Connect inventory to every sales channel

Processing a sale is the main purpose of the Simple Sale module in Cin7 Core. Through the Simple Sale module, you can create quotes, sale orders, sale invoices, and track the shipping status of the sale order.

Set credit limits for your customers and implement credit holds, either automatically when outstanding payments are overdue or manually at any time. User permissions can be set to either receive a notification when customers are on credit hold or have exceeded their credit limit, or to block any sale authorization.

Yes, you can add a unique look and feel to your documents by personalizing your document and email templates. Cin7 uses Microsoft Word templates for documents and emails that can be customized and use Cin7 data using mail merge features. You can create multiple templates for each type of document (Purchase Order, Sale Invoice, Shipping Label, etc.).

Yes, the sales management tool in Cin7 allows you to handle sale orders where multiple invoices and/or fulfilments are to be considered part of the same sale. It also allows multiple credit notes to be issued for a single sale order. A simple sale can be converted to an advanced sale at any point in the sales process.

With Cin7, you can create recurring Sales Orders/Invoices at weekly, bi-weekly, monthly, quarterly, half-yearly and annual intervals in order to avoid entering the same transactions manually and also shorten the sale cycle.

Cin7 provides sellers with the ability to manage manufacturer warranties for their products. This helps facilitate the Return Merchandise Authorization (RMA) process, particularly when products are returned during the warranty period. This leads to better customer support and helps track and reduce repair costs.

Yes, you can use the backorder functionality in Cin7. Backorders involve processing sales that do not have enough stock on hand to be fulfilled. In this case, new stock is ordered from your suppliers to complete the order. Backordering is only available for products that have an assigned supplier.

Backorders will add the outstanding items from the sale to the Reorder Backordered list on Cin7 so a PO can be generated for them. When the required quantity of items is back in stock, the sale order can be fulfilled.  Split Orders will cause a new Sale Order to be automatically generated. The original Sale Order will be amended, so the item quantity reflects the amount in stock. This authorized Sale Order can be fulfilled and invoiced immediately. A second authorized Sale Order with the remaining item quantity will be created. This can be fulfilled and invoiced when the item comes back into stock. The outstanding item quantity will be added to the Reorder Backordered list in Cin7 so a PO can be generated.

Cin7’s sales management tool allows you to track every stage of the sales pipeline, from initial lead to final sale. This ensures that sales reps can manage sales data effectively, improving sales performance and streamlining the entire sales process.

Yes, Cin7 integrates with popular CRM software to provide seamless customer relationship management. This integration helps your sales team manage customer interactions, track sales activity, and enhance overall customer relationships.

Cin7 offers retail-specific sales tools such as in-store promotions and sales tracking. These features help retailers analyze customer behavior and improve the effectiveness of their sales strategy and sales management system.