8th September 2024

8th September 2024 - Cin7 Core Enhancements

FEATURES: Display and edit customer credit on invoice section of service sales, warn when Amazon Business order delivery will fall outside of business hours, and more!

Display and edit customer credit on invoice section of service sales

Sales

Previously, in a sale, customer credits can be added and viewed from the quote section only. Previous releases have added the customer credit section to multiple screens of the simple and advanced sale including order and invoice. This change has now been applied to service sales.

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.

More information

Processing a sale

Service sale

Customer credits

Warn when Amazon Business order delivery will fall outside of business hours

Amazon Business (US only)

Amazon Business has introduced a Business Hour Delivery Rate (BHDR) to help customers receive orders reliably and on time. Cin7 Core now warns our US customers if an Amazon Business order delivery will happen outside of business hours or on a weekend.

This helps users improve their BHDR with Amazon Business and delivery windows for their customers.

More information

Amazon Business orders

Account mapping must map unique accounts to each required account field (GRNI/GINR)

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, an additional source of account mapping duplication and errors has been fixed. It is no longer possible to select GRNI/GINR accounts in your purchase process customization settings (General Settings) which are duplicated in your account mappings.

More information

Chart of accounts – Account mapping

Print product label from a product’s profile

Inventory

Previously, product labels could be printed for multiple products at once from the list of product’s. Product labels can now be printed directly from a product’s profile, making it easier to label individual products and print labels after making quick changes.

More information

Print product labels