Sale process customization
You can customize the sale process with a range of settings to make sure your sales workflow in Cin7 Core reflects your business needs. These includes setting default tax rules for customers, how discounts are applied, whether you complete fulfillment processes manually or automatically, and more.
Select Settings, and then General settings. You can find the sale process customization settings under Sale process customization.
Assign invoice number
This setting selects the moment when an invoice number should be assigned to the sale. On sale creation will allocate an invoice number as soon as a sale order is created, On invoice authorization will postpone allocating an invoice number until the invoice has been authorized.
Default sale tax rule
This will auto-fill the tax rule field for new customers; this field can be left blank. The tax rule can be changed from default to another tax rule at the individual sale and customer level.
Available quantity is limited to
When selling stock, Cin7 Core calculates available quantity either in all locations or a single location. Use this option to limit the stock available for sale to the location selected in the sale header or allow stock in all locations to be selected.
This option is not applied to the B2B portal; location for B2B is taken from B2B portal settings.
Auto-assembly settings
On order authorization auto-assemble
This setting defines the quantity that should be assembled when auto-assembly is triggered from a sale order. This setting will be applied when the sale order is authorized. There are three options:
Quantity required: Auto-assembly quantity is the same as sales order quantity. Stock availability or other settings are not taken into account. Select this if you tightly control your inventory quantities.
Quantity required and maintain minimum stock level quantity: Auto-assembly quantity is calculated as: Sales order quantity - (minimum before reorder + reorder quantity + on order - available). Negative availability is considered in the formula. Select this if you prefer to keep a buffer quantity in stock, for example if you experience sales surges.
Difference between available quantity and quantity required to cover a shortage: Auto-assembly quantity is calculated as: Sales order quantity - available - on order. Select this to cover sales demand but keep more flexibility.
Split auto-assembly products in sale orders
When authorizing a sale order where some products are not available, you have the option to split the order. By default, this does not apply to auto-assembled products. Enable this setting to create partial assembly orders when you split a sale order.
For example, consider a sale order for these products:
| SKU | Order quantity | Available quantity |
|---|---|---|
| Product A | 5 | 10 |
| Product B | 8 | 4 |
| Product C (auto-assembled from components) | 10 |
5 |
You split the order to send the items in stock to the customer, and wait until the remaining items are back in stock.
If this setting is disabled, you will send this to the customer:
| SKU | Quantity |
|---|---|
| Product A | 5 |
| Product B | 4 |
| Product C (auto-assembled from components) | 0 |
If this setting is enabled, you will send this to the customer:
| SKU | Quantity |
|---|---|
| Product A | 5 |
| Product B | 4 |
| Product C (auto-assembled from components) | 5 |
Sale documents
Select the order that sale order lines are displayed on sale documents. Sort sale order lines according to:
Screen order (order of creation)
Alphabetical order (name)
Alphabetical order (SKU)
-
A combination of stock location, custom attributes, and screen order.
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This option sorts sale documents like so:
First by Location: Bin (alphanumeric)
Then by Store locator (alphanumeric) (If bin is blank and there is only one location then it will sort by store locator.)
Then by attributes (starting with attribute 1 and working up - alphanumeric)
Then by screen order
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Set invoice date
Auto-fill invoice date upon sale order authorization, invoice authorization, or shipment authorization. The following setting, Default invoice date, defines which date should be used by default.
Default date settings
Invoice date
This setting defines which date is used for the invoice date. The invoice date can either be filled with the date the invoice is authorized, when the sale order is authorized, or when the shipment is authorized. This will affect when financial transactions are posted to your accounts. Selecting to have invoice and shipment dates the same will align financial transactions with COGs/stock movement transactions for your financial records.
Default shipment date
The invoice date can either be filled with the date the shipment is authorized, or when the invoice is authorized. This will affect when financial transactions are posted to your accounts. Selecting to have invoice and shipment dates the same will align financial transactions with COGs/stock movement transactions for your financial records.
By default
You can set the default options for your quotes, picking, packing, and shipping.
By default, quote is
Quotes can be kept visible or skipped by default if your business does not generate quotes. You can manually change if quotes are used or not at the individual sale level.
Picking is
You can automate some or all of the fulfillment process steps. Picking can either be manually completed or auto-filled if automatic is enabled. Automatic picking is generally applied if your fulfillment process is outsourced, or if you use Cin7 Coreprimarily for data capture.
Automatic picking is only carried out if sufficient inventory is available to complete the order. Automatic picking does not apply to B2B sales.
Packing is
You can automate some or all of the fulfillment process steps. Packing can either be manually completed or auto-filled if automatic is enabled. Automatic packing is generally applied if your fulfillment process is outsourced, or if you use Cin7 Coreprimarily for data capture.
Automatic packing does not apply to B2B sales.
Shipping is
You can automate some or all of the fulfillment process steps. Shipping can either be manually completed or auto-filled if automatic is enabled. Automatic shipping is generally applied if your fulfillment process is outsourced, or if you use Cin7 Coreprimarily for data capture.
Automatic shipping does not apply to B2B sales.
Discount settings
Discount rule
This will let the system process any available discount on a sale by either amending the sale price of the item or recalculating the discount % in the sale order line for the eligible item.
Discounts must be between 0% and 100%. If you want to apply markup with negative discount, please set the discount rule to Updates the sale price here.
Automatically apply discount and deals
Enable to apply discounts and deals automatically when a sale is authorized. If this option is disabled, discounts must be manually applied.
Apply customer discount after other discounts
You can enable applying additional customer discounts after product discounts have already been applied.
Recurring invoice price
You can choose how prices are applied when you create a recurring invoice. This gives you flexibility to decide if the recurring invoices use the past prices or always use the most up-to-date price.
Copy previous price will copy prices from the last invoice (default).
Use product price will use the latest product prices based on the customer’s price tier or custom price.
Default attribute set
Due to a large number of different requirements from system users, it is quite frequent that there will be a need to collect and store additional information that is not in the default sale process fields. Create custom fields or additional attributes that can be linked to a sales order. Selecting an attribute set from the drop-down menu will cause the custom fields from this set to appear in the Attributes & Logs tab of your sale process.
Copy customer attribute values to sale attribute fields
Fill sale attribute fields automatically with customer attribute values. Customer attribute set and sale attribute set must match exactly to use this feature. You must select a Default attribute set to enable this field.
Show invoice tab before fulfillment tab
This setting changes the order of the Invoice and Fulfillment tabs of a sales order to better reflect your sale workflow.
Make stock allocation optional
When disabled, stock is allocated for an entire sale order as soon as a sale is authorized. This stops the stock being used for other sales, production, or transfers before the sale is fulfilled.
When stock allocation is optional, you can opt not to allocate stock straight away for the orders that are to be fulfilled over an extended period. With optional stock allocation, the stock will not be allocated until the picking stage.
Enable archiving
Unauthorized sale quotes older than a certain threshold can now be archived and removed from the general sales tasks lists. An Archive button is also displayed on unauthorized quotes; clicking Archive will immediately archive the document. Authorized sale quotes or quotes with prepayments cannot be archived by the system.
Use the Archived filter to view archived quotes from the sales list.
Archive sale quotes older than
Choose the time period for archiving. Only unauthorized sale quotes without prepayments will be archived.
Default new line quantity
Set the default quantity for a newly created quote line or order line. By default, the new line quantity is set to 0.
Enable quote approval
Approve quotes to convert them to sales or mark them as rejected. Rejected quotes can be reviewed and reset to draft status if required. When disabled, authorizing a quote will convert it to a sale without requiring approval. See Quote approval for more information.
Default load advanced sale order
New sales are created as Advanced sales, allowing multiple invoices and fulfillments for each order. This applies to all sales from integrated sales channels.
Add existing attachments to emails
This setting allows the user to attach existing attachments for products and customers to sale emails.
Default sales rep is user creating the sale
Use this option if you prefer to assign sales reps to each sale rather than each customer. When enabled, the email of the user creating the sale is checked to see if it is a sales contact for the organization. If the user is a sales contact, it is selected as the sales rep for the order. If not, the first available alphabetical option will be used instead.