25th February 2024 - Cin7 Core Enhancements
FEATURES: Enable/disable B2B customer delivery preference selection, hide prices from B2B guest users, find and correct duplicate sale invoice payments in Cin7 Core from QBO, and more!
B2B – Customer delivery preference selection (single or multiple packages) can be enabled/disabled with new setting
B2B Sales
Previously, when backorder was allowed for B2B sales, customers were shown delivery preferences when one or more items of their order was out of stock (send order in multiple deliveries, or wait until all items come back in stock for a single delivery). We received some client feedback that they did not offer, or did not want to show these options and preferred a more simple interface for end users.
A new B2B setting has been introduced so clients can turn showing delivery preferences to customers at checkout off or on.
Go to Integrations → Cin7 Core B2B Portal → [select portal].
On the General tab, go to Advanced settings.
The new setting is called Show delivery preference, and is only visible when Allow backorder is enabled. When enabled, the customer will be shown delivery options at checkout when one or more items in the order are out of stock. Available options are to receive the order in multiple deliveries, or a single delivery when items are restocked. When disabled, the customer will not be shown preferences.
Pre-conditions
Users will need a B2B portal subscription add-on
Allow backorder must be enabled
More information
Set up B2B Portal – Advanced settings
B2B – Hide prices and discounts for guest users
B2B
Currently, the merchant is able to select the price tier to determine the prices shown to guest users of the B2B portal (logged in customers are shown the price that responds to their assigned price tier). Our clients requested the option to hide prices from customers who were not logged in, with this release, this has been added as a price tier option. Selecting the hide prices option will also hide any discounts displayed on product pages.
Go to Integrations → Cin7 Core B2B Portal → [select portal].
On the General tab, go to General settings.
For the setting Price tier for guest user, a new option Hide prices has been added to the dropdown field.
Pre-conditions
Users will need a B2B portal subscription add-on
More information
Set up B2B Portal – General settings
Sales Tax Transactions Reports
Sales Reports
The Sales Tax Summary report shows sales tax charged or paid by your organization for the tax period being reported, grouped by tax rule. With this release, this new report also shows sales tax charged or paid by your organization, but displaying all transactions which include sales tax with their order number and other information.
Pre-conditions
Users will need the Financial reporting permission to access this feature
RMA Portal redesign
RMA
The RMA Portal has had some updates to its appearance and some settings renamed. No changes to functionality. No user action is required.
Pre-conditions
Users will need an RMA module subscription add-on
More information
RMA Portal for returns requests
MRP – Demand Report contains an additional column “Suggested supply” with hyperlink to detailed information
MRP
The development team wanted to make the suggest supply orders for Material Requirements Planning more prominent, as sometimes users would forget to check this section. With this release, an additional column, Suggested supply, is added to the Demand Report to make sure users know whether a product has suggested supply orders as soon as a run calculation is completed.
Go to Inventory → MRP to start a new run.
Set run parameters
Make sure to select Load demand with details if detail view is required
Click Run to start the MRP run calculation (see documentation for instructions). Wait until the system finishes calculating.
On the Demand tab, an additional column Suggested supply can be displayed, showing the quantity of item suggested.
Clicking the quantity field to open the detail view (when Load demand with details is applied) will show a summary of suggested orders, and a hyperlink to open the Suggested supply orders tab filtered by the related product.
Pre-conditions
Users will need an MRP module subscription add-on
More information
Material Requirements Planning (MRP) – View calculated demand and supply
MRP – Show product details with suggested supply order summary, without opening orders
MRP
Previously to this release, users performing an MRP run would see a list of suggested supply orders, however, it was necessary to open each order to view the products and quantities included. With this release, each supply suggestion has a collapsible section which shows the product names and quantities. Additionally, a Show products checkbox has been added to the page, which allows the user to expand or collapse all supply order details at once.
Go to Inventory → MRP to start a new run or open an existing run.
If this is a new run, set parameters then click Run to start the MRP run calculation (see documentation for instructions). Wait until the system finishes calculating.
On the Suggested supply orders tab, use the Show products checkbox to expand or collapse product details for all suggested orders. Use the arrows next to each order to expand or collapse product details for a single order.
Pre-conditions
Users will need an MRP module subscription add-on
More information
Material Requirements Planning (MRP) – View suggested supply orders
WMS – Improve scanning recognition of items with additional units of measure for stocktake
WMS
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.
Pre-conditions
Users will need the Advanced WMS subscription add-on.