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Cin7 Guides
Stock, customers, purchases and reporting in Cin7.
Products & catalog
- 01Cin7 Product ManagementCreate a product in Cin7 from Inventory → Product/Service/Asset and set its SKU, name, type, category, brand, costing method, units and barcode, then set prices, allergens and dietary profiles, build a bill of materials, alter an existing product, and add product images.
- 02Cin7 How to View ProductsFind and open a product in Cin7 from Inventory → Products, then use the search field, filters and tabs to see the details you need.
- 03Cin7 How to View Product AvailabilityCheck product availability in Cin7 from Inventory → Availability, and filter to active or non-zero stock with the toggles.
- 04Cin7 How to View Assemblies & DisassembliesView assemblies and disassemblies in Cin7, including searching, filtering and opening a specific entry.
Inventory & stock control
- 05Cin7 StocktakingRun a stocktake in Cin7 from Inventory → Stocktake, setting the effective date, location and expense account, counting and saving quantities for non-zero stock products, then adding zero stock products with batch or serial number, expiry date, quantity and unit cost.
- 06Cin7 Stocktake & AdjustmentsView and manage stocktakes and stock adjustments in Cin7, including starting, completing and voiding them.
- 07Cin7 Stock AdjustmentAdjust stock in Cin7 from Inventory → Stock adjustment, setting the effective date and expense account, updating quantities for products with stock, adding stock to products with zero stock including batch or serial number, expiry date and quantity, then completing the adjustment.
- 08Cin7 Inventory Write-offStart an inventory write-off in Cin7 from Inventory → Inventory write-off, set the location, expense account and effective date, add the products and quantities, then complete it — and review past write-offs from the same menu.
- 09Cin7 Stock Transfer ManagementCreate a stock transfer in Cin7 from Inventory → Transfer, setting the from and to locations, shipment date, and product quantities, then send the stock with an in-transit account, complete it on delivery, or void it as an Admin, Manager or Supervisor.
- 10Cin7 How to View Stock TransfersView stock transfers in Cin7 — open Inventory → Transfers to see the list of created stock transfers, then click one to see its full information.
Purchasing & suppliers
- 11Cin7 Suppliers ManagementCreate suppliers in Cin7 from Purchase → Supplier with name, currency, tax rule, addresses, contacts and vendor ID, then manage them from Purchase → Suppliers by searching, filtering and editing supplier details.
- 12Cin7 How to View SuppliersView suppliers in Cin7 — open Purchase → Suppliers to see the supplier list, search for a specific supplier, then click one to see its basic information and sub-menu details.
- 13Cin7 Simple Purchase ManagementView existing purchases and create a simple purchase in Cin7 from Purchase → Purchases, populating the supplier, accounting and shipping details, the order lines, then verifying, approving and finalising the purchase.
- 14Cin7 Advanced Purchase ManagementCreate an advanced purchase in Cin7 from Purchase → Advanced purchase, populating the supplier, accounting and shipping details, adding order lines and additional costs, then verifying, approving and finalising the purchase.
- 15Cin7 How to View PurchasesOpen a purchase in Cin7 from Purchase → Purchases, then use the search field and filters to find it and inspect its order details, invoices, stock receiving and credit notes.
- 16Cin7 Viewing Purchase & Setting Stock ReceivedOpen an existing purchase in Cin7 from Purchase → Purchases, then populate the Stock received section for a simple or advanced purchase and share, print or authorize the order.
Sales & customers
- 17Cin7 How to View CustomersFind and open a customer in Cin7 from Sale → Customers/Credits to see their details.
- 18Cin7 Customer ManagementView and create customers in Cin7, including customer details, addresses and contacts.
- 19Cin7 Sales for FunctionsView sales in Cin7 from Sale → Sales and inspect, save or void a sale, then create a new sale from Sale → Simple sale, setting the customer, sales rep, account, tax rule, location and date, populating the quote, sales order and invoice sections, and finalising the sale.