Download sales from POS to Cin7 Core

Download sales from POS to Cin7 Core

Walk-in/cash register sales made in your POS outlets are immediately viewable as pending orders from the Sales tab on the Cin7 Core POS Integration page.

NOTE: This section covers how sales are processed and viewed through the Cin7 Core web portal. For information about making a sale in Cin7 Core POS, see Sales in POS.

Prerequisites

Process sales as individual order

If the consolidation mode is set to No Consolidation, click the Process button on the top right to immediately process sales into a single sales order. Even if your consolidation mode is set to Daily Consolidation, you can also use this option ahead of the designated consolidation time.  

If for some reason walk-in/cash register sales are not immediately shown on Cin7 Core, click the Refresh button.  

Manually load sales from POS

If refreshing the page does not work, click the Load sales button to display the Load sales from POS window.

By default, the Load Sales from POS window loads all sales from the current date. You may change this to another date before clicking the Load from POS button. Do not close the window while the process is running, which might take time if there are a large number of sales.

  

Sales overview

Sales statistics from each store, a list of the most recent sales, and POS customers can be viewed from the Overview tab. Go to Integrations → POS and click the Overview tab.

The view can be changed from All stores to individual stores from the lefthand menu.

The Sales tab shows a list of the most recent sales from a POS store, or all of the connected POS stores. Clicking the document reference number takes the user directly to the sale in Cin7 Core.   

The Customers tab shows customers of a POS store or all of the connected POS stores and their total sales and amount spent in store.   

Log

Sales which have been downloaded successfully to Cin7 Core can be seen in the log. Clicking the link takes you to the sale order for that sale.

  

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