QuickBooks Online
When an organization is connected to QuickBooks Online, a special customer credit product is created/synced from QuickBooks to Core. If the name, SKU, status, or tax rule is changed to a non-zero rate for this product, this causes synchronization errors with QuickBooks.
With this release we disabled the ability to edit these fields for the customer credit product when an organization is connected to QuickBooks, either manually or via API.
QuickBooks Online
When tracking categories are enabled in QuickBooks, and class and location have been selected in settings, transactions will be grouped together if they have the same general ledger account, class, and location. Previously, some tracking categories relating to product-level information (category, brand, family, product attributes) could not be passed to journals. With this release, this limitation has been removed and no longer applies, all tracking category fields can be used to group transactions during consolidation.
Previously to this release, consolidated payment transactions were first grouped by date, currency and payment account into journals, but a payment clearing account was used instead of the payment account used in the transaction, whether it was a foreign or local currency payment. With this release, the payment clearing account is used only for foreign currency payments, local currency payment journals will debit the account used for the transaction.
Consolidate transactions for QuickBooks Online
Sales
Previously, in a sale, customer credits can be added and viewed from the
Quote section. With this release the customer credit button and section is now displayed on multiple sections of the simple and advanced sale including order and invoice. This will make it easier for users to capture customer credits at all stages of an order and avoid accidentally applying overpayments to the sale. No user action is required.
Stock transfers
A product family is used to have variations of a single product, e.g. different sizes and colors of a clothing item. Both the product family and each variation within the product family will have a unique SKU in the system.
Items from a product family can be added in bulk to a purchase or sale order to save time, with this release, the same functionality has been extended to stock transfers.
Sales
The list of sales in Cin7 Core can be filtered by several sales parameters. With this release, sales can also be filtered by type: simple, advanced, service, and credit note, to easily locate the sales you are looking for.
Sales list views and order statuses
Account settings
Cin7 Core must map accounts in your chart of accounts to certain required accounts (inventory control, tax liability, etc.) in order for accounting transactions to be correctly generated. When an account is mapped to more than one required account field, this can cause accounting problems. With this release we have made it mandatory to select unique accounts for each required account field.
Chart of accounts – Account mapping
Sales, inventory
Product deals can be used to apply or combine discounts at the order level for your customers, for example if the customer’s order has met a certain criteria, such as including certain products or brands, or meeting a certain order amount. With this release, we have added the ability to import deals via CSV files, making it easier to import large numbers of deals or deal conditions at a time. Please see documentation for further information.
Product deals – Import deals via CSV
Manufacturing Execution System (MES)
A new additional attributes tab has been added to the production task details view in MES, where additional attribute values can be added and edited. Additional attribute sets are assigned to different levels of a production order from your general settings.
An additional attribute set must have been selected at the operation or production order/run level from your production process customization settings (General settings).
When opening a production operation in the MES application, select the Additional attributes tab to view and edit attribute values. Attribute values can be edited and saved while the operation is in progress. Changes will be synced to Core.
