listed on the order window with their On Order and Available quantities. Click a product entry to manually enter the order quantities. Clicking a product family entry will open a matrix view where you can enter variant quantities.
- NOTE: Click Set To All to enter a quantity that will be set for all variants.
When you are finished, click Save to authorize the purchase order, or enable Save as Draft and then click Save to save the purchase order as a draft.
The purchase order will be added to the list of orders and synced with Cin7 Core. The purchase order invoice and stock receiving actions must be completed via the Cin7 Core web portal. See Processing a purchase for more information on the purchase process.

Order products from warehouse

With this function, products can be ordered from other organization locations to your current POS outlet. To transfer products between other locations, see Stock transfer in POS.

Go to Menu → Inventory → Ordering. All orders that have been generated from this POS outlet will be visible on this screen. In the top right you can use the search box to search for an order or filter order by Draft, Ordered, In Progress or Completed status.
Click Add order → From warehouse to open a new window.
Select a From location from the dropdown field and a Required by date.
Click Add to order products that have not previously been ordered to this POS outlet. This will open a new window. For ordering products that have been ordered before, see Reorder products quickly.
Products can be added to a transfer order in four ways:
- Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the transfer order.
- Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the transfer order.
- Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.
- Manual: Manually enter the barcode of the product that you want to add to the transfer order using this option and click Add.
- Note: Product families will added as a single entry to the transfer. Product variant quantities can then be edited in the next step.
- Note: Only products that have already been listed in your Cin7 Core POS store will be visible, even if the same product is available the From location.
Select a product to add it to the transfer. Close the product order window when you have added all the required products to edit purchase order quantities
All the products that were selected in the previous stage will be listed on the order window with their On Order and Available quantities. Click a product entry to manually enter the order quantities. Clicking a product family entry will open a matrix view where you can enter variant quantities.
When you are finished, click Save to authorize the transfer order.
The transfer order will be added to the list of orders and synced with Cin7 Core. The transfer order must then be completed when stock is received via the Cin7 Core web portal. See Stock Transfer for more information.

Reorder products quickly

If you have previously ordered products from a supplier or a warehouse to the current POS outlet, you can quickly reorder products which are low on stock. See Low Stock Reorder for how to set up the threshold reorder stock level for a product.

This process is very similar same for orders from supplier or from one of your warehouses.

Go to Menu → Inventory → Ordering. Select either Order → From Supplier or From Warehouse.
Enter the From Location or Supplier and Required by date, then click Reorder.
If ordering from a supplier, only products that are low on stock have been previously ordered from this supplier will be available for reorder.
If ordering from a warehouse, only products that are low on stock and available in the order location will be available for reorder. You will be given the option to reorder All low on stock products or Only available products.
- Selecting All low on stock will automatically fill in the order with all products under the reorder threshold with their default reorder quantities. If the quantity at the order location is insufficient, the quantity will be displayed in red.
- Selecting Only available will automatically fill in the order with all products under the reorder threshold with the available quantity at the order location, up to the reorder quantity.
Edit reorder quantities manually if required by clicking on the product entry.
Save the order to authorize the transfer or purchase order.
The transfer order or purchase order will be added to the list of orders and synced with Cin7 Core. The order must then be completed when stock is received via the Cin7 Core web portal.

Download or print purchase order documents

Purchase order documents can be printed or emailed directly from the Menu → Inventory → Ordering screen. Simply click a purchase order to open it and select Email to send the purchase order as a PDF attachment, or Download to download the order to the device as a PDF.