Create products and services
You need to create products and services in your inventory before you can buy them, sell them, or use them for manufacturing. If you are setting up Cin7 for the first time, you will also need to add your stock on hand quantities.
Prerequisites
Set up your business locations
Set up your chart of accounts
Create supplier records (recommended)
Create a new product or service
Create new products and services to start buying and selling them. If you have set default values for new products, some fields will be auto-filled, otherwise they will be blank.
Select Inventory from the main menu, then Products.
Select + Add.
Fill in at least the required fields:
SKU
Product name
Type
Category
Costing method
Unit of measure
Click Save to finish.
Clone a product or service
Save time when creating multiple similar products or services by cloning existing products in your inventory.
Select Inventory from the main menu, then Products.
Select the product you wish to clone.
Click Clone.
Edit any fields if required.
Click Save to finish.
Create a product family (product variations)
Product families are groups of closely related products, for example a style of shirt available in multiple sizes and colors. Each product in the family is known as a product variation.
Learn how to create product families.
Import an inventory list
Create or update many products and services at once using an inventory list. You may find this feature useful when importing product information from another system, such as when setting up Cin7 Core for the first time.
Select Inventory from the main menu, then Products.
Click Import, then Inventory list.
Download the Inventory list CSV template.
Fill in the inventory list template with product information. Required fields are SKU, Product name, Type, Category, Costing method, and Unit of measure. Do not change the column headings or heading positions.
Select the updated template file and Upload.
Edit product details in bulk
Export product details to edit multiple products at once, then re-import the product details to Cin7 Core.
Select Inventory from the main menu, then Products.
Click Export, then Inventory list (with or without descriptions). This downloads a CSV file with the product details.
Open the file and make your changes.
Click Import, then Inventory list.
Upload the edited CSV file.
Delete or deprecate products
Deprecating products makes them no longer available for sale, purchase, or other operations, but keeps a record of their information. You can delete deprecated products which have not been used in any transactions to remove all records from the system. See Delete products for more information.
Set a product as non-sellable
You may wish to set a product or service as non-sellable (e.g. due to expired stock, components for finished goods, etc.). This will stop the product from appearing for selection in sales.
Select Inventory from the main menu, then Products.
Open a product.
Change the I am selling this product field to No.
Product fields
You can find a product's basic information and image preview on the General tab.
In this section we will explain the fields in this tab, see more product settings for help filling out the other tabs.
Fields marked with an asterisk (*) are mandatory for creating a new product. Once the product details are filled in, click Save to finish.
Image preview shows the default image, or no image if no image has been uploaded yet. Click the image to go to Images and attachments.
SKU*
A Stock Keeping Unit (SKU) is the unique identifier for a product. SKUs in Cin7 Core must be unique.
Cin7 Core has some rules for acceptable and unacceptable SKUs:
Unacceptable SKU: All numerals, starting with 0. This will cause problems importing and exporting data into CSV templates. E.g. 01 234 567.
Unacceptable SKU: Leading spaces, this can cause sync issues.
Acceptable SKU: Alphanumeric, including starting with 0. E.g. 003-Gloves, 103-Gloves.
Acceptable SKU: All numerals, not starting with 0. E.g. 1 234 567.
Product name*
Name to identify the product.
Type*
Type classifies a product. Choose from Stock, Service, Gift card, Non-inventory or Fixed asset.
Stock refers to physical items that can be moved into and out of your inventory.
Service describes transactions where no physical goods are transferred to the customer, e.g. shipping, insurance, handling, training, labor.
Gift cards can be used by your customers to pay for products and services. Only one gift card can be in your inventory at any time, and it appears automatically when gift cards are enabled.
Non-inventory products can be bought or sold without checking for availability, for example, items that your organization purchases but does not re-sell, such as office supplies.
Fixed assets are long-term, tangible business assets such as property, plant, and equipment.
Category*
Categories are a form of product segmentation. Choose a category from the drop-down list or click + Add to add a new category. Each product can belong to one category.
Brand
Brands are a form of product segmentation. Enter the brand of the product. Each product can have one brand.
Costing method*
Costing methods decides how your stock value is calculated, and in what order you pick items for sale and other processes.
Unit of measure*
Unit of measure for sales of the product. Add any units of measure you need (hour, cm, kg, inch, L), or use the default unit, item.
Status*
You can set products to either Active or Deprecated. Deprecated products will not appear in drop-down lists of products when making purchases or sales, and can be completely deleted from the system if they have not yet been used in transactions.
Default location
Default storage location for this product.
Additional attributes set
Use Additional attributes to add custom fields to your products. This activates the Additional attributes tab.
Barcode
Enter a barcode number for the product to use barcode scanning for picking, packing, and other Cin7 Core operations.
Minimum before reorder / Reorder quantity
These affect low stock reorder points for the product.
Dropship*
Dropshipping sends items directly from your supplier to your customer. Set products to dropship always, optionally, or never. You need to assign suppliers to a product to dropship it.
Bill of materials:
A Bill of materials describes which components make up the current product. Select a BOM for the product if this product needs to be assembled from raw materials and/or product components, or can be disassembled into components. This activates the Bill of materials tab.
Product tags
Product tags are a form of product segmentation. You can add as many tags as you require, separated by commas.
Pick zones
Assign products to one or more Pick zones to streamline picking. Only applicable if you use our Cin7 Core Warehouse Management Solution (WMS) app.
I am selling this product
Check this box to sell this product or service to customers. Uncheck to make it unavailable for sale. It will still be visible for purchase and production.
Accounts
Optionally select COG, Inventory, and Revenue accounts for this product. You can manually edit these when making a sale or purchase if required. It is mandatory to specify an expense account for non-inventory items.
If you do not use special accounts for your items we recommend leaving these fields blank, consult with your accountant or bookkeeper if you are unsure. If multiple revenue accounts apply to a sale, Cin7 Core will use the highest priority revenue account.
Tax rules
Optionally select purchase and sale tax rules for this product. You can manually edit these when making a sale or purchase if required.
If you do not use special tax rules for your items we recommend leaving these fields blank, consult with your accountant or bookkeeper if you are unsure. If multiple tax rules apply to a sale, Cin7 Core will use the highest priority tax rule.
Product discount
Apply discounts to a product.
Stock locator
Location of the stock within the warehouse or a particular shelf to help locate products.
Warranty
Apply a warranty to the product describing return and refund terms and conditions.
HS code
The harmonized system (HS) is used by customs authorities around the world to identify products when assessing duties and taxes. This field is imported and exported to sales and shipping channels that support this information.
Country of origin (COO)
Represents the country or countries of manufacture, production, design, or brand origin where a product comes from. This field is imported and exported to sales and shipping channels that support this information.
Always show quantity
This field apples to non-inventory products only. Enter any number greater than 0.
Description
Enter a long description for your product. The long description has an HTML editor for formatting. This information is mandatory for some sales channels.
If the description has been converted the description to HTML format and you want to revert it back to plain text, you will need to remove all of the data in the description field and save the product profile. You can also use Generate with AI to quickly create product descriptions.
Short description
Enter a short description of the product here. This description is shown on your sales channels.
Internal note:
Enter any information that does not fit elsewhere here and should be kept for internal use only. This information is NOT shared publicly on your sales channels.
More product settings
Tabs such as Prices, Dimensions, Suppliers hold additional product information. Some of this information is optional, while some is required before you can use other Cin7 Core features. For example, entering supplier information for a product is required before you can drop ship that product.
Prices
Set up to 10 prices for each product using price tiers. Prices can be set manually or dynamically calculated, for example adding a markup percentage to your average cost or supplier price.
This tab also shows the Average cost, the average costs of all product units bought from your suppliers.
Custom prices
Set custom prices for selected customers. Custom prices take precedence over regular product prices.
Stock
View the availability of the product in your different locations and stock value from the Stock tab. From here, see quantities on hand, available, on order, and allocated, and when your next planned deliveries will take place.
Dimensions
Set the dimensions, weight, and unit of measure for a product from the Dimensions tab. Here you can also set import dimensions, such as the carton volume and pack quantity. Setting the dimensions and weight of an item is required to use most fulfillment services.
Alternative products
Set alternative products; interchangeable, very similar, or comparable products that can be substituted during a sale or during production if the original product is out of stock.
Suppliers
Add suppliers and supplier prices to a product to use Cin7 CoreDropship, Low stock reorder, Backorder, MRP, and more of our automatic replenishment features. You can also set reorder parameters from this tab.
Reorder levels
Set low stock reorder levels for different locations for this product. This includes the Minimum before reorder quantity and Reorder quantity. You can also include a Stock locator and Pick zone for the product at each location.
Movements (service usage)
View a record of all movements and transactions for this product or service.
The Movements tab tracks:
Purchases
Sales
Stock adjustments
Stocktakes
Transfers
Restocks
Unstocks
Finished goods.
Movements can be shown via quantities, quantities and costs, or effects on stock availability. You can change this option in the drop-down field.
Service usage replaces this tab for services. Purchase and sale transactions are shown here.
Discounts
Give a product discount to a specific customer or group of customers from the Discounts tab. You will need to create discounts first.
Images and attachments
Use the Images and attachments section to upload multiple images and attachments to the product from your computer. Images will be used for sales channels and shops like eBay, Magento, Cin7 Core POS and Cin7 Core B2B.
The images will be displayed in the same order that they are uploaded. You can drag and drop images to change the order. Default image cannot be dragged and dropped and will always be displayed first. The modified image order sequence will be passed to items listed in B2B portal, and this is planned for eCommerce channels also in a release in the near future. You can also change the image preview view from list view to grid view from this page.
Additional units of measure
Use Additional units of measure to specify more than one unit of measure for a product or service. For example, if the same bottle of wine is sold as an individual bottle, a case of 6, and a case of 12.
Additional descriptions
Add descriptions for connected sales channels on the Additional descriptions tab. This lets you have different descriptions for different ecommerce stores to your description in Cin7 Core.
Channels
Manage how a product appears in your connected sales channels from the Channels tab. You can list, unlist, or remove a product from a store and update the product information as shown in a store from here.
Activity log
View every change to the product's record including timestamp and user identity from the Activity log tab.
Accounting dimensions
Accounting dimensions are like tags, or data, that you can add to each transaction so that they can be grouped for analysis purposes, such as product region, customer group, or cost center. Add values for this product's accounting dimensions from the Accounting dimensions tab.