Blog Cin7 Continuous improvement: Cin7’s most recent updates
29 October, 2024

Continuous improvement: Cin7’s most recent updates

While you were busy dominating the market this quarter, we were busy making Cin7 even more powerful. Our latest updates aren’t just new features – they’re your secret weapons for scaling smarter and moving faster. Ready to see what’s new in your arsenal?

Cin7 Capital: Turning invoices into instant cash flow

Need working capital fast? With invoice financing from Cin7 Capital, you can turn the invoices sitting in accounts receivable into the fuel to boost your business. Now, financing options are available directly in Cin7 Core and Cin7 Omni to help you run and expand your business like never before. No more waiting 30+ days to get paid – we’re talking about cash in your hands within two days.

Cin7 Capital isn’t just a feature—it’s your ticket to financial agility in a competitive market. Powered by our partner Kanmon, Cin7 Capital is the financial boost your business has been waiting for.

Cin7 Core Updates

Intelligent Document Recognition: Your new AI assistant for POs

Say goodbye to manually uploading Purchase Orders and hello to Intelligent Document Recognition (IDR). Having IDR is like having a super-efficient team member who never gets tired. Just feed it your PDF purchase orders, and watch the magic happen:

  • IDR quickly and accurately captures data from your PDF purchase orders
  • Automatically creates sales orders in Cin7 for your review
  • Processes multiple PDFs simultaneously, supercharging your productivity

With IDR, what used to take hours now takes minutes. It’s not just faster—it’s smarter, reducing errors and freeing up your team to focus on what really matters: growing your business. Want to see how this can improve your business processes? There’s a 30-day free trial for Cin7 Core customers available on your subscription page. 

B2B just got better

We’ve added some new features to make working with your B2B customers even smoother!

  • Sales reps can now mark commonly sold products to save time during consults 
  • No more missing files with the new mandatory file attachment feature 
  • Show off your brand by featuring LinkedIn and YouTube links in your portal footer

QBO upgrades: Seamless communication

We’ve made some changes for all of our QBO users! With this update you get more control, better organization, and improved data consistency. 

You asked, and we answered. Here are the updates based on your feedback: 

  • You can now group your transactions and payments that get imported into QBO
  • Safeguards on relevant product records keep your Cin7 and QuickBooks data  in perfect harmony
  • Smarter duplicate handling helps you streamline your review process 

We didn’t just stop there, check out our product updates page for all the nitty gritty details. 

Cin7 Omni Updates

Shopify order tracking gets a facelift

With this latest batch of updates your PO numbers now automatically flow from Shopify into your sales orders. You’re getting:

  • A clear view of your supply chain
  • Less manual data entry (because who really has time for that)

Tax calculations on autopilot

Say goodbye to manual tax rate adjustments! Our e-commerce integrations now automatically pick the right tax rate based on the delivery country. Talk about a great benefit! 

  • Reduced time spent on administrative tasks
  • Simplified tax reporting process

This smart update not only saves you valuable time but also minimizes errors in tax calculations, making your operations smoother and more accurate. It’s like having a mini accountant working 24/7!

Smoothing out 3PL functionality

We’ve seriously improved our 3PL capabilities, focusing on two key areas:

1. Better backorder management

Managing backorders has never been easier:

  • Separate pick lists for backordered items
  • Automatic marking of backordered status at all levels
  • Elimination of manual cross-referencing for backorder requests 

The bottom line? Less manual work for you which means fewer errors and far less headaches. 

2. Improved error handling

Are you dealing with large XML-based 3PL operations? We’ve got your back. You can now:  

  • Automatically separate orders with issues without interrupting the error-free orders
  • More easily resolve the identified errors

Your improved B2B experience

With new enhancements to the B2B portal your resellers now have access to better insights:

  • Recommended retail pricing alongside unit prices
  • Clear profit margin visibility
  • Enhanced information for informed purchasing

Our goal is to improve your relationships with your resellers by providing them with all the information they need to make smart business choices.

Ready to try these features?

These updates reflect our commitment to providing you with the best inventory management software possible. If you’re already a Cin7 customer, hop into your account and check out these updates. Not with Cin7 yet? Book a demo with us today and see how Cin7 can transform your business operations.

Stop managing your inventory.
Start connecting it.