Shiptheory integration
Shiptheory is a shipping integration application. It connects your business directly to carriers, allows you to set shipping rules to control how orders are sent with your carriers, and print shipping labels. By integrating Shiptheory with Cin7 Core, you can import the tracking number to Cin7 Core and print automatically generated shipping labels during the Cin7 Core ship process. Shiptheory can also be connected in export orders mode, where orders in Cin7 Core are sent to Shiptheory for fulfillment and label printing.
Prerequisites
Sales → Sale Task – Pack view: Sales List & Tasks user permission to enter package information and shipping instructions.
Sales →Sale Task – Ship view: Sales List & Tasks user permission to generate the shipping label.
If you have multiple shipping services, select Set default to make Shiptheory your primary.
Connect Cin7 Core to Shiptheory
You will need a Shiptheory account set up before you can connect the integration.
Navigate to Integrations → Shiptheory.
Enter your Shiptheory credentials.
Click Connect Shiptheory. The Shiptheory integration settings screen will be displayed.
You can customize your Shiptheory integration experience with a range of settings in Cin7 Core. If more than one shipping service is connected, you can click Set Default to set Shiptheory as your default service.
We recommend changing your settings in Cin7 Core to complete your integration set up. In particular, you should choose if you want to export sale orders to Shiptheory or generate the shipping labels in Cin7 Core.
Export sale orders to Shiptheory
Fulfillment takes place in Shiptheory and then shipping information and stock movements are synced to Cin7 Core. We recommend this if you are using ecommerce integrations with Cin7 Core.Generate shipping labels in Cin7 Core
Fulfillment takes place in Cin7 Core but you can export to Shiptheory for fulfillment. Shipping information is synced with Shiptheory to generate shipping labels you can print in Cin7 Core
Print shipping labels
Cin7 Core allows printing of shipping labels from Shiptheory. This option appears at the Ship tab of the sales process for Simple Sales and Advanced Sales. You can also print shipping labels from the Cin7 Core Warehouse Management Solution (WMS) app.
If Cin7 Core receives an error during shipping label generation, an error message will appear with a downloadable .txt file with the error data. If the error is unexpected, the user will also see an email dialog box with attached error data log file which can be sent to the shipping service provider customer support.
Use the normal sales process to create a sales order in either Simple Sale or Advanced Sale.
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On the document header, enter the shipping address.
Make sure the shipping address field is correct as it will be used by external integration for address verification.
The sale process remains the same as far as the Pack tab, which must be authorized.
From here, click the Shipping Instructions sub-tab. This sub-tab is for shipping information that applies all packages. Click Enter Shipping instructions to open a pop-up window.
The pop up window is dynamically generated according to the connected shipping service. Enter the information and save your changes.
This will add the shipping instructions to the display. Click To Package details to continue.
This sub-tab is for entering package dimensions for all packages within a sale order. Click Enter package details to open a pop-up window.
The pop up window is dynamically generated according to the connected shipping service. Select which boxes to include and enter the weight and dimensions. Save your changes.
This will add the shipment to the display. Continue to the Ship tab.
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On the Ship tab, press Copy from Pack to enter the package details and select your Carrier. Click Generate Shipping Label to send package information and shipping instructions to the shipping service provider and generate the shipping label.
Shiptheory does not support consolidated shipments. Generating shipping label will return a label per package.
The carrier info, including the tracking number, will then be automatically entered into the Ship tab. The Shipping Label will be generated automatically via PDF. You can also print the label by selecting the shipment from the list. From here, Authorize the ship tab to complete the fulfilment.
Export sale orders to Shiptheory
Shiptheory can also be connected in export orders mode. You will need to select Export sale orders to Shiptheory mode from the Setup tab and configure your Sale export settings.
When enabled, this exports orders from Cin7 Core (including ecommerce orders), fulfillment takes place in Shiptheory, then shipping information and stock movements are synced back to Cin7 Core. Shipping labels are printed from Shiptheory. Orders can be filtered before export.
Every ten minutes, Cin7 Core will check new sales orders to determine what will be exported. Orders where the following conditions are met will be exported automatically:
Pack tab is authorized
Ship tab contains info (Tracking # field must be blank)
Ship tab can be authorized or unauthorized
Invoice tab can be authorized or unauthorized but must have an invoice number.
Shiptheory syncs back the tracking details to Core every hour.
Orders will be exported automatically to Shiptheory with status Waiting. Users will have to enter Shiptheory to manually approve each order, select the carrier and service, and print the shipping label. This will change the order status to Completed and send the shipping information back to Cin7 Core.
The system will also check for sale orders that could potentially be exported to Shiptheory, but which have one or more problems preventing a successful export (e.g. no shipping address). These orders will be added to the Shipment Log to be exported manually after problems have been resolved. When automatic export of an order fails, this order will also be added to the shipment log.
Sale order export filters
Sale orders can be excluded from export to Shiptheory. You can add your filters in your Shiptheory settings.
Enter an alphanumeric string into the Value field to filter the selected fields. Condition (Equals, Contains, Not Contain, Empty, Not Empty) selects how the filter is applied to the value.
There is no limitation to the number of filters. Multiple filters are applied by the Join (And or Or) selected by the user. And will join groups of filter and Or will differentiate between groups of filters.
Notifications
Notifications can be sent either via email or internally when sale order export succeeds, sale order export fails, or when an exported order has shipped. You can set up your Notifications in the Shiptheory settings.
Shipment log
The Shipment log contains a log of all orders that could be exported to Shiptheory. This includes the results of auto-export, sale orders that have been flagged as potential orders for export, which orders have been flagged by filters to be skipped, and the results of manual export.
Sales orders can be filtered by Scheduled for export date and Status, and can be searched by SO#, Fulfillment #, Invoice #, and Customer using the search box in the top right of the page. Skipped or failed orders will have Scheduled for export date as the original date of export.
Manually export sale orders
Failed sale orders can be added to the next scheduled export, after any errors (if applicable) are resolved. Filter the order view to show only orders to be added to the export, then click Schedule export. You can then select the time period (filtered by shipment authorization date. Sale orders within the selected filter period will be exported to Shiptheory at the next scheduled export. Shipment authorsiation date must fall within the selected period for order to be exported.
Catalog
Commodity description and composition
In the catalog, you can set the Commodity description and composition for each product. Commodity description and commodity composition are mandatory pieces of information for carriers that process international shipments. The Description and Short description fields from a product’s record are mapped to Commodity description and Commodity composition respectively in Shiptheory. You can import and export these descriptions and composition to save time.
User-specific printing
Shiptheory has a feature called user printing where depending on which user has sent the order it will print to a specific printer. For example, in a warehouse with 4 stations with 4 printers, the order could always print from the same station.
In Shiptheory Shipment section (not in Cin7 Core), there is an field called "rules_metadata", users can use this while creating shipping rules to make sure that orders print on the correct stations. The user/picker is passed to “rules_metadata”. when a user clicks Print shipping label.
For bulk sales export and POS or ecommerce sales, Core cannot send the specific user details to "rules_metadata" to automatically print the labels to the user-linked printers. "rules_metadata" field will be blank. However, a rule can be created for when "rules metadata" field is left blank.