9th March 2025 - Cin7 Core Enhancements
Intelligent Document Recognition (IDR) for purchases
PurchasesIDR
Extract product data and more directly from your purchase invoices, receiving notes, and credit notes, reducing errors and manual entry time.
IDR compares the information in your uploaded file with what exists in the linked purchase order without requiring exact matches for product SKUs or names,
With Purchase IDR, you can:
Extract invoice lines from documents in simple, advanced, service, and dropship purchases.
Extract receiving lines from documents in simple and advanced purchases (not applicable for service or dropship purchases).
Extract credit note details from documents in simple, advanced, service, dropship purchases, and standalone credit notes.
Automate product matching with AI-powered recognition, ensuring accuracy even when SKUs or product names differ.
Reduce errors and improve efficiency in invoice matching and procurement processes.
Pre-conditions
IDR must be included in your subscription plan. The IDR add-on covers both purchase and sale IDR.
Purchase/sale import permission is required.
Files must be in PDF, JPG, BMP, or PNG format.
More information
Extract purchase data with Intelligent Document Recognition (IDR)
View download and process date for sales channel integration orders
ShopifyAmazonWooCommerceBigCommerceLightspeedEtsyEbayMagento2SquareLeaflink
You can now see additional details, including the date and time an order is downloaded and when consolidated orders are processed into a sale in Cin7 Core. You can find these in the Logs table of your sales channel integrations.
Download date, when Cin7 Core downloaded an individual order from a sales channel integration
Process date, when Cin7 Core processes an individual order into a sale, or consolidates daily orders into a consolidated sale.
Bulk replace BOM components
Advanced ManufacturingStandard Manufacturing
You can now replace one component with another for all BOMs which include the old component (assembly BOMs, production BOMs, product family BOMs, NOT make-to-order BOMs).
When selecting bulk update, you'll see a list of all affected BOMs before confirming the replacement. After completing the replacement, you will see a list of all BOMs successfully updated and any BOMs which could not be updated and why.
More information
Optimize API logs with over 15,000 entries
API
We have improved our API log performance when there are over 15,000 entries. We have added pagination and you can now view all logs without receiving a server error.
Transfer co-man component costs to WIP account on component transfer
Advanced Manufacturing
We’ve improved how manufacturing costs are accounted for during co-manufacturing. Raw materials costs are now transferred to your work-in-progress (WIP) account when the materials are transferred to the co-manufacturer. Previously, costs were transferred after authorizing the co-manufacturing invoice, which caused financial reporting complications for customers with longer manufacturing lead times.
Pre-conditions
Advanced Manufacturing must be included in your subscription plan.
More information
Co-manufacturing procurement settings
Send POS receipts automatically to customer email
Cin7 Core POS
POS receipts can now be automatically sent to recipient email addresses on sale completion. We've added a new toggle, Send POS receipts via email, to the Customer page of the POS app. If the customer has a saved email address and this toggle enabled, POS receipts will automatically be sent via email when the customer completes a POS sale. When the toggle is disabled, you can choose to send the receipt via email or not manually at the end of a sale. The toggle is enabled by default.
Pre-conditions
POS must be included in your subscription plan.
More information
"Expired" status for gift cards
Inventory
We have added a new status for gift cards. When you view the list of gift cards, you can see Expired gift cards.
More information
Xero sync updates
Xero
We’ve made some updates to give you more control over how invoices, COGS, and payments are synced to Xero.
We’ve added a new setting, Sale channel sync type, where you can see a table of each connected sales channel with its sync type for its invoices, COGs, and payments.
You can select Individual or No sync for each sales channel and transaction type from this table. Sales channels that you have added to the Consolidate on export setting will appear in the table with Consolidated sync type; you will need to add or remove sales channels from Consolidate on export to change to or from Consolidated sync type.
This change means that we’ve removed the Export COGS and Sync invoices and credit notes for settings as they are no longer necessary. If you had previously disabled Export COGS, all sales channels COGS will be No Sync.
Additionally, sale manual journal sync type will always match a channel’s invoice sync type. Previously, you could configure settings to consolidate one type while sync another individually.
More information
Sync sales channel transactions
Consolidate transactions on export to Xero
Support syncing more product types with Shopify
Shopify
We’ve enhanced how we download and upload products, aligning our product types (stock, non-inventory, service) with Shopify’s physical item and quantity tracking settings. Previously Cin7 Core downloaded all products as Stock type and uploaded products to Shopify as Physical and Tracked.
Product upload:
|
Cin7 Core Product type |
Shopify Physical item |
Shopify Tracked |
| Stock | Yes | Yes |
| Non-inventory | Yes | No |
| Service | N/A* | N/A* |
*Cin7 Core does not upload service products to Shopify
Product download:
|
Shopify Physical item |
Shopify Tracked |
Cin7 Core Product type |
| Yes | Yes | Stock |
| Yes | No | Non-inventory |
| No | Yes | Stock |
| No | No | Service |
Pre-conditions
Advanced Manufacturing must be included in your subscription plan.
More information
List or update Shopify products
Configure payment reference for Shopify orders
Shopify
We’ve added a new setting to Shopify to let you choose whether to download the Transaction ID (default) or Payment ID of a Shopify order to the Payment reference of a Cin7 Core sale. This value can then be passed to your accounting system and used to reconcile orders,
Select Integrations from the main menu, then Shopify.
Select your Shopify store.
On the Setup tab, go to Account and cash settings.
Choose your preferred Payment reference option.
More information
Capture Shopify order quantity changes before download
Shopify
Shopify introduced a new order-level API field, Current quantity, that records the order’s quantity after any order quantity changes. Previously, Shopify provided a Quantity field, which captured the order’s original quantity without any later changes.
Cin7 Core now uses Current quantity when you download orders for the first time. This means any order quantity changes within Shopify before the Shopify order is downloaded within Core will now be accurately reflected.
Duplicate account mapping error message displays duplicate account names
XeroQuickBooks Online
Mapping more than one Xero or QuickBooks Online account to the same Cin7 Core account causes errors and is not allowed. We've improved our error messaging for this problem to show you which accounts are duplicated so you can resolve the error faster.
Support mapping Core categories to Lightspeed sub-categories
Lightspeed
We've improved our product mapping in Lightspeed. Lightspeed allows product categories with nested sub-categories, and does not allow linking to a parent category if it contains subcategories. This update adds support to identify and link to subcategories directly as well as parent categories without subcategories.
More information
Lightspeed product field mapping
Fix: Insert a link into Cin7 Core email template
Email templates
We've fixed an issue where customers could not insert URLs into Cin7 Core email templates.
Fix: Add new permission to group
Email templates
We've fixed an issue where you could not search for a group when adding a new permission.