New Release – 10th March 2024
FEATURES: Overpayments are now forbidden in sale invoices, new date and numeric attribute field types for additional attributes: numeric and date, set default carrier, service, and package type for ShipStation, and more!
Feature 1: Overpayments are now forbidden in sale invoices
Impact area:
Sales module
Introduction:
Some integrations which connect to Core will return errors if they detect invoices with over payment. To prevent future problems, Cin7 Core will no longer allow overpayments on any sale invoices from the date of this release. This will not affect historical transactions. This is only applicable to payments made in Cin7 Core and is not applicable to payments captured from external systems and integrations.
Users who wish to use overpayments to apply a credit to a customer should use the customer credit feature instead.
Pre-conditions:
More information:
Customer credits
Feature 2: New attribute field types for additional attributes: numeric and date
Introduction:
Due to a large number of different requirements from system users selling a variety of products and dealing with a variety of suppliers and customers, it is quite often that there will be a need to collect and store additional information that is not in the default fields on an inventory item, supplier and customer record. Additional attributes are sets of fields that can be used to describe your products, suppliers, customers, purchase process, sale process, or production process.
Additional attribute fields can be restricted to data of a certain type, for example, text, a list of values, or a yes/no checkbox. With this release, we have added two additional types: numeric, which allows numeric characters only, and date, which allows the user to select a date from a calendar interface.
Pre-conditions:
- Users will need the Settings – Other items – Additional attributes permission to access this feature
Functionality:
- Go to Settings → Reference Books → Other items → Additional attributes
- Create a new attribute set, or open an existing attribute set.
- You can add up to 10 additional attributes per attribute set. Choose the attribute type for each attribute from the dropdown list. Available types are:
- List: Only values from the list can be selected for this attribute. Enter values separated by commas or semi-colons into the Values field.
- Text: Free-form text attribute with a max length of 256 symbols.
- Checkbox: True or false value displayed in the form of a checkbox.
- Numeric: Input numerical data up to a maximum of 4 decimal places. Text or special characters are not allowed.
- Date: Date can be selected using a calendar interface. Date format will be the same as the format selected for the organization.
- Not used: This attribute will not have a value or be displayed as part of the attribute set.
- Save when you are finished. You will now be able to select this attribute set for products, suppliers and customers, and your various processes.
More information:
Additional attributes
Feature 3: ShipStation – Set default carrier, service, and package type for domestic and international shipping
Impact area:
ShipStation integration
Introduction:
Previously to this release, users would have to manually select the carrier, service, and package type while processing every sale fulfillment. With this release, users can set default carrier, service, and package types for domestic and international shipping from the ShipStation settings. Default values will be selected automatically during sale fulfillment, but can be edited manually from the sale.
Pre-conditions:
- Active ShipStation integration
Functionality:
- Go to Integrations → ShipStation. On the Setup tab, look for the Default settings section.
- Enable default
- Select default carrier/service and package type for domestic shipping.
- Select default carrier/service and package type for international shipping.
- Save your changes.
More information:
ShipStation as a shipping service
Feature 4: WMS – Improve scanning recognition of items with additional units of measure for stocktake (with bug fixes)
Impact area:
WMS application
Introduction:
The additional units of measure (AUOM) function allows more than one unit of measure to be specified 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. This allows stock levels to be shown accurately across multiple units, for example, if an item can be sold as a single can or a case of 12, Cin7 Core will interpret 12 cans in stock as equivalent to 1 case in stock.
Previously to this release, scanning an item with AUOM to the stocktake item would not recognise the connection between the two items and display an error. Now, when a WMS user scans a barcode during stocktake and this item is linked to the sale order/picked item via an AUOM, WMS identifies the connection and the linked item.
If a bin already contains an AUOM SKU related to the scanned SKU, the stocktake will count in units of the AUOM SKU. If the bin does not contain an AUOM SKU, the user will be able to select which unit of measure is used to perform the stocktake.
This item was originally released on the 25th of February but bug fixes have now been applied.
Pre-conditions:
- Users will need the Advanced WMS subscription add-on.
More information:
Additional units of measure
Using the Warehouse Management System – Stocktake
Feature 5: QBO – New setting to find and correct duplicate sale invoice payments in Cin7 Core
Impact area:
QuickBooks Online integration
Introduction:
An error has been occurring with accounts integrated with QuickBooks Online, where consolidated orders from WooCommerce were resulting in payments against those orders being duplicated when synced between QBO and Core. This is due to the WooCommerce integration consolidation feature.
While this error is currently under investigation, we have added a new advanced setting in this release which checks for duplicate payments and corrects them. This will allow any affected accounts to correct any duplicate payment errors that are affecting their transactions.
Pre-conditions
- QuickBooks Online users only
- WooCommerce users likely to be most affected
- This setting should only be used if you notice a discrepancy between sale invoice payments in Cin7 Core and QuickBooks Online.
Functionality:
A new advanced setting has been created in QBO advanced settings to find and fix duplicate payment errors:
- Go to Integrations → QuickBooks Online and select the Advanced settings section.
- Go to the new section, Find and correct duplicate sale invoice payments in Cin7 Core.
- Enter the from and to dates of the period to be checked for duplicate payments, then click Search.
- Core will check the payments of overpaid invoices, searching for duplicates (payments with the same amount, account, and reference). Please see documentation for search and correction logic.
More information:
QuickBooks Online – Advanced settings – Find and correct duplicate sale invoice payments in Cin7 Core
Feature 6: Amazon – Singapore Marketplace now supported
Impact area:
Amazon integration
Introduction:
Customers can now select Amazon Singapore as their Amazon Marketplace when integrating Amazon with Cin7 Core.
Pre-conditions
- Amazon Seller Pro account required
- External integration subscription add-on required
Functionality:
- Go to Integrations → Amazon and select the Advanced settings section.
- Click + to connect a new store.
- Select Singapore as your Amazon Marketplace.
- Fill in the other required fields.
- Click Connect to Amazon.
More information:
Amazon integration
Feature 7: Amazon FBA – Show cost of shipping services in Core when raising a fulfillment order to FBA
Impact area:
Amazon FBA integration, Sales module
Introduction:
With this release, when selecting a shipping service for external fulfillments, a price preview is shown alongside the shipping options.
Pre-conditions
Functionality:
External fulfillment orders cannot be created manually. Core creates a fulfillment order only when ship is authorized for sale from the external fulfillment location.
- Go to Sale → New → Sale.
- Enter the customer details, add items to the sale order and click Authorize. Make sure that the sale location (or pick location) is set to your external fulfillment location.
- On the pack tab, if you have external fulfillment items and items from your own inventory in the same order, they will be placed in different boxes. You can also select more than one box for your external fulfillment order if required. The external fulfillment service may also decide to use more than one box.
- On the ship tab, you can choose to copy the order from the pack tab or manually Add a line for external fulfillment.
- Select your shipping option from the list and click Authorise. The shipping option price preview will be displayed in this list.
- A fulfillment order is then created with a link.
More information:
Fulfillment by Amazon – Create a fulfillment order
