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Cin7 Guides

Cin7 Sales for Functions

View 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.

Step-by-step guide

Cin7salesfunctionssale detailssearchsidebarcreate salesimple salecustomersales repTRC Account Receivableskip quotequotesales orderinvoiceadditional costtax rulesavevoidfinalise
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