29th September 2024 - Cin7 Core Enhancements
FEATURES: Add YouTube and LinkedIn links to your B2B store, download customers’ country identifiers with Shopify orders, import PDFs as sales order with IDR, and more!
Pay with Airwallex integration page
Airwallex
We’ve added an overview of using Pay with Airwallex to a new Airwallex integration page, giving you an in-app overview of using the integration to pay supplier invoices from Cin7 Core .
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Pay supplier invoices with Airwallex
YouTube, LinkedIn links for B2B portal
B2B
The B2B portal has allowed you to add links to their social media to the footer. Now you can add links to their YouTube and LinkedIn pages too.
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Customize the B2B portal appearance
Import PDFs as sales orders with IDR
Intelligent Document Recognition (IDR)
Intelligent Document Recognition (IDR) allows you to import PDFs to Cin7 Core as simple sales orders. IDR will extract map PDF data into a new sale, keeping accurate logs and notifying you of success or failure.
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Extract sale data with Intelligent Document Recognition (IDR)
Require attachment for B2B orders
B2B
We’ve added a new setting for B2B stores. By enabling Require attachment for order confirmation, your B2B customers will be required to add an attachment to confirm their orders. They’ll receive an error if an attachment is missing.
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Consolidated transactions excluded from duplicates review
QuickBooks Online
We’ve fixed an issue where consolidated transactions for QuickBooks Online were shown when searching for incorrect duplicate manual journals. Since these consolidated journals aren’t expected to balance, we’ve excluded them from searches for duplicates.
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Consolidate transactions for QuickBooks Online
Download customer country identifiers with Shopify orders
Shopify
China, Brazil, Italy, and South Korea require the shipping labels of certain imports to include the recipient’s country identifier (for example, the Resident ID for Chinese citizens). Our Shopify integration now downloads the country identifier of each sales order (if any), so they can be printed onto shipping labels.
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Favorite products in B2B
B2B
We’ve fixed an issue where sales reps couldn’t select favorite B2B products for each B2B customer. Instead, when the rep made a product a favorite, it would become a favorite for all their allocated B2B customers. Now when reps favorite products they’ll become favorites for the account of the B2B customer they’re impersonating only.