28th January 2024 - Cin7 Core Enhancements
FEATURES: Copy customer/supplier attribute values to sale/purchase order, integration with Windcave POS payment processor, Production Resource Efficiency Report, and more!
Copy customer’s attribute values to sale order fields
Sale
Our team had received user feedback requesting the ability to copy customer additional attribute values to sale order attribute fields, to have easy access to customer information during the sale process.
With this release, we have added an optional setting to the sale process settings which allows users to enable or disable the copying of customer attribute values to sale attribute fields. This setting is disabled by default for all users, and applies to all sales when enabled, including simple, advanced, and service sales.
This setting is enabled from the General Settings. To enable copying customer attributes to sale attributes:
Go to Settings → General Settings → Sale process customization.
Just below the dropdown field where you can select the default sale attribute set, a new setting is now visible: Copy from customer’s additional attributes.
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When enabled, a new dropdown field will appear, where you can select the attribute field that will be copied from by default. The values from this attribute set will now appear in the sale Logs and attributes tab.
The attribute field names, types and values of both attribute sets must match or you will receive an error message. Adjust either the sale or customer attributes until the sets are equivalent. The same attribute set can be used in both fields.
Attribute copying functionality:
If the sale order attribute set already has values, the copied customer values will override them.
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Customer attribute sets can be copied to a set that accommodates their values.
The attribute field names, types and values of both attribute sets must match or you will receive an error message. A compatible attribute set must be applied at the customer record for values to be copied.
If the customer is changed after the sale order is created, the new customer’s attributes will override any existing values in the field.
Pre-conditions
Users will need the Settings – Your company – General settings permission to enable/disable this setting.
More information
Additional attributes – Copy customer attribute values to sale attribute fields
General Settings – Sale process customization
Copy supplier’s attributes to purchase order
Purchase
Our team had received user feedback requesting the ability to copy supplier additional attribute values to purchase order attribute fields, to have easy access to supplier information during the purchase process.
With this release, we have added an optional setting to the purchase process settings which allows users to enable or disable the copying of supplier attributes to purchase attributes. This setting is disabled by default for all users, and applies to all purchases when enabled, including simple, advanced, and service purchases.
This setting is enabled from the General Settings. To enable copying supplier attributes to purchase attributes:
Go to Settings → General Settings → Purchase process customization.
Just below the dropdown field where you can select the default purchase attribute set, a new setting is now visible: Copy from supplier’s additional attributes.
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When enabled, a new dropdown field will appear, where you can select the attribute field that will be copied from by default. The values from this attribute set will now appear in the sale Logs and attributes tab.
The attribute field names, types and values of both attribute sets must match or you will receive an error message. Adjust either the purchase or supplier attributes until the sets are equivalent. The same attribute set can be used in both fields.
Attribute copying functionality:
If the purchase order attribute set already has values, the copied supplier values will override them.
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Supplier attribute sets can be copied to a set that accommodates their values.
The attribute field names, types and values of both attribute sets must match or you will receive an error message. A compatible attribute set must be applied at the supplier record for values to be copied.
If the supplier is changed after the purchase order is created, the new supplier’s attributes will override any existing values in the field.
Pre-conditions
Users will need the Settings – Your company – General settings permission to enable/disable this setting.
More information
Additional attributes – Copy supplier attribute values to purchase attribute fields
General Settings – Purchase process customization
Integration with Windcave POS payment process
POS
Windcave is an EFTPOS solution that integrates with most major point-of-sales systems, providing integrated EFTPOS and payment solutions to the customers globally, and complying with local and international standards. With this release, Cin7 Core POS can integrate directly with Windcave, allowing you to link your device with Cin7 Core POS to an EFTPOS pinpad to process payments, exchanges, and returns.
From Cin7 Core :
Go to Integrations → Cin7 Core POS → [select POS store].
On the Setup tab, scroll to POS integrations and enable Use Windcave.
Enter your Windcave username and Windcave key received from Windcave, and save your changes.
Next, go to the Outlets tab and look for the Windcave station field. Enter your Windcave pinpad ID that is to be linked to the POS register.
Now that Windcavehas been enabled, the final step is to connect your pinpad to your register:
Log on to Cin7 Core POS and open the outlet and register where you want to connect Windcave.
Click Setup → Payment Setup.
Select Windcave from the list of card payment systems.
Pre-conditions
There is no requirement for a direct physical connection between Cin7 Core POS application and the Windcave terminal, the terminal can be connected online to a modem or router directly. However if connected to a POS’s device to share the internet connection from the device, the POS’s device needs to have the Windcave SCR Controller software installed.
At least one Cin7 Core POS register added to your subscription.
Include released orders only in when calculating MRP production demand
MRP Inventory
Materials Requirements Planning (MRP) and supply chain management features allows our users to incorporate their supply chain strategies into Cin7 Core inventory management. MRP considers demand from sales and supply from stock on hand, transfers, production, assembly and suppliers to generate supply management suggestions.
Previously this release, production orders which have not yet been started could be included or excluded from demand calculations according to their status: draft, or planned. With this release, we have responded to user feedback, and provided the option to also include production orders with released status.
Go to Inventory → MRP to start a new run.
Select your MRP run general and supply settings.
Under Demand source, make sure to enable Production – Include released. Released production orders will now be included in the demand calculations and thus supply suggestions.
Click Run to start the MRP run calculation.
Pre-conditions
Users will need the MRP – MRP Run permission to use this feature.
More information
Materials Requirements Planning (MRP) – MRP run parameters
Select date when calculating production demand
MRPInventory
MRP considers demand from sales and supply from stock on hand, transfers, production, assembly and suppliers to generate supply management suggestions. Previously this release, the Required by date of a production order was used to calculate demand within a planning period. With this release, users can select whether to calculate demand within a planning period using the Release date, or using the Required by date/planned date. This can be controlled from the General Settings.
Go to Settings → General Settings → MRP.
The new setting is called Production demand calculation date. Select from Required by date/planned date, or released date.
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If Required by date/planned date is selected, the date will depend on the capacity calculation method for that production order.
If capacity calculation is backwards from required by date, required by date will be used.
If capacity calculation is forwards from planned date, planned date will be used.
Pre-conditions
Users will need the Settings – Your company – General settings permission to edit this setting.
Users will need the MRP – MRP Run permission to use this feature.
More information
Production Resource Efficiency Report
Advanced Manufacturing Reports
We received user feedback that our existing report, Planned vs Actual Cycle Time, was not sufficient for business requirements. While that report captures the actual time taken for the operation/task against planned cycle time, it is not tracked against each competing resource.
With this release, Cin7 Core has added a new report, Production Resource Efficiency, which compares actual time and planned time for production orders, runs, and operation, for each resource.
Pre-conditions
Advanced Manufacturing subscription required
Users will need Reports – Production reporting permission to view this report.
ShipStation – Use predefined package dimensions to retrieve shipping rates for sale quotes/orders (required by certain carriers)
ShipStationSales
Estimating shipping rates using ShipStation takes place during the sale quote or sale order part of the sales process. Some carriers require shipping package dimensions to be included in order to return an estimate, while others do not.
With this release, we have added an optional setting to ShipStation integration which allows you to set a predefined package dimension to be used to retrieve shipping rates. The setting allows you to choose which carriers will receive these dimensions – other carriers will simply receive the total order weight and to/from locations. Note, the predefined package dimension will be used for estimates only, the real package dimensions can be entered during the ship stage to generate the true shipping rate and shipping label.
Enable sending predefined package dimensions to ShipStation:
Go to Integrations → ShipStation.
In the Estimate shipping rates section, enable Add predefined package dimensions.
This will activate another setting, where you can select which carriers should be sent the predefined package dimensions. We recommend only adding carriers that require this to return estimates, carriers that return estimates with the existing information (sending/receiving locations, total order weight) do not need to be sent package dimensions at this stage.
This will display a table with height, width, and length. Enter values here, note the units of measure are the same as those defined in the ShipStation integration settings.
When processing a sale, clicking Get shipping estimate at the sale quote or sale order stage will send these package dimensions to ShipStation alongside other order information such as weight and destination.
Pre-conditions
Active ShipStation integration
Users will need the Integrations – ShipStation permission to edit this setting.
Products must have weight defined.